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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 2020-04-23)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 51,934,000 200,982 6.74%
ISHARES TR    (CORE US AGGBD ET) AGG 44,035,000 381,679 5.71%
ISHARES TR    (CORE S&P TTL STK) ISI 40,158,000 701,942 5.21%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 24,576,000 287,934 3.18%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 21,555,000 167,215 2.79%
INVESCO EXCHANGE TRADED FD T    (S&P500 QUALITY) 21,102,000 705,039 2.73%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 18,638,000 559,046 2.41%
ISHARES TR    (MSCI ACWI EX US) ACWX 17,485,000 464,415 2.26%
ISHARES TR    (USA MOMENTUM FCT) 14,576,000 136,884 1.89%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 13,732,000 163,446 1.78%
ISHARES TR    (20 YR TR BD ETF) TLT 13,494,000 81,797 1.75%
PROSHARES TR    (LARGE CAP CRE) CSM 13,323,000 225,057 1.72%
INVESCO EXCHANGE-TRADED FD T    (S&P500 LOW VOL) 13,015,000 277,377 1.68%
VANGUARD STAR FDS    (VG TL INTL STK F) VXUS 12,768,000 304,284 1.65%
APPLE INC    (COM) AAPL 12,350,000 48,567 1.60%
FISERV INC    (COM) FISV 12,339,000 129,901 1.60%
ISHARES TR    (NATIONAL MUN ETF) MUB 11,719,000 103,700 1.52%
FIRST TR EXCH TRADED FD III    (MANAGD MUN ETF) FMB 11,609,000 214,698 1.50%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 10,328,000 431,399 1.34%
SPDR SER TR    (PORTFLI INTRMDIT) ITE 8,689,000 262,273 1.12%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 8,319,000 95,516 1.07%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 8,311,000 167,316 1.07%
ALPHABET INC    (CAP STK CL A) GOOGL 8,072,000 6,947 1.04%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 7,883,000 130,441 1.02%
UNION PAC CORP    (COM) UNP 7,764,000 55,051 1.00%
KIMBERLY CLARK CORP    (COM) KMB 7,507,000 58,709 0.97%
JPMORGAN CHASE & CO    (COM) JPM 7,307,000 81,161 0.94%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 7,302,000 126,609 0.94%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 7,287,000 103,283 0.94%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 7,157,000 58,919 0.92%
ECOLAB INC    (COM) ECL 6,769,000 43,443 0.87%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 6,666,000 198,704 0.86%
MASTERCARD INC    (CL A) MA 6,393,000 26,465 0.82%
WALMART INC    (COM) WMT 6,111,000 53,784 0.79%
ARK ETF TR    (INNOVATION ETF) ARKK 5,961,000 135,467 0.77%
INTEL CORP    (COM) INTC 5,596,000 103,403 0.72%
ISHARES TR    (CORE MSCI INTL) 5,582,000 125,980 0.72%
MICROSOFT CORP    (COM) MSFT 5,444,000 34,518 0.70%
VERIZON COMMUNICATIONS INC    (COM) VZ 5,296,000 98,570 0.68%
AMAZON COM INC    (COM) AMZN 5,295,000 2,716 0.68%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 5,074,000 54,887 0.65%
TARGET CORP    (COM) TGT 5,024,000 54,041 0.65%
ISHARES TR    (CORE S&P SCP ETF) IJR 5,024,000 89,553 0.65%
NVIDIA CORP    (COM) NVDA 4,884,000 18,528 0.63%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 4,884,000 17,222 0.63%
ISHARES TR    (MSCI MIN VOL ETF) USMV 4,827,000 89,379 0.62%
