My Legacy Advisors, LLC current holdings: USA ETF
My Legacy Advisors, LLC reported $0.14 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 81 positions, in its Form 13F for the quarter ended 2025-06-30; the largest are IUSB, IVV, HYG.
- IUSB: Country of operation —; Class CORE TOTAL USD; Shares 247,280; Value $11,350,151.
- IVV: Country of operation —; Class CORE S&P500 ETF; Shares 14,381; Value $9,043,408.
- HYG: Country of operation —; Class IBOXX HI YD ETF; Shares 95,631; Value $7,662,912.
- SHYG: Country of operation —; Class 0-5YR HI YL CP; Shares 171,103; Value $7,335,186.
Form 13F-HR as filed (SEC CIK 1767802): quarter ended 2025-06-30, filed 2025-07-11. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
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IUSB
ISHARES TR | | CORE TOTAL USD | 247,280 | $11,350,151 | 2025-06-30 | 2025-07-11 | |
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IVV
ISHARES TR | | CORE S&P500 ETF | 14,381 | $9,043,408 | 2025-06-30 | 2025-07-11 | |
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HYG
ISHARES TR | | IBOXX HI YD ETF | 95,631 | $7,662,912 | 2025-06-30 | 2025-07-11 | |
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SHYG
ISHARES TR | | 0-5YR HI YL CP | 171,103 | $7,335,186 | 2025-06-30 | 2025-07-11 | |
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QUAL
ISHARES TR | | MSCI USA QLT FCT | 29,212 | $5,402,087 | 2025-06-30 | 2025-07-11 | |
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IVW
ISHARES TR | | S&P 500 GRWT ETF | 45,212 | $5,017,184 | 2025-06-30 | 2025-07-11 | |
|---|
DYNF
BLACKROCK ETF TRUST | | ISHARES US EQUIT | 90,399 | $4,968,329 | 2025-06-30 | 2025-07-11 | |
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EFV
ISHARES TR | | EAFE VALUE ETF | 77,161 | $4,951,396 | 2025-06-30 | 2025-07-11 | |
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VTEB
VANGUARD MUN BD FDS | | TAX EXEMPT BD | 95,148 | $4,656,543 | 2025-06-30 | 2025-07-11 | |
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SPYM
SPDR SERIES TRUST | United States | PORTFOLIO S&P500 | 56,158 | $4,134,933 | 2025-06-30 | 2025-07-11 | |
|---|
IVE
ISHARES TR | | S&P 500 VAL ETF | 18,579 | $3,695,215 | 2025-06-30 | 2025-07-11 | |
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EMB
ISHARES TR | | JPMORGAN USD EMG | 37,650 | $3,472,879 | 2025-06-30 | 2025-07-11 | |
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MUB
ISHARES TR | | NATIONAL MUN ETF | 31,426 | $3,276,470 | 2025-06-30 | 2025-07-11 | |
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SCHZ
SCHWAB STRATEGIC TR | | US AGGREGATE B | 138,921 | $3,204,909 | 2025-06-30 | 2025-07-11 | |
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IEMG
ISHARES INC | | CORE MSCI EMKT | 53,007 | $3,192,600 | 2025-06-30 | 2025-07-11 | |
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SRLN
SSGA ACTIVE ETF TR | | BLACKSTONE SENR | 74,486 | $3,091,914 | 2025-06-30 | 2025-07-11 | |
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MBB
ISHARES TR | | MBS ETF | 30,313 | $2,826,420 | 2025-06-30 | 2025-07-11 | |
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OEF
ISHARES TR | | S&P 100 ETF | 9,096 | $2,800,168 | 2025-06-30 | 2025-07-11 | |
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XTEN
BONDBLOXX ETF TRUST | | BLOOMBERG TEN YR | 60,744 | $2,769,926 | 2025-06-30 | 2025-07-11 | |
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EFG
ISHARES TR | | EAFE GRWTH ETF | 24,209 | $2,706,608 | 2025-06-30 | 2025-07-11 | |
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IYW
ISHARES TR | | U.S. TECH ETF | 13,749 | $2,415,900 | 2025-06-30 | 2025-07-11 | |
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VOT
VANGUARD INDEX FDS | | MCAP GR IDXVIP | 7,867 | $2,246,265 | 2025-06-30 | 2025-07-11 | |
