Top 50 My Legacy Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TR | 4.04% | 247.3K | $11.4M | โ | โ | โ | 2025-06-30 |
| MSFT | MICROSOFT CORP | 3.53% | 19.8K | $9.9M | โ | โ | โ | 2025-06-30 |
| IVV | ISHARES TR | 3.22% | 14.4K | $9.0M | โ | โ | โ | 2025-06-30 |
| AAPL | APPLE INC | 2.96% | 39.2K | $8.3M | โ | โ | โ | 2025-06-30 |
| HYG | ISHARES TR | 2.73% | 95.6K | $7.7M | โ | โ | โ | 2025-06-30 |
| SHYG | ISHARES TR | 2.61% | 171.1K | $7.3M | โ | โ | โ | 2025-06-30 |
| NVDA | NVIDIA CORPORATION | 2.26% | 38.7K | $6.4M | โ | โ | โ | 2025-06-30 |
| QUAL | ISHARES TR | 1.92% | 29.2K | $5.4M | โ | โ | โ | 2025-06-30 |
| IVW | ISHARES TR | 1.79% | 45.2K | $5.0M | โ | โ | โ | 2025-06-30 |
| DYNF | BLACKROCK ETF TRUST | 1.77% | 90.4K | $5.0M | โ | โ | โ | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.28% | +44.37% |
| Top 20 Holdings Unweighted | +14.60% | +45.47% |
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