HoldingsChannel.com
Legacy Financial Strategies LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 482,689 +71,067 $27,957
     SCHD482,689+71,067$27,957
SCHWAB STRATEGIC TR 221,372 -63,695 $17,019
     SCHB221,372-63,695$17,019
VANGUARD TAX MANAGED INTL FD (VEA) 232,027 +610 $10,223
     VEA232,027+610$10,223
VANGUARD INDEX FDS (VTI) 56,716 +1,260 $9,280
     VTI56,716+1,260$9,280
SCHWAB STRATEGIC TR 88,446 +16,090 $8,218
     SCHG88,446+16,090$8,218
ISHARES TR (IJR) 93,346 +459 $7,827
     IJR93,346+459$7,827
BERKSHIRE HATHAWAY INC DEL      $2,549
     BRK.B11,253-300$2,549
APPLE INC 5,025 -55 $1,475
     AAPL5,025-55$1,475
FIDELITY 28,018 +1,418 $1,394
     FHLC28,018+1,418$1,394
SPDR S&P 500 ETF TR (SPY) 3,770 -525 $1,213
     SPY3,770-525$1,213
PEPSICO INC 8,537 +489 $1,167
     PEP8,537+489$1,167
ISHARES TR (IUSV) 17,670 +2,608 $1,114
     IUSV17,670+2,608$1,114
TARGET CORP 8,368 +414 $1,073
     TGT8,368+414$1,073
CINTAS CORP 3,923 +214 $1,056
     CTAS3,923+214$1,056
PPG INDS INC 7,810 +497 $1,043
     PPG7,810+497$1,043
S&P GLOBAL INC 3,707 +219 $1,012
     SPGI3,707+219$1,012
AIR PRODS & CHEMS INC 4,283 +273 $1,006
     APD4,283+273$1,006
SHERWIN WILLIAMS CO 1,681 +105 $981
     SHW1,681+105$981
ISHARES TR (JKE) 4,588 +4,588 $963
     JKE4,588+4,588$963
LOWES COS INC 8,003 +586 $958
     LOW8,003+586$958
ILLINOIS TOOL WKS INC 5,217 +377 $937
     ITW5,217+377$937
V F CORP 9,395 +715 $936
     VFC9,395+715$936
MEDTRONIC PLC 8,218 +583 $932
     MDT8,218+583$932
ECOLAB INC 4,816 +344 $929
     ECL4,816+344$929
MCCORMICK & CO INC 5,432 +408 $922
     MKC5,432+408$922
AUTOMATIC DATA PROCESSING IN 5,399 +670 $921
     ADP5,399+670$921
ISHARES TR (IGM) 3,704 +268 $897
     IGM3,704+268$897
ROPER TECHNOLOGIES INC 2,518 +180 $892
     ROP2,518+180$892
PRICE T ROWE GROUP INC 7,212 +547 $879
     TROW7,212+547$879
HONEYWELL INTL INC 4,617 -35 $817
     HON4,617-35$817
ISHARES INC (IEMG) 15,134 +41 $814
     IEMG15,134+41$814
ABBVIE INC 9,180 +898 $813
     ABBV9,180+898$813
HORMEL FOODS CORP 18,013 +1,582 $813
     HRL18,013+1,582$813
SMITH A O 16,500 +1,581 $786
     AOS16,500+1,581$786
MAINSTAY MACKAY DEFINDTRM MU 36,852 +15,133 $775
     MMD36,852+15,133$775
3M CO 4,357 +473 $769
     MMM4,357+473$769
GENERAL DYNAMICS CORP 4,283 +408 $755
     GD4,283+408$755
ISHARES TR (IGV) 3,166 +3,166 $738
     IGV3,166+3,166$738
ISHARES TR (MUB) 5,788 +2,718 $659
     MUB5,788+2,718$659
FRANKLIN RES INC 24,625 +3,085 $640
     BEN24,625+3,085$640
INDEXIQ ETF TR (MNA) 18,606 -455 $618
     MNA18,606-455$618
KANSAS CITY SOUTHERN 3,914 UNCH $599
     KSU3,914UNCH$599
O REILLY AUTOMOTIVE INC NEW 1,332 +6 $584
     ORLY1,332+6$584
SELECT SECTOR SPDR TR (XLF) 18,055 +573 $556
     XLF18,055+573$556
FLEXSHARES TR (GUNR) 15,982 -2,000 $536
     GUNR15,982-2,000$536
ISHARES TR (JKH) 1,833 +1,833 $482
     JKH1,833+1,833$482
SUBURBAN PROPANE PARTNERS L 21,900 UNCH $479
     SPH21,900UNCH$479
PIMCO ETF TR (MINT) 4,671 +1,380 $475
     MINT4,671+1,380$475
SCHWAB STRATEGIC TR 16,965 -590 $464
     SCHE16,965-590$464
ISHARES TR (AGG) 4,031 -779 $453
     AGG4,031-779$453

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 12/31/2019: $123,918
At 09/30/2019: $112,342

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.