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| Name: |
Legacy Financial Strategies LLC |
| City: |
LEAWOOD |
| State: |
KS |
| Zip: |
66211 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
8 |
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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 |
|
SPHB |
Invesco S&P 500 High Beta ETF |
47 |
- |
$85.43 |
$922,000 |
10,505 |
0.24% |
56,000 |
0 |
0.041 |
N/A |
|
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CP |
Canadian Pacific Railway Li... |
48 |
- |
$82.64 |
$902,000 |
10,226 |
0.23% |
94,000 |
0 |
0.001 |
Railroads |
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VIG |
Vanguard Dividend Appreciat... |
52 |
- |
$183.52 |
$767,000 |
4,199 |
0.2% |
51,000 |
0 |
0.001 |
Closed - End Fund - Debt |
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IOO |
iShares S&P Global 100 Index |
56 |
- |
$92.83 |
$583,000 |
6,518 |
0.15% |
58,000 |
0 |
0.013 |
Closed - End Fund - E... |
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MDY |
Standrd Poor Mdcp 400 SPDR |
69 |
- |
$551.70 |
$320,000 |
576 |
0.08% |
28,000 |
0 |
0.047 |
Closed - End Fund - E... |
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IWS |
iShares Tr Rssll Midcap Valu |
76 |
- |
$124.59 |
$259,000 |
2,070 |
0.07% |
18,000 |
0 |
0.002 |
Closed - End Fund - E... |
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ARI |
Apollo Commercial Real Esta... |
89 |
- |
$10.46 |
$130,000 |
11,700 |
0.03% |
-7,000 |
0 |
0.008 |
REIT - Diversified |
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RIG |
Transocean Inc |
90 |
- |
$6.24 |
$70,000 |
11,205 |
0.02% |
-1,000 |
0 |
0.002 |
Oil & Gas Drilling & ... |
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