My Legacy Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
My Legacy Advisors, LLC 13F Holdings
CIK 0001767802 · BEND, OR
As of Jun 30, 2025, My Legacy Advisors, LLC reported
206 positions worth $279.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 247,280 |
|
1.4M4.06% |
| MICROSOFT CORP | MSFT | Technology | 19,776 | $9.9M | 3.55% |
| ISHARES CORE S&P 500 ETF | IVV | — | 14,381 | $9.0M | 3.24% |
| APPLE INC | AAPL | Technology | 39,178 | $8.3M | 2.98% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 95,631 | $7.7M | 2.74% |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | SHYG | — | 171,103 | $7.3M | 2.62% |
| NVIDIA CORP | NVDA | Technology | 38,703 | $6.4M | 2.27% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 29,212 | $5.4M | 1.93% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 45,212 | $5.0M | 1.79% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 90,399 | $5.0M | 1.78% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 77,161 | $5.0M | 1.77% |
| AMAZON.COM INC | AMZN | Equity | 22,023 | $4.9M | 1.75% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 95,148 | $4.7M | 1.67% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 56,158 | $4.1M | 1.48% |
| ALPHABET INC | GOOGL | Equity | 22,216 | $3.9M | 1.41% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 18,579 | $3.7M | 1.32% |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | EMB | — | 37,650 | $3.5M | 1.24% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 31,426 | $3.3M | 1.17% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 138,921 | $3.2M | 1.15% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 53,007 | $3.2M | 1.14% |
| STATE STREET(R) BLACKSTONE SENIOR LOAN ETF | SRLN | — | 74,486 | $3.1M | 1.11% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 10,234 | $2.9M | 1.06% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 2,951 | $2.9M | 1.02% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 5,978 | $2.9M | 1.02% |
| ISHARES MBS ETF | MBB | — | 30,313 | $2.8M | 1.01% |