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Legacy Financial Strategies, LLC

Q2 2026 Holdings

Filed 2026-07-21 | 152 holdings | $645.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$77.2M2,665,38012.0%
Schwab Strategic TR(SCHG)US LCAP GR ETF808524300$99.4M2,937,13215.4%
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