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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 51 | $1,193,054 | 16,426 | 0.00 | 0.00 | 1 | 0.01 | 03-31-2024 |
| PROSHARES TR | S&P 500 DV ARIST | 52 | $1,104,616 | 10,893 | 0.00 | 0.00 | 198 | 1.85 | 03-31-2024 |
| HONEYWELL INTL INC | COM | 53 | $1,034,050 | 5,038 | 0.00 | 0.00 | 15 | 0.30 | 03-31-2024 |
| ASML HOLDING N V | N Y REGISTRY SHS | 54 | $1,005,407 | 1,036 | 0.00 | 0.00 | 20 | 1.97 | 03-31-2024 |
