$367 Million is the total value of Legacy Wealth Management, Inc's 12 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | Sell | ISHARES TRrus 1000 etf | $218,183,000 | -0.6% | 1,811,248 | -3.5% | 59.48% | -8.3% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $76,300,000 | +27.0% | 493,184 | +22.7% | 20.80% | +17.2% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $39,596,000 | +40.1% | 909,828 | +35.2% | 10.79% | +29.2% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $24,140,000 | +4.2% | 194,347 | -3.5% | 6.58% | -3.8% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $2,915,000 | +3.9% | 26,183 | 0.0% | 0.80% | -4.1% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,990,000 | +3.3% | 9,201 | +0.0% | 0.54% | -4.6% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,636,000 | +3.7% | 31,698 | +0.0% | 0.45% | -4.3% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $745,000 | +10.5% | 12,942 | +3.7% | 0.20% | +2.0% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $536,000 | +3.1% | 4,317 | -3.4% | 0.15% | -5.2% |
| IEFA | New | ISHARES TRcore msci eafe | $350,000 | – | 6,347 | +100.0% | 0.10% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $215,000 | – | 4,332 | +100.0% | 0.06% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $211,000 | – | 4,026 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-10-18
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.