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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Legacy Financial Advisors, Inc.

Quarter ended Q1 2023 · Filed February 6, 2023 · Accession 0001765380-23-000006

Total Value
$464.2M
Positions
242
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (242)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF464287150863,509$73.2M15.78%
2ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD46429B697645,936$46.6M10.03%
3ISHARES CORE DIVIDEND GROWTH ETF46434V621800,405$40.0M8.62%
4ISHARES AGGREGATE BOND ETF464287226284,577$27.6M5.95%
5ISHARES CORE MSCI EAFE ETF46432F842281,004$17.3M3.73%
6ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G764342,539$16.3M3.50%
7ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD46429B689247,026$15.7M3.38%
8VANGUARD RUSSELL 1000 GROWTH ETF92206C680260,477$14.4M3.09%
9ISHARES AMT-FREE MUNI BOND ETF464288414133,551$14.1M3.04%
10WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUNDWT400,518$12.9M2.78%
11PROCTER AND GAMBLE CO COM74271810981,339$12.3M2.66%
12APPLE INCAAPL59,046$7.7M1.65%
13ISHARES MSCI EAFE VALUE INDEX ETF464288877148,257$6.8M1.47%
14MICROSOFTMSFT25,670$6.2M1.33%
15JPMORGAN CHASE & CO COMVYLD38,177$5.1M1.10%
16VANGUARD TOTAL STK MKT92290876923,732$4.5M0.98%
17ISHARES S&P 500 INDEX4642872009,432$3.6M0.78%
18EXXON MOBIL CORP COMXOM27,395$3.0M0.65%
19JOHNSON & JOHNSON COMJNJ17,051$3.0M0.65%
20FIFTH THIRD BANCORPFITBM75,063$2.5M0.53%
21PNC FINL SVCS GROUP INC COM69347510514,787$2.3M0.50%
22UNITEDHEALTH GROUPUNH4,204$2.2M0.48%
23US BANCORP DEL COM NEWUSB-PS50,024$2.2M0.47%
24PFIZER INC COMPFE40,386$2.1M0.45%
25MERCK & CO INCMRK17,841$2.0M0.43%
26VANGUARD FTSE DEVELOPED MARKETS ETF92194385846,695$2.0M0.42%
27CHEVRON CORP NEW COMCVX10,766$1.9M0.42%
28ISHARES ESG AWARE MSCI USA ETF46435G42521,832$1.9M0.40%
29COCA COLA CO COMKO29,000$1.8M0.40%
30VISA INCV7,823$1.6M0.35%
31PEPSICO INC COMPEP8,274$1.5M0.32%
32HOME DEPOTHD4,544$1.4M0.31%
33CISCO SYS INCCSCO30,034$1.4M0.31%
34ALPHABET INC CAP STK CL CGOOG15,653$1.4M0.30%
35GOOGLE INCGOOG15,321$1.4M0.29%
36SNAP ON INC COMSNA5,875$1.3M0.29%
37VERIZON COMMUNICATIONSVZ34,025$1.3M0.29%
38AMAZON.COM INCAMZN15,790$1.3M0.29%
39ISHARES CORE S&P MID CAP ETF4642875075,438$1.3M0.28%
40MCDONALDS CORP COMMCD4,881$1.3M0.28%
41TEXAS INSTRS INC COM8825081047,784$1.3M0.28%
42SCHWAB US DIVIDEND EQUITY ETF80852479717,007$1.3M0.28%
43NVIDIA CORPNVDA8,705$1.3M0.27%
44BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A4,062$1.3M0.27%
45RAYTHEON TECHNOLOGIES CORP COMRTX11,731$1.2M0.26%
46INTEL CORP COMINTC44,351$1.2M0.25%
47ABBVIE INC COMABBV7,230$1.2M0.25%
48AMGEN INCAMGN4,445$1.2M0.25%
49ORACLE CORPORATIONORCL-PD14,014$1.1M0.25%
50LOCKHEED MARTIN CORPLMT2,344$1.1M0.25%
51GENERAL DYNAMICS CORP COMGD4,570$1.1M0.24%
52LILLY ELI & CO COMLLY3,024$1.1M0.24%
53CINTAS CORP CTAS2,393$1.1M0.23%
54MASTERCARD INC MA3,044$1.1M0.23%
55AUTOMATIC DATA PROCESSING INC COMADP4,425$1.1M0.23%
56INTL BUSINESS MACHINESINTR7,488$1.1M0.23%
57SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF80852475535,742$1.0M0.22%
