IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Legacy Financial Strategies, LLC

Q4 2018 Holdings

Filed 2019-02-15 | 54 holdings | $673.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard TAX Managed Intl FD(VEA)FTSE DEV MKT ETF921943858$10.6K286,5651.6%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$13.6K227,5552.0%
Pimco ETF TR(MINT)ENHAN SHRT MA AC72201R833$19.4K192,6182.9%
Abbvie Inc(ABBV)COM00287Y109$573.0K6,21285.1%
PreviousPage 2 of 2