$169 Million is the total value of Legacy Wealth Management, Inc's 6 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | New | ISHARES TRrussell 1000 | $95,596,000 | – | 1,063,006 | +100.0% | 56.70% | – |
| HDV | New | ISHARES TRhgh div eqt fd | $32,429,000 | – | 488,833 | +100.0% | 19.23% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $18,550,000 | – | 478,159 | +100.0% | 11.00% | – |
| IWM | New | ISHARES TRrussell 2000 | $18,351,000 | – | 189,182 | +100.0% | 10.88% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $2,165,000 | – | 26,183 | +100.0% | 1.28% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $1,510,000 | – | 9,414 | +100.0% | 0.90% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 73.9% |
| ISHARES TR | 42 | Q3 2023 | 11.4% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 1.3% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 1.7% |
| SCHWAB STRATEGIC TR | 37 | Q3 2023 | 4.0% |
| ISHARES TR | 36 | Q3 2023 | 21.1% |
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 13.1% |
| SCHWAB STRATEGIC TR | 31 | Q3 2023 | 5.4% |
| ISHARES TR | 30 | Q3 2023 | 8.8% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 1.4% |
View Legacy Wealth Management, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-19 |
View Legacy Wealth Management, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.