Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY FINANCIAL GROUP LLC | 04-10-2024 | 03-31-2024 | 107 | 493,942,707 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P US GWT | 1 | $53,346,377 | 455,135 | 0.01 | 0.01 | 427,369 | 1539.18 | 03-31-2024 |
| SPDR SER TR | S&P DIVID ETF | 2 | $51,655,251 | 393,594 | 0.01 | 0.01 | 370,094 | 1574.87 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3 | $40,734,467 | 84,740 | 0.01 | 0.01 | 79,158 | 1418.09 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 4 | $31,947,843 | 139,760 | 0.01 | 0.01 | 132,013 | 1704.05 | 03-31-2024 |
