My Legacy Advisors, LLC [Rocket]

Holdings

My Legacy Advisors, LLC

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

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	IUSB	Common	147,087	98,980	6,707,167,000	4,480,775,000	2.64		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
SPDR SERIES TRUST	ONEK	Common	206,455	33,791	10,915,276,000	2,541,072,000	4.29		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	USMV	Common	43,331	23,534	3,222,526,000	1,777,741,000	1.27		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
SCHWAB STRATEGIC TRUST	SCHZ	Common	81,034	27,957	3,752,662,000	1,256,474,000	1.48		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
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
iSHARES TRUST	IYW	Common	20,839	6,335	2,321,256,000	1,053,461,000	0.91		Hist	06/30/2023
WisdomTree Trust	IQDG	Common	43,446	28,979	1,525,389,000	1,041,323,000	0.60		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
NVIDIA CORP	NVDA	Common	2,044	883	939,878,000	694,858,000	0.37	0.00	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
Alphabet Inc.	GOOGL	COM	19,855	380	2,472,742,000	432,151,000	0.97		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
WisdomTree Trust	AGGY	Common	66,828	10,393	2,898,330,000	409,264,000	1.14		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
WisdomTree Trust	WTMF	Common	20,587	8,748	721,436,000	333,472,000	0.28		Hist	06/30/2023
PEPSICO INC	PEP	Common	8,885	1,004	1,666,204,000	333,369,000	0.65		Hist	06/30/2023
MCDONALDS CORP	MCD	Common	5,263	592	1,553,743,000	319,525,000	0.61	0.00	Hist	06/30/2023
Kolli Sreelakshmi	SHM	ETF	10,664	6,273	502,061,000	293,049,000	0.20		Hist	06/30/2023
NXP Semiconductors N.V.	NXPI	COM	4,451	857	963,731,000	277,457,000	0.38	0.00	Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHG	Common	17,770	540	1,358,872,000	271,831,000	0.53		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
ASML HOLDING NV	ASML	N Y REGISTRY SHS	1,858	188	1,394,875,000	259,910,000	0.55		Hist	06/30/2023
QUANTA SERVICES, INC.	PWR	Common	4,086	229	810,131,000	222,208,000	0.32	0.00	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	IVLU	Common	36,174	6,457	946,312,000	207,845,000	0.37		Hist	06/30/2023
FIRSTENERGY CORP	FE	Common	16,071	5,119	640,429,000	207,606,000	0.25		Hist	06/30/2023
JPMORGAN CHASE & CO	JPM	Common	11,282	822	1,679,551,000	203,750,000	0.66		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
CINTAS CORP	CTAS	Common	3,468	38	1,714,857,000	197,356,000	0.67	0.00	Hist	06/30/2023
VERTEX PHARMACEUTICALS INC / MA	VRTX	Common	1,145	468	399,628,000	195,837,000	0.16		Hist	06/30/2023
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