• 13F History

Legacy Financial Strategies, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 8, 2025
Value $
$459M
Signature - Title
Bethany Boschert - Chief Compliance Officer
Location
Leawood, KS
Summary
This page shows a list of all the recent 13F filings made by Legacy Financial Strategies, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Financial Strategies, LLC reported 119 stock holdings with total value $459M as of Q1 2025. Top holdings included SCHG, SCHB, AGG, DGRO, and AVLV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 119 $459M +$19.5M -$10.9M +$8.6M SCHG, SCHB, AGG, DGRO, AVLV 13F-HR 4/8/2025, 10:49 AM
Q4 2024 119 $464M +$116M -$4.6M +$111M SCHG, SCHB, AGG, DGRO, AVLV 13F-HR 1/28/2025, 04:10 PM
Q3 2024 115 $453M +$63.3M -$48M +$15.3M SCHG, SCHB, AGG, DGRO, AVLV 13F-HR 10/18/2024, 10:08 AM
Q2 2024 98 $416M +$32.4M -$9.87M +$22.5M SCHG, SCHD, SCHB, AGG, DGRO 13F-HR 7/10/2024, 02:59 PM
Q1 2024 90 $388M +$33M -$4.13M +$28.8M SCHG, SCHD, SCHB, AGG, DGRO 13F-HR 4/10/2024, 03:22 PM
Q4 2023 81 $351M +$12M -$947K +$11M SCHG, SCHD, SCHB, AGG, DGRO 13F-HR 2/1/2024, 11:46 AM
Q3 2023 83 $311M +$30.9M -$11.8M +$19.2M SCHG, SCHD, AGG, SCHB, DGRO 13F-HR 11/13/2023, 07:37 AM
Q2 2023 79 $299M +$18.3M -$3.17M +$15.1M SCHG, SCHD, SCHB, DGRO, AGG 13F-HR 7/28/2023, 09:43 AM
Q1 2023 72 $270M +$23.2M -$517K +$22.7M SCHG, SCHD, SCHB, DGRO, AGG 13F-HR 5/10/2023, 01:50 PM
Q4 2022 71 $242M +$11.7M -$1.8M +$9.87M SCHD, SCHG, SCHB, DGRO, AGG 13F-HR 2/15/2023, 04:28 PM
Q3 2022 62 $215M +$29.8M -$765K +$29.1M SCHD, SCHG, SCHB, DGRO, AGG 13F-HR 11/8/2022, 03:12 PM
Q2 2022 63 $203M +$10.6M -$3.99M +$6.65M SCHD, SCHG, SCHB, AGG, VTI 13F-HR 8/9/2022, 04:53 PM
Q1 2022 66 $235M +$44.9M -$534K +$44.4M SCHD, SCHG, SCHB, AGG, IGM 13F-HR 5/6/2022, 02:56 PM
Q4 2021 63 $231M +$9.01M -$6.37M +$2.65M SCHD, SCHG, SCHB, AGG, IGM 13F-HR 1/31/2022, 03:30 PM
Q3 2021 62 $213M +$6.51M -$693K +$5.82M SCHD, SCHG, SCHB, AGG, VTI 13F-HR 11/15/2021, 04:05 PM
Q2 2021 62 $209M +$12.3M -$3.56M +$8.7M SCHD, SCHG, SCHB, AGG, VTI 13F-HR 8/2/2021, 12:11 PM
Q1 2021 63 $189M +$12.1M -$30.6M -$18.5M SCHD, SCHG, SCHB, AGG, VTI 13F-HR 5/7/2021, 09:57 AM
Q4 2020 65 $196M +$3.69M -$1M +$2.68M SCHD, SCHB, SCHG, AGG, VTI 13F-HR 2/4/2021, 09:49 AM
Q3 2020 61 $174M +$44.8M -$7.52M +$37.2M SCHD, SCHB, AGG, SCHG, VTI 13F-HR 11/3/2020, 08:47 AM
Q2 2020 58 $129M +$8.1M -$1.26M +$6.84M SCHD, SCHB, SCHG, VEA, VTI 13F-HR 8/14/2020, 10:33 AM
Q1 2020 55 $105M +$13.7M -$2.24M +$11.5M SCHD, SCHB, SCHG, VEA, VTI 13F-HR 5/4/2020, 10:46 AM
Q4 2019 66 $124M +$11.5M -$5.48M +$6.03M SCHD, SCHB, VEA, VTI, SCHG 13F-HR 1/27/2020, 11:01 AM
Q3 2019 60 $112M +$9.65M -$6.03M +$3.62M SCHD, SCHB, VEA, VTI, IJR 13F-HR 11/1/2019, 10:21 AM
Q2 2019 56 $107M +$14.1M -$25.2M -$11.1M SCHB, SCHD, VEA, VTI, IJR 13F-HR 7/15/2019, 02:15 PM
Q1 2019 53 $117M +$12.5M -$5.63M +$6.89M MINT, SCHB, SCHD, VEA, VTI 13F-HR 5/7/2019, 09:35 PM
Q4 2018 54 $101M +$15.9M -$5.54M +$10.3M MINT, SCHB, VEA, VTI, IJR 13F-HR 2/14/2019, 04:58 PM
Q3 2018 55 $98.3M +$11.8M -$3.4M +$8.44M MINT, SCHB, VEA, IJR, VTI 13F-HR 11/14/2018, 01:40 PM
Q2 2018 91 $111M +$35.6M -$12.7M +$22.9M MINT, SCHB, VEA, IJR, VTI 13F-HR 8/14/2018, 12:53 PM
Q1 2018 91 $102M +$23M -$2.67M +$20.3M BND, VEA, VTI, IJR, GUNR 13F-HR 5/14/2018, 03:19 PM
Q4 2017 96 $94M VTI, BND, IJR, BRKB, VEA 13F-HR 5/14/2018, 02:34 PM