Legal Name: LEGACY FINANCIAL STRATEGIES, LLC
報告期間:
Jun 30, 2019
有効日:
Jul 15, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
SCHWAB STRATEGIC TR (808524102)
|
278,823 |
$20,031k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
370,301 |
$19,856k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
295,753 |
$12,333k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
55,831 |
$8,533k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
95,344 |
$7,403k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
58,303 |
$4,983k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
12,622 |
$2,691k |
|
|
PIMCO ETF TR (72201R833)
|
18,076 |
$1,837k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
43,401 |
$1,221k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
3,947 |
$1,181k |
|
|
FLEXSHARES TR (33939L407)
|
30,719 |
$1,009k |
|
|
PEPSICO INC (713448108)
|
7,248 |
$974k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
3,850 |
$877k |
|
|
ECOLAB INC (278865100)
|
4,290 |
$856k |
|
|
CINTAS CORP (172908105)
|
3,552 |
$852k |
|
|
ROPER TECHNOLOGIES (776696106)
|
2,217 |
$843k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
16,290 |
$838k |
|
|
ISHARES TR (464287663)
|
14,490 |
$832k |
|
|
PPG INDUSTRIES INC (693506107)
|
6,963 |
$808k |
|
|
S&P GLOBAL INC (78409V104)
|
3,340 |
$796k |
|
|
MCCORMICK & CO INC (579780206)
|
4,778 |
$750k |
|
|
HONEYWELL INTL INC (438516106)
|
4,252 |
$742k |
|
|
Apple Inc (037833100)
|
3,674 |
$741k |
|
|
ADP (053015103)
|
4,457 |
$736k |
|
|
ISHARES TR (464287549)
|
3,254 |
$727k |
|
|
LOWES CO (548661107)
|
6,933 |
$727k |
|
|
MEDTRONIC PLC (G5960L103)
|
7,237 |
$724k |
|
|
V F CORP (918204108)
|
8,182 |
$719k |
|
|
SHERWIN WILLIAMS CO (824348106)
|
1,507 |
$701k |
|
|
FRANKLIN RES INC (354613101)
|
19,924 |
$694k |
|
|
PRICE T ROWE GROUP INC (74144t108)
|
6,272 |
$686k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
4,570 |
$671k |
|
|
GENERAL DYNAMICS (369550108)
|
3,643 |
$669k |
|
|
TARGET CORPORATION (87612E106)
|
7,397 |
$640k |
|
|
HORMEL FOODS CORP (440452100)
|
15,326 |
$632k |
|
|
SMITH A O (831865209)
|
13,797 |
$611k |
|
|
3M CO (88579Y101)
|
3,584 |
$606k |
|
|
INDEXIQ ETF TR (45409B800)
|
18,215 |
$575k |
|
|
SUBURBAN PROPANE PAR (864482104)
|
22,500 |
$536k |
|
|
ABBVIE INC (00287Y109)
|
7,335 |
$523k |
|
|
O'REILLY AUTOMOTIVE (67103H107)
|
1,326 |
$522k |
|
|
KANSAS CITY SOUTHERN (485170302)
|
3,914 |
$474k |
|
|
MAINSTAY MACKAY DEFINDTRM MU (56064K100)
|
21,719 |
$449k |
|
|
CRESTWOOD EQ. PRTNRS (226344208)
|
12,000 |
$441k |
|
|
TORTOISE ENERGY INDEPENDENC (89148K101)
|
59,750 |
$425k |
|
|
Exxon Mobil Corp (30231G102)
|
4,381 |
$340k |
|
|
PROSHARES TR (74348A467)
|
4,764 |
$334k |
|
|
JOHNSON & JOHNSON (478160104)
|
2,321 |
$325k |
|
|
Tortoise Energy Infrastructu (89147L100)
|
12,865 |
$301k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
2,118 |
$242k |
|
|
UNDER ARMOUR INC COM STK USD0.000333 CLASS A (904311107)
|
8,971 |
$238k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,195 |
$230k |
|
|
EXACT SCIENCES CORP (30063P105)
|
1,850 |
$215k |
|
|
MICROSOFT CORP (594918104)
|
1,528 |
$211k |
|
|
CITIGROUP INC (172967424)
|
2,911 |
$208k |
|
|
FERRELLGAS PARTNERS (315293100)
|
20,000 |
$19k |
|
