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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 Q3 2023 · Filed August 8, 2023 · Accession 0001765380-23-000151

Total Value
$535.5M
Positions
262
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (262)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF464287150677,755$66.3M12.38%
2ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD46429B697625,930$46.5M8.69%
3WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT695,050$46.3M8.65%
4ISHARES AGGREGATE BOND ETF464287226292,722$28.7M5.35%
5ISHARES CORE MSCI EAFE ETF46432F842287,196$19.4M3.62%
6WISDOMTREE U.S. QUALITY GROWTH FUNDWT578,054$19.1M3.57%
7ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD46429B689238,158$16.1M3.00%
8WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUNDWT420,168$15.1M2.81%
9ISHARES AMT-FREE MUNI BOND ETF464288414138,911$14.8M2.77%
10WISDOMTREE INTERNATIONAL EQUITY FUNDWT293,337$14.7M2.74%
11APPLE INCAAPL68,656$13.3M2.49%
12ISHARES CORE DIVIDEND GROWTH ETF46434V621233,507$12.0M2.25%
13PROCTER AND GAMBLE CO COM74271810976,930$11.7M2.18%
14WISDOMTREE EMERGING MARKETS EX-CHINA FUNDWT390,401$10.7M2.01%
15MICROSOFTMSFT27,795$9.5M1.77%
16JPMORGAN CHASE & CO COMVYLD39,515$5.7M1.07%
17ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G764104,033$5.4M1.01%
18VANGUARD RUSSELL 1000 GROWTH ETF92206C68070,388$5.0M0.93%
19ISHARES S&P 500 INDEX46428720010,643$4.7M0.89%
20VANGUARD TOTAL STK MKT92290876919,611$4.3M0.81%
21NVIDIA CORPNVDA8,819$3.7M0.70%
22AMAZON.COM INCAMZN23,919$3.1M0.58%
23JOHNSON & JOHNSON COMJNJ16,280$2.7M0.50%
24EXXON MOBIL CORP COMXOM24,803$2.7M0.50%
25META PLATFORMS INC CL AMETA8,982$2.6M0.48%
26TESLA MOTORS INC TSLA9,428$2.5M0.46%
27MERCK & CO INCMRK19,661$2.3M0.42%
28GOOGLE INCGOOG18,849$2.3M0.42%
29VISA INCV9,378$2.2M0.42%
30UNITEDHEALTH GROUPUNH4,475$2.2M0.40%
31ALPHABET INC CAP STK CL CGOOG17,394$2.1M0.39%
32FIFTH THIRD BANCORPFITBM78,366$2.1M0.38%
33VANGUARD FTSE DEVELOPED MARKETS ETF92194385843,229$2.0M0.37%
34COCA COLA CO COMKO31,623$1.9M0.36%
35PNC FINL SVCS GROUP INC COM69347510514,931$1.9M0.35%
36HOME DEPOTHD5,892$1.8M0.34%
37SNAP ON INC COMSNA6,234$1.8M0.34%
38CHEVRON CORP NEW COMCVX11,053$1.7M0.32%
39ISHARES CORE S&P MID CAP ETF4642875076,646$1.7M0.32%
40CISCO SYS INCCSCO33,469$1.7M0.32%
41US BANCORP DEL COM NEWUSB-PS50,194$1.7M0.31%
42ISHARES ESG AWARE MSCI USA ETF46435G42516,804$1.6M0.31%
43ORACLE CORPORATIONORCL-PD13,712$1.6M0.30%
44COMCAST CORP NEW CL ACCZ39,207$1.6M0.30%
45BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A4,702$1.6M0.30%
46PEPSICO INC COMPEP8,580$1.6M0.30%
47ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF46428653328,565$1.6M0.29%
