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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 Q4 2023 · Filed November 13, 2023 · Accession 0001765380-23-000227

Total Value
$499.7M
Positions
265
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (265)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF464287150642,537$60.5M12.11%
2WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT720,160$45.7M9.15%
3ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD46429B697611,205$44.2M8.85%
4ISHARES CORE MSCI EAFE ETF46432F842291,272$18.7M3.75%
5WISDOMTREE U.S. QUALITY GROWTH FUNDWT548,275$17.4M3.49%
6WISDOMTREE INTERNATIONAL EQUITY FUNDWT356,198$17.2M3.45%
7ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD46429B689236,324$15.4M3.08%
8WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUNDWT443,461$14.8M2.97%
9JPMORGAN MUNICIPAL ETF46641Q647251,412$12.2M2.43%
10APPLE INCAAPL70,002$12.0M2.40%
11PROCTER AND GAMBLE CO COM74271810979,089$11.5M2.31%
12WISDOMTREE EMERGING MARKETS EX-CHINA FUNDWT432,233$11.3M2.26%
13ISHARES CORE DIVIDEND GROWTH ETF46434V621226,574$11.2M2.25%
14MICROSOFTMSFT29,749$9.4M1.88%
15JPMORGAN CHASE & CO COMVYLD40,370$5.9M1.17%
16ISHARES S&P 500 INDEX46428720012,204$5.2M1.05%
17VANGUARD RUSSELL 1000 GROWTH ETF92206C68066,341$4.5M0.91%
18ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G76487,710$4.4M0.87%
19NVIDIA CORPNVDA9,571$4.2M0.83%
20AMAZON.COM INCAMZN28,804$3.7M0.73%
21VANGUARD TOTAL STK MKT92290876917,076$3.6M0.73%
22EXXON MOBIL CORP COMXOM26,020$3.1M0.61%
23META PLATFORMS INC CL AMETA10,005$3.0M0.60%
24GOOGLE INCGOOG22,922$3.0M0.60%
25ALPHABET INC CAP STK CL CGOOG21,934$2.9M0.58%
26TESLA MOTORS INC TSLA11,488$2.9M0.58%
27JOHNSON & JOHNSON COMJNJ17,166$2.7M0.54%
28UNITEDHEALTH GROUPUNH4,978$2.5M0.50%
29VISA INCV10,738$2.5M0.49%
30MERCK & CO INCMRK20,873$2.1M0.43%
31ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF46428653337,958$2.0M0.41%
32CHEVRON CORP NEW COMCVX11,932$2.0M0.40%
33ISHARES CORE S&P MID CAP ETF4642875077,972$2.0M0.40%
34FIFTH THIRD BANCORPFITBM78,097$2.0M0.40%
35HOME DEPOTHD6,486$2.0M0.39%
36CISCO SYS INCCSCO36,056$1.9M0.39%
37COMCAST CORP NEW CL ACCZ42,885$1.9M0.38%
38BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A5,322$1.9M0.37%
39PNC FINL SVCS GROUP INC COM69347510515,056$1.8M0.37%
40VANGUARD FTSE DEVELOPED MARKETS ETF92194385841,871$1.8M0.37%
41US BANCORP DEL COM NEWUSB-PS51,466$1.7M0.34%
42SNAP ON INC COMSNA6,622$1.7M0.34%
43ISHARES AMT-FREE MUNI BOND ETF46428841416,459$1.7M0.34%
44COCA COLA CO COMKO30,050$1.7M0.34%
45ORACLE CORPORATIONORCL-PD15,524$1.6M0.33%
46PEPSICO INC COMPEP8,993$1.5M0.30%
47MASTERCARD INC MA3,759$1.5M0.30%
48ISHARES ESG AWARE MSCI USA ETF46435G42515,670$1.5M0.29%
