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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 Q2 2023 · Filed May 3, 2023 · Accession 0001765380-23-000080

Total Value
$489.4M
Positions
251
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (251)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF464287150878,469$79.5M16.25%
2ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD46429B697633,600$46.1M9.42%
3ISHARES CORE DIVIDEND GROWTH ETF46434V621731,182$36.6M7.47%
4ISHARES AGGREGATE BOND ETF464287226284,486$28.3M5.79%
5ISHARES CORE MSCI EAFE ETF46432F842279,967$18.7M3.82%
6ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD46429B689244,229$16.5M3.38%
7ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G764333,884$16.5M3.37%
8VANGUARD RUSSELL 1000 GROWTH ETF92206C680255,892$16.1M3.29%
9ISHARES AMT-FREE MUNI BOND ETF464288414141,046$15.2M3.10%
10WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUNDWT398,135$14.1M2.89%
11PROCTER AND GAMBLE CO COM74271810976,347$11.4M2.32%
12APPLE INCAAPL65,310$10.8M2.20%
13MICROSOFTMSFT25,808$7.4M1.52%
14ISHARES MSCI EAFE VALUE INDEX ETF464288877146,861$7.1M1.46%
15JPMORGAN CHASE & CO COMVYLD38,151$5.0M1.02%
16VANGUARD TOTAL STK MKT92290876921,751$4.4M0.91%
17ISHARES S&P 500 INDEX46428720010,062$4.1M0.85%
18WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT48,273$3.0M0.61%
19EXXON MOBIL CORP COMXOM24,041$2.6M0.54%
20NVIDIA CORPNVDA9,084$2.5M0.52%
21JOHNSON & JOHNSON COMJNJ14,072$2.2M0.45%
22AMAZON.COM INCAMZN20,564$2.1M0.43%
23VANGUARD FTSE DEVELOPED MARKETS ETF92194385846,668$2.1M0.43%
24VISA INCV9,091$2.0M0.42%
25FIFTH THIRD BANCORPFITBM75,846$2.0M0.41%
26MERCK & CO INCMRK18,219$1.9M0.40%
27CHEVRON CORP NEW COMCVX11,738$1.9M0.39%
28PNC FINL SVCS GROUP INC COM69347510514,650$1.9M0.38%
29COCA COLA CO COMKO29,668$1.8M0.38%
30UNITEDHEALTH GROUPUNH3,857$1.8M0.37%
31META PLATFORMS INC CL AMETA8,511$1.8M0.37%
32US BANCORP DEL COM NEWUSB-PS49,034$1.8M0.36%
33ALPHABET INC CAP STK CL CGOOG16,906$1.8M0.36%
34GOOGLE INCGOOG16,902$1.8M0.36%
35CISCO SYS INCCSCO32,452$1.7M0.35%
36TESLA MOTORS INC TSLA7,944$1.6M0.34%
37SNAP ON INC COMSNA6,231$1.5M0.31%
38ISHARES ESG AWARE MSCI USA ETF46435G42516,976$1.5M0.31%
39TEXAS INSTRS INC COM8825081048,176$1.5M0.31%
40PEPSICO INC COMPEP8,285$1.5M0.31%
41ISHARES CORE S&P MID CAP ETF4642875076,019$1.5M0.31%
42COMCAST CORP NEW CL ACCZ36,732$1.4M0.28%
43BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A4,373$1.4M0.28%
44VERIZON COMMUNICATIONSVZ34,098$1.3M0.27%
45ABBVIE INC COMABBV8,057$1.3M0.26%
