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| Name: |
Legacy Financial Group LLC |
| City: |
DES MOINES |
| State: |
IA |
| Zip: |
50312 |
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data |
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Filing Period: |
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| Holdings
Found :
5 |
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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 |
|
DYNF |
Blackrock Us Equity Factor ... |
16 |
New |
$44.35 |
$10,883,000 |
245,116 |
2.2% |
10,883,000 |
245,116 |
2.724 |
N/A |
|
|
HELO |
Jpmorgan Hedged Equity Ladd... |
36 |
New |
$0.00 |
$2,255,000 |
40,286 |
0.46% |
2,255,000 |
40,286 |
0.448 |
N/A |
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HYDB |
Ishares Edge High Yield Def... |
38 |
New |
$0.00 |
$1,936,000 |
41,446 |
0.39% |
1,936,000 |
41,446 |
0.461 |
N/A |
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IXC |
iShares tr S&P Glbl Energy |
44 |
New |
$43.71 |
$1,442,000 |
33,565 |
0.29% |
1,442,000 |
33,565 |
0.037 |
Closed - End Fund - E... |
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SCHX |
Schwab Strategic Trust |
78 |
New |
$61.75 |
$326,000 |
5,254 |
0.07% |
326,000 |
5,254 |
0 |
Closed - End Fund - Debt |
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