49ELI LILLY & CO COMLLY2,653$1.4M0.29%
50AMGEN INCAMGN5,299$1.4M0.28%
51TEXAS INSTRS INC COM8825081048,702$1.4M0.28%
52NETFLIX COM INCNFLX3,509$1.3M0.27%
53UNION PAC CORP COMUNP6,258$1.3M0.26%
54WALMART INC COMWMT7,958$1.3M0.25%
55BOEING CO COMBA-PA6,518$1.2M0.25%
56ISHARES S&P SMALLCAP 600 ETF46428780413,012$1.2M0.25%
57AVAGO TECHNOLOGIES LTDAVGO1,469$1.2M0.24%
58ABBVIE INC COMABBV7,914$1.2M0.24%
59GENERAL DYNAMICS CORP COMGD5,326$1.2M0.24%
60MCDONALDS CORP COMMCD4,419$1.2M0.23%
61CINTAS CORP CTAS2,350$1.1M0.23%
62VERIZON COMMUNICATIONSVZ34,313$1.1M0.22%
63MEDTRONIC PLC SHSMDT13,440$1.1M0.21%
64HONEYWELL INTL INC4385161065,654$1.0M0.21%
65ISHARES ESG AWARE US AGGREGATE BOND ETF46435U54922,953$1.0M0.21%
66BANK AMERICA CORP COM06050510437,251$1.0M0.20%
67ACCENTURE LTD BERMUDA CL AACN3,227$990,8970.20%
68LOCKHEED MARTIN CORPLMT2,402$982,1810.20%
69NOVO-NORDISK A/S ADR ADR CMNNONOF10,632$966,8370.19%
70SALESFORCE COM CRM4,729$958,9470.19%
71MSC INDL DIRECT INC CL A5535301069,610$943,2210.19%
72NOVARTIS AG ADRNVSEF9,196$936,7390.19%
73AUTOMATIC DATA PROCESSING INC COMADP3,877$932,7290.19%
74HILLMAN SOLUTIONS CORP COMHLMN112,500$928,1250.19%
75INTEL CORP COMINTC25,448$904,6820.18%
76PFIZER INC COMPFE26,578$881,6040.18%
77ADOBE SYS INCADBE1,720$877,0280.18%
78COSTCO WHOLESALE CORP22160K1051,537$868,2160.17%
79HESS CORP COMHESM5,672$867,7800.17%
80CSX CORPCSX27,248$837,8900.17%
81INTL BUSINESS MACHINESINTR5,970$837,6330.17%
82ISHARES INTERNATIONAL DIVIDEND GROWTH ETF46435G52413,903$824,5690.17%
83UNITED PARCEL SERVICE INCUPS5,255$819,0690.16%
84CONOCOPHILLIPS COMCOP6,463$774,2580.15%
85PUBLIC SVC ENTERPRISE GRP INC COM74457310613,484$767,3950.15%
86TOTAL SA ADRTTE11,607$763,2760.15%
87VANGUARD MEGA CAP GROWTH ETF9219108163,355$761,2500.15%
88UNILEVER PLC SPON ADR NEWUNLYF15,402$760,8440.15%
89ROYAL DUTCH SHELL PLC-ADRRYDAF11,800$759,7080.15%
90BP PLC SPONSORED ADRBPPFF19,584$758,2790.15%
91MOTOROLA SOLUTIONS INC COM NEWMSI2,780$756,9590.15%
92PROGRESSIVE CORP COM7433151035,323$741,4940.15%
93PHILLIPS 66PSX6,103$733,2370.15%
94ISHARES MSCI EAFE SMALL-CAP ETF46428827312,814$723,6070.14%
95GILEAD SCIENCES INCGILD9,645$722,7680.14%
96THERMO FISHER SCIENTIFIC INC COMTMO1,418$717,7740.14%
97STARBUCKS CORPSBUX7,690$701,8400.14%
98TOYOTA MOTOR CORP ADSTOYOF3,898$700,6830.14%
99DISNEY WALT CO COM2546871068,287$671,6290.13%
100VERTEX PHARMACEUTICALS INVRTX1,927$670,0950.13%
101ENTERGY CORP NEW COMENO7,220$667,8700.13%
102ROBERT HALF INC. COMRHI8,951$655,9000.13%
103GENERAL ELECTRIC CO COM NEW3696043015,923$654,7470.13%
104T ROWE PRICE GROUP INCTROW6,232$653,5220.13%
105SENTINELONE INC CL AS38,000$640,6800.13%
106KIMBALL ELECTRONICS INC COMKE23,173$634,4770.13%
