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  Name: My Legacy Advisors LLC
  City: BEND
  State: OR
  Zip: 97703
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $276,887,000
  Total Value Change : $30,993,000
  Securities Held Change : 5
   
All Securities Held : 204
  New Positions : 14
  Closed Positions : 11
  Increased Positions : 107
  Unchanged Positions : 6
  Decreased Positions : 77

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (CRM)1 Year Chart         CRM Salesforce.com Inc 133 New $231.94 $625,000 2,302 0.23% 625,000 2,302 0.001    Internet Software & S...
   (QGRW)1 Year Chart         QGRW Wisdomtree Us Quality Growt... New $0.00 $511,000 13,919 0.18% 511,000 13,919 0.155    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 153 New $198.73 $466,000 2,409 0.17% 466,000 2,409 0    Closed - End Fund - E...
   (ABT)1 Year Chart         ABT Abbott Laboratories 154 New $103.68 $465,000 4,093 0.17% 465,000 4,093 0    Drug Manufacturers - ...
   (BBT)1 Year Chart         BBT Truist Financial Corp 168 New $35.64 $371,000 9,944 0.13% 371,000 9,944 0.001    Domestic Regional Banks
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 181 New $76.79 $310,000 4,070 0.11% 310,000 4,070 0    N/A
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc 179 New $208.88 $310,000 1,609 0.11% 310,000 1,609 0.002    Insurance Brokers
   (WEC)1 Year Chart         WEC WEC Energy Group Inc 184 New $78.86 $291,000 3,540 0.11% 291,000 3,540 0.001    Multi Utilities
   (CSX)1 Year Chart         CSX CSX Corp 186 New $32.18 $262,000 7,568 0.09% 262,000 7,568 0    Railroads
   (LCTU)1 Year Chart         LCTU Blackrock Us Carbon Transit... 188 New $0.00 $254,000 4,841 0.09% 254,000 4,841 0    N/A
   (SLB)1 Year Chart         SLB Schlumberger Ltd 187 New $43.00 $254,000 5,207 0.09% 254,000 5,207 0.002    Oil & Gas Equipment &...
   (PCAR)1 Year Chart         PCAR Paccar Inc 191 New $106.11 $239,000 2,532 0.09% 239,000 2,532 0.001    Trucks & Other Vehicles
   (IEI)1 Year Chart         IEI iShares Barclays 3-7 Year T... 192 New $115.87 $234,000 1,996 0.08% 234,000 1,996 0.002    Closed - End Fund - E...
   (SUSC)1 Year Chart         SUSC Ishares Esg Usd Corporate Bond 198 New $0.00 $217,000 9,369 0.08% 217,000 9,369 0.01    N/A
      14 Records Found
  1    
Page 1 of 1
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