48TEXAS INSTRS INC COM8825081048,590$1.5M0.29%
49NETFLIX COM INCNFLX3,196$1.4M0.26%
50MASTERCARD INC MA3,488$1.4M0.26%
51MCDONALDS CORP COMMCD4,458$1.3M0.25%
52VERIZON COMMUNICATIONSVZ35,342$1.3M0.25%
53PFIZER INC COMPFE34,092$1.3M0.23%
54ELI LILLY & CO COMLLY2,632$1.2M0.23%
55AVAGO TECHNOLOGIES LTDAVGO1,379$1.2M0.22%
56ISHARES MSCI EAFE VALUE INDEX ETF46428887724,425$1.2M0.22%
57RTX CORPORATION COMRTX12,117$1.2M0.22%
58UNION PAC CORP COMUNP5,738$1.2M0.22%
59CINTAS CORP CTAS2,342$1.2M0.22%
60UNITED PARCEL SERVICE INCUPS6,493$1.2M0.22%
61BOEING CO COMBA-PA5,446$1.1M0.21%
62MEDTRONIC PLC SHSMDT12,879$1.1M0.21%
63WALMART INC COMWMT7,214$1.1M0.21%
64LOCKHEED MARTIN CORPLMT2,455$1.1M0.21%
65ISHARES S&P SMALLCAP 600 ETF46428780410,886$1.1M0.20%
66AMGEN INCAMGN4,764$1.1M0.20%
67GENERAL DYNAMICS CORP COMGD4,849$1.0M0.19%
68HONEYWELL INTL INC4385161064,911$1.0M0.19%
69HILLMAN SOLUTIONS CORP COMHLMN112,500$1.0M0.19%
70ISHARES ESG AWARE US AGGREGATE BOND ETF46435U54920,999$990,5230.18%
71SCHWAB US DIVIDEND EQUITY ETF80852479713,351$969,5500.18%
72CSX CORPCSX27,445$935,8900.17%
73SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF80852475528,306$914,0010.17%
74ISHARES INTERNATIONAL DIVIDEND GROWTH ETF46435G52414,472$897,5350.17%
75MSC INDL DIRECT INC CL A5535301069,236$880,0100.16%
76ABBVIE INC COMABBV6,333$853,2520.16%
77VANGUARD MEGA CAP GROWTH ETF9219108163,560$837,7390.16%
78BANK AMERICA CORP COM06050510429,076$834,1760.16%
79ACCENTURE LTD BERMUDA CL AACN2,691$830,4560.16%
80SALESFORCE COM CRM3,871$817,7870.15%
81AUTOMATIC DATA PROCESSING INC COMADP3,705$814,3220.15%
82MOTOROLA SOLUTIONS INC COM NEWMSI2,748$806,0760.15%
83NOVARTIS AG ADRNVSEF7,832$790,3610.15%
84INTEL CORP COMINTC23,230$776,8100.15%
85NOVO-NORDISK A/S ADR ADR CMNNONOF4,788$774,7640.14%
86INTL BUSINESS MACHINESINTR5,771$772,2580.14%
87HESS CORP COMHESM5,642$766,9980.14%
88PUBLIC SVC ENTERPRISE GRP INC COM74457310612,160$761,3610.14%
89GILEAD SCIENCES INCGILD9,627$741,9270.14%
90STARBUCKS CORPSBUX7,245$717,6540.13%
91COSTCO WHOLESALE CORP22160K1051,327$714,4690.13%
92ADOBE SYS INCADBE1,403$686,0530.13%
93T ROWE PRICE GROUP INCTROW6,100$683,3560.13%
94NEXTERA ENERGY INC COMNEE-PW9,156$679,3860.13%
95ABBOTT LABS COMABLZF6,034$657,7930.12%
96UNILEVER PLC SPON ADR NEWUNLYF12,534$653,3980.12%
97BP PLC SPONSORED ADRBPPFF18,462$651,5250.12%
98PROGRESSIVE CORP COM7433151034,878$645,7010.12%
99ROYAL DUTCH SHELL PLC-ADRRYDAF10,690$645,4640.12%
100FIRSTENERGY CORPFE16,529$642,6480.12%
101KIMBALL ELECTRONICS INC COMKE23,173$640,2700.12%
102ANALOG DEVICES INC COMADI3,260$635,0810.12%
103DISNEY WALT CO COM2546871067,051$629,4780.12%
