Portfolio (Quarterly)
Guide ↗
LEGACY SOLUTIONS, LLC
· CIK 0002053314| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GLDM | WORLD GOLD TR | Financial Services | 9,803.0 | $909K | 0.84% | NEW | — | $92.69 | -4.1% |
| 2 | — | BERKSHIRE HATHAWAY INC DEL | — | 493.0 | $236K | 0.22% | NEW | — | $479.20 | — |
| 3 | EOG | EOG RES INC | Energy | 1,561.0 | $226K | 0.21% | NEW | — | $144.54 | +0.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
34.9%
Technology
26.7%
Utilities
10.3%
Industrials
7.0%
Energy
6.2%
Communication Services
5.3%
Consumer Defensive
4.3%
Consumer Cyclical
4.0%
Basic Materials
1.4%