My Legacy Advisors, LLC
- SEC CIK
- 0001767802
- Latest filing
- Jul 11, 2025
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed Apr 7, 2022. Long positions only.
- Positions
- 179
- No filing for Q4 2021
- Portfolio value
- $215.4M
- No filing for Q4 2021
My Legacy Advisors, LLC did not file a 13F for Q4 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr46435U853 | BROAD USD HIGH | 320,040 | $12.4M | 5.8% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 107,576 | $8.56M | 4.0% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 141,562 | $7.62M | 3.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 133,778 | $6.42M | 3.0% | – | – | – |
| AAPLApple Inc. | Stock | 34,268 | $5.98M | 2.8% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 129,105 | $5.96M | 2.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 16,639 | $5.13M | 2.4% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 22,363 | $4.59M | 2.1% | – | – | – |
| VanEck ETF Trust92189F353 | EMERGING MRKT HI | 193,989 | $3.91M | 1.8% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 106,719 | $3.48M | 1.6% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 30,349 | $3.33M | 1.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 22,170 | $3.28M | 1.5% | – | – | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 90,956 | $3.13M | 1.5% | – | – | History |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 75,199 | $2.84M | 1.3% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 53,124 | $2.74M | 1.3% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 9,519 | $2.74M | 1.3% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 5,005 | $2.55M | 1.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 897 | $2.50M | 1.2% | – | – | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 44,201 | $2.09M | 1.0% | – | – | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 76,055 | $2.05M | 1.0% | – | – | – |
| VVisa Inc. | Stock | 8,978 | $1.99M | 0.9% | – | – | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 22,114 | $1.92M | 0.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,066 | $1.84M | 0.9% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 25,457 | $1.77M | 0.8% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 17,630 | $1.72M | 0.8% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 2,966 | $1.71M | 0.8% | – | – | History |
| MAMastercard Inc | Stock | 4,737 | $1.69M | 0.8% | – | – | History |
| BXBlackstone Inc. | COM | 13,102 | $1.66M | 0.8% | – | – | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 32,107 | $1.64M | 0.8% | – | – | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 26,420 | $1.52M | 0.7% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,521 | $1.49M | 0.7% | – | – | History |
| HDHome Depot, Inc. | Stock | 4,908 | $1.47M | 0.7% | – | – | History |
| iShares Inc464286285 | JP MRGN EM HI BD | 35,128 | $1.40M | 0.6% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 18,760 | $1.38M | 0.6% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 18,300 | $1.37M | 0.6% | – | – | – |
| ADBEAdobe Inc. | Stock | 3,002 | $1.37M | 0.6% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,851 | $1.36M | 0.6% | – | – | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,398 | $1.30M | 0.6% | – | – | – |
| CTASCintas Corp | Stock | 3,046 | $1.30M | 0.6% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 8,150 | $1.28M | 0.6% | – | – | – |
| ACNAccenture plc | Stock | 3,805 | $1.28M | 0.6% | – | – | History |
| iShares Inc464286525 | MSCI GBL MIN VOL | 11,916 | $1.25M | 0.6% | – | – | – |
| HCAHCA Healthcare, Inc. | COM | 4,961 | $1.24M | 0.6% | – | – | History |
| AMZNAmazon Com Inc | Stock | 381 | $1.24M | 0.6% | – | – | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 12,214 | $1.24M | 0.6% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 15,718 | $1.22M | 0.6% | – | – | – |
| QCOMQualcomm Inc | Stock | 7,785 | $1.19M | 0.6% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 8,649 | $1.18M | 0.5% | – | – | History |
