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| Name: |
LEGACY FINANCIAL GROUP INC. |
| City: |
Tulsa |
| State: |
OK |
| Zip: |
74114 |
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data |
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| Holdings
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18 |
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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 |
|
SCHX |
Schwab Strategic Trust |
13 |
- |
$62.71 |
$6,070,000 |
97,812 |
2.39% |
195,000 |
-6,351 |
0.003 |
Closed - End Fund - Debt |
|
|
DFAE |
Dfa Dimensional Emerging Co... |
14 |
- |
$0.00 |
$6,030,000 |
243,913 |
2.37% |
19,000 |
-5,386 |
0.041 |
N/A |
|
|
AAPL |
Apple Inc |
15 |
- |
$189.99 |
$5,998,000 |
34,980 |
2.36% |
-997,000 |
-1,351 |
0 |
Personal Computers |
|
|
SUB |
iShares S&P S/T Natnl AMT-F... |
17 |
- |
$104.23 |
$5,250,000 |
50,125 |
2.07% |
-463,000 |
-4,064 |
0.056 |
Closed - End Fund - Debt |
|
|
OKE |
ONEOK Inc |
21 |
- |
$80.96 |
$3,394,000 |
42,331 |
1.34% |
109,000 |
-4,448 |
0.01 |
Gas Utilities |
|
|
VTIP |
Vanguard Short Term Inflati... |
26 |
- |
$48.16 |
$2,152,000 |
44,946 |
0.85% |
-80,000 |
-2,049 |
0.002 |
N/A |
|
|
OPER |
Clearshares Ultra-short Mat... |
32 |
- |
$0.00 |
$931,000 |
9,293 |
0.37% |
-2,418,000 |
-24,171 |
0.01 |
N/A |
|
|
WMB |
Williams Companies Inc |
41 |
- |
$40.67 |
$545,000 |
13,997 |
0.21% |
0 |
-1,654 |
0.001 |
Oil & Gas Pipelines &... |
|
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SPY |
Standard & Poors Depository... |
44 |
- |
$529.81 |
$428,000 |
818 |
0.17% |
34,000 |
-11 |
0 |
Closed - End Fund - E... |
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CVX |
Chevron Corp |
47 |
- |
$159.04 |
$395,000 |
2,506 |
0.16% |
14,000 |
-46 |
0 |
Integrated Oil & Gas |
|
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JNJ |
Johnson & Johnson |
52 |
- |
$144.38 |
$353,000 |
2,231 |
0.14% |
-42,000 |
-287 |
0 |
Drug Manufacturers - ... |
|
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JPM |
JP Morgan Chase & Co |
55 |
- |
$199.50 |
$318,000 |
1,589 |
0.13% |
16,000 |
-185 |
0 |
Domestic Money Center... |
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DIS |
Walt Disney Co |
56 |
- |
$102.44 |
$289,000 |
2,362 |
0.11% |
65,000 |
-123 |
0 |
Entertainment - Diver... |
|
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CSX |
CSX Corp |
58 |
- |
$33.48 |
$278,000 |
7,506 |
0.11% |
16,000 |
-59 |
0 |
Railroads |
|
|
PM |
Philip Morris International... |
62 |
- |
$100.05 |
$252,000 |
2,748 |
0.1% |
-9,000 |
-29 |
0 |
Cigarettes & Other To... |
|
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DXCM |
DexCom Inc |
64 |
- |
$127.38 |
$236,000 |
1,700 |
0.09% |
23,000 |
-14 |
0 |
Medical Instruments &... |
|
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UNH |
Unitedhealth Group Inc |
66 |
- |
$503.68 |
$226,000 |
457 |
0.09% |
-16,000 |
-2 |
0 |
Health Care Plans |
|
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DUSB |
Dimensional Ultrashort Fixe... |
70 |
- |
$0.00 |
$209,000 |
4,124 |
0.08% |
-22,000 |
-459 |
0.046 |
N/A |
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