13F-HR filed by Legacy PCG, LLC
Legacy PCG, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-21, with 55 holding rows worth $141,790,076.
- Accession
- 0001951757-25-000388
- Filer
- CIK 1952532
- Filed
- 2025-04-21
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 55 entries on the cover page, a total value of $141,790,076 stated on the cover page (in dollars after the unit check, H1), rows summing to $141,790,076 with VALUE read as dollars as filed, 13F file number 028-22695. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 56,949 | $29,266,661 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 156,982 | $11,530,306 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 105,791 | $10,464,846 | dollars as filed | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 91,954 | $6,456,067 | dollars as filed | |
| SPY | 78462F103 | SHS | 11,274 | $6,306,564 | dollars as filed | |
| Vanguard FTSE Pacific ETF | 922042866 | SHS | 83,390 | $6,042,438 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 57,109 | $5,446,485 | dollars as filed | |
| VWO | 922042858 | SHS | 115,743 | $5,238,548 | dollars as filed | |
| Apple Inc | 037833100 | COM | 21,461 | $4,767,074 | dollars as filed | |
| BLACKSTONE SECD LENDING FD | 09261X102 | COMMON STOCK | 128,917 | $4,171,754 | dollars as filed | |
| VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 921935870 | ETF | 41,306 | $4,151,666 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 72,527 | $3,598,790 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 49,824 | $2,959,546 | dollars as filed | |
| PIMCO 15 YEAR US TIPS INDEX F | 72201R304 | 15+ YR US TIPS | 51,551 | $2,827,057 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 10,585 | $2,737,493 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 13,931 | $2,413,267 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 11,884 | $2,261,074 | dollars as filed | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 33,518 | $2,151,856 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 22,160 | $2,070,886 | dollars as filed | |
| ISHARES TR | 46434V738 | CORE MSCI EURO | 31,675 | $1,905,251 | dollars as filed | |
| ISHARES INC | 464286509 | MSCI CDA ETF | 40,825 | $1,663,628 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 30,825 | $1,663,625 | dollars as filed | |
| ISHARES TR | 464288653 | 10-20 YR TRS ETF | 15,165 | $1,573,369 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 3,295 | $1,545,091 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 36,584 | $1,216,052 | dollars as filed | |
| WISDOMTREE TR | 97717W109 | US TOTAL DIVIDND | 15,568 | $1,197,955 | dollars as filed | |
| GLOBAL X FDS | 37954Y293 | GLB X MLP ENRG I | 18,350 | $1,170,927 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 3,270 | $1,152,937 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 9,327 | $1,010,806 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,667 | $1,001,154 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,692 | $901,125 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 9,811 | $888,288 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 3,074 | $885,742 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 5,105 | $789,507 | dollars as filed | |
| GLOBAL X FDS | 37954Y871 | GLOBAL X URANIUM | 32,525 | $745,473 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 773 | $731,088 | dollars as filed | |
| GLOBAL X FDS | 37954Y673 | US INFR DEV ETF | 16,739 | $631,562 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 5,756 | $568,118 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 919 | $529,675 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 6,672 | $526,655 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 6,606 | $517,118 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,876 | $486,236 | dollars as filed | |
| IJH | 464287507 | COM | 6,795 | $396,491 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 3,264 | $385,593 | dollars as filed | |
| ISHARES TR | 464287341 | GLOBAL ENERG ETF | 8,838 | $371,815 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,403 | $344,156 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 316 | $294,679 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 5,207 | $259,833 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 2,408 | $251,805 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 659 | $244,370 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 2,081 | $231,167 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 3,884 | $227,952 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 399 | $208,976 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 379 | $207,737 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 954 | $201,742 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-25-000388 | this filing | 2025-04-21 | acceptance time not in the bulk data set |