Legacy Financial Strategies, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SCHWAB STRATEGIC TR | $93.07M | 16.5% |
| SCHWAB STRATEGIC TR | $68.02M | 12.0% |
| ISHARES TR | $46.11M | 8.2% |
| AMERICAN CENTY ETF TR | $35.66M | 6.3% |
| AMERICAN CENTY ETF TR | $33.35M | 5.9% |
| ISHARES TR | $32.92M | 5.8% |
| ISHARES TR | $29.59M | 5.2% |
| VANGUARD INDEX FDS | $17.49M | 3.1% |
| SCHWAB STRATEGIC TR | $11.98M | 2.1% |
| NVIDIA Corp | $9.97M | 1.8% |
| Apple Inc. | $8.72M | 1.5% |
| ISHARES TR | $8.03M | 1.4% |
| VANECK ETF TRUST | $6.26M | 1.1% |
| SPDR S&P 500 ETF TR | $5.90M | 1.0% |
| ISHARES TR | $5.71M | 1.0% |
| VANGUARD INDEX FDS | $5.46M | 1.0% |
| Warren E. Buffett | $5.00M | 0.9% |
| INVESCO EXCH TRADED FD TR II | $4.87M | 0.9% |
| MICROSOFT CORP | $4.82M | 0.9% |
| Walmart Inc. | $4.04M | 0.7% |
| Jack Henry & Associates Inc | $3.77M | 0.7% |
| AFLAC INC | $3.74M | 0.7% |
| S&P Global Inc. | $3.54M | 0.6% |
| CINTAS CORP | $3.46M | 0.6% |
| ATMOS ENERGY CORP | $3.37M | 0.6% |
| CINCINNATI FINANCIAL CORP | $3.32M | 0.6% |
| LOWES COMPANIES INC | $3.31M | 0.6% |
| NEXTERA ENERGY INC | $3.29M | 0.6% |
| SHERWIN WILLIAMS CO | $3.27M | 0.6% |
| Amazon.com Inc | $3.19M | 0.6% |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $3.05M | 0.5% |
| AUTOMATIC DATA PROCESSING INC | $3.04M | 0.5% |
| ABBOTT LABORATORIES | $3.03M | 0.5% |
| LINDE PLC | $2.92M | 0.5% |
| BROWN & BROWN, INC. | $2.73M | 0.5% |
| NORDSON CORP | $2.72M | 0.5% |
| SMITH A O CORP | $2.54M | 0.4% |
| Alphabet Inc. | $2.51M | 0.4% |
| ROPER TECHNOLOGIES INC | $2.51M | 0.4% |
| Broadcom Inc. | $2.44M | 0.4% |
| Fastenal Co | $2.40M | 0.4% |
| NEW YORK LIFE INVTS ACTIVE E | $2.37M | 0.4% |
| Palantir Technologies Inc | $2.32M | 0.4% |
| MCCORMICK & CO INC | $2.21M | 0.4% |
| W.W. GRAINGER, INC. | $2.14M | 0.4% |
| ISHARES TR | $2.12M | 0.4% |
| CATERPILLAR INC | $2.06M | 0.4% |
| Archer-Daniels-Midland Co | $2.06M | 0.4% |
| Tesla Inc | $1.91M | 0.3% |
| JPMORGAN CHASE & CO | $1.84M | 0.3% |