My Legacy Advisors, LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, My Legacy Advisors, LLC opened 8 positions, added to 28, reduced 44, sold out of 6 and left 1 unchanged. The largest increase in value was THRO (+$1,847,939); the largest decrease was SPYM (-$2,625,325).
- THRO: Country of operation —; Class ISHARES US THEMA; Shares 2025-03-31 11,176; Shares 2025-06-30 61,477.
- IEMG: Country of operation —; Class CORE MSCI EMKT; Shares 2025-03-31 28,903; Shares 2025-06-30 53,007.
- EFV: Country of operation —; Class EAFE VALUE ETF; Shares 2025-03-31 56,632; Shares 2025-06-30 77,161.
- XTEN: Country of operation —; Class BLOOMBERG TEN YR; Shares 2025-03-31 27,426; Shares 2025-06-30 60,744.
Two Form 13F-HR filings compared (SEC CIK 1767802): 2025-03-31 (filed 2025-04-15) and 2025-06-30 (filed 2025-07-11). 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.
| Stock | Country of operation | Class | Shares 2025-03-31 | Shares 2025-06-30 | Share change | Value 2025-03-31 | Value 2025-06-30 | Value change |
|---|
THRO
BLACKROCK ETF TRUST | | ISHARES US THEMA | 11,176 | 61,477 | +50,301 | $354,167 | $2,202,106 | +$1,847,939 |
|---|
IEMG
ISHARES INC | | CORE MSCI EMKT | 28,903 | 53,007 | +24,104 | $1,559,896 | $3,192,600 | +$1,632,704 |
|---|
EFV
ISHARES TR | | EAFE VALUE ETF | 56,632 | 77,161 | +20,529 | $3,337,907 | $4,951,396 | +$1,613,489 |
|---|
XTEN
BONDBLOXX ETF TRUST | | BLOOMBERG TEN YR | 27,426 | 60,744 | +33,318 | $1,277,229 | $2,769,926 | +$1,492,697 |
|---|
IWM
ISHARES TR | | RUSSELL 2000 ETF | 1,816 | 7,974 | +6,158 | $362,193 | $1,792,508 | +$1,430,315 |
|---|
VTEB
VANGUARD MUN BD FDS | | TAX EXEMPT BD | 72,917 | 95,148 | +22,231 | $3,618,142 | $4,656,543 | +$1,038,401 |
|---|
DYNF
BLACKROCK ETF TRUST | | ISHARES US EQUIT | 86,563 | 90,399 | +3,836 | $4,220,812 | $4,968,329 | +$747,517 |
|---|
XLG
INVESCO EXCHANGE TRADED FD T | | S&P 500 TOP 50 | 18,385 | 29,180 | +10,795 | $846,078 | $1,535,743 | +$689,665 |
|---|
QUAL
ISHARES TR | | MSCI USA QLT FCT | 28,277 | 29,212 | +935 | $4,832,206 | $5,402,087 | +$569,881 |
|---|
IVE
ISHARES TR | | S&P 500 VAL ETF | 16,565 | 18,579 | +2,014 | $3,156,994 | $3,695,215 | +$538,221 |
|---|
TLH
ISHARES TR | | 10-20 YR TRS ETF | 12,743 | 18,438 | +5,695 | $1,322,086 | $1,850,438 | +$528,352 |
|---|
HYG
ISHARES TR | | IBOXX HI YD ETF | 90,707 | 95,631 | +4,924 | $7,155,875 | $7,662,912 | +$507,037 |
|---|
OEF
ISHARES TR | | S&P 100 ETF | 8,928 | 9,096 | +168 | $2,418,099 | $2,800,168 | +$382,069 |
|---|
BINC
BLACKROCK ETF TRUST II | | ISHARES FLEXIBLE | 33,767 | 40,453 | +6,686 | $1,768,715 | $2,127,828 | +$359,113 |
|---|
SHYG
ISHARES TR | | 0-5YR HI YL CP | 164,598 | 171,103 | +6,505 | $6,998,707 | $7,335,186 | +$336,479 |
|---|
MBB
ISHARES TR | | MBS ETF | 26,708 | 30,313 | +3,605 | $2,504,687 | $2,826,420 | +$321,733 |
|---|
IGIB
ISHARES TR | | ISHS 5-10YR INVT | 14,099 | 19,248 | +5,149 | $740,502 | $1,018,431 | +$277,929 |
|---|
SRLN
SSGA ACTIVE ETF TR | | BLACKSTONE SENR | 68,603 | 74,486 | +5,883 | $2,821,641 | $3,091,914 | +$270,273 |
|---|
EMB
ISHARES TR | | JPMORGAN USD EMG | 35,370 | 37,650 | +2,280 | $3,204,180 | $3,472,879 | +$268,699 |
|---|
SUB
ISHARES TR | | SHRT NAT MUN ETF | 3,776 | 5,826 | +2,050 | $398,775 | $620,167 | +$221,392 |
|---|
SPMO
INVESCO EXCH TRADED FD TR II | | S&P 500 MOMNTM | 9,268 | 9,598 | +330 | $857,568 | $1,078,911 | +$221,343 |
|---|
GOVT
ISHARES TR | | US TREAS BD ETF | 14,916 | 23,367 | +8,451 | $342,856 | $532,408 | +$189,552 |
|---|
SCHG
SCHWAB STRATEGIC TR | | US LCAP GR ETF | 12,107 | 16,174 | +4,067 | $303,159 | $476,001 | +$172,842 |
|---|
BSV
VANGUARD BD INDEX FDS | | SHORT TRM BOND | 6,803 | 8,921 | +2,118 | $532,539 | $698,247 | +$165,708 |
|---|
DEM
WISDOMTREE TR | | EMER MKT HIGH FD | 5,225 | 7,568 | +2,343 | $219,867 | $347,994 | +$128,127 |
|---|
IEI
ISHARES TR | | 3 7 YR TREAS BD | 1,774 | 2,193 | +419 | $209,577 | $259,174 | +$49,597 |
|---|
SHY
ISHARES TR | | 1 3 YR TREAS BD | 3,731 | 4,172 | +441 | $308,661 | $344,060 | +$35,399 |
|---|
ICVT
ISHARES TR | | CONV BD ETF | 3,061 | 3,155 | +94 | $255,930 | $286,884 | +$30,954 |
|---|
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