58HONEYWELL INTL INC4385161064,716$1.0M0.22%
59META PLATFORMS INC CL AMETA8,024$965,6080.21%
60WALMART INC COMWMT6,802$964,4540.21%
61UNITED PARCEL SERVICE INCUPS5,512$958,1550.21%
62BOEING CO COMBA-PA4,904$934,1900.20%
63ISHARES ESG AWARE US AGGREGATE BOND ETF46435U54919,631$917,5530.20%
64NETFLIX COM INCNFLX3,090$911,1790.20%
65GILEAD SCIENCES INCGILD10,547$905,4180.20%
66ISHARES S&P SMALLCAP 600 ETF4642878049,374$887,1550.19%
67CSX CORPCSX27,447$850,3040.18%
68ISHARES INTERNATIONAL DIVIDEND GROWTH ETF46435G52414,716$848,0660.18%
69TRUIST FINL CORP COM89832Q10919,438$836,4260.18%
70HILLMAN SOLUTIONS CORP COMHLMN112,500$811,1250.17%
71HESS CORP COMHESM5,508$781,1110.17%
72NOVARTIS AG ADRNVSEF8,388$760,9460.16%
73AVAGO TECHNOLOGIES LTDAVGO1,305$729,7450.16%
74FIRSTENERGY CORPFE17,334$726,9880.16%
75AMERICAN FINL GROUP INC O0259321045,234$718,5240.15%
76PROGRESSIVE CORP COM7433151035,465$708,8650.15%
77BANK AMERICA CORP COM06050510421,378$708,0320.15%
78AT&T INC COMT-PC38,423$707,3690.15%
79MOTOROLA SOLUTIONS INC COM NEWMSI2,742$706,7660.15%
80NEXTERA ENERGY INC COMNEE-PW8,421$704,0080.15%
81TESLA MOTORS INC TSLA5,610$690,9910.15%
82CONOCOPHILLIPS COMCOP5,774$681,3850.15%
83UNION PAC CORP COMUNP3,253$673,5050.15%
84MSC INDL DIRECT INC CL A5535301068,117$663,1760.14%
85STARBUCKS CORPSBUX6,561$650,8140.14%
86ACCENTURE LTD BERMUDA CL AACN2,420$645,6470.14%
87VANGUARD MEGA CAP GROWTH ETF9219108163,717$639,5840.14%
88PUBLIC SVC ENTERPRISE GRP INC COM74457310610,411$637,8750.14%
89ABBOTT LABS COMABLZF5,794$636,0820.14%
90NIKE INC CLASS BNKE5,314$621,8030.13%
91MEDTRONIC PLC SHSMDT7,807$606,7750.13%
92THERMO FISHER SCIENTIFIC INC COMTMO1,101$606,3350.13%
93BP PLC SPONSORED ADRBPPFF17,343$605,7940.13%
94PHILLIPS 66PSX5,820$605,7220.13%
95NOVO-NORDISK A/S ADR ADR CMNNONOF4,422$598,4820.13%
96DUKE ENERGY CORP NEW COM NEWDUKB5,799$597,2730.13%
97ISHARES RUSSELL 3000 ETF4642876892,702$596,2770.13%
98PAYCHEX INCPAYX5,085$587,6590.13%
99COMCAST CORP NEW CL ACCZ16,720$584,7030.13%
100QUEST DIAGNOSTICS INCDGX3,711$580,6260.13%
101MARATHON PETE CORPMARA4,988$580,5260.13%
102CULLEN FROST BANKERS INC COMCFR-PB4,307$575,8880.12%
103TOTAL SA ADRTTE9,224$572,6260.12%
104ROYAL DUTCH SHELL PLC-ADRRYDAF10,011$570,1150.12%
105SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF78464A28411,451$560,7550.12%
106PHILIP MORRIS INTL INC7181721095,515$558,1510.12%
107CITIZENS FINL GROUP INC COMCIA13,959$549,5540.12%
108HUNTINGTON INGALLS INDS INC COM4464131062,333$538,2090.12%
109BRISTOL-MYERS SQUIBB CO COMCELG-RI7,443$535,5240.12%
110ANALOG DEVICES INC COMADI3,259$534,5740.12%
111KIMBALL ELECTRONICS INC COMKE23,173$523,4780.11%
112CRANE HLDGS CO COMCXT5,030$505,2920.11%
113MORGAN STANLEYMS-PQ5,846$496,9950.11%
114DISNEY WALT CO COM2546871065,594$486,0410.10%
115AIR PRODS & CHEMS INC COMAIIR1,576$485,8880.10%
116CLOROX CO DEL COMCLX3,450$484,1810.10%
117ISHARES TR RUSSELL MIDCAP INDEX FD4642874997,106$479,3000.10%
118UNILEVER PLC SPON ADR NEWUNLYF9,390$472,7750.10%
119DOVER CORP COMDOV3,482$471,4980.10%
120TJX COS INC NEW COM8725401095,825$463,6700.10%
