The Analysis of LEGACY FINANCIAL GROUP, INC.'s Holdings
Currently, LEGACY FINANCIAL GROUP, INC. holds 94 types of securities in its portfolio with a total value $381.4M. In the most recent quarter, they have increased their positions in AVUS (+21.3K shares, valued at $2.4M), BNDX (+30.3K shares, valued at $1.5M), DFSD (+30.1K shares, valued at $1.4M); decreased their positions in VUG (-3.1K shares, valued at $1.5M), DFAE (-10.7K shares, valued at $349.2K), DFNM (-7.2K shares, valued at $347.8K); initiated new positions in MCD (+1.3K shares, valued at $404.1K), IWB (+813 shares, valued at $303.6K), LLY (+275 shares, valued at $295.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVUS AMERICAN CENTY ETF TR350.5K shares6.48%2025-12-312026-02-06
VUG VANGUARD INDEX FDS72.3K shares-4.08%2025-12-312026-02-06 DFAC DIMENSIONAL ETF TRUST554.9K shares-0.77%2025-12-312026-02-06 DFUV DIMENSIONAL ETF TRUST471.4K shares1.92%2025-12-312026-02-06 DFSD DIMENSIONAL ETF TRUST454.4K shares7.09%2025-12-312026-02-06 DFAI DIMENSIONAL ETF TRUST569.0K shares-0.50%2025-12-312026-02-06 DFAX DIMENSIONAL ETF TRUST646.4K shares2.31%2025-12-312026-02-06 DUHP DIMENSIONAL ETF TRUST487.9K shares4.79%2025-12-312026-02-06 DFUS DIMENSIONAL ETF TRUST227.0K shares1.09%2025-12-312026-02-06 DFAU DIMENSIONAL ETF TRUST327.8K shares-1.52%2025-12-312026-02-06 DFCF DIMENSIONAL ETF TRUST325.0K shares5.92%2025-12-312026-02-06 BNDX VANGUARD CHARLOTTE FDS246.3K shares14.03%2025-12-312026-02-06 AAPL APPLE INC38.9K shares4.60%2025-12-312026-02-06 DFLV DIMENSIONAL ETF TRUST274.8K shares14.27%2025-12-312026-02-06 DFAT DIMENSIONAL ETF TRUST153.9K shares-2.33%2025-12-312026-02-06 SCHX SCHWAB STRATEGIC TR245.7K shares-0.87%2025-12-312026-02-06 DFAE DIMENSIONAL ETF TRUST194.0K shares-5.24%2025-12-312026-02-06 DFAR DIMENSIONAL ETF TRUST202.5K shares0.55%2025-12-312026-02-06 IWF ISHARES TR9.5K shares-5.54%2025-12-312026-02-06 VNQ VANGUARD INDEX FDS44.4K shares-1.22%2025-12-312026-02-06 OKE ONEOK INC NEW50.1K shares4.51%2025-12-312026-02-06 DFEM DIMENSIONAL ETF TRUST108.4K shares0.46%2025-12-312026-02-06 DFIC DIMENSIONAL ETF TRUST93.6K shares10.37%2025-12-312026-02-06 AVLV AMERICAN CENTY ETF TR40.2K shares15.30%2025-12-312026-02-06 SUB ISHARES TR28.5K shares-6.84%2025-12-312026-02-06 DFAS DIMENSIONAL ETF TRUST43.6K shares3.00%2025-12-312026-02-06 NVDA NVIDIA CORPORATION15.9K shares3.55%2025-12-312026-02-06 MSFT MICROSOFT CORP6.0K shares-0.84%2025-12-312026-02-06 DFNM DIMENSIONAL ETF TRUST55.9K shares-11.44%2025-12-312026-02-06 ALPHABET INC ALPHABET INC8.3K shares-0.54%2025-12-312026-02-06 DFSV DIMENSIONAL ETF TRUST74.6K shares0.82%2025-12-312026-02-06 VTIP VANGUARD MALVERN FDS43.2K shares1.06%2025-12-312026-02-06 WMT WALMART INC13.4K shares0.71%2025-12-312026-02-06 IVV ISHARES TR2.1K shares0.09%2025-12-312026-02-06 AMZN AMAZON COM INC6.1K shares2.19%2025-12-312026-02-06 ALPHABET INC ALPHABET INC3.9K shares-6.79%2025-12-312026-02-06 SPY SPDR S&P 500 ETF TR1.5K shares-3.46%2025-12-312026-02-06 BANF BANCFIRST CORP9.7K shares20.83%2025-12-312026-02-06 VTI VANGUARD INDEX FDS2.6K