Legacy Financial Strategies, LLC quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Legacy Financial Strategies, LLC opened 15 positions, added to 23, reduced 14, sold out of 12 and left 5 unchanged. The largest increase in value was SDSI (+$16,709,005); the largest decrease was MMIT (-$2,483,048).
- IGM: Country of operation —; Class EXPND TEC SC ETF; Shares 2026-03-31 256,060; Shares 2026-06-30 255,742.
- AGG: Country of operation —; Class CORE US AGGBD ET; Shares 2026-03-31 465,781; Shares 2026-06-30 458,378.
- SPY: Country of operation —; Class TR UNIT; Shares 2026-03-31 8,563; Shares 2026-06-30 8,552.
- IJR: Country of operation —; Class CORE S&P SCP ETF; Shares 2026-03-31 40,794; Shares 2026-06-30 39,253.
Two Form 13F-HR filings compared (SEC CIK 1723925): 2026-03-31 (filed 2026-05-01) and 2026-06-30 (filed 2026-07-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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