121COSTCO WHOLESALE CORP22160K1051,003$457,7800.10%
122ISHARES MSCI EAFE SMALL-CAP ETF4642882738,082$456,4710.10%
123HUNTINGTON BANCSHARES INC COMHBANP31,897$449,7510.10%
124OMNICOM GROUP INC COMOMC5,508$449,2880.10%
125ASTRAZENECA PLC- SPONS ADRAZN6,618$448,7260.10%
126CHUBB LIMITED COMCB2,008$442,9030.10%
127SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF78468R8043,248$440,5260.09%
128DANAHER CORP 2358511021,644$436,3960.09%
129ADOBE SYS INCADBE1,260$423,8600.09%
130ASML HOLDING N V N Y REGISTRY SHSASMLF767$419,3440.09%
131ALLSTATE CORPALL-PJ3,092$419,3160.09%
132DEERE & CO COMDE962$412,5100.09%
133CIGNA CORP NEW COM1255231001,237$409,8700.09%
134TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD8740391005,430$404,4570.09%
135SKYWORKS SOLUTIONS INC COMSWKS4,424$403,1860.09%
136EASTMAN CHEMICAL COEMN4,920$400,6850.09%
137MONDELEZ INTL INC CL A6092071055,993$399,4530.09%
138ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G24316,605$394,7010.09%
139EATON CORP PLC SHSETN2,486$390,1930.08%
140ISHARES CORE S&P U.S. GROWTH ETF4642876714,756$387,7090.08%
141LOWES COS INC COM5486611071,943$387,2110.08%
142PRINCIPAL FINANCIAL GROUP INC COMPFG4,607$386,6560.08%
143ROYAL BANK OF CANADA7800871024,068$382,4710.08%
144BLACKROCK INC BLK536$380,0450.08%
145CVS HEALTH CORP COMCVS4,024$374,9970.08%
146VERTEX PHARMACEUTICALS INVRTX1,296$374,2590.08%
147MONSTER BEVERAGE CORPMNST3,664$372,0260.08%
148NORTHROP GRUMMAN CORP COMNOC681$371,6150.08%
149C H ROBINSON WORLDWIDE INC COM NEWCHRW4,010$367,1560.08%
150TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSTKPHF23,492$366,4750.08%
151APPLIED MATLS INC COM0382221053,760$366,1590.08%
152AUTODESK INCADSK1,953$365,0130.08%
153SYNOPSYS INC COMSNPS1,130$360,7980.08%
154QUALCOMM INC COMQCOM3,253$357,6390.08%
155TOYOTA MOTOR CORP ADSTOYOF2,579$352,3040.08%
156INGREDION INC COMINGR3,589$351,4710.08%
157GENERAL ELECTRIC CO COM NEW3696043014,163$348,8430.08%
158LINDE PLC SHSLIN1,069$348,6900.08%
159GOLDMAN SACHS GROUP INCGSCE1,003$344,2560.07%
160SOUTHERN CO COMSOMN4,710$336,3440.07%
161KROGER CO COMKR7,538$336,0440.07%
162PROLOGIS SHARE BENEFICIAL INTPLDGP2,980$335,9000.07%
163INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETFIVZ12,491$334,5090.07%
164ELEVANCE HEALTH INC COMELV652$334,3540.07%
165O REILLY AUTOMOTIVE INC67103H107394$332,7170.07%
166CHARLES SCHWAB CORPSCHW-PJ3,996$332,7070.07%
167CENTERPOINT ENERGY INC COMCNP11,029$330,7480.07%
168V F CORP COMVFC11,902$328,6070.07%
169AMERISOURCEBERGEN CORP COMCOR1,947$322,6570.07%
170M & T BK CORP COM55261F1042,202$319,4220.07%
171S&P GLOBAL INC COMSPGI948$317,6000.07%
172VANGUARD GROWTH ETF9229087361,473$313,9110.07%
173AON CORPAON1,027$308,2900.07%
174WHIRLPOOL CORP COMWHR-PA2,165$306,2610.07%
175HELMERICH & PAYNE INC COMHP6,139$304,3100.07%
176XCEL ENERGY INC COMXELLL4,319$302,8050.07%
177CATERPILLAR INC COMCAT1,262$302,2410.07%
178SALESFORCE COM CRM2,279$302,1730.07%
179REGENERON PHARMACEUTICALS INCREGN413$297,9750.06%
180WELLS FARGO CO NEW COM9497461017,180$296,4570.06%
181YUM! BRANDS INCYUM2,298$294,3240.06%
182DIAGEO PLCDGEAF1,638$291,9150.06%
