Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LEGACY FINANCIAL ADVISORS INC 02-06-2024 12-31-2023 286 519,087,432
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND ETF 1 $50,574,621 719,616 0.01 0.01 -544 -0.08 12-31-2023
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 2 $45,551,482 583,769 0.01 0.01 -27,436 -4.49 12-31-2023
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 3 $24,662,651 234,369 0.00 0.01 -408,168 -63.52 12-31-2023
WISDOMTREE INTERNATIONAL EQUITY FUND ETF 4 $19,249,733 366,592 0.00 0.00 10,394 2.92 12-31-2023
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