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Legacy Financial Advisors, Inc.

Q1 2020 Holdings

Filed 2020-05-12 | 55 holdings | $269.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares TR Msci USA Minimum Volatility Index FD(USMV)ETF46429B697$109.2K1,848,22240.5%
Ishares Inc Msci Eafe Minimum Volatility Index FD(EFAV)ETF46429B689$30.5K472,79811.3%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$25.1K386,9929.3%
Ishares Edge Msci MIN VOL Emerging Markets ETF(EEMV)ETF464286533$15.2K300,6125.6%
Procter & Gamble Co COM(PG)Stock742718109$11.8K99,6834.4%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$10.4K285,0723.8%
Hartford Total Return Bond ETF(HTRB)ETF41653L305$7.2K176,3532.7%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$6.5K123,3842.4%
Hartford Municipal Opportunities ETF(HMOP)ETF41653L503$5.3K131,1021.9%
Invesco S&P International Developed LOW Volatility ETF(IDLV)ETF46138E230$4.8K179,6361.8%
Apple Inc(AAPL)Stock037833100$3.8K12,8401.4%
JPMorgan Chase & Co COM(JPM)Stock46625H100$3.1K31,8911.1%
Ishares International Dividend Growth ETF(IGRO)ETF46435G524$3.0K61,3941.1%
Microsoft(MSFT)Stock594918104$2.5K14,1160.9%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$2.1K47,2030.8%
WP Carey Inc COM(WPC)REIT92936U109$2.0K30,7260.7%
US Bancorp del COM New(USB)Stock902973304$1.9K51,5490.7%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$1.9K17,3800.7%
Truist Finl Corp COM(TFC)Stock89832Q109$1.6K42,7710.6%
Spdr SSgA US Large Cap LOW Volatility Index ETF(LGLV)ETF78468R804$1.6K16,0530.6%
Fifth Third Bancorp(FITB)Stock316773100$1.2K65,2760.5%
Intel Corp COM(INTC)Stock458140100$1.1K18,2990.4%
Enbridge Inc COM(ENB)Stock29250N105$1.1K35,6840.4%
CSX Corp(CSX)Stock126408103$91713,8470.3%
Ishares Msci USA ESG Optimized ETF(ESGU)ETF46435G425$84112,9200.3%
Agnico Eagle Mines LTD COM(AEM)Stock008474108$81913,9490.3%
Pfizer Inc COM(PFE)Stock717081103$78720,5080.3%
First Finl Bancorp OH COM(FFBC)Stock320209109$78250,8760.3%
Ishares Msci Eafe ETF(EFA)ETF464287465$76213,4700.3%
Ishares Core Msci International Developed Markets ETF(IDEV)ETF46435G326$75415,8940.3%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$74911,8290.3%
Dupont de Nemours Inc COM(DD)Stock26614N102$73315,5880.3%
Barrick Gold Corp F(ABX)Stock067901108$73328,5070.3%
Coca Cola Co COM(KO)Stock191216100$64514,0480.2%
Loews Corp COM(L)Stock540424108$63118,1910.2%
Brookfield Asset Mgmt Inc CL A LTD VT SHStock112585104$59417,5770.2%
Comcast Corp New CL A(CMCSA)Stock20030N101$59015,6780.2%
Sanofi SA(SNY)ADR80105N105$58512,4840.2%
Ishares Msci Emerging Markets ETF(EEM)ETF464287234$52014,1980.2%
Exxon Mobil Corp COM(XOM)Stock30231G102$51911,1690.2%
Corteva Inc COM(CTVA)Stock22052L104$48218,3950.2%
Cisco SYS Inc(CSCO)Stock17275R102$47111,1180.2%
Equity Comwlth COM SH BEN INT(HP5A)REIT294628102$47013,8350.2%
Invesco S&P Emerging Markets LOW Volatility ETF(EELV)ETF46138E297$39621,1420.1%
AT&T Inc COM(T)Stock00206R102$38712,7140.1%
HD Supply Hldgs Inc COMStock40416M105$38212,8560.1%
ABB LTD Sponsored ADR(ABJA)ADR000375204$35218,7710.1%
Royal Dutch Shell PLC Spon ADR B(R6C2)ADR780259107$34310,7260.1%
BP PLC Sponsored ADR(BP)ADR055622104$33914,2640.1%
Ishares ESG USD Corporate Bond ETF(SUSC)ETF46435G193$33812,6680.1%
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