183ALTRIA GROUP INC COMMO6,372$291,2450.06%
184T-MOBILE US INC COMTMUSZ2,042$285,8800.06%
185CINCINNATI FINL CORP COM1720621012,790$285,6680.06%
186EOG RESOURCES INCEOG2,186$283,1710.06%
187WISDOMTREE EMERGING MARKETS EX-CHINA FUNDWT11,260$278,6370.06%
188FIRST FINL BANCORP OH COM32020910911,476$278,0640.06%
189MARSH & MCLENNAN COS INC COM5717481021,679$277,8570.06%
190ACTIVISION INC00507V1093,555$272,1350.06%
191LINCOLN ELEC HLDGS INC5339001061,869$270,0520.06%
192CABOT OIL & GAS CP COMCTRA10,937$268,7260.06%
193COMERICA INC COM2003401073,959$264,6590.06%
194VANGUARD DIVIDEND APPRECIATION ETF9219088441,732$263,0040.06%
195AMERICAN EXPRESS CO COMAXP1,776$262,3460.06%
196HENRY JACK & ASSOC INC4262811011,477$259,3650.06%
197ELECTRONICS ARTSEA2,112$258,0560.06%
198INTUITIVE SURGICAL, INC.ISRG971$257,6550.06%
199GENERAL MLS INC COM3703341043,071$257,5370.06%
200CANADIAN PAC RY LTD COM13645T1003,434$256,1460.06%
201SONY GROUP CORPORATION SPONSORED ADRSNEJF3,310$252,4790.05%
202DEUTSCHE BANK A G NAMEN AKTD1819089821,564$248,4170.05%
203KLA-TENCOR CORP KLAC657$247,7010.05%
204ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY2,810$247,5330.05%
205CHICAGO MERCANTILE HLDGS INCCME1,469$247,0410.05%
206ALLISON TRANSMISSION HLDGS INC COMALSN5,887$244,9140.05%
207ROBERT HALF INTL INC COMRHI3,294$243,2130.05%
208HSBC HOLDINGS PLC SPONS ADRHBCYF7,696$239,8040.05%
209NORFOLK SOUTHERN CRP655844108970$239,0270.05%
210ENBRIDGE INC COMENNPF6,105$238,7240.05%
211CADENCE DESIGN SYSTEM INC COMCDNS1,486$238,7110.05%
212DOLLAR GEN CORP256677105968$238,3590.05%
213MICROCHIP TECHNOLOGY INC MCHPP3,361$236,0870.05%
214CORTEVA INC COMCTVA3,998$235,0020.05%
215ISHARES MSCI EAFE ETF4642874653,580$234,9910.05%
216ENTERGY CORP NEW COMENO2,072$233,0660.05%
217INTUIT INCINTU576$224,1910.05%
218SIMON PROPERTY GROUP INC8288061091,882$221,1310.05%
219METLIFE INC COMMET-PF3,038$219,8300.05%
220BCE INC COM NEWBCPPF4,978$218,7840.05%
221WASTE MANAGEMENT INC94106L1091,385$217,2790.05%
222BHP GROUP LTD SPONSORED ADSBHPLF3,497$216,9890.05%
2233M CO COMMMM1,780$213,4580.05%
224TARGET CORP COMTGT1,432$213,3680.05%
225TORONTO DOMINION BANKTORO3,287$212,8660.05%
226DUPONT DE NEMOURS INC COMDD3,086$211,7650.05%
227ISHARES MSCI EMERGING MARKETS SMALL CAP ETF4642864754,367$210,8390.05%
228AMERICAN TOWER CORP03027X100987$209,1650.05%
229VERISIGN INCVRSN1,004$206,2620.04%
230ISHARES DJ US TECHNOLOGY4642877212,739$204,0280.04%
231CANADIAN NATL RY CO COM1363751021,716$203,9840.04%
232ILLINOIS TOOL WKS INC COM452308109920$202,6760.04%
233VALE S A SPONSORED ADSVALE11,305$191,8460.04%
234GOODYEAR TIRE & RUBR CO COM38255010115,332$155,6200.03%
235FORD MOTOR COMPANY34537086012,955$150,6670.03%
236ING GROEP NV ADRINGVF11,068$134,6980.03%
237MITSUBISHI UFJ FINL GROUP INC SPONSORED60682210417,273$115,2110.02%
238ITAU UNIBANCO HLDG S A SPON ADR REP PFD46556210621,524$101,3790.02%
239WARNER BROS DISCOVERY INC COM SER AWBD10,414$98,7250.02%
240SIRIUS XM RADIO INC SIRI14,247$83,2020.02%
241PELOTON INTERACTIVE INC CL A COMPTON10,370$82,3380.02%
242LLOYDS TSB GROUP PLCLLOBF34,810$76,5820.02%