Top 50 Legacy Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 10.68% | 363.4K | $40.4M | +3.68%(+12.90K) | $82.10(+52.36%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 8.38% | 72.6K | $31.7M | +0.46%(+330) | $39.16(+123.45%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 5.99% | 468.0K | $22.7M | -0.71%(-3.33K) | $32.50(+61.95%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 5.91% | 467.3K | $22.4M | +2.84%(+12.89K) | $46.75(+2.44%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.81% | 564.0K | $22.0M | -0.88%(-4.98K) | $24.00(+73.52%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 5.79% | 645.1K | $21.9M | -0.20%(-1.32K) | $23.24(+61.42%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.64% | 549.5K | $21.4M | -0.97%(-5.36K) | $23.41(+84.66%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.86% | 500.8K | $18.4M | +2.64%(+12.88K) | $27.89(+43.05%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 4.39% | 234.1K | $16.6M | +3.12%(+7.07K) | $51.19(+57.68%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 3.93% | 329.5K | $14.9M | +0.50%(+1.64K) | $29.33(+73.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.03% | +40.61% |
| Top 20 Holdings Unweighted | +10.36% | +34.42% |
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