Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VUG) | 70,391 | +4,133 | $21,883 |
VUG | 70,391 | +4,133 | $21,883 |
DIMENSIONAL ETF TRUST (DFAC) | 609,354 | +4,678 | $17,811 |
DFAC | 609,354 | +4,678 | $17,811 |
DIMENSIONAL ETF TRUST (DFUV) | 436,928 | +10,798 | $16,262 |
DFUV | 436,928 | +10,798 | $16,262 |
DIMENSIONAL ETF TRUST (DFAI) | 564,423 | +6,822 | $16,165 |
DFAI | 564,423 | +6,822 | $16,165 |
AMERICAN CENTY ETF TR (AVUS) | 186,856 | +11,009 | $15,238 |
AVUS | 186,856 | +11,009 | $15,238 |
DIMENSIONAL ETF TRUST (DFSD) | 274,910 | +18,908 | $12,924 |
DFSD | 274,910 | +18,908 | $12,924 |
DIMENSIONAL ETF TRUST (DFAX) | 380,406 | +10,615 | $9,290 |
DFAX | 380,406 | +10,615 | $9,290 |
DIMENSIONAL ETF TRUST (DFAU) | 273,888 | -383 | $9,107 |
DFAU | 273,888 | -383 | $9,107 |
DIMENSIONAL ETF TRUST (DUHP) | 316,233 | +50,452 | $9,047 |
DUHP | 316,233 | +50,452 | $9,047 |
DIMENSIONAL ETF TRUST (DFAT) | 167,770 | -2,637 | $8,779 |
DFAT | 167,770 | -2,637 | $8,779 |
APPLE INC | 36,331 | -950 | $6,995 |
AAPL | 36,331 | -950 | $6,995 |
DIMENSIONAL ETF TRUST (DFCF) | 153,475 | +6,106 | $6,507 |
DFCF | 153,475 | +6,106 | $6,507 |
DIMENSIONAL ETF TRUST (DFUS) | 124,309 | +11,707 | $6,443 |
DFUS | 124,309 | +11,707 | $6,443 |
DIMENSIONAL ETF TRUST (DFAE) | 249,299 | -22,771 | $6,011 |
DFAE | 249,299 | -22,771 | $6,011 |
SCHWAB STRATEGIC TR | 104,163 | -2,571 | $5,875 |
SCHX | 104,163 | -2,571 | $5,875 |
ISHARES TR (SUB) | 54,189 | -1,526 | $5,713 |
SUB | 54,189 | -1,526 | $5,713 |
DIMENSIONAL ETF TRUST (DFNM) | 97,583 | -21,852 | $4,734 |
DFNM | 97,583 | -21,852 | $4,734 |
VANGUARD CHARLOTTE FDS (BNDX) | 95,288 | +17,650 | $4,704 |
BNDX | 95,288 | +17,650 | $4,704 |
VANGUARD INDEX FDS (VNQ) | 39,766 | -2,582 | $3,514 |
VNQ | 39,766 | -2,582 | $3,514 |
ETF SER SOLUTIONS (OPER) | 33,464 | -2,095 | $3,349 |
OPER | 33,464 | -2,095 | $3,349 |
ONEOK INC NEW | 46,779 | -5,328 | $3,285 |
OKE | 46,779 | -5,328 | $3,285 |
ISHARES TR (IWF) | 9,522 | +299 | $2,887 |
IWF | 9,522 | +299 | $2,887 |
DIMENSIONAL ETF TRUST (DFLV) | 105,562 | +39,697 | $2,855 |
DFLV | 105,562 | +39,697 | $2,855 |
DIMENSIONAL ETF TRUST (DFAR) | 123,449 | +79,364 | $2,807 |
DFAR | 123,449 | +79,364 | $2,807 |
VANGUARD MALVERN FDS (VTIP) | 46,995 | -232 | $2,232 |
VTIP | 46,995 | -232 | $2,232 |
BERKSHIRE HATHAWAY INC DEL | $2,053 | ||
BRK.B | 5,756 | -17 | $2,053 |
MICROSOFT CORP | 4,764 | -257 | $1,791 |
MSFT | 4,764 | -257 | $1,791 |
DIMENSIONAL ETF TRUST (DFEM) | 66,852 | +21,188 | $1,669 |
DFEM | 66,852 | +21,188 | $1,669 |
DIMENSIONAL ETF TRUST (DFAS) | 24,801 | +984 | $1,479 |
DFAS | 24,801 | +984 | $1,479 |
ALPHABET INC | 9,880 | -566 | $1,392 |
GOOG | 9,880 | -566 | $1,392 |
DIMENSIONAL ETF TRUST (DFSV) | 47,175 | +9,152 | $1,374 |
DFSV | 47,175 | +9,152 | $1,374 |
DIMENSIONAL ETF TRUST (DFIC) | 30,800 | +30,800 | $786 |
DFIC | 30,800 | +30,800 | $786 |
AMERICAN CENTY ETF TR (AVLV) | 13,422 | +412 | $775 |
AVLV | 13,422 | +412 | $775 |
BANCFIRST CORP | 7,942 | UNCH | $773 |
BANF | 7,942 | UNCH | $773 |
J P MORGAN EXCHANGE TRADED F (JEPI) | 13,575 | -1,350 | $746 |
JEPI | 13,575 | -1,350 | $746 |
AMAZON COM INC | 4,546 | -56 | $691 |
AMZN | 4,546 | -56 | $691 |
ISHARES TR (IVV) | 1,245 | +39 | $595 |
IVV | 1,245 | +39 | $595 |
WILLIAMS COS INC | 15,651 | -411 | $545 |
WMB | 15,651 | -411 | $545 |
ABBVIE INC | 3,483 | -611 | $540 |
ABBV | 3,483 | -611 | $540 |
OGE ENERGY CORP | 15,336 | -109 | $536 |
OGE | 15,336 | -109 | $536 |
AMERICAN CENTY ETF TR (AVUV) | 5,700 | +105 | $512 |
AVUV | 5,700 | +105 | $512 |
WALMART INC | 3,115 | +36 | $491 |
WMT | 3,115 | +36 | $491 |
ALPHABET INC | 3,464 | -92 | $484 |
GOOGL | 3,464 | -92 | $484 |
ARK ETF TR (ARKK) | 8,427 | UNCH | $441 |
ARKK | 8,427 | UNCH | $441 |
NVIDIA CORPORATION | 821 | +79 | $407 |
NVDA | 821 | +79 | $407 |
JOHNSON & JOHNSON | 2,518 | -2 | $395 |
JNJ | 2,518 | -2 | $395 |
SPDR S&P 500 ETF TR (SPY) | 829 | -5 | $394 |
SPY | 829 | -5 | $394 |
CHEVRON CORP NEW | 2,552 | -725 | $381 |
CVX | 2,552 | -725 | $381 |
INVESCO QQQ TR | 864 | +166 | $354 |
QQQ | 864 | +166 | $354 |
VANGUARD INDEX FDS (VV) | 1,527 | -8 | $333 |
VV | 1,527 | -8 | $333 |
See Full List: All Stocks Held By Legacy Financial Group Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Legacy Financial Group Inc.
Size ($ in 1000's)
At 12/31/2023: $229,247 At 09/30/2023: $202,649 Legacy Financial Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Legacy Financial Group Inc. 13F filings. Link to 13F filings: SEC filings |