Long-term investor
Legacy Financial Strategies, LLC @legacyfinancialstrategie
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001723925).
Record
- Tracked since 2025-12-31 (261 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +8.2%
- Max drawdown n/a · win rate 36% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHG · 15.4% · long · since 2025-12-31
- SCHB · 12.0% · long · since 2025-12-31
- AGG · 7.0% · long · since 2025-12-31
- AVLV · 6.9% · long · since 2025-12-31
- AVDE · 6.7% · long · since 2025-12-31
- IGM · 6.5% · long · since 2025-12-31
- DGRO · 4.9% · long · since 2025-12-31
- VTI · 3.1% · long · since 2025-12-31
- SDSI · 2.6% · long · since 2026-03-31
- SCHD · 2.1% · long · since 2025-12-31
- SMH · 1.9% · long · since 2025-12-31
- NVDA · 1.7% · long · since 2025-12-31