46MCDONALDS CORP COMMCD4,516$1.3M0.26%
47SCHWAB US DIVIDEND EQUITY ETF80852479717,120$1.3M0.26%
48HOME DEPOTHD4,135$1.2M0.25%
49RAYTHEON TECHNOLOGIES CORP COMRTX12,438$1.2M0.25%
50MASTERCARD INC MA3,336$1.2M0.25%
51ORACLE CORPORATIONORCL-PD13,013$1.2M0.25%
52UNITED PARCEL SERVICE INCUPS6,069$1.2M0.24%
53LOCKHEED MARTIN CORPLMT2,471$1.2M0.24%
54AMGEN INCAMGN4,725$1.1M0.23%
55PFIZER INC COMPFE27,602$1.1M0.23%
56CINTAS CORP CTAS2,393$1.1M0.23%
57BOEING CO COMBA-PA5,160$1.1M0.22%
58GENERAL DYNAMICS CORP COMGD4,746$1.1M0.22%
59NETFLIX COM INCNFLX3,081$1.1M0.22%
60SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF80852475533,765$1.1M0.22%
61WALMART INC COMWMT7,048$1.0M0.21%
62MEDTRONIC PLC SHSMDT12,193$983,0450.20%
63ISHARES ESG AWARE US AGGREGATE BOND ETF46435U54919,843$953,6550.19%
64HILLMAN SOLUTIONS CORP COMHLMN112,500$947,2500.19%
65LILLY ELI & CO COMLLY2,720$934,2100.19%
66ISHARES S&P SMALLCAP 600 ETF4642878049,285$897,8600.18%
67AVAGO TECHNOLOGIES LTDAVGO1,396$895,6820.18%
68ISHARES INTERNATIONAL DIVIDEND GROWTH ETF46435G52414,587$884,3060.18%
69AUTOMATIC DATA PROCESSING INC COMADP3,854$858,0160.18%
70HONEYWELL INTL INC4385161064,274$816,9910.17%
71CSX CORPCSX27,254$816,0110.17%
72NOVO-NORDISK A/S ADR ADR CMNNONOF5,056$804,6220.16%
73GILEAD SCIENCES INCGILD9,627$798,8300.16%
74MOTOROLA SOLUTIONS INC COM NEWMSI2,733$782,1320.16%
75VANGUARD MEGA CAP GROWTH ETF9219108163,785$774,0700.16%
76INTEL CORP COMINTC23,516$768,2680.16%
77INTL BUSINESS MACHINESINTR5,802$760,6630.16%
78THERMO FISHER SCIENTIFIC INC COMTMO1,302$750,4610.15%
79PROGRESSIVE CORP COM7433151035,238$749,3480.15%
80HESS CORP COMHESM5,581$738,6910.15%
81WISDOMTREE INTERNATIONAL EQUITY FUNDWT14,743$733,1690.15%
82AT&T INC COMT-PC37,963$730,7890.15%
83STARBUCKS CORPSBUX7,003$729,2920.15%
84MSC INDL DIRECT INC CL A5535301068,550$718,2090.15%
85WISDOMTREE EMERGING MARKETS EX-CHINA FUNDWT27,351$708,9680.14%
86BP PLC SPONSORED ADRBPPFF18,682$708,7980.14%
87NIKE INC CLASS BNKE5,777$708,5040.14%
88SALESFORCE COM CRM3,507$700,6280.14%
89FIRSTENERGY CORPFE16,781$672,2470.14%
90ACCENTURE LTD BERMUDA CL AACN2,319$663,0460.14%
91ANALOG DEVICES INC COMADI3,347$660,0950.13%
92BANK AMERICA CORP COM06050510423,049$659,2140.13%
93MARATHON PETE CORPMARA4,857$654,8870.13%
94PUBLIC SVC ENTERPRISE GRP INC COM74457310610,414$650,4060.13%
95TRUIST FINL CORP COM89832Q10919,051$649,6460.13%
96AMERICAN FINL GROUP INC O0259321045,222$634,4730.13%
97T ROWE PRICE GROUP INCTROW5,540$625,5750.13%
98SENTINELONE INC CL AS38,000$621,6800.13%
99SKYWORKS SOLUTIONS INC COMSWKS5,225$616,5150.13%