DBX ETF TR    (XTRACK USD HIGH) 4,803,000 109,000 0.62%
DISNEY WALT CO    (COM DISNEY) DIS 4,800,000 49,682 0.62%
TEXAS INSTRS INC    (COM) TXN 4,746,000 47,497 0.61%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 4,722,000 104,984 0.61%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1500) 4,664,000 52,151 0.60%
ASSOCIATED BANC CORP    (COM) ASBC 4,614,000 360,762 0.59%
ALLSTATE CORP    (COM) ALL 4,401,000 47,984 0.57%
CISCO SYS INC    (COM) CSCO 4,376,000 111,305 0.56%
DANAHER CORPORATION    (COM) DHR 4,312,000 31,152 0.55%
CONSTELLATION BRANDS INC    (CL A) STZ 4,303,000 30,010 0.55%
METTLER TOLEDO INTERNATIONAL    (COM) MTD 4,031,000 5,837 0.52%
PFIZER INC    (COM) PFE 4,011,000 122,896 0.52%
ISHARES TR    (IBONDS SEP2020) IBMI 4,000,000 157,675 0.51%
VANGUARD WHITEHALL FDS    (EMERG MKT BD ETF) VWOB 3,828,000 54,370 0.49%
ISHARES TR    (INTRM GOV CR ETF) GVI 3,729,000 32,509 0.48%
FACEBOOK INC    (CL A) FB 3,623,000 21,722 0.47%
JOHNSON & JOHNSON    (COM) JNJ 3,575,000 27,266 0.46%
PUBLIC SVC ENTERPRISE GRP IN    (COM) PEG 3,401,000 75,728 0.44%
ROPER TECHNOLOGIES INC    (COM) ROP 3,390,000 10,872 0.43%
LOWES COS INC    (COM) LOW 3,318,000 38,566 0.43%
INVESCO ACTIVELY MANAGED ETF    (ULTRA SHRT DUR) 3,271,000 66,338 0.42%
CVS HEALTH CORP    (COM) CVS 3,214,000 54,172 0.41%
MCKESSON CORP    (COM) MCK 3,104,000 22,946 0.40%
INVESCO EXCHANGE-TRADED FD T    (EMRNG MKT SVRG) 2,963,000 123,932 0.38%
CHEVRON CORP NEW    (COM) CVX 2,923,000 40,342 0.37%
STANLEY BLACK & DECKER INC    (COM) SWK 2,831,000 28,302 0.36%
SPDR SER TR    (PORTFOLIO INTRMD) ITR 2,752,000 80,918 0.35%
BK OF AMERICA CORP    (COM) BAC 2,747,000 129,404 0.35%
HOME DEPOT INC    (COM) HD 2,659,000 14,241 0.34%
ABBVIE INC    (COM) ABBV 2,632,000 34,550 0.34%
ISHARES TR    (IBONDS DEC2021) 2,609,000 102,260 0.33%
BANK FIRST CORP    (COM) BFNC 2,598,000 46,395 0.33%
ISHARES TR    (CORE S&P MCP ETF) IJH 2,552,000 17,741 0.33%
ISHARES TR    (1 3 YR TREAS BD) SHY 2,411,000 27,819 0.31%
AMERIPRISE FINL INC    (COM) AMP 2,391,000 23,329 0.31%
TYSON FOODS INC    (CL A) TSN 2,382,000 41,149 0.30%
ALLERGAN PLC    (SHS) AGN 2,254,000 12,728 0.29%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 2,101,000 18,939 0.27%
APTIV PLC    (SHS) 2,023,000 41,082 0.26%
1ISHARES TR    (CORE 1 5 YR USD) ISTB 2,010,000 39,807 0.26%
TRAVELERS COMPANIES INC    (COM) TRV 1,870,000 18,820 0.24%
UNITEDHEALTH GROUP INC    (COM) UNH 1,864,000 7,473 0.24%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 1,759,000 38,442 0.22%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 1,739,000 10,653 0.22%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 1,603,000 6,767 0.20%
AMGEN INC    (COM) AMGN 1,580,000 7,796 0.20%
HOST HOTELS & RESORTS INC    (COM) HST 1,551,000 140,488 0.20%
US BANCORP DEL    (COM NEW) USB 1,512,000 43,886 0.19%
INVESCO EXCHANGE-TRADED FD T    (S&P500 HDL VOL) 1,428,000 47,599 0.18%
FIRST TR EXCHNG TRADED FD VI    (CBOE EQT DEP NOV) 1,425,000 50,500 0.18%
GENERAL DYNAMICS CORP    (COM) GD 1,389,000 10,498 0.18%
