Read this manager's filing book
Disclosed positions
My Legacy Advisors, LLC: source evidence dated 2025-07-12T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IUSB
- Class
- CORE TOTAL USD
- Reported value
- $11,350,151
- Reported amount
- 247,280
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001767802-25-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| ISHARES TR | IUSB | CORE TOTAL USD | $11,350,151 | 247,280 | SH | None |
| MICROSOFT CORP | MSFT | COM | $9,917,378 | 19,776 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $9,043,408 | 14,381 | SH | None |
| APPLE INC | AAPL | COM | $8,321,801 | 39,178 | SH | None |
| ISHARES TR | HYG | IBOXX HI YD ETF | $7,662,912 | 95,631 | SH | None |
| ISHARES TR | SHYG | 0-5YR HI YL CP | $7,335,186 | 171,103 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $6,351,215 | 38,703 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $5,402,087 | 29,212 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $5,017,184 | 45,212 | SH | None |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $4,968,329 | 90,399 | SH | None |
| ISHARES TR | EFV | EAFE VALUE ETF | $4,951,396 | 77,161 | SH | None |
| AMAZON COM INC | AMZN | COM | $4,894,832 | 22,023 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $4,656,543 | 95,148 | SH | None |
| SPDR SERIES TRUST | SPLG | PORTFOLIO S&P500 | $4,134,933 | 56,158 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $3,946,006 | 22,216 | SH | None |
| ISHARES TR | IVE | S&P 500 VAL ETF | $3,695,215 | 18,579 | SH | None |
| ISHARES TR | EMB | JPMORGAN USD EMG | $3,472,879 | 37,650 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $3,276,470 | 31,426 | SH | None |
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | $3,204,909 | 138,921 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $3,192,600 | 53,007 | SH | None |
| SSGA ACTIVE ETF TR | SRLN | BLACKSTONE SENR | $3,091,914 | 74,486 | SH | None |
| JPMORGAN CHASE & CO. | JPM | COM | $2,949,252 | 10,234 | SH | None |
| COSTCO WHSL CORP NEW | COST | COM | $2,862,972 | 2,951 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $2,859,098 | 5,978 | SH | None |
| ISHARES TR | MBB | MBS ETF | $2,826,420 | 30,313 | SH | None |
| ISHARES TR | OEF | S&P 100 ETF | $2,800,168 | 9,096 | SH | None |
| BONDBLOXX ETF TRUST | XTEN | BLOOMBERG TEN YR | $2,769,926 | 60,744 | SH | None |
| ISHARES TR | EFG | EAFE GRWTH ETF | $2,706,608 | 24,209 | SH | None |
| VISA INC | V | COM CL A | $2,586,892 | 7,269 | SH | None |
| TRANE TECHNOLOGIES PLC | TT | SHS | $2,518,536 | 5,796 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $2,478,361 | 4,398 | SH | None |
| ISHARES TR | IYW | U.S. TECH ETF | $2,415,900 | 13,749 | SH | None |
| VANGUARD INDEX FDS | VOT | MCAP GR IDXVIP | $2,246,265 | 7,867 | SH | None |
| BLACKROCK ETF TRUST | THRO | ISHARES US THEMA | $2,202,106 | 61,477 | SH | None |
| CINTAS CORP | CTAS | COM | $2,201,116 | 10,164 | SH | None |
| BLACKROCK ETF TRUST II | BINC | ISHARES FLEXIBLE | $2,127,828 | 40,453 | SH | None |
| HOME DEPOT INC | HD | COM | $2,033,738 | 5,448 | SH | None |
| META PLATFORMS INC | META | CL A | $1,912,641 | 2,630 | SH | None |
| T-MOBILE US INC | TMUS | COM | $1,854,631 | 8,129 | SH | None |
| ISHARES TR | TLH | 10-20 YR TRS ETF | $1,850,438 | 18,438 | SH | None |
| ISHARES TR | IAGG | CORE INTL AGGR | $1,803,123 | 35,397 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $1,792,508 | 7,974 | SH | None |
| PHILLIPS EDISON & CO INC | PECO | COMMON STOCK | $1,636,536 | 47,367 | SH | None |
| QUANTA SVCS INC | PWR | COM | $1,634,767 | 4,301 | SH | None |
| WALMART INC | WMT | COM | $1,603,893 | 16,908 | SH | None |
| CAPITAL ONE FINL CORP | COF | COM | $1,570,124 | 7,113 | SH | None |
| TJX COS INC NEW | TJX | COM | $1,566,775 | 12,619 | SH | None |
| INVESCO EXCHANGE TRADED FD T | XLG | S&P 500 TOP 50 | $1,535,743 | 29,180 | SH | None |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $1,507,778 | 28,731 | SH | None |
| WILLIAMS COS INC | WMB | COM | $1,483,110 | 25,668 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.