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News + Filings
Holdings

Legacy Financial Strategies, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
CATERPILLAR INC CATCommon9,4239,4232,318,529,0002,318,529,0000.78  Hist 06/30/2023
CANADIAN PACIFIC KANSAS CITY LTD/CN CPStock10,51710,517849,458,000849,458,0000.280.00 Hist 06/30/2023
T-Mobile US, Inc. TMUSCOM2,0132,013279,606,000279,606,0000.090.00 Hist 06/30/2023
iSHARES TRUST IGVCommon660660228,301,000228,301,0000.08  Hist 06/30/2023
iSHARES TRUST IWSCommon2,0702,070227,369,000227,369,0000.08  Hist 06/30/2023
PROCTER & GAMBLE Co PGCommon1,4541,454220,646,000220,646,0000.070.00 Hist 06/30/2023
SPDR SERIES TRUST HYMBCommon8,7258,725218,212,000218,212,0000.07  Hist 06/30/2023
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD TSMSPONSORED ADS2,0322,032205,069,000205,069,0000.07  Hist 06/30/2023
iShares, Inc. IEMGCommon4,0804,080201,103,000201,103,0000.07  Hist 06/30/2023
ARDEN REALTY INC ARICOM11,67011,670132,104,000132,104,0000.04  Hist 06/30/2023
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