104ROBERT HALF INC. COMRHI8,365$629,2290.12%
105HENRY JACK & ASSOC INC4262811013,742$626,0860.12%
106CLOROX CO DEL COMCLX3,932$625,3480.12%
107CONOCOPHILLIPS COMCOP6,012$622,8740.12%
108ISHARES MSCI EAFE SMALL-CAP ETF46428827310,522$620,5880.12%
109AMERICAN FINL GROUP INC O0259321045,197$617,1440.12%
110SKYWORKS SOLUTIONS INC COMSWKS5,570$616,5530.12%
111ASML HOLDING N V N Y REGISTRY SHSASMLF836$606,2360.11%
112TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD8740391005,966$602,0700.11%
113THERMO FISHER SCIENTIFIC INC COMTMO1,153$601,6030.11%
114ISHARES RUSSELL 3000 ETF4642876892,364$601,5910.11%
115QUEST DIAGNOSTICS INCDGX4,252$597,6760.11%
116GENERAL ELECTRIC CO COM NEW3696043015,379$590,8320.11%
117NIKE INC CLASS BNKE5,343$589,7090.11%
118HUNTINGTON INGALLS INDS INC COM4464131062,571$585,0590.11%
119OMNICOM GROUP INC COMOMC6,125$582,7930.11%
120TJX COS INC NEW COM8725401096,812$577,5890.11%
121SENTINELONE INC CL AS38,000$573,8000.11%
122ENTERGY CORP NEW COMENO5,845$569,1190.11%
123ASTRAZENECA PLC- SPONS ADRAZN7,841$561,1530.10%
124PHILIP MORRIS INTL INC7181721095,675$554,0220.10%
125PHILLIPS 66PSX5,781$551,3460.10%
126TRUIST FINL CORP COM89832Q10917,993$546,0940.10%
127VERTEX PHARMACEUTICALS INVRTX1,551$545,8120.10%
128EASTMAN CHEMICAL COEMN6,490$543,3560.10%
129PAYCHEX INCPAYX4,828$540,1440.10%
130TOTAL SA ADRTTE9,345$538,6460.10%
131DOVER CORP COMDOV3,648$538,6270.10%
132APPLIED MATLS INC COM0382221053,692$533,6000.10%
133INTUITIVE SURGICAL, INC.ISRG1,556$532,0590.10%
134CULLEN FROST BANKERS INC COMCFR-PB4,887$525,5320.10%
135AIR PRODS & CHEMS INC COMAIIR1,743$522,2190.10%
136LINDE PLC SHSLIN1,331$507,2220.09%
137HSBC HOLDINGS PLC SPONS ADRHBCYF12,710$503,5700.09%
138LOWES COS INC COM5486611072,186$493,4800.09%
139ADVANCED MICRO DEVICES INC COMAMD4,290$488,6740.09%
140MORGAN STANLEYMS-PQ5,653$482,7910.09%
141VANGUARD ESG U.S. STOCK ETF9219107336,115$479,1100.09%
142SYNOPSYS INC COMSNPS1,100$478,9510.09%
143MONSTER BEVERAGE CORPMNST8,198$470,8930.09%
144ISHARES CORE S&P U.S. GROWTH ETF4642876714,756$464,3760.09%
145BRISTOL-MYERS SQUIBB CO COMCELG-RI7,250$463,6380.09%
146DANAHER CORP 2358511021,928$462,7660.09%
147MARATHON PETE CORPMARA3,958$461,5390.09%
148DEERE & CO COMDE1,118$453,1350.08%
149AMERISOURCEBERGEN CORP COMCOR2,333$448,9900.08%
150QUALCOMM INC COMQCOM3,759$447,4130.08%
151TOYOTA MOTOR CORP ADSTOYOF2,780$446,9010.08%
152PROLOGIS SHARE BENEFICIAL INTPLDGP3,584$439,5240.08%
153AUTODESK INCADSK2,141$438,1310.08%
154TARGET CORP COMTGT3,320$437,8570.08%
155SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF78468R8043,089$434,3460.08%
156MONDELEZ INTL INC CL A6092071055,927$432,3370.08%