| KOCoca Cola Co | Stock | 18,965 | $1.18M | 0.5% | – | – | History |
| FITBFifth Third Bancorp | COM | 27,234 | $1.17M | 0.5% | – | – | History |
| SBUXStarbucks Corp | Stock | 12,168 | $1.11M | 0.5% | – | – | History |
| METMetlife Inc | Stock | 15,692 | $1.10M | 0.5% | – | – | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 20,733 | $1.10M | 0.5% | – | – | – |
| PGProcter & Gamble Co | Stock | 7,010 | $1.07M | 0.5% | – | – | History |
| CMECME Group Inc. | COM | 4,499 | $1.07M | 0.5% | – | – | History |
| HIGHartford Insurance Group, Inc. | Stock | 14,887 | $1.07M | 0.5% | – | – | History |
| PEPPepsiCo Inc | Stock | 6,289 | $1.05M | 0.5% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 8,072 | $1.04M | 0.5% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 8,655 | $1.02M | 0.5% | – | – | History |
| PAYXPaychex Inc | Stock | 7,461 | $1.02M | 0.5% | – | – | History |
| ORealty Income Corp | REIT | 14,593 | $1.01M | 0.5% | – | – | History |
| PLDPrologis, Inc. | REIT | 6,248 | $1.01M | 0.5% | – | – | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 20,167 | $999.0K | 0.5% | – | – | – |
| AEPAmerican Electric Power Co Inc | Stock | 9,959 | $994.0K | 0.5% | – | – | History |
| ALLYAlly Financial Inc. | Stock | 22,365 | $972.0K | 0.5% | – | – | History |
| CVXChevron Corp | Stock | 5,960 | $970.0K | 0.5% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,635 | $969.0K | 0.4% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 26,591 | $968.0K | 0.4% | – | – | – |
| SHWSherwin Williams Co | COM | 3,815 | $952.0K | 0.4% | – | – | History |
| MCDMcDonalds Corp | Stock | 3,824 | $946.0K | 0.4% | – | – | History |
| CINFCincinnati Financial Corp | COM | 6,851 | $931.0K | 0.4% | – | – | History |
| PFEPfizer Inc | Stock | 17,968 | $930.0K | 0.4% | – | – | History |
| ASMLASML Holding NV | ADR | 1,384 | $924.0K | 0.4% | – | – | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 16,751 | $924.0K | 0.4% | – | – | – |
| EMREmerson Electric Co | Stock | 9,323 | $914.0K | 0.4% | – | – | History |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 18,946 | $907.0K | 0.4% | – | – | – |
| WMTWalmart Inc. | Stock | 6,008 | $895.0K | 0.4% | – | – | History |
| DISWalt Disney Co | Stock | 6,486 | $890.0K | 0.4% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 10,791 | $885.0K | 0.4% | – | – | History |
| AONAon plc | CL A | 2,625 | $855.0K | 0.4% | – | – | History |
| NKENIKE, Inc. | Stock | 6,315 | $850.0K | 0.4% | – | – | History |
| MAAMid America Apartment Communities Inc. | COM | 4,013 | $841.0K | 0.4% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 14,978 | $835.0K | 0.4% | – | – | History |
| KEYKeycorp | COM | 37,328 | $835.0K | 0.4% | – | – | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 9,665 | $832.0K | 0.4% | – | – | – |
| VZVerizon Communications Inc | Stock | 16,293 | $830.0K | 0.4% | – | – | History |
| NXPINXP Semiconductors N.V. | COM | 4,448 | $823.0K | 0.4% | – | – | History |
| AMATApplied Materials Inc | Stock | 6,195 | $817.0K | 0.4% | – | – | History |
| ZTSZoetis Inc. | Stock | 4,292 | $809.0K | 0.4% | – | – | History |
| EXPEExpedia Group, Inc. | Stock | 4,132 | $809.0K | 0.4% | – | – | History |
| DHRDanaher Corp | Stock | 2,732 | $801.0K | 0.4% | – | – | History |
| NEENextera Energy Inc | Stock | 9,300 | $788.0K | 0.4% | – | – | History |
| DUKDuke Energy CORP | Stock | 7,000 | $782.0K | 0.4% | – | – | History |
| CFGCitizens Financial Group Inc | COM | 17,176 | $779.0K | 0.4% | – | – | History |
| LMTLockheed Martin Corp | Stock | 1,749 | $772.0K | 0.4% | – | – | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,970 | $765.0K | 0.4% | – | – | – |
| CMCSAComcast Corp | Stock | 16,165 | $757.0K | 0.4% | – | – | History |
| CCICrown Castle Inc. | REIT | 4,087 | $754.0K | 0.4% | – | – | History |
| TRUTransUnion | COM | 7,275 | $752.0K | 0.3% | – | – | History |
| CRLCharles River Laboratories International, Inc. | COM | 2,637 | $749.0K | 0.3% | – | – | History |