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  Name: LEGACY FINANCIAL GROUP INC.
  City: Tulsa
  State: OK
  Zip: 74114
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $229,247,000
  Total Value Change : $26,598,000
  Securities Held Change : 0
   
All Securities Held : 69
  New Positions : 3
  Closed Positions : 5
  Increased Positions : 29
  Unchanged Positions : 4
  Decreased Positions : 33

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Holdings Found : 3     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
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... 32 New $0.00 $786,000 30,800 0.34% 786,000 30,800 0.003    N/A
   (DUSB)1 Year Chart         DUSB Dimensional Ultrashort Fixe... 64 New $0.00 $231,000 4,583 0.1% 231,000 4,583 0.051    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc 65 New $471.91 $228,000 644 0.1% 228,000 644 0    Internet Service Prov...

      3 Records Found
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