HoldingsChannel.com
Legacy Financial Strategies LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 582,913 +100,224 $26,219
     SCHD582,913+100,224$26,219
SCHWAB STRATEGIC TR 258,189 +36,817 $15,602
     SCHB258,189+36,817$15,602
SCHWAB STRATEGIC TR 106,898 +18,452 $8,514
     SCHG106,898+18,452$8,514
VANGUARD TAX MANAGED INTL FD (VEA) 254,475 +22,448 $8,484
     VEA254,475+22,448$8,484
VANGUARD INDEX FDS (VTI) 60,303 +3,587 $7,774
     VTI60,303+3,587$7,774
ISHARES TR (IJR) 107,018 +13,672 $6,005
     IJR107,018+13,672$6,005
BERKSHIRE HATHAWAY INC DEL      $1,887
     BRK.B10,320-933$1,887
ISHARES TR (IUSV) 38,722 +21,052 $1,788
     IUSV38,722+21,052$1,788
SPDR S&P 500 ETF TR (SPY) 6,151 +2,381 $1,585
     SPY6,151+2,381$1,585
APPLE INC 5,089 +64 $1,294
     AAPL5,089+64$1,294
FIDELITY 27,728 -290 $1,192
     FHLC27,728-290$1,192
PEPSICO INC 8,256 -281 $992
     PEP8,256-281$992
HORMEL FOODS CORP 18,917 +904 $882
     HRL18,917+904$882
S&P GLOBAL INC 3,504 -203 $859
     SPGI3,504-203$859
AIR PRODS & CHEMS INC 4,167 -116 $832
     APD4,167-116$832
ROPER TECHNOLOGIES INC 2,584 +66 $806
     ROP2,584+66$806
ISHARES TR (IGM) 3,772 +68 $799
     IGM3,772+68$799
MCCORMICK & CO INC 5,629 +197 $795
     MKC5,629+197$795
ABBVIE INC 10,140 +960 $773
     ABBV10,140+960$773
SHERWIN WILLIAMS CO 1,677 -4 $771
     SHW1,677-4$771
MEDTRONIC PLC 8,499 +281 $766
     MDT8,499+281$766
ILLINOIS TOOL WKS INC 5,379 +162 $764
     ITW5,379+162$764
AUTOMATIC DATA PROCESSING IN 5,577 +178 $762
     ADP5,577+178$762
ECOLAB INC 4,892 +76 $762
     ECL4,892+76$762
3M CO 5,569 +1,212 $760
     MMM5,569+1,212$760
MAINSTAY MACKAY DEFINDTRM MU 38,074 +1,222 $732
     MMD38,074+1,222$732
PRICE T ROWE GROUP INC 7,431 +219 $726
     TROW7,431+219$726
ARCHER DANIELS MIDLAND CO 20,407 +20,407 $718
     ADM20,407+20,407$718
LOWES COS INC 8,293 +290 $714
     LOW8,293+290$714
SMITH A O 18,245 +1,745 $690
     AOS18,245+1,745$690
PPG INDS INC 8,091 +281 $676
     PPG8,091+281$676
ISHARES TR (MUB) 5,674 -114 $641
     MUB5,674-114$641
GENERAL DYNAMICS CORP 4,776 +493 $632
     GD4,776+493$632
CINTAS CORP 3,554 -369 $616
     CTAS3,554-369$616
FRANKLIN RES INC 35,363 +10,738 $590
     BEN35,363+10,738$590
HONEYWELL INTL INC 4,217 -400 $564
     HON4,217-400$564
V F CORP 10,129 +734 $548
     VFC10,129+734$548
INDEXIQ ETF TR (MNA) 17,363 -1,243 $523
     MNA17,363-1,243$523
PROSHARES TR (NOBL) 8,776 +2,873 $506
     NOBL8,776+2,873$506
KANSAS CITY SOUTHERN 3,914 UNCH $498
     KSU3,914UNCH$498
SCHWAB STRATEGIC TR 22,310 +5,345 $462
     SCHE22,310+5,345$462
ISHARES TR (AGG) 3,627 -404 $418
     AGG3,627-404$418
PIMCO ETF TR (BOND) 3,689 -264 $392
     BOND3,689-264$392
O REILLY AUTOMOTIVE INC NEW 1,233 -99 $371
     ORLY1,233-99$371
MICROSOFT CORP 2,343 +342 $370
     MSFT2,343+342$370
JOHNSON & JOHNSON 2,362 UNCH $310
     JNJ2,362UNCH$310
SUBURBAN PROPANE PARTNERS L 21,900 UNCH $310
     SPH21,900UNCH$310
ISHARES INC (IEMG) 7,069 -8,065 $286
     IEMG7,069-8,065$286
FLEXSHARES TR (GUNR) 12,616 -3,366 $284
     GUNR12,616-3,366$284
PIMCO ETF TR (MINT) 2,671 -2,000 $264
     MINT2,671-2,000$264

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 03/31/2020: $105,305
At 12/31/2019: $123,918

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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