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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. Latest Top 20 Portfolio Holdings: (Filing Date: 2021-01-12) --- full portfolio
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%


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MAJOR GURUS:
Warren Buffett
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