157EATON CORP PLC SHSETN2,145$431,3800.08%
158C H ROBINSON WORLDWIDE INC COM NEWCHRW4,566$430,7690.08%
159ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G24317,884$427,6060.08%
160O REILLY AUTOMOTIVE INC67103H107447$427,2100.08%
161S&P GLOBAL INC COMSPGI1,056$423,4320.08%
162INGREDION INC COMINGR3,956$419,1060.08%
163LINCOLN ELEC HLDGS INC5339001062,081$413,3970.08%
164BLACKROCK INC BLK580$401,0750.07%
165WELLS FARGO CO NEW COM9497461019,240$394,3830.07%
166DUKE ENERGY CORP NEW COM NEWDUKB4,365$391,7440.07%
167TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSTKPHF24,715$388,2730.07%
168PRINCIPAL FINANCIAL GROUP INC COMPFG5,070$384,4800.07%
169AMERICAN EXPRESS CO COMAXP2,188$381,1040.07%
170KROGER CO COMKR8,086$380,0420.07%
171ISHARES TR RUSSELL MIDCAP INDEX FD4642874995,201$379,8290.07%
172AT&T INC COMT-PC23,619$376,7240.07%
173SHOPIFY INC CL ASHOP5,821$376,0370.07%
174VANGUARD VALUE ETF9229087442,633$374,1490.07%
175ALLISON TRANSMISSION HLDGS INC COMALSN6,581$371,5810.07%
176CHUBB LIMITED COMCB1,921$369,9040.07%
177AON CORPAON1,071$369,7620.07%
178SONY GROUP CORP SPONSORED ADRSNEJF4,050$364,6720.07%
179CATERPILLAR INC COMCAT1,465$360,5500.07%
180REGENERON PHARMACEUTICALS INCREGN501$359,9890.07%
181WHIRLPOOL CORP COMWHR-PA2,419$359,9530.07%
182YUM! BRANDS INCYUM2,551$353,4510.07%
183ALLSTATE CORPALL-PJ3,202$349,1360.07%
184GOLDMAN SACHS GROUP INCGSCE1,080$348,2630.07%
185THE CIGNA GROUP COM1255231001,214$340,6500.06%
186HUNTINGTON BANCSHARES INC COMHBANP31,541$340,0140.06%
187MARSH & MCLENNAN COS INC COM5717481021,800$338,5630.06%
188ISHARES MSCI EMERGING MARKETS SMALL CAP ETF4642864756,206$332,5170.06%
189INTUIT INCINTU711$325,7730.06%
190CHICAGO MERCANTILE HLDGS INCCME1,756$325,4500.06%
191ROYAL BANK OF CANADA7800871023,384$323,1720.06%
192CANADIAN PACIFIC KANSAS CITY COMCP3,989$322,2010.06%
193CENTERPOINT ENERGY INC COMCNP10,998$320,6060.06%
194KLA-TENCOR CORP KLAC642$311,3730.06%
195INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETFIVZ11,313$309,4110.06%
196CADENCE DESIGN SYSTEM INC COMCDNS1,312$307,6900.06%
197FEDEX CORPFDX1,224$303,3590.06%
198SOUTHERN CO COMSOMN4,282$300,8050.06%
199ISHARES DJ US TECHNOLOGY4642877212,739$298,1950.06%
200EOG RESOURCES INCEOG2,604$297,9570.06%
201ACTIVISION INC00507V1093,468$292,3520.05%
202M & T BK CORP COM55261F1042,342$289,8460.05%
203NORTHROP GRUMMAN CORP COMNOC628$286,1510.05%
204SERVICE NOW INC NOW505$283,7950.05%
205MICROCHIP TECHNOLOGY INC MCHPP3,166$283,6230.05%
206ILLINOIS TOOL WKS INC COM4523081091,132$283,1810.05%
207VANGUARD DIVIDEND APPRECIATION ETF9219088441,680$272,8820.05%
208LAM RESEARCH CORPLRCX424$272,8220.05%