HP INC    (COM) HPQ 1,368,000 78,797 0.17%
CAPITAL ONE FINL CORP    (COM) COF 1,362,000 27,023 0.17%
ISHARES TR    (INTL SEL DIV ETF) IDV 1,337,000 59,156 0.17%
VISA INC    (COM CL A) V 1,328,000 8,245 0.17%
NICOLET BANKSHARES INC    (COM) NCBS 1,317,000 24,128 0.17%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 1,306,000 14,422 0.16%
ABBOTT LABS    (COM) ABT 1,272,000 16,125 0.16%
1BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 1,262,000 6,903 0.16%
LILLY ELI & CO    (COM) LLY 1,255,000 9,049 0.16%
CONOCOPHILLIPS    (COM) COP 1,252,000 40,650 0.16%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 1,230,000 22,065 0.15%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 CB) 1,202,000 57,199 0.15%
COPART INC    (COM) CPRT 1,141,000 16,655 0.14%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 1,135,000 43,908 0.14%
ISHARES TR    (CORE S&P US GWT) IWZ 1,119,000 19,600 0.14%
ADOBE INC    (COM) ADBE 1,104,000 3,468 0.14%
AFLAC INC    (COM) AFL 1,057,000 30,864 0.13%
BEST BUY INC    (COM) BBY 1,057,000 18,551 0.13%
VANGUARD WORLD FD    (MEGA CAP INDEX) MGC 1,049,000 11,530 0.13%
WEC ENERGY GROUP INC    (COM) 1,043,000 11,837 0.13%
PEPSICO INC    (COM) PEP 1,035,000 8,619 0.13%
VALERO ENERGY CORP    (COM) VLO 1,030,000 22,723 0.13%
BROADCOM INC    (COM) 1,004,000 4,235 0.13%
ISHARES TR    (SELECT DIVID ETF) DVY 1,003,000 13,639 0.13%
SPDR SER TR    (S&P 600 SML CAP) DSC 970,000 20,026 0.12%
ISHARES TR    (U.S. TECH ETF) IYW 936,000 4,581 0.12%
INVESCO EXCHANGE-TRADED FD T    (FTSE RAFI EMNG) 917,000 59,435 0.11%
BROOKFIELD ASSET MGMT INC    (CL A LTD VT SH) BAM 885,000 20,000 0.11%
DTE ENERGY CO    (COM) DTE 862,000 9,077 0.11%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 CB) 855,000 40,787 0.11%
SPDR INDEX SHS FDS    (S&P EM MKT DIV) EDIV 831,000 37,418 0.10%
KRANESHARES TR    (BOSERA MSCI CH) KBA 811,000 27,499 0.10%
AMCOR PLC    (ORD) 808,000 99,449 0.10%
MCDONALDS CORP    (COM) MCD 789,000 4,774 0.10%
3M CO    (COM) MMM 752,000 5,512 0.09%
CSX CORP    (COM) CSX 744,000 12,981 0.09%
COCA COLA CO    (COM) KO 736,000 16,645 0.09%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 656,000 9,274 0.08%
1HONEYWELL INTL INC    (COM) HON 649,000 4,849 0.08%
WISDOMTREE TR    (US SMALLCAP DIVD) DES 605,000 33,553 0.07%
EXXON MOBIL CORP    (COM) XOM 590,000 15,537 0.07%
PROCTER & GAMBLE CO    (COM) PG 578,000 5,254 0.07%
REINSURANCE GRP OF AMERICA I    (COM NEW) RGA 567,000 6,740 0.07%
1ZOETIS INC    (CL A) ZTS 565,000 4,800 0.07%
ISHARES TR    (MSCI EMG MKT ETF) EEM 556,000 16,285 0.07%
MOODYS CORP    (COM) MCO 548,000 2,590 0.07%
VANGUARD INDEX FDS    (MID CAP ETF) VO 527,000 4,001 0.06%
INVESCO EXCHANGE TRADED FD T    (S&P500 PUR GWT) 521,000 5,201 0.06%
MICROCHIP TECHNOLOGY INC    (COM) MCHP 485,000 7,160 0.06%
CBRE GROUP INC    (CL A) CBG 484,000 12,843 0.06%
CHUBB LIMITED    (COM) CB 484,000 4,333 0.06%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 478,000 1,856 0.06%
FIRST TR EXCHNG TRADED FD VI    (US EQT DEEP DUFR) 464,000 16,840 0.06%
