News + Filings Holdings
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My Legacy Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
SPDR SERIES TRUST
| ONEK | Common | 206,455 | 33,791 | 10,915,276,000 | 2,541,072,000 | 4.29 | |
Hist
| 06/30/2023 |
Apple Inc.
| AAPL | Common | 48,380 | 9,825 | 9,218,321,000 | 3,261,616,000 | 3.62 | |
Hist
| 06/30/2023 |
MICROSOFT CORP
| MSFT | Common | 22,853 | 3,406 | 7,830,863,000 | 2,806,677,000 | 3.08 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| HYG | Common | 97,326 | -3,653 | 7,362,712,000 | -351,074,000 | 2.89 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IVV | Common | 15,312 | 3,496 | 6,922,555,000 | 2,026,595,000 | 2.72 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IUSB | Common | 147,087 | 98,980 | 6,707,167,000 | 4,480,775,000 | 2.64 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| SHYG | Common | 139,679 | 11,839 | 5,820,424,000 | 458,814,000 | 2.29 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| EFG | MSCI GRW IDX | 48,677 | 16,149 | 4,740,653,000 | 1,737,017,000 | 1.86 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| QUAL | Common | 34,041 | 34,041 | 4,669,744,000 | 4,669,744,000 | 1.84 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| ESGU | Common | 43,838 | -32,285 | 4,341,277,000 | -2,630,067,000 | 1.71 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHZ | Common | 81,034 | 27,957 | 3,752,662,000 | 1,256,474,000 | 1.48 | |
Hist
| 06/30/2023 |
MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 33,138 | 472 | 3,546,097,000 | 22,089,000 | 1.39 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| USMV | Common | 43,331 | 23,534 | 3,222,526,000 | 1,777,741,000 | 1.27 | |
Hist
| 06/30/2023 |
WisdomTree Trust
| AGGY | Common | 66,828 | 10,393 | 2,898,330,000 | 409,264,000 | 1.14 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| EFV | MSCI VAL IDX | 57,149 | -3,821 | 2,874,595,000 | -126,958,000 | 1.13 | |
Hist
| 06/30/2023 |
Westfield Emerging Markets Small Cap Fund LP
| TFI | ETF | 60,987 | 23,920 | 2,819,429,000 | 1,075,056,000 | 1.11 | |
Hist
| 06/30/2023 |
AMAZON COM INC
| AMZN | Common | 20,177 | 5,499 | 2,709,771,000 | 1,192,213,000 | 1.07 | |
Hist
| 06/30/2023 |
Phillips Edison & Company, Inc.
| PECO | Common | 77,462 | -3,122 | 2,621,314,000 | -97,590,000 | 1.03 | |
Hist
| 06/30/2023 |
UNITEDHEALTH GROUP INC
| UNH | Common | 5,796 | -51 | 2,595,159,000 | -164,742,000 | 1.02 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| MBB | Common | 27,075 | 8,288 | 2,539,906,000 | 742,554,000 | 1.00 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| EMB | Common | 28,752 | -5,202 | 2,514,362,000 | -484,455,000 | 0.99 | |
Hist
| 06/30/2023 |
Alphabet Inc.
| GOOGL | COM | 19,855 | 380 | 2,472,742,000 | 432,151,000 | 0.97 | |
Hist
| 06/30/2023 |
iShares, Inc.
| IEMG | Common | 46,052 | 1,304 | 2,361,086,000 | 108,919,000 | 0.93 | |
Hist
| 06/30/2023 |
SSGA Active Trust
| SRLN | Common | 56,143 | 5,352 | 2,350,707,000 | 217,485,000 | 0.92 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IYW | Common | 20,839 | 6,335 | 2,321,256,000 | 1,053,461,000 | 0.91 | |
Hist
| 06/30/2023 |
VISA INC.
| V | CL A | 9,358 | -1,289 | 2,276,895,000 | -173,299,000 | 0.89 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| GOVT | Common | 96,450 | 96,450 | 2,216,421,000 | 2,216,421,000 | 0.87 | |
Hist
| 06/30/2023 |
Wisdom Tree Trust
| DTD | Common | 34,987 | 6,209 | 2,196,484,000 | 388,362,000 | 0.86 | |
Hist
| 06/30/2023 |
Mastercard Inc
| MA | CL A | 5,203 | -470 | 2,084,114,000 | -37,077,000 | 0.82 | |
Hist
| 06/30/2023 |
HOME DEPOT, INC.
| HD | Common | 6,572 | 752 | 2,067,551,000 | 138,221,000 | 0.81 | 0.00 |
Hist
| 06/30/2023 |
BERKSHIRE HATHAWAY INC
| BRK/B | Common | 5,483 | 752 | 1,883,630,000 | 424,069,000 | 0.74 | |
Hist
| 06/30/2023 |
COSTCO WHOLESALE CORP /NEW
| COST | Common | 3,452 | 68 | 1,858,729,000 | 116,646,000 | 0.73 | |
Hist
| 06/30/2023 |
ADOBE INC.
| ADBE | Common | 3,565 | -42 | 1,844,103,000 | 475,860,000 | 0.72 | 0.00 |
Hist
| 06/30/2023 |
HCA Healthcare, Inc.
| HCA | COM | 6,148 | 111 | 1,819,685,000 | 261,656,000 | 0.72 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| SHY | 1-3 YR TRS BD | 21,958 | 2,514 | 1,786,942,000 | 202,256,000 | 0.70 | |
Hist
| 06/30/2023 |
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