209BHP GROUP LTD SPONSORED ADSBHPLF4,515$269,3980.05%
210DEUTSCHE BANK A G NAMEN AKTD1819089825,211$265,4720.05%
211MOODYS CORPMCO758$263,4330.05%
212CABOT OIL & GAS CP COMCTRA10,294$260,4420.05%
213BLACK HILLS CORP COMBKH4,273$257,5150.05%
214DIAGEO PLCDGEAF1,474$255,7820.05%
215PARKER-HANNIFIN CORP COMPH648$252,8500.05%
216ALTRIA GROUP INC COMMO5,559$251,8130.05%
217PPG INDS INC COM6935061071,687$250,1820.05%
218CITIGROUP INCC-PR5,382$247,7870.05%
219NORFOLK SOUTHERN CRP6558441081,087$246,4880.05%
220SHERWIN WILLIAMS CO COMSHW928$246,3690.05%
221BOOKING HOLDINGS INC COMBKNG91$245,7300.05%
222BCE INC COM NEWBCPPF5,372$244,9150.05%
223FISERV INCFISV1,941$244,8450.05%
224FIRST FINL BANCORP OH COM32020910911,881$242,8520.05%
225ISHARES MSCI EAFE ETF4642874653,342$242,2950.05%
226VERISIGN INCVRSN1,065$240,6580.04%
227ENBRIDGE INC COMENNPF6,273$233,0460.04%
228CANADIAN NATL RY CO COM1363751021,916$231,9370.04%
229MARRIOTT INTL INC 5719032021,254$230,3470.04%
230CORTEVA INC COMCTVA3,948$226,2200.04%
231WASTE MANAGEMENT INC94106L1091,289$223,5380.04%
232TECHNOLOGY SELECT SECTOR SPDR81369Y8031,280$222,5410.04%
233DUPONT DE NEMOURS INC COMDD3,077$219,8490.04%
234T-MOBILE US INC COMTMUSZ1,582$219,7400.04%
235MCKESSON CORPMCK511$218,3550.04%
236HELMERICH & PAYNE INC COMHP6,140$217,6630.04%
237EQUINIX INC COMEQIX276$216,7020.04%
238VANGUARD MID CAP 922908629973$214,1770.04%
239CAPITAL ONE FINANCIAL CORP14040H1051,957$213,9870.04%
240SIMON PROPERTY GROUP INC8288061091,852$213,8330.04%
241STRYKER CORPSYK699$213,2600.04%
242ELEVANCE HEALTH INC COMELV473$210,0600.04%
243DELTA AIR LINES INC DEL CMNDAL4,346$206,6020.04%
244FACTSET RESH SYS INC COM303075105515$206,3420.04%
245ROYAL CARRIBBEAN CRUISES LTDV7780T1031,985$205,9240.04%
246ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY2,464$205,3740.04%
247FORD MOTOR COMPANY34537086013,499$204,2360.04%
248EXPEDITORS INTL WASH INC3021301091,680$203,5220.04%
249ILLUMINA INCILMN1,084$203,2950.04%
250GENERAL MLS INC COM3703341042,631$201,8280.04%
251SPDR S&P 500 ETF TRUSTSPY455$201,6920.04%
252CHIPOTLE MEXICAN GRILL INCCMG94$201,0660.04%
253ING GROEP NV ADRINGVF11,599$156,2350.03%
254DISCOVERY HLDG CO WBD10,702$134,2030.03%
255MIMEDX GROUP INC COMMDXG17,968$118,7680.02%
256HALEON PLC SPON ADSHLNCF12,096$101,3640.02%
257ITAU UNIBANCO HLDG S A SPON ADR REP PFD46556210616,043$94,6560.02%
258BANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.49BBVXF12,251$94,0880.02%
259ASE TECHNOLOGY HLDG CO LTD SPONSORED ADSASX11,257$87,6920.02%
260MITSUBISHI UFJ FINL GROUP INC SPONSORED60682210411,045$81,4020.02%
261PELOTON INTERACTIVE INC CL A COMPTON10,370$79,7450.01%
262LLOYDS TSB GROUP PLCLLOBF35,994$79,1870.01%