Family Legacy Financial Solutions, LLC

The portfolio composition reflects a "Core and Satellite" structure. The "Core" is comprised of broad-market, beta-tracking ETFs (primarily from Schwab and iShares), while the "Satellites" are concentrated positions in specific sectors, particularly Technology and Healthcare. The allocation strategy is heavily skewed toward domestic equities (approx. 80% of the listed top holdings) with a modest allocation to international equities and fixed income. The firm appears to prioritize liquidity and cost-efficiency, utilizing low-expense ratio ETFs for market exposure while selecting individual stocks for alpha generation.

Key Holdings