Read this manager's filing book
Disclosed positions
Legacy Advisory Services, LLC: source evidence dated 2026-07-22T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- SHV
- Class
- TRUST ISHARE 0-1
- Reported value
- $23,102,797
- Reported amount
- 209,359
- 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: 0001172661-26-002710Open 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 | SHV | TRUST ISHARE 0-1 | $23,102,797 | 209,359 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $21,306,180 | 242,446 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $15,891,568 | 157,858 | SH | None |
| ISHARES TR | USMV | MSCI USA MIN ETF | $11,779,334 | 122,116 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $10,351,544 | 47,174 | SH | None |
| ISHARES TR | IWX | RUS TP200 VL ETF | $6,683,243 | 63,553 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $6,112,904 | 8,162 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $5,152,448 | 17,149 | SH | None |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $4,680,992 | 68,828 | SH | None |
| ISHARES TR | IQLT | MSCI INTL QUALTY | $4,594,722 | 92,729 | SH | None |
| ISHARES TR | IOO | GLOBAL 100 ETF | $3,257,946 | 23,850 | SH | None |
| ISHARES TR | IWL | RUS TOP 200 ETF | $2,833,639 | 15,321 | SH | None |
| SPDR SERIES TRUST | LGLV | ST STR R1K LOWV | $2,731,994 | 15,055 | SH | None |
| ISHARES TR | AOR | CORE 60 BALA ETF | $2,396,430 | 34,481 | SH | None |
| VANGUARD WORLD FD | MGC | MEGA CAP INDEX | $2,324,741 | 8,495 | SH | None |
| BLACKROCK ETF TRUST II | SHYM | SHOR DURA HI ETF | $1,800,490 | 80,200 | SH | None |
| VANGUARD INSTL INDEX FD | VBIL | 0 3 MO TR BI ETF | $1,571,647 | 20,767 | SH | None |
| MICROSOFT CORP | MSFT | COM | $820,099 | 2,198 | SH | None |
| VANGUARD WORLD FD | MGK | MEGA GRWTH IND | $760,244 | 8,647 | SH | None |
| ISHARES TR | SMMD | RUSEL 2500 ETF | $719,628 | 7,853 | SH | None |
| CROCS INC | CROX | COM | $714,189 | 5,920 | SH | None |
| BROADCOM INC | AVGO | COM | $693,261 | 1,835 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $632,753 | 3,162 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $596,223 | 798 | SH | None |
| SHOPIFY INC | SHOP | CL A SUB VTG SHS | $578,093 | 5,063 | SH | None |
| EAST WEST BANCORP INC | EWBC | COM | $559,347 | 4,333 | SH | None |
| WALMART INC | WMT | COM | $551,939 | 4,873 | SH | None |
| APPLE INC | AAPL | COM | $530,552 | 1,833 | SH | None |
| MERCK & CO INC | MRK | COM | $526,465 | 4,097 | SH | None |
| EATON CORP PLC | ETN | SHS | $520,719 | 1,222 | SH | None |
| AUTONATION INC | AN | COM | $455,557 | 2,452 | SH | None |
| UNION PAC CORP | UNP | COM | $418,608 | 1,539 | SH | None |
| DISNEY WALT CO | DIS | COM | $395,054 | 4,104 | SH | None |
| MEDTRONIC PLC | MDT | SHS | $392,260 | 5,014 | SH | None |
| FIDELITY COMWLTH TR | ONEQ | NASDAQ COMPSIT | $377,372 | 3,656 | SH | None |
| MARRIOTT INTL INC NEW | MAR | CL A | $373,925 | 1,009 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $355,063 | 11,197 | SH | None |
| ISHARES TR | ARTY | FUTU AI TECH ETF | $343,140 | 4,505 | SH | None |
| VISTRA CORP | VST | COM | $316,308 | 1,994 | SH | None |
| ROCKET LAB CORP | RKLB | COM | $304,950 | 3,000 | SH | None |
| SPDR SERIES TRUST | SPTM | ST STR PR SP1500 | $302,773 | 3,334 | SH | None |
| ORACLE CORP | ORCL | COM | $294,859 | 2,012 | SH | None |
| ENTERPRISE PRODS PARTNERS L | EPD | COM | $290,294 | 7,897 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $289,993 | 380 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $286,161 | 1,502 | SH | None |
| CATERPILLAR INC | CAT | COM | $266,225 | 250 | SH | None |
| CORNING INC | GLW | COM | $256,963 | 1,006 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $238,898 | 324 | SH | None |
| PARAMOUNT SKYDANCE CORP | PSKY | COM CL B | $234,155 | 23,748 | SH | None |
| ELI LILLY & CO | LLY | COM | $232,011 | 193 | 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.