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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Legacy Private Trust Co. INSTITUTION : Legacy Private Trust Co.
Legacy Private Trust Co. Portfolio (reported on 2021-01-12)
Company (links to holding history) Ticker Value On
2020-12-31
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 83,980,000 223,714 7.93%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 50,038,000 567,394 4.72%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 39,621,000 203,557 3.74%
ISHARES TR    (CORE US AGGBD ET) AGG 37,825,000 320,032 3.57%
ISHARES TR    (MSCI ACWI EX US) ACWX 34,089,000 642,716 3.22%
ISHARES TR    (CORE S&P TTL STK) ISI 34,028,000 394,666 3.21%
INVESCO EXCHANGE TRADED FD T    (S&P500 QUALITY) 28,404,000 674,524 2.68%
ISHARES TR    (MSCI USA MMENTM) 27,133,000 168,226 2.56%
APPLE INC    (COM) AAPL 25,709,000 193,750 2.42%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 21,972,000 438,470 2.07%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 21,770,000 239,259 2.05%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 17,915,000 379,474 1.69%
ARK ETF TR    (INNOVATION ETF) ARKK 16,852,000 135,371 1.59%
FIRST TR EXCH TRADED FD III    (MANAGD MUN ETF) FMB 15,365,000 270,858 1.45%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 15,092,000 155,365 1.42%
GOLDMAN SACHS ETF TR    (EQUAL WEIGHT US) 14,973,000 259,012 1.41%
ISHARES TR    (20 YR TR BD ETF) TLT 14,611,000 92,633 1.38%
ISHARES TR    (NATIONAL MUN ETF) MUB 13,756,000 117,369 1.29%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 12,892,000 381,986 1.21%
ALPHABET INC    (CAP STK CL A) GOOGL 12,296,000 7,016 1.16%
VANGUARD STAR FDS    (VG TL INTL STK F) VXUS 12,114,000 201,368 1.14%
FISERV INC    (COM) FISV 11,672,000 102,514 1.10%
UNION PAC CORP    (COM) UNP 11,671,000 56,049 1.10%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 11,163,000 139,747 1.05%
AMPLIFY ETF TR    (BLACKSWAN GRWT) 10,824,000 329,789 1.02%
ISHARES TR    (CORE S&P SCP ETF) IJR 10,726,000 116,717 1.01%
MASTERCARD INCORPORATED    (CL A) MA 9,938,000 27,841 0.93%
JANUS DETROIT STR TR    (HENDERSON MTG) 9,733,000 182,058 0.91%
NVIDIA CORPORATION    (COM) NVDA 9,713,000 18,599 0.91%
MICROSOFT CORP    (COM) MSFT 9,434,000 42,418 0.89%
TARGET CORP    (COM) TGT 9,200,000 52,112 0.86%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 8,779,000 73,186 0.82%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 8,412,000 165,612 0.79%
WALMART INC    (COM) WMT 8,398,000 58,257 0.79%
JPMORGAN CHASE & CO    (COM) JPM 8,132,000 63,997 0.76%
SPDR SER TR    (PORTFLI INTRMDIT) ITE 7,932,000 239,932 0.74%
PROSHARES TR    (LARGE CAP CRE) CSM 7,819,000 92,668 0.73%
ECOLAB INC    (COM) ECL 7,462,000 34,487 0.70%
KIMBERLY-CLARK CORP    (COM) KMB 7,455,000 55,289 0.70%
AMAZON COM INC    (COM) AMZN 7,302,000 2,242 0.68%
FACEBOOK INC    (CL A) FB 7,177,000 26,275 0.67%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 6,732,000 52,782 0.63%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 6,702,000 96,539 0.63%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 6,619,000 14,211 0.62%
