Top 45 Legacy CG, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BBEU | J P MORGAN EXCHANGE TRADED F | 8.67% | 431.2K | $31.2M | +2.39%(+10.07K) | $64.30(+19.38%) | 2026-03-31 | |
| BKGI | BNY MELLON ETF TRUST | 5.39% | 435.8K | $19.4M | -1.44%(-6.37K) | $37.08(+23.48%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.34% | 379.8K | $19.2M | +22.98%(+70.96K) | $50.61(-0.17%) | 2026-03-31 | |
| AOCT | INNOVATOR ETFS TRUST | 4.94% | 672.4K | $17.8M | +2.15%(+14.17K) | $24.97(+8.66%) | 2026-03-31 | |
| HEGD | LISTED FDS TR | 4.71% | 686.7K | $17.0M | +2.19%(+14.74K) | $25.06(+6.49%) | 2026-03-31 | |
| DMBS | DOUBLELINE ETF TRUST | 4.58% | 334.1K | $16.5M | +1.09%(+3.59K) | $48.68(+0.59%) | 2026-03-31 | |
| TJUL | INNOVATOR ETFS TRUST | 4.5% | 552.0K | $16.2M | new | $29.23(+3.16%) | 2026-03-31 | |
| FLCO | FRANKLIN TEMPLETON ETF TR | 4.36% | 733.6K | $15.7M | new | $21.53(-0.86%) | 2026-03-31 | |
| FLMI | FRANKLIN TEMPLETON ETF TR | 4.36% | 633.5K | $15.7M | +25.58%(+129.06K) | $24.54(+1.41%) | 2026-03-31 | |
| FEGE | RBB FUND TRUST | 3.74% | 286.2K | $13.5M | new | $46.51(+7.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.22% | +30.28% |
| Top 20 Holdings Unweighted | +10.19% | +33.80% |
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