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THRO
BLACKROCK ETF TRUST | | ISHARES US THEMA | 61,477 | $2,202,106 | 2025-06-30 | 2025-07-11 | |
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BINC
BLACKROCK ETF TRUST II | | ISHARES FLEXIBLE | 40,453 | $2,127,828 | 2025-06-30 | 2025-07-11 | |
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TLH
ISHARES TR | | 10-20 YR TRS ETF | 18,438 | $1,850,438 | 2025-06-30 | 2025-07-11 | |
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IAGG
ISHARES TR | | CORE INTL AGGR | 35,397 | $1,803,123 | 2025-06-30 | 2025-07-11 | |
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IWM
ISHARES TR | | RUSSELL 2000 ETF | 7,974 | $1,792,508 | 2025-06-30 | 2025-07-11 | |
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XLG
INVESCO EXCHANGE TRADED FD T | | S&P 500 TOP 50 | 29,180 | $1,535,743 | 2025-06-30 | 2025-07-11 | |
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IGSB
ISHARES TR | | ISHS 1-5YR INVS | 28,731 | $1,507,778 | 2025-06-30 | 2025-07-11 | |
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IWS
ISHARES TR | | RUS MDCP VAL ETF | 9,975 | $1,355,210 | 2025-06-30 | 2025-07-11 | |
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VOE
VANGUARD INDEX FDS | | MCAP VL IDXVIP | 7,881 | $1,326,381 | 2025-06-30 | 2025-07-11 | |
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ESGU
ISHARES TR | | ESG AWR MSCI USA | 8,549 | $1,167,562 | 2025-06-30 | 2025-07-11 | |
|---|
VUG
VANGUARD INDEX FDS | | GROWTH ETF | 2,462 | $1,089,252 | 2025-06-30 | 2025-07-11 | |
|---|
VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 3,501 | $1,079,428 | 2025-06-30 | 2025-07-11 | |
|---|
SPMO
INVESCO EXCH TRADED FD TR II | | S&P 500 MOMNTM | 9,598 | $1,078,911 | 2025-06-30 | 2025-07-11 | |
|---|
IWR
ISHARES TR | | RUS MID CAP ETF | 11,066 | $1,040,204 | 2025-06-30 | 2025-07-11 | |
|---|
IGIB
ISHARES TR | | ISHS 5-10YR INVT | 19,248 | $1,018,431 | 2025-06-30 | 2025-07-11 | |
|---|
SUSL
ISHARES TR | | ESG MSCI LEADR | 9,025 | $989,736 | 2025-06-30 | 2025-07-11 | |
|---|
FTSL
FIRST TR EXCHANGE-TRADED FD | | SENIOR LN FD | 18,449 | $849,576 | 2025-06-30 | 2025-07-11 | |
|---|
AGGY
WISDOMTREE TR | | YIELD ENHANCD US | 18,948 | $823,309 | 2025-06-30 | 2025-07-11 | |
|---|
STIP
ISHARES TR | | 0-5 YR TIPS ETF | 7,970 | $817,563 | 2025-06-30 | 2025-07-11 | |
|---|
IVLU
ISHARES TR | | MSCI INTL VLU FT | 24,065 | $800,897 | 2025-06-30 | 2025-07-11 | |
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VTV
VANGUARD INDEX FDS | | VALUE ETF | 4,355 | $781,287 | 2025-06-30 | 2025-07-11 | |
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DTD
WISDOMTREE TR | | US TOTAL DIVIDND | 8,855 | $717,433 | 2025-06-30 | 2025-07-11 | |
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BSV
VANGUARD BD INDEX FDS | | SHORT TRM BOND | 8,921 | $698,247 | 2025-06-30 | 2025-07-11 | |
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DGRW
WISDOMTREE TR | | US QTLY DIV GRT | 7,584 | $648,963 | 2025-06-30 | 2025-07-11 | |
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BAI
BLACKROCK ETF TRUST | | ISHARES A I INNO | 21,439 | $621,517 | 2025-06-30 | 2025-07-11 | |
|---|
SUB
ISHARES TR | | SHRT NAT MUN ETF | 5,826 | $620,167 | 2025-06-30 | 2025-07-11 | |
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VCIT
VANGUARD SCOTTSDALE FDS | | INT-TERM CORP | 7,452 | $613,374 | 2025-06-30 | 2025-07-11 | |
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SDY
SPDR SERIES TRUST | | S&P DIVID ETF | 4,034 | $563,388 | 2025-06-30 | 2025-07-11 | |
|---|
GOVT
ISHARES TR | | US TREAS BD ETF | 23,367 | $532,408 | 2025-06-30 | 2025-07-11 | |
|---|
IEV
ISHARES TR | | EUROPE ETF | 8,073 | $518,529 | 2025-06-30 | 2025-07-11 | |
|---|
SCHG
SCHWAB STRATEGIC TR | | US LCAP GR ETF | 16,174 | $476,001 | 2025-06-30 | 2025-07-11 | |
|---|
HIMU
