Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
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. Latest Top 20 Portfolio Holdings: (Filing Date: 2020-04-23) --- full portfolio
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%


Investing Just Like
Legacy Private Trust Co.

Matching performance of Legacy Private Trust Co. by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*