100DISNEY WALT CO COM2546871066,062$607,0280.12%
101COSTCO WHOLESALE CORP22160K1051,216$604,6550.12%
102CRANE NXT CO COMCXT5,290$600,4740.12%
103CONOCOPHILLIPS COMCOP6,026$597,8500.12%
104NEXTERA ENERGY INC COMNEE-PW7,708$594,1440.12%
105PHILLIPS 66PSX5,793$587,3610.12%
106CLOROX CO DEL COMCLX3,711$587,3230.12%
107ABBOTT LABS COMABLZF5,746$581,9000.12%
108DUKE ENERGY CORP NEW COM NEWDUKB5,975$576,4400.12%
109ISHARES RUSSELL 3000 ETF4642876892,441$574,6360.12%
110ROYAL DUTCH SHELL PLC-ADRRYDAF9,817$564,9130.12%
111QUEST DIAGNOSTICS INCDGX3,963$560,7140.11%
112KIMBALL ELECTRONICS INC COMKE23,173$558,4690.11%
113OMNICOM GROUP INC COMOMC5,802$547,4100.11%
114UNILEVER PLC SPON ADR NEWUNLYF10,502$545,3750.11%
115DOVER CORP COMDOV3,528$536,0440.11%
116BRISTOL-MYERS SQUIBB CO COMCELG-RI7,726$535,4890.11%
117ASML HOLDING N V N Y REGISTRY SHSASMLF785$534,6780.11%
118VANGUARD VALUE ETF9229087443,845$531,0330.11%
119ISHARES MSCI EAFE SMALL-CAP ETF4642882738,919$530,7700.11%
120UNION PAC CORP COMUNP2,614$526,2510.11%
121ROBERT HALF INTL INC COMRHI6,531$526,2430.11%
122ASTRAZENECA PLC- SPONS ADRAZN7,567$525,2680.11%
123PHILIP MORRIS INTL INC7181721095,353$520,5990.11%
124TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD8740391005,595$520,5100.11%
125NOVARTIS AG ADRNVSEF5,586$513,9430.11%
126TOTAL SA ADRTTE8,606$508,1840.10%
127MORGAN STANLEYMS-PQ5,759$505,7120.10%
128PAYCHEX INCPAYX4,367$500,4910.10%
129HUNTINGTON INGALLS INDS INC COM4464131062,392$495,2540.10%
130ADOBE SYS INCADBE1,272$490,3830.10%
131TJX COS INC NEW COM8725401096,180$484,2650.10%
132AIR PRODS & CHEMS INC COMAIIR1,651$474,4100.10%
133CULLEN FROST BANKERS INC COMCFR-PB4,500$474,1040.10%
134SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF78468R8043,433$469,6340.10%
135SYNOPSYS INC COMSNPS1,202$464,2730.09%
136WISDOMTREE U.S. QUALITY GROWTH FUNDWT16,098$457,0000.09%
137VANGUARD ESG U.S. STOCK ETF9219107336,287$450,8410.09%
138DANAHER CORP 2358511021,776$447,6660.09%
139EASTMAN CHEMICAL COEMN5,215$439,8810.09%
140APPLIED MATLS INC COM0382221053,576$439,2630.09%
141VERTEX PHARMACEUTICALS INVRTX1,388$437,3170.09%
142QUALCOMM INC COMQCOM3,419$436,2160.09%
143C H ROBINSON WORLDWIDE INC COM NEWCHRW4,339$431,1990.09%
144LINDE PLC SHSLIN1,211$430,4420.09%
145MONDELEZ INTL INC CL A6092071056,100$425,3130.09%
146ISHARES CORE S&P U.S. GROWTH ETF4642876714,756$422,1900.09%
147GENERAL ELECTRIC CO COM NEW3696043014,395$420,2030.09%
148EATON CORP PLC SHSETN2,444$418,7720.09%
149PROLOGIS SHARE BENEFICIAL INTPLDGP3,293$410,9820.08%
