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| Name: |
Legacy Financial Strategies LLC |
| City: |
LEAWOOD |
| State: |
KS |
| Zip: |
66211 |
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data |
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| Holdings
Found :
10 |
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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 |
|
AVUV |
Avantis Us Small Cap Value Etf |
33 |
New |
$93.30 |
$2,682,000 |
28,616 |
0.69% |
2,682,000 |
28,616 |
0.032 |
N/A |
|
|
JEPI |
Jpmorgan Equity Premium Inc... |
59 |
New |
$0.00 |
$503,000 |
8,693 |
0.13% |
503,000 |
8,693 |
0.001 |
N/A |
|
|
AMD |
Advanced Micro Devices Inc |
72 |
New |
$166.33 |
$305,000 |
1,689 |
0.08% |
305,000 |
1,689 |
0 |
Semiconductor- Broad... |
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UNH |
Unitedhealth Group Inc |
73 |
New |
$517.23 |
$277,000 |
559 |
0.07% |
277,000 |
559 |
0 |
Health Care Plans |
|
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IBM |
International Business Mach... |
77 |
New |
$169.92 |
$255,000 |
1,337 |
0.07% |
255,000 |
1,337 |
0 |
Diversified Computer ... |
|
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CDNS |
Cadence Design Systems Inc |
80 |
New |
$292.47 |
$244,000 |
785 |
0.06% |
244,000 |
785 |
0 |
Technical & System So... |
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VTV |
Vanguard Value VIPERS |
82 |
New |
$162.95 |
$238,000 |
1,460 |
0.06% |
238,000 |
1,460 |
0 |
Closed - End Fund - E... |
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SMH |
Vaneck Vectors Semiconducto... |
81 |
New |
$208.63 |
$238,000 |
1,058 |
0.06% |
238,000 |
1,058 |
0.001 |
N/A |
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XLK |
SPDR Technology Sector |
85 |
New |
$214.31 |
$228,000 |
1,094 |
0.06% |
228,000 |
1,094 |
0 |
Closed - End Fund - E... |
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IVW |
ishares tr S&P 500 BARRA GR |
86 |
New |
$86.84 |
$219,000 |
2,596 |
0.06% |
219,000 |
2,596 |
0.001 |
Closed - End Fund - E... |
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