$241 Million is the total value of Legacy Wealth Management, Inc's 7 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | Sell | ISHARES TRrus 1000 etf | $177,742,000 | -7.7% | 1,534,240 | -8.7% | 73.86% | +7.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $24,572,000 | +6.5% | 197,574 | +2.4% | 10.21% | +23.4% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $23,748,000 | +10.0% | 156,260 | +4.8% | 9.87% | +27.5% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $8,670,000 | +21.1% | 200,928 | +14.2% | 3.60% | +40.4% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $2,808,000 | +1.2% | 26,183 | 0.0% | 1.17% | +17.3% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,789,000 | +0.5% | 8,665 | +0.0% | 0.74% | +16.5% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $1,306,000 | -4.4% | 26,345 | -5.4% | 0.54% | +10.8% |
| IXUS | Exit | ISHARES TRcore mscitotal | $0 | – | -535,746 | -100.0% | -10.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-04-10
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.