Top 50 Legacy Edge Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 11.84% | 1.36M | $112.6M | +9.57%(+118.91K) | $83.87(-1.82%) | 2026-03-31 | |
| IEFA | ISHARES TR | 9.58% | 1.01M | $91.1M | +4.12%(+39.83K) | $88.45(+10.01%) | 2026-03-31 | |
| IWD | ISHARES TR | 4.98% | 221.8K | $47.4M | -2.58%(-5.88K) | $206.96(+19.25%) | 2026-03-31 | |
| EMXC | ISHARES INC | 4.11% | 497.1K | $39.1M | +5.40%(+25.48K) | $70.38(+37.79%) | 2026-03-31 | |
| IWR | ISHARES TR | 3.77% | 369.2K | $35.9M | +11.56%(+38.25K) | $96.45(+14.41%) | 2026-03-31 | |
| MUB | ISHARES TR | 2.92% | 261.3K | $27.7M | +10.00%(+23.75K) | $106.78(+0.67%) | 2026-03-31 | |
| IWF | ISHARES TR | 2.69% | 60.0K | $25.6M | -1.80%(-1.10K) | $470.85(-74.27%) | 2026-03-31 | |
| FPEI | FIRST TR EXCH TRADED FD III | 2.43% | 1.21M | $23.1M | +8.11%(+91.09K) | $19.35(-0.30%) | 2026-03-31 | |
| SUB | ISHARES TR | 2.19% | 196.0K | $20.9M | +3.87%(+7.31K) | $106.73(-0.40%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 2.15% | 444.4K | $20.5M | +90.22%(+210.77K) | $46.27(-0.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.88% | -2.61% |
| Top 20 Holdings Unweighted | -1.58% | -4.67% |
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