150MONSTER BEVERAGE CORPMNST7,532$406,8250.08%
151DEERE & CO COMDE981$405,1190.08%
152ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G24316,808$404,4000.08%
153TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSTKPHF24,353$401,3370.08%
154LOWES COS INC COM5486611071,993$398,6280.08%
155ADVANCED MICRO DEVICES INC COMAMD3,985$390,5700.08%
156HSBC HOLDINGS PLC SPONS ADRHBCYF11,425$389,9650.08%
157KROGER CO COMKR7,898$389,9240.08%
158INGREDION INC COMINGR3,794$385,9910.08%
159SONY GROUP CORPORATION SPONSORED ADRSNEJF4,159$377,0950.08%
160REGENERON PHARMACEUTICALS INCREGN455$373,8600.08%
161O REILLY AUTOMOTIVE INC67103H107439$372,8720.08%
162AUTODESK INCADSK1,787$372,0440.08%
163ISHARES TR RUSSELL MIDCAP INDEX FD4642874995,201$363,6540.07%
164S&P GLOBAL INC COMSPGI1,052$362,7770.07%
165HUNTINGTON BANCSHARES INC COMHBANP32,263$361,3510.07%
166CHUBB LIMITED COMCB1,843$357,9070.07%
167PRINCIPAL FINANCIAL GROUP INC COMPFG4,748$352,9370.07%
168AMERISOURCEBERGEN CORP COMCOR2,172$347,7860.07%
169HENRY JACK & ASSOC INC4262811012,269$342,0490.07%
170ALLSTATE CORPALL-PJ3,052$338,2040.07%
171AMERICAN EXPRESS CO COMAXP2,023$333,7090.07%
172ELEVANCE HEALTH INC COMELV723$332,8100.07%
173AON CORPAON1,049$330,7870.07%
174LINCOLN ELEC HLDGS INC5339001061,955$330,6060.07%
175CHICAGO MERCANTILE HLDGS INCCME1,710$327,6860.07%
176CENTERPOINT ENERGY INC COMCNP10,987$323,6870.07%
177YUM! BRANDS INCYUM2,443$322,8000.07%
178BLACKROCK INC BLK482$322,7230.07%
179INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETFIVZ11,691$319,8660.07%
180SOUTHERN CO COMSOMN4,592$319,5460.07%
181TOYOTA MOTOR CORP ADSTOYOF2,253$319,2940.07%
182GOLDMAN SACHS GROUP INCGSCE974$318,7850.07%
183INTUITIVE SURGICAL, INC.ISRG1,222$312,1840.06%
184ROYAL BANK OF CANADA7800871023,213$307,1390.06%
185THE CIGNA GROUP COM1255231001,176$300,5050.06%
186PAYPAL HLDGS INC COMPYPL3,955$300,3430.06%
187M & T BK CORP COM55261F1042,505$299,5230.06%
188WELLS FARGO CO NEW COM9497461017,711$288,2670.06%
189CATERPILLAR INC COMCAT1,257$287,8010.06%
190CANADIAN PACIFIC KANSAS CITY COMCP3,724$286,5330.06%
191ALLISON TRANSMISSION HLDGS INC COMALSN6,199$280,4770.06%
192ALTRIA GROUP INC COMMO6,273$279,9440.06%
193VANGUARD GROWTH ETF9229087361,122$279,8720.06%
194ACTIVISION INC00507V1093,264$279,3660.06%
195CITIGROUP INCC-PR5,934$278,2450.06%
196ILLINOIS TOOL WKS INC COM4523081091,132$275,5850.06%
197INTUIT INCINTU617$275,0770.06%
198T-MOBILE US INC COMTMUSZ1,898$274,9060.06%
199MARSH & MCLENNAN COS INC COM5717481021,645$273,9910.06%
200MICROCHIP TECHNOLOGY INC MCHPP3,243$271,7730.06%