TEXAS INSTRS INC    (COM) TXN 6,439,000 39,231 0.60%
FIRST TR EXCHNG TRADED FD VI    (US EQT DEEP DUFR) 6,191,000 191,203 0.58%
LOWES COS INC    (COM) LOW 6,180,000 38,499 0.58%
DISNEY WALT CO    (COM) DIS 6,060,000 33,447 0.57%
ISHARES TR    (CORE MSCI INTL) 6,047,000 98,117 0.57%
ASSOCIATED BANC CORP    (COM) ASBC 5,920,000 347,215 0.55%
DANAHER CORPORATION    (COM) DHR 5,853,000 26,347 0.55%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 5,775,000 90,023 0.54%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 5,598,000 42,028 0.52%
VERIZON COMMUNICATIONS INC    (COM) VZ 5,411,000 92,100 0.51%
CONSTELLATION BRANDS INC    (CL A) STZ 5,071,000 23,154 0.47%
ROPER TECHNOLOGIES INC    (COM) ROP 5,026,000 11,660 0.47%
ALLSTATE CORP    (COM) ALL 4,990,000 45,389 0.47%
1ISHARES TR    (MSCI USA MIN VOL) USMV 4,886,000 71,987 0.46%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 4,839,000 53,208 0.45%
METTLER TOLEDO INTERNATIONAL    (COM) MTD 4,806,000 4,217 0.45%
JOHNSON & JOHNSON    (COM) JNJ 4,788,000 30,425 0.45%
ISHARES TR    (TIPS BD ETF) TIP 4,748,000 37,195 0.44%
AMERIPRISE FINL INC    (COM) AMP 4,742,000 24,398 0.44%
STANLEY BLACK & DECKER INC    (COM) SWK 4,728,000 26,479 0.44%
DBX ETF TR    (XTRACK USD HIGH) 4,539,000 90,623 0.42%
INTEL CORP    (COM) INTC 4,473,000 89,776 0.42%
CISCO SYS INC    (COM) CSCO 4,382,000 97,927 0.41%
PFIZER INC    (COM) PFE 4,330,000 117,644 0.40%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1500) 4,076,000 27,001 0.38%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 3,994,000 11,620 0.37%
J P MORGAN EXCHANGE-TRADED F    (US AGGREGATE) 3,915,000 140,576 0.36%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 3,744,000 103,964 0.35%
MCKESSON CORP    (COM) MCK 3,632,000 20,885 0.34%
ABBVIE INC    (COM) ABBV 3,591,000 33,510 0.33%
ISHARES TR    (INTRM GOV CR ETF) GVI 3,515,000 29,879 0.33%
ISHARES TR    (CORE S&P MCP ETF) IJH 3,496,000 15,210 0.33%
KRANESHARES TR    (QUADRTC INT RT) 3,392,000 121,276 0.32%
ISHARES TR    (IBONDS DEC2021) 3,155,000 122,400 0.29%
VANGUARD WHITEHALL FDS    (EMERG MKT BD ETF) VWOB 3,111,000 37,800 0.29%
PUBLIC SVC ENTERPRISE GRP IN    (COM) PEG 2,905,000 49,828 0.27%
HOME DEPOT INC    (COM) HD 2,900,000 10,918 0.27%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 2,896,000 17,587 0.27%
1SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 2,811,000 66,683 0.26%
BK OF AMERICA CORP    (COM) BAC 2,748,000 90,658 0.25%
MERCK & CO. INC    (COM) MRK 2,730,000 33,379 0.25%
INVESCO EXCH TRADED FD TR II    (EMRNG MKT SVRG) 2,651,000 91,890 0.25%
PROCTER AND GAMBLE CO    (COM) PG 2,622,000 18,843 0.24%
CHEVRON CORP NEW    (COM) CVX 2,599,000 30,766 0.24%
ISHARES TR    (1 3 YR TREAS BD) SHY 2,570,000 29,751 0.24%
INVESCO EXCH TRADED FD TR II    (S&P500 LOW VOL) 2,563,000 45,578 0.24%
SPDR SER TR    (PORTFLI TIPS ETF) IPE 2,361,000 75,752 0.22%
APTIV PLC    (SHS) 2,335,000 17,919 0.22%
ABBOTT LABS    (COM) ABT 2,267,000 20,702 0.21%
SPDR SER TR    (PORTFOLIO INTRMD) ITR 2,220,000 59,716 0.20%
CVS HEALTH CORP    (COM) CVS 2,155,000 31,553 0.20%
