Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY FINANCIAL STRATEGIES LLC | 04-10-2024 | 03-31-2024 | 90 | 388,055,146 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 1 | $62,678,665 | 675,999 | 0.02 | 0.02 | 14,457 | 2.19 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 2 | $41,415,360 | 513,647 | 0.01 | 0.01 | 13,551 | 2.71 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 3 | $36,365,605 | 595,669 | 0.01 | 0.01 | 14,217 | 2.45 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 4 | $32,890,138 | 335,819 | 0.01 | 0.01 | 10,603 | 3.26 | 03-31-2024 |