SPDR GOLD TRUST    (GOLD SHS) GLD 464,000 3,135 0.06%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL HLT) 463,000 2,447 0.06%
MERCK & CO. INC    (COM) MRK 457,000 5,934 0.05%
DISCOVER FINL SVCS    (COM) DFS 457,000 12,825 0.05%
TJX COS INC NEW    (COM) TJX 451,000 9,435 0.05%
ISHARES TR    (RUS 1000 ETF) IWB 450,000 3,179 0.05%
BAXTER INTL INC    (COM) BAX 440,000 5,423 0.05%
GENERAL ELECTRIC CO    (COM) GE 435,000 54,830 0.05%
SELECT SECTOR SPDR TR    (RL EST SEL SEC) 434,000 14,015 0.05%
FIDELITY NATL INFORMATION SV    (COM) FIS 431,000 3,542 0.05%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 429,000 1,631 0.05%
FIRST TR EXCHNG TRADED FD VI    (VEST US DEEP) 427,000 15,315 0.05%
EVEREST RE GROUP LTD    (COM) RE 409,000 2,128 0.05%
AIR PRODS & CHEMS INC    (COM) APD 379,000 1,899 0.04%
ISHARES TR    (RUS 1000 GRW ETF) IWF 355,000 2,355 0.04%
ISHARES TR    (MSCI EAFE ETF) EFA 353,000 6,610 0.04%
ISHARES TR    (SHRT NAT MUN ETF) 352,000 3,315 0.04%
VANGUARD CHESTER FDS    (TGT RET2050 FD) 351,000 11,007 0.04%
ISHARES INC    (CORE MSCI EMKT) IEMG 348,000 8,591 0.04%
ISHARES TR    (S&P MC 400GR ETF) IJK 348,000 1,949 0.04%
HENRY JACK & ASSOC INC    (COM) JKHY 345,000 2,220 0.04%
APPLIED MATLS INC    (COM) AMAT 341,000 7,439 0.04%
COSTCO WHSL CORP NEW    (COM) COST 332,000 1,166 0.04%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 321,000 3,108 0.04%
ISHARES TR    (RUSSELL 2000 ETF) IWM 316,000 2,761 0.04%
REGAL BELOIT CORP    (COM) RBC 315,000 5,000 0.04%
VANGUARD INDEX FDS    (VALUE ETF) VTV 305,000 3,425 0.03%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 303,000 4,950 0.03%
ADVANCE AUTO PARTS INC    (COM) AAP 291,000 3,120 0.03%
ALLIANT ENERGY CORP    (COM) LNT 290,000 6,000 0.03%
AMERICAN TOWER CORP NEW    (COM) AMT 279,000 1,280 0.03%
COUNTY BANCORP INC    (COM) 275,000 14,880 0.03%
ISHARES GOLD TRUST    (ISHARES) IAU 275,000 18,245 0.03%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2022 CB) 273,000 12,900 0.03%
1SPROTT PHYSICAL GOLD TRUST    (UNIT) PHYS 270,000 20,575 0.03%
EATON VANCE TX MNG BY WRT OP    (COM) ETV 261,000 21,675 0.03%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 251,000 12,041 0.03%
CUMMINS INC    (COM) CMI 249,000 1,840 0.03%
AVERY DENNISON CORP    (COM) AVY 242,000 2,380 0.03%
UNILEVER N V    (N Y SHS NEW) UN 240,000 4,921 0.03%
UGI CORP NEW    (COM) UGI 234,000 8,785 0.03%
UNITED TECHNOLOGIES CORP    (COM) UTX 231,000 2,452 0.02%
ASML HOLDING N V    (N Y REGISTRY SHS) ASML 230,000 880 0.02%
COMCAST CORP NEW    (CL A) CMCSA 224,000 6,509 0.02%
AUTOZONE INC    (COM) AZO 222,000 262 0.02%
JANUS DETROIT STR TR    (HENDERSON MTG) 209,000 4,023 0.02%
MEDTRONIC PLC    (SHS) MDT 207,000 2,295 0.02%
WISDOMTREE TR    (US QTLY DIV GRT) DGRW 204,000 5,255 0.02%
CORNING INC    (COM) GLW 203,000 9,871 0.02%
TELEFLEX INCORPORATED    (COM) TFX 202,000 690 0.02%
1 2 Next >Full Portfolio View
Total Value As 2020-03-31: 770,455,000 SEC FILING
* Portfolios do not reflect changes after reporting
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