UNITEDHEALTH GROUP INC    (COM) UNH 2,150,000 6,132 0.20%
ISHARES TR    (CORE 1 5 YR USD) ISTB 2,137,000 41,384 0.20%
STRYKER CORPORATION    (COM) SYK 2,104,000 8,586 0.19%
SPDR SER TR    (S&P BIOTECH) XBI 2,085,000 14,810 0.19%
NIKE INC    (CL B) NKE 2,017,000 14,261 0.19%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 1,823,000 14,480 0.17%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 1,810,000 6,929 0.17%
FIRST TR EXCHNG TRADED FD VI    (VEST US DEEP) 1,796,000 54,221 0.16%
CAPITAL ONE FINL CORP    (COM) COF 1,784,000 18,048 0.16%
ISHARES TR    (CORE S&P US GWT) IWZ 1,738,000 19,600 0.16%
INVESCO ACTIVELY MANAGED ETF    (ULTRA SHRT DUR) 1,733,000 34,267 0.16%
HP INC    (COM) HPQ 1,719,000 69,888 0.16%
VISA INC    (COM CL A) V 1,688,000 7,719 0.15%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 1,570,000 6,769 0.14%
ISHARES TR    (U.S. TECH ETF) IYW 1,520,000 17,864 0.14%
NICOLET BANKSHARES INC    (COM) NCBS 1,511,000 22,780 0.14%
BROADCOM INC    (COM) 1,487,000 3,397 0.14%
1BEST BUY INC    (COM) BBY 1,470,000 14,728 0.13%
LILLY ELI & CO    (COM) LLY 1,420,000 8,409 0.13%
TRAVELERS COMPANIES INC    (COM) TRV 1,413,000 10,066 0.13%
SPDR SER TR    (S&P 600 SML CAP) DSC 1,398,000 17,571 0.13%
US BANCORP DEL    (COM NEW) USB 1,395,000 29,939 0.13%
ISHARES TR    (SELECT DIVID ETF) DVY 1,277,000 13,279 0.12%
PEPSICO INC    (COM) PEP 1,264,000 8,524 0.11%
VANGUARD WORLD FD    (MEGA CAP INDEX) MGC 1,219,000 9,133 0.11%
ARK ETF TR    (GENOMIC REV ETF) ARKG 1,217,000 13,046 0.11%
AMCOR PLC    (ORD) 1,171,000 99,449 0.11%
SPDR SER TR    (BLOMBERG INTL TR) BWX 1,078,000 34,524 0.10%
BROOKFIELD ASSET MGMT INC    (CL A LTD VT SH) BAM 1,073,000 26,000 0.10%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 1,068,000 17,213 0.10%
WEC ENERGY GROUP INC    (COM) 1,001,000 10,882 0.09%
CONOCOPHILLIPS    (COM) COP 991,000 24,777 0.09%
PRICE T ROWE GROUP INC    (COM) TROW 986,000 6,510 0.09%
COPART INC    (COM) CPRT 977,000 7,680 0.09%
TYSON FOODS INC    (CL A) TSN 959,000 14,875 0.09%
3M CO    (COM) MMM 958,000 5,479 0.09%
MCDONALDS CORP    (COM) MCD 950,000 4,428 0.08%
ISHARES TR    (IBONDS DEC2023) 948,000 36,195 0.08%
ISHARES TR    (IBONDS DEC2022) 946,000 35,905 0.08%
AMGEN INC    (COM) AMGN 943,000 4,103 0.08%
CSX CORP    (COM) CSX 934,000 10,291 0.08%
FIRST TR EXCHNG TRADED FD VI    (CBOE VEST US EQT) 928,000 28,586 0.08%
AFLAC INC    (COM) AFL 927,000 20,836 0.08%
LINDE PLC    (SHS) 901,000 3,418 0.08%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 894,000 2,392 0.08%
BANK FIRST CORP    (COM) BFNC 884,000 13,645 0.08%
COCA COLA CO    (COM) KO 839,000 15,287 0.07%
VANGUARD INDEX FDS    (MID CAP ETF) VO 827,000 4,001 0.07%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 CB) 823,000 38,825 0.07%
ZOETIS INC    (CL A) ZTS 811,000 4,900 0.07%
INDEXIQ ETF TR    (HDGD FTSE INTL) 780,000 34,402 0.07%
DTE ENERGY CO    (COM) DTE 718,000 5,910 0.06%
MEDTRONIC PLC    (SHS) MDT 716,000 6,113 0.06%
ISHARES TR    (RUS 1000 ETF) IWB 707,000 3,336 0.06%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 685,000 1,631 0.06%
EMERSON ELEC CO    (COM) EMR 675,000 8,400 0.06%