BLACKROCK ETF TRUST II | | ISHARES HIGH YIE | 9,473 | $456,386 | 2025-06-30 | 2025-07-11 | |
|---|
LCTU
BLACKROCK ETF TRUST | | US CARBON TRANS | 6,458 | $439,402 | 2025-06-30 | 2025-07-11 | |
|---|
EMXC
ISHARES INC | | MSCI EMRG CHN | 6,665 | $423,627 | 2025-06-30 | 2025-07-11 | |
|---|
VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 3,019 | $409,768 | 2025-06-30 | 2025-07-11 | |
|---|
VB
VANGUARD INDEX FDS | | SMALL CP ETF | 1,626 | $398,045 | 2025-06-30 | 2025-07-11 | |
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VYMI
VANGUARD WHITEHALL FDS | | INTL HIGH ETF | 4,828 | $391,119 | 2025-06-30 | 2025-07-11 | |
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DEM
WISDOMTREE TR | | EMER MKT HIGH FD | 7,568 | $347,994 | 2025-06-30 | 2025-07-11 | |
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SHY
ISHARES TR | | 1 3 YR TREAS BD | 4,172 | $344,060 | 2025-06-30 | 2025-07-11 | |
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DSI
ISHARES TR | | ESG MSCI KLD 400 | 2,698 | $318,175 | 2025-06-30 | 2025-07-11 | |
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USHY
ISHARES TR | | BROAD USD HIGH | 8,314 | $309,863 | 2025-06-30 | 2025-07-11 | |
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ITOT
ISHARES TR | | CORE S&P TTL STK | 2,256 | $309,072 | 2025-06-30 | 2025-07-11 | |
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ICVT
ISHARES TR | | CONV BD ETF | 3,155 | $286,884 | 2025-06-30 | 2025-07-11 | |
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SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 11,443 | $283,558 | 2025-06-30 | 2025-07-11 | |
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USXF
ISHARES TR | | ESG MSCI USA ETF | 5,028 | $275,082 | 2025-06-30 | 2025-07-11 | |
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QHY
WISDOMTREE TR | | US HGH YLD CORP | 5,956 | $274,470 | 2025-06-30 | 2025-07-11 | |
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SEIQ
SEI EXCHANGE TRADED FUNDS | | ENHANCED US LRG | 7,343 | $273,453 | 2025-06-30 | 2025-07-11 | |
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USMV
ISHARES TR | | MSCI USA MIN VOL | 2,888 | $269,922 | 2025-06-30 | 2025-07-11 | |
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VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 4,533 | $259,968 | 2025-06-30 | 2025-07-11 | |
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IEI
ISHARES TR | | 3 7 YR TREAS BD | 2,193 | $259,174 | 2025-06-30 | 2025-07-11 | |
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SCHV
SCHWAB STRATEGIC TR | | US LCAP VA ETF | 9,106 | $256,795 | 2025-06-30 | 2025-07-11 | |
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MTUM
ISHARES TR | | MSCI USA MMENTM | 1,050 | $249,491 | 2025-06-30 | 2025-07-11 | |
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SUSC
ISHARES TR | | ESG AWRE USD ETF | 10,521 | $242,719 | 2025-06-30 | 2025-07-11 | |
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BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 3,313 | $242,208 | 2025-06-30 | 2025-07-11 | |
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IWB
ISHARES TR | | RUS 1000 ETF | 657 | $226,095 | 2025-06-30 | 2025-07-11 | |
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IEFA
ISHARES TR | | CORE MSCI EAFE | 2,656 | $222,732 | 2025-06-30 | 2025-07-11 | |
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IQDG
WISDOMTREE TR | | INTL QULTY DIV | 5,527 | $219,965 | 2025-06-30 | 2025-07-11 | |
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TFI
SPDR SERIES TRUST | | NUVEEN ICE MUNIC | 4,925 | $219,702 | 2025-06-30 | 2025-07-11 | |
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SPMD
SPDR SERIES TRUST | | PORTFOLIO S&P400 | 3,597 | $201,756 | 2025-06-30 | 2025-07-11 | |
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