HoldingsChannel.com
Legacy Financial Strategies LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 411,622 +41,321 $22,960
     SCHD411,622+41,321$22,960
SCHWAB STRATEGIC TR 285,067 +6,244 $20,693
     SCHB285,067+6,244$20,693
VANGUARD TAX MANAGED INTL FD (VEA) 231,417 -64,336 $9,807
     VEA231,417-64,336$9,807
VANGUARD INDEX FDS (VTI) 55,456 -375 $8,561
     VTI55,456-375$8,561
ISHARES TR (IJR) 92,887 -2,457 $7,461
     IJR92,887-2,457$7,461
SCHWAB STRATEGIC TR 72,356 +14,053 $6,267
     SCHG72,356+14,053$6,267
BERKSHIRE HATHAWAY INC DEL      $2,459
     BRK.B11,553-1,069$2,459
SPDR S&P 500 ETF TR (SPY) 4,295 +348 $1,303
     SPY4,295+348$1,303
APPLE INC 5,080 +1,406 $1,265
     AAPL5,080+1,406$1,265
FIDELITY 26,600 +26,600 $1,193
     FHLC26,600+26,600$1,193
PEPSICO INC 8,048 +800 $1,099
     PEP8,048+800$1,099
CINTAS CORP 3,709 +157 $1,008
     CTAS3,709+157$1,008
SHERWIN WILLIAMS CO 1,576 +69 $911
     SHW1,576+69$911
PPG INDS INC 7,313 +350 $905
     PPG7,313+350$905
ISHARES TR (IUSV) 15,062 +572 $896
     IUSV15,062+572$896
TARGET CORP 7,954 +557 $873
     TGT7,954+557$873
S&P GLOBAL INC 3,488 +148 $867
     SPGI3,488+148$867
ECOLAB INC 4,472 +182 $857
     ECL4,472+182$857
AIR PRODS & CHEMS INC 4,010 +160 $848
     APD4,010+160$848
LOWES COS INC 7,417 +484 $828
     LOW7,417+484$828
ILLINOIS TOOL WKS INC 4,840 +270 $823
     ITW4,840+270$823
MEDTRONIC PLC 7,635 +398 $811
     MDT7,635+398$811
MCCORMICK & CO INC 5,024 +246 $805
     MKC5,024+246$805
HONEYWELL INTL INC 4,652 +400 $803
     HON4,652+400$803
PRICE T ROWE GROUP INC 6,665 +393 $780
     TROW6,665+393$780
ISHARES INC (IEMG) 15,093 -1,197 $779
     IEMG15,093-1,197$779
ROPER TECHNOLOGIES INC 2,338 +121 $778
     ROP2,338+121$778
ISHARES TR (IGM) 3,436 +182 $773
     IGM3,436+182$773
AUTOMATIC DATA PROCESSING IN 4,729 +272 $768
     ADP4,729+272$768
SMITH A O 14,919 +1,122 $766
     AOS14,919+1,122$766
V F CORP 8,680 +498 $724
     VFC8,680+498$724
GENERAL DYNAMICS CORP 3,875 +232 $678
     GD3,875+232$678
HORMEL FOODS CORP 16,431 +1,105 $665
     HRL16,431+1,105$665
3M CO 3,884 +300 $657
     MMM3,884+300$657
ABBVIE INC 8,282 +947 $649
     ABBV8,282+947$649
INDEXIQ ETF TR (MNA) 19,061 +846 $620
     MNA19,061+846$620
FRANKLIN RES INC 21,540 +1,616 $612
     BEN21,540+1,616$612
O REILLY AUTOMOTIVE INC NEW 1,326 UNCH $586
     ORLY1,326UNCH$586
FLEXSHARES TR (GUNR) 17,982 -12,737 $567
     GUNR17,982-12,737$567
KANSAS CITY SOUTHERN 3,914 UNCH $562
     KSU3,914UNCH$562
ISHARES TR (AGG) 4,810 +4,810 $541
     AGG4,810+4,810$541
SUBURBAN PROPANE PARTNERS L 21,900 -600 $524
     SPH21,900-600$524
PIMCO ETF TR (BOND) 4,748 +4,748 $513
     BOND4,748+4,748$513
SELECT SECTOR SPDR TR (XLF) 17,482 -25,919 $503
     XLF17,482-25,919$503
SCHWAB STRATEGIC TR 17,555 +17,555 $463
     SCHE17,555+17,555$463
MAINSTAY MACKAY DEFINDTRM MU 21,719 UNCH $444
     MMD21,719UNCH$444
CRESTWOOD EQUITY PARTNERS LP 12,000 UNCH $418
     CEQP12,000UNCH$418
PROSHARES TR (NOBL) 5,722 +958 $413
     NOBL5,722+958$413
JPMORGAN CHASE & CO 2,811 +693 $356
     JPM2,811+693$356
ISHARES TR (MUB) 3,070 +3,070 $349
     MUB3,070+3,070$349

See Full List: All Stocks Held By Legacy Financial Strategies LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Legacy Financial Strategies LLC

Size ($ in 1000's)
At 09/30/2019: $112,342
At 06/30/2019: $107,138

Legacy Financial Strategies LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Legacy Financial Strategies LLC 13F filings. Link to 13F filings: SEC filings

Legacy Financial Strategies LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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