SPDR GOLD TR    (GOLD SHS) GLD 673,000 3,774 0.06%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 639,000 6,987 0.06%
ISHARES TR    (INTL SEL DIV ETF) IDV 623,000 21,126 0.05%
FIRST TR EXCHNG TRADED FD VI    (CBOE VEST US EQT) 617,000 18,121 0.05%
HOST HOTELS & RESORTS INC    (COM) HST 616,000 42,085 0.05%
MOODYS CORP    (COM) MCO 614,000 2,117 0.05%
ISHARES TR    (SHRT NAT MUN ETF) 612,000 5,663 0.05%
FIRST TR EXCHNG TRADED FD VI    (CBOE VEST US EQT) 610,000 19,210 0.05%
ISHARES TR    (S&P MC 400GR ETF) IJK 604,000 8,368 0.05%
HONEYWELL INTL INC    (COM) HON 604,000 2,840 0.05%
FIRST TR EXCHNG TRADED FD VI    (US EQT BUFFER) 595,000 17,978 0.05%
INVESCO EXCH TRADED FD TR II    (FTSE RAFI EMNG) 572,000 27,033 0.05%
APPLIED MATLS INC    (COM) AMAT 556,000 6,439 0.05%
INVESCO EXCHANGE TRADED FD T    (S&P500 PUR GWT) 531,000 3,261 0.05%
ISHARES TR    (MSCI EMG MKT ETF) EEM 531,000 10,285 0.05%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2022 CB) 530,000 24,350 0.05%
ISHARES INC    (CORE MSCI EMKT) IEMG 528,000 8,513 0.04%
FIRST TR EXCHNG TRADED FD VI    (CBOE VEST US EQ) 512,000 15,644 0.04%
ISHARES TR    (MSCI EAFE ETF) EFA 508,000 6,962 0.04%
AIR PRODS & CHEMS INC    (COM) APD 505,000 1,849 0.04%
TJX COS INC NEW    (COM) TJX 504,000 7,389 0.04%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL HLT) 501,000 1,917 0.04%
ADVANCE AUTO PARTS INC    (COM) AAP 491,000 3,120 0.04%
GENERAL ELECTRIC CO    (COM) GE 491,000 45,460 0.04%
REGAL BELOIT CORP    (COM) RBC 454,000 3,700 0.04%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 454,000 11,387 0.04%
VANGUARD CHESTER FDS    (TGT RET2050 FD) 453,000 9,962 0.04%
FIDELITY NATL INFORMATION SV    (COM) FIS 447,000 3,161 0.04%
WISDOMTREE TR    (US SMALLCAP DIVD) DES 444,000 16,695 0.04%
ISHARES TR    (CORE MSCI EAFE) IEFA 443,000 6,408 0.04%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 439,000 3,108 0.04%
COSTCO WHSL CORP NEW    (COM) COST 428,000 1,137 0.04%
VANGUARD INDEX FDS    (VALUE ETF) VTV 422,000 3,545 0.03%
ASML HOLDING N V    (N Y REGISTRY SHS) ASML 415,000 850 0.03%
GENERAL DYNAMICS CORP    (COM) GD 414,000 2,780 0.03%
ALLIANT ENERGY CORP    (COM) LNT 412,000 8,000 0.03%
ISHARES TR    (RUS 1000 GRW ETF) IWF 410,000 1,701 0.03%
FIRST TR EXCHNG TRADED FD VI    (CBOE VEST US BUF) 409,000 11,851 0.03%
QUALCOMM INC    (COM) QCOM 409,000 2,682 0.03%
CHUBB LIMITED    (COM) CB 396,000 2,573 0.03%
ISHARES TR    (RUSSELL 2000 ETF) IWM 390,000 1,988 0.03%
FIRST TR EXCHNG TRADED FD VI    (CBOE EQT DEP NOV) 390,000 11,719 0.03%
EXXON MOBIL CORP    (COM) XOM 381,000 9,255 0.03%
CORNING INC    (COM) GLW 345,000 9,585 0.03%
GLOBAL X FDS    (FINTECH ETF) 337,000 7,212 0.03%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 336,000 11,388 0.03%
EATON VANCE TAX-MANAGED BUY-    (COM) ETV 333,000 21,675 0.03%
ISHARES GOLD TRUST    (ISHARES) IAU 331,000 18,245 0.03%
FIRST TR EXCHNG TRADED FD VI    (VEST US BUFFER) 330,000 9,510 0.03%
1 2 Next >Full Portfolio View
Total Value As 2020-12-31: 1,058,387,000 SEC FILING
* Portfolios do not reflect changes after reporting
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