107TJX COS INC NEW COM8725401097,081$629,3590.13%
108VANGUARD VALUE ETF9229087444,521$623,5820.12%
109DEVON ENERGY CORP 25179M10312,600$601,0330.12%
110SCHWAB US DIVIDEND EQUITY ETF8085247978,435$596,8610.12%
111AUTODESK INCADSK2,852$590,1690.12%
112AMERICAN FINL GROUP INC O0259321045,197$580,3490.12%
113ABBOTT LABS COMABLZF5,990$580,1020.12%
114DANAHER CORP 2358511022,322$576,1440.12%
115FIRSTENERGY CORPFE16,855$576,1040.12%
116MONSTER BEVERAGE CORPMNST10,835$573,7130.11%
117PHILIP MORRIS INTL INC7181721096,191$573,1980.11%
118ASTRAZENECA PLC- SPONS ADRAZN8,455$572,5880.11%
119MARATHON PETE CORPMARA3,754$568,1410.11%
120LINDE PLC SHSLIN1,525$567,8380.11%
121HENRY JACK & ASSOC INC4262811013,747$566,2460.11%
122TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD8740391006,424$558,2390.11%
123PAYCHEX INCPAYX4,783$551,6770.11%
124REGENERON PHARMACEUTICALS INCREGN668$549,7370.11%
125SKYWORKS SOLUTIONS INC COMSWKS5,539$546,1310.11%
126ANALOG DEVICES INC COMADI3,096$542,0790.11%
127APPLIED MATLS INC COM0382221053,825$529,5420.11%
128HSBC HOLDINGS PLC SPONS ADRHBCYF13,332$526,0640.11%
129CLOROX CO DEL COMCLX4,010$525,5960.11%
130AIR PRODS & CHEMS INC COMAIIR1,846$523,2070.10%
131HUNTINGTON INGALLS INDS INC COM4464131062,546$520,9010.10%
132DOVER CORP COMDOV3,690$514,7920.10%
133TRUIST FINL CORP COM89832Q10917,874$511,3810.10%
134SYNOPSYS INC COMSNPS1,110$509,4570.10%
135LOWES COS INC COM5486611072,440$507,2210.10%
136DEERE & CO COMDE1,324$499,8160.10%
137QUEST DIAGNOSTICS INCDGX4,056$494,3160.10%
138EASTMAN CHEMICAL COEMN6,401$491,1130.10%
139CHUBB LIMITED COMCB2,349$489,0200.10%
140EATON CORP PLC SHSETN2,259$481,8210.10%
141ASML HOLDING N V N Y REGISTRY SHSASMLF814$479,4520.10%
142WELLS FARGO CO NEW COM94974610111,718$478,7850.10%
143SHOPIFY INC CL ASHOP8,655$472,3030.09%
144INTUIT INCINTU918$469,0430.09%
145ELEVANCE HEALTH INC COMELV1,073$467,1190.09%
146CATERPILLAR INC COMCAT1,709$466,6530.09%
147QUALCOMM INC COMQCOM4,152$461,1170.09%
148ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G24319,346$459,8540.09%
149INTUITIVE SURGICAL, INC.ISRG1,558$455,3880.09%
150MORGAN STANLEYMS-PQ5,561$454,1490.09%
151DUKE ENERGY CORP NEW COM NEWDUKB5,122$452,0970.09%
152ISHARES CORE S&P U.S. GROWTH ETF4642876714,756$451,0110.09%
153ISHARES RUSSELL 3000 ETF4642876891,834$449,4400.09%
154MONDELEZ INTL INC CL A6092071056,446$447,3730.09%
155CULLEN FROST BANKERS INC COMCFR-PB4,859$443,1510.09%
156OMNICOM GROUP INC COMOMC5,947$442,9540.09%
157PROLOGIS SHARE BENEFICIAL INTPLDGP3,822$428,9100.09%
158CENCORA INC COMCOR2,375$427,4440.09%
159ADVANCED MICRO DEVICES INC COMAMD4,093$420,8420.08%
160VANGUARD ESG U.S. STOCK ETF9219107335,543$416,9440.08%
161NEXTERA ENERGY INC COMNEE-PW7,243$414,9600.08%
