Portfolio (Quarterly)
Guide ↗
Legacy Advisory Services, LLC
· CIK 0002068847| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VTWO | VANGUARD SCOTTSDALE FDS | — | 9,166 | $912K | 0.69% | SOLD |
| 2 | BLK | BLACKROCK INC | Financial Services | 642 | $687K | 0.52% | SOLD |
| 3 | V | VISA INC | Financial Services | 1,845 | $647K | 0.49% | SOLD |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | — | 7,700 | $614K | 0.46% | SOLD |
| 5 | TMUS | T-MOBILE US INC | Communication Services | 2,406 | $489K | 0.37% | SOLD |
| 6 | BSV | VANGUARD BD INDEX FDS | — | 5,715 | $450K | 0.34% | SOLD |
| 7 | CRS | CARPENTER TECHNOLOGY CORP | Industrials | 1,210 | $381K | 0.29% | SOLD |
| 8 | CMCSA | COMCAST CORP NEW | Communication Services | 12,270 | $367K | 0.28% | SOLD |
| 9 | HYS | PIMCO ETF TR | — | 3,534 | $335K | 0.25% | SOLD |
| 10 | SPMB | SPDR SERIES TRUST | — | 12,195 | $273K | 0.20% | SOLD |
| 11 | ACWV | ISHARES INC | — | 2,047 | $243K | 0.18% | SOLD |
| 12 | HYMB | SPDR SERIES TRUST | — | 9,669 | $241K | 0.18% | SOLD |
| 13 | NET | CLOUDFLARE INC | Technology | 1,175 | $232K | 0.17% | SOLD |
| 14 | AES | AES CORP | Utilities | 15,393 | $221K | 0.17% | SOLD |
| 15 | RDDT | REDDIT INC | Communication Services | 875 | $201K | 0.15% | SOLD |
Sector Allocation
Technology
34.6%
Financial Services
13.7%
Consumer Cyclical
13.0%
Industrials
12.7%
Healthcare
11.4%
Communication Services
5.3%
Consumer Defensive
4.7%
Utilities
2.7%
Real Estate
1.8%