201DIAGEO PLCDGEAF1,491$270,1800.06%
202SHOPIFY INC CL ASHOP5,627$269,7580.06%
203XCEL ENERGY INC COMXELLL3,987$268,8830.05%
204CADENCE DESIGN SYSTEM INC COMCDNS1,244$261,3520.05%
205VANGUARD DIVIDEND APPRECIATION ETF9219088441,680$258,7370.05%
206WHIRLPOOL CORP COMWHR-PA1,952$257,7030.05%
207NORTHROP GRUMMAN CORP COMNOC557$257,2240.05%
208ISHARES DJ US TECHNOLOGY4642877212,739$254,2070.05%
209CABOT OIL & GAS CP COMCTRA10,294$252,6180.05%
210FIRST FINL BANCORP OH COM32020910911,558$251,6390.05%
211ENBRIDGE INC COMENNPF6,508$248,3030.05%
212GENERAL MLS INC COM3703341042,896$247,5260.05%
213ILLUMINA INCILMN1,060$246,5730.05%
214DEUTSCHE BANK A G NAMEN AKTD1819089824,102$246,0810.05%
215KLA-TENCOR CORP KLAC615$245,8810.05%
216ISHARES MSCI EAFE ETF4642874653,435$245,6710.05%
217EOG RESOURCES INCEOG2,141$245,4270.05%
218ISHARES MSCI EMERGING MARKETS SMALL CAP ETF4642864754,837$243,6760.05%
219CVS HEALTH CORP COMCVS3,198$237,6430.05%
220TARGET CORP COMTGT1,418$234,9650.05%
221BOOKING HOLDINGS INC COMBKNG88$233,4120.05%
222BHP GROUP LTD SPONSORED ADSBHPLF3,644$231,1290.05%
223ENTERGY CORP NEW COMENO2,133$229,8850.05%
224MOODYS CORPMCO747$228,7810.05%
225LAM RESEARCH CORPLRCX431$228,6870.05%
226WASTE MANAGEMENT INC94106L1091,383$225,6640.05%
227DUPONT DE NEMOURS INC COMDD3,127$224,4680.05%
228FEDEX CORPFDX973$222,4500.05%
229VERISIGN INCVRSN1,037$219,1490.04%
230HELMERICH & PAYNE INC COMHP6,130$219,1480.04%
231CORTEVA INC COMCTVA3,514$211,9290.04%
232PPG INDS INC COM6935061071,581$211,1900.04%
233CROWN CASTLE INTL CORPCCI1,577$211,1650.04%
234SERVICE NOW INC NOW445$206,8000.04%
235FISERV INCFISV1,815$205,2510.04%
236VANGUARD MID CAP 922908629972$205,1880.04%
237ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY1,996$203,9510.04%
238MARRIOTT INTL INC 5719032021,228$203,8970.04%
239FACTSET RESH SYS INC COM303075105491$203,8090.04%
240DISCOVERY HLDG CO WBD13,130$198,2630.04%
241GOODYEAR TIRE & RUBR CO COM38255010115,302$168,6280.03%
242VALE S A SPONSORED ADSVALE10,286$162,3190.03%
243FORD MOTOR COMPANY34537086010,325$130,0960.03%
244ING GROEP NV ADRINGVF10,696$126,9620.03%
245PELOTON INTERACTIVE INC CL A COMPTON10,370$117,5960.02%
246ITAU UNIBANCO HLDG S A SPON ADR REP PFD46556210619,515$95,0400.02%
247LLOYDS TSB GROUP PLCLLOBF37,892$87,9090.02%
248HALEON PLC SPON ADSHLNCF10,544$85,8280.02%
249BANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.49BBVXF10,196$71,8820.01%
250MITSUBISHI UFJ FINL GROUP INC SPONSORED60682210411,101$70,9350.01%
251MIMEDX GROUP INC COMMDXG17,968$61,2710.01%