162O REILLY AUTOMOTIVE INC67103H107454$412,8040.08%
163NIKE INC CLASS BNKE4,311$412,1980.08%
164CHICAGO MERCANTILE HLDGS INCCME2,040$408,5310.08%
165ISHARES MSCI EMERGING MARKETS SMALL CAP ETF4642864757,434$405,8960.08%
166S&P GLOBAL INC COMSPGI1,106$404,2280.08%
167BLACK HILLS CORP COMBKH7,962$402,7890.08%
168BRISTOL-MYERS SQUIBB CO COMCELG-RI6,925$401,9270.08%
169TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSTKPHF25,549$395,2430.08%
170ALLISON TRANSMISSION HLDGS INC COMALSN6,633$391,7680.08%
171SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF78468R8042,929$391,0960.08%
172TARGET CORP COMTGT3,501$387,0630.08%
173C H ROBINSON WORLDWIDE INC COM NEWCHRW4,449$383,2100.08%
174LINCOLN ELEC HLDGS INC5339001062,076$377,4140.08%
175GOLDMAN SACHS GROUP INCGSCE1,161$375,5840.08%
176BLACKROCK INC BLK579$374,5180.07%
177SERVICE NOW INC NOW670$374,5030.07%
178AON CORPAON1,147$371,9300.07%
179KROGER CO COMKR8,260$369,6480.07%
180MARSH & MCLENNAN COS INC COM5717481021,927$366,7270.07%
181ALLSTATE CORPALL-PJ3,276$364,9700.07%
182PRINCIPAL FINANCIAL GROUP INC COMPFG4,966$357,8750.07%
183YUM! BRANDS INCYUM2,863$357,7260.07%
184ACTIVISION INC00507V1093,732$349,4270.07%
185ISHARES TR RUSSELL MIDCAP INDEX FD4642874995,044$349,2970.07%
186THE CIGNA GROUP COM1255231001,213$347,0040.07%
187SONY GROUP CORP SPONSORED ADRSNEJF4,186$344,9770.07%
188EOG RESOURCES INCEOG2,716$344,2460.07%
189HUNTINGTON BANCSHARES INC COMHBANP33,021$343,4220.07%
190INGREDION INC COMINGR3,479$342,3650.07%
191AT&T INC COMT-PC22,154$332,7540.07%
192FEDEX CORPFDX1,239$328,1960.07%
193CADENCE DESIGN SYSTEM INC COMCDNS1,400$328,0200.07%
194AMERICAN EXPRESS CO COMAXP2,186$326,1810.07%
195ISHARES MSCI EAFE VALUE INDEX ETF4642888776,635$324,6510.06%
196WHIRLPOOL CORP COMWHR-PA2,405$321,6050.06%
197NORTHROP GRUMMAN CORP COMNOC700$308,0450.06%
198M & T BK CORP COM55261F1042,432$307,5260.06%
199ILLINOIS TOOL WKS INC COM4523081091,325$305,1610.06%
200BOOKING HOLDINGS INC COMBKNG97$299,1430.06%
201KLA-TENCOR CORP KLAC649$297,6610.06%
202CENTERPOINT ENERGY INC COMCNP11,083$297,5750.06%
203FACTSET RESH SYS INC COM303075105676$295,6070.06%
204TORONTO DOMINION BANKTORO4,876$293,8280.06%
205SOUTHERN CO COMSOMN4,504$291,5280.06%
206DEUTSCHE BANK A G NAMEN AKTD1819089826,342$289,4990.06%
207ISHARES DJ US TECHNOLOGY4642877212,739$287,3760.06%
208PARKER-HANNIFIN CORP COMPH727$283,2850.06%
209CABOT OIL & GAS CP COMCTRA10,286$278,2400.06%
210LAM RESEARCH CORPLRCX435$272,8880.05%
211MARRIOTT INTL INC 5719032021,369$269,0910.05%
212SAP AKTIENGESELLSCHAFT ADRSAPGF2,067$267,2890.05%
213ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY3,035$263,2560.05%
214CANADIAN PACIFIC KANSAS CITY COMCP3,534$262,9780.05%
215SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF8085247558,277$262,1330.05%
216HELMERICH & PAYNE INC COMHP6,140$258,8620.05%
217EXPEDITORS INTL WASH INC3021301092,251$258,0540.05%
218JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF46654Q8155,330$256,4800.05%
219VANGUARD DIVIDEND APPRECIATION ETF9219088441,640$254,8230.05%
220MOODYS CORPMCO798$252,1770.05%
221BHP GROUP LTD SPONSORED ADSBHPLF4,399$250,2030.05%
222ROYAL BANK OF CANADA7800871022,861$250,1800.05%
223SHERWIN WILLIAMS CO COMSHW974$248,4360.05%
224COMMSCOPE HLDG CO INC COM20337X10973,927$248,3950.05%
225T-MOBILE US INC COMTMUSZ1,773$248,3090.05%
226MICROCHIP TECHNOLOGY INC MCHPP3,173$247,6230.05%
227DUPONT DE NEMOURS INC COMDD3,296$245,8780.05%
228RTX CORPORATION COMRTX3,402$244,8220.05%
229EMERSON ELEC CO COMEMR2,531$244,4190.05%
230SIMON PROPERTY GROUP INC8288061092,222$240,0090.05%
231VANGUARD GROWTH ETF922908736871$237,1820.05%
232FIRST FINL BANCORP OH COM32020910912,034$235,8600.05%
233UNDER ARMOUR INC CL AUA33,467$229,2490.05%
234WASTE MANAGEMENT INC94106L1091,499$228,5080.05%
235SCHLUMBERGER LTD COM STKSLB3,898$227,2530.05%
236FISERV INCFISV2,005$226,4740.05%
237COCA COLA FEMSA SA SPON ADR SPONSORED ADRCOCSF2,881$226,0240.05%
238BROOKFIELD CORP CL A LTD VT SH11271J1077,207$225,3690.05%
239ALTRIA GROUP INC COMMO5,327$224,0010.04%
240SANOFI SASNYNF4,168$223,5720.04%
241SPDR S&P 500 ETF TRUSTSPY518$221,4310.04%
242EQUINIX INC COMEQIX301$218,9270.04%
243MCKESSON CORPMCK488$212,2070.04%
244PPG INDS INC COM6935061071,620$210,2760.04%
245SEI INVESTMENTS CO7841171033,487$210,0310.04%
246TECHNOLOGY SELECT SECTOR SPDR81369Y8031,280$209,8300.04%
247VERISIGN INCVRSN1,035$209,6190.04%
248GALLAGHER ARTHUR J &CO363576109916$208,7840.04%
249VANGUARD MID CAP 922908629969$201,7480.04%
250MACYS INC COM55616P10416,536$191,9800.04%
251FORD MOTOR COMPANY34537086014,732$182,9710.04%
252ING GROEP NV ADRINGVF13,029$171,7260.03%
253MITSUBISHI UFJ FINL GROUP INC SPONSORED60682210416,131$136,9520.03%
254BANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.49BBVXF16,427$132,2370.03%
255MIMEDX GROUP INC COMMDXG17,968$130,9870.03%
256HALEON PLC SPON ADSHLNCF14,058$117,1030.02%
257DISCOVERY HLDG CO WBD10,361$112,5200.02%
258SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M209886562M20910,443$102,8640.02%
259LUMEN TECHNOLOGIES INC COMLUMN68,966$97,9320.02%
260ASE TECHNOLOGY HLDG CO LTD SPONSORED ADSASX12,847$96,6110.02%
261OPTICAL CABLE CORP COM NEWOCC30,484$91,1470.02%
262LLOYDS TSB GROUP PLCLLOBF40,539$86,3480.02%
263ITAU UNIBANCO HLDG S A SPON ADR REP PFD46556210615,496$83,2120.02%
264PELOTON INTERACTIVE INC CL A COMPTON10,370$52,3690.01%
265BANCO SANTANDER CENT HISPBCDRF13,892$52,2340.01%