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Legacy Financial Advisors, Inc.

Q2 2018 Holdings

Filed 2018-07-17 | 951 holdings | $309.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares TR Msci USA Minimum Volatility Index FD(USMV)ETF46429B697$95.9K1,756,67731.0%
Ishares Inc Msci Eafe Minimum Volatility Index FD(EFAV)ETF46429B689$30.9K428,90310.0%
Consolidated Edison Inc COM(ED)Stock209115104$24.0K3087.8%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$15.8K245,0865.1%
Ishares Edge Msci MIN VOL Emerging Markets ETF(EEMV)ETF464286533$14.0K239,1004.5%
Affiliated Managers Group Inc(AMG)Stock008252108$8.0K552.6%
Procter and Gamble Co COM(PG)Stock742718109$7.5K94,6052.4%
Camping World Hldgs Inc CL A(CWH)Stock13462K109$7.0K2792.3%
Boston Scientific Corp(BSX)Stock101137107$5.0K1541.6%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$4.9K139,6731.6%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$4.2K65,0551.3%
Spdr Bloomberg Barclays 1-3 Month T-Bill ETF(BIL)ETF78468R663$3.3K36,5121.1%
JPMorgan Chase & Co COM(JPM)Stock46625H100$3.3K30,5861.1%
BB&T Corp COM(BBTUSD)Stock054937107$3.0K59,7191.0%
US Bancorp del COM New(USB)Stock902973304$2.6K51,9410.9%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$2.5K12,4010.8%
Ishares S&P 500 Index(IVV)ETF464287200$2.3K8,1410.7%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$2.3K16,5240.7%
Apple Inc(AAPL)Stock037833100$2.0K10,5560.7%
Corporate Office Pptys TR SH BEN INT(CDP)REIT22002T108$2.0K690.6%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$1.8K20,9300.6%
Enbridge Inc COM(ENB)Stock29250N105$1.6K45,7790.5%
Fifth Third Bancorp(FITB)Stock316773100$1.5K53,2490.5%
Anheuser Busch(BUD)ADR03524A108$1.4K13,5560.5%
Dominion Resources Inc(D)Stock25746U109$1.3K18,6390.4%
Exxon Mobil Corp COM(XOM)Stock30231G102$1.1K13,5890.4%
Sanofi SA(SNY)ADR80105N105$1.1K26,9910.4%
CVS Health Corp COM(CVS)Stock126650100$1.1K16,0130.4%
W P Carey Inc COM(WPC)REIT92936U109$95414,2870.3%
Brookfield Asset Mgmt Inc CL A LTD VT SHStock112585104$92622,2150.3%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$9214,8240.3%
Royal Gold Inc(RGLD)Stock780287108$91410,0630.3%
TJX COS Inc New COM(TJX)Stock872540109$9119,5590.3%
Microsoft(MSFT)Stock594918104$8988,5210.3%
CSX Corp(CSX)Stock126408103$83012,8300.3%
Ishares Russell 3000 ETF(IWV)ETF464287689$8264,9600.3%
Disney Walt Co COM Disney(DIS)Stock254687106$7526,8320.2%
Intel Corp COM(INTC)Stock458140100$70613,5270.2%
Johnson & Johnson COM(JNJ)Stock478160104$6915,4860.2%
Bank New York Mellon Corp COM(BK)Stock064058100$64812,2180.2%
Loews Corp COM(L)Stock540424108$62612,6420.2%
Snap on Inc COM(SNA)Stock833034101$6173,7360.2%
Home Depot(HD)Stock437076102$6093,0620.2%
W R Berkley Corporation COM(WRB)Stock084423102$5988,1500.2%
BP PLC Sponsored ADR(BP)ADR055622104$58612,9270.2%
Schlumberger LTD COM(SLB)Stock806857108$5858,5970.2%
Intl Business Machines(IBM)Stock459200101$5803,9760.2%
Cintas Corp(CTAS)Stock172908105$5752,9360.2%
Spdr S&P 500 ETF(SPY)ETF78462F103$5491,9620.2%
Conduent Inc COM(CNDT)Stock206787103$54429,5110.2%
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