shares-2.29%2025-12-312026-02-06 AVLC AMERICAN CENTY ETF TR10.6K shares14.96%2025-12-312026-02-06 PLTR PALANTIR TECHNOLOGIES INC4.3K shares17.80%2025-12-312026-02-06 PGR PROGRESSIVE CORP3.2K shares-3.26%2025-12-312026-02-06 AVUQ AMERICAN CENTY ETF TR12.0K shares9.81%2025-12-312026-02-06 DFAW DIMENSIONAL ETF TRUST9.7K shares33.20%2025-12-312026-02-06 AVUV AMERICAN CENTY ETF TR6.7K shares0.38%2025-12-312026-02-06 JPM JPMORGAN CHASE & CO.1.9K shares-0.10%2025-12-312026-02-06 CAT CATERPILLAR INC1.1K shares5.18%2025-12-312026-02-06 VGT VANGUARD WORLD FD762 shares-3.18%2025-12-312026-02-06 WMB WILLIAMS COS INC9.2K shares23.80%2025-12-312026-02-06 VV VANGUARD INDEX FDS1.6K shares5.47%2025-12-312026-02-06 META META PLATFORMS INC741 shares-16.37%2025-12-312026-02-06 ABBV ABBVIE INC2.0K shares0.44%2025-12-312026-02-06 XLK SELECT SECTOR SPDR TR3.2K shares89.51%2025-12-312026-02-06 XOM EXXON MOBIL CORP3.6K shares-4.68%2025-12-312026-02-06 MCD MCDONALDS CORP1.3K sharesnew addition2025-12-312026-02-06 PM PHILIP MORRIS INTL INC2.4K shares-11.46%2025-12-312026-02-06 BROADCOM INC BROADCOM INC1.1K shares0.00%2025-12-312026-02-06 OGE OGE ENERGY CORP8.5K shares0.00%2025-12-312026-02-06 IYY ISHARES TR2.1K shares0.00%2025-12-312026-02-06 TSLA TESLA INC770 shares0.00%2025-12-312026-02-06 XLI SELECT SECTOR SPDR TR2.2K shares-1.35%2025-12-312026-02-06 CVX CHEVRON CORP NEW2.1K shares-1.10%2025-12-312026-02-06 IWB ISHARES TR813 sharesnew addition2025-12-312026-02-06 LLY ELI LILLY & CO275 sharesnew addition2025-12-312026-02-06 OPER ETF SER SOLUTIONS2.9K shares-5.49%2025-12-312026-02-06 AXP AMERICAN EXPRESS CO785 shares0.00%2025-12-312026-02-06 XLE SELECT SECTOR SPDR TR6.4K shares104.07%2025-12-312026-02-06 JNJ JOHNSON & JOHNSON1.4K shares-11.05%2025-12-312026-02-06 V VISA INC723 shares1.54%2025-12-312026-02-06 PJT PJT PARTNERS INC1.5K shares0.00%2025-12-312026-02-06 EPD ENTERPRISE PRODS PARTNERS L7.7K sharesnew addition2025-12-312026-02-06 RTX RTX CORPORATION1.3K shares9.02%2025-12-312026-02-06 VOOV VANGUARD ADMIRAL FDS INC1.2K shares0.00%2025-12-312026-02-06 DUSB DIMENSIONAL ETF TRUST4.8K shares15.90%2025-12-312026-02-06 VZ VERIZON COMMUNICATIONS INC5.6K shares-2.97%2025-12-312026-02-06 IBIT ISHARES BITCOIN TRUST ETF4.6K shares31.54%2025-12-312026-02-06 VXUS VANGUARD STAR FDS3.0K shares0.03%2025-12-312026-02-06 IJH ISHARES TR3.4K shares0.48%2025-12-312026-02-06 NEE NEXTERA ENERGY INC2.7K shares-0.59%2025-12-312026-02-06 COST COSTCO WHSL CORP NEW250 shares5.04%2025-12-312026-02-06 VIG VANGUARD SPECIALIZED FUNDS972 sharesnew addition2025-12-312026-02-06 ZM ZOOM COMMUNICATIONS INC2.5K shares-5.46%2025-12-312026-02-06 VB VANGUARD INDEX FDS818 shares0.25%2025-12-312026-02-06 PG PROCTER AND GAMBLE CO1.4K shares-22.34%2025-12-312026-02-06 COP CONOCOPHILLIPS2.2K shares0.00%2025-12-312026-02-06 MA MASTERCARD INCORPORATED355 sharesnew addition2025-12-312026-02-06 SYK STRYKER CORPORATION573 shares0.00%2025-12-312026-02-06 IWP ISHARES TR1.5K shares0.00%2025-12-312026-02-06 LYG LLOYDS BANKING GROUP PLC13.6K shares0.00%2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available