$279 Million is the total value of Legacy Wealth Management, Inc's 8 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | Buy | ISHARES TRrus 1000 etf | $192,602,000 | +31.9% | 1,680,204 | +26.4% | 69.06% | -2.4% |
| IXUS | Sell | ISHARES TRcore mscitotal | $28,539,000 | -20.7% | 535,746 | -16.2% | 10.23% | -41.3% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $23,072,000 | +17.0% | 192,875 | +6.9% | 8.27% | -13.5% |
| IJH | New | ISHARES TRcore s&p mcp etf | $21,584,000 | – | 149,058 | +100.0% | 7.74% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $7,157,000 | – | 175,942 | +100.0% | 2.57% | – |
| VTI | VANGUARD INDEX FDStotal stk mkt | $2,775,000 | +4.7% | 26,183 | 0.0% | 1.00% | -22.6% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,780,000 | +4.5% | 8,661 | +0.2% | 0.64% | -22.7% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,366,000 | +455.3% | 27,840 | +432.1% | 0.49% | +311.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-01-26
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.