$398 Million is the total value of Legacy Wealth Management, Inc's 10 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | Buy | ISHARES TRrus 1000 etf | $236,399,000 | -99.9% | 1,801,132 | +0.5% | 59.35% | +1.4% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $45,498,000 | -99.9% | 961,304 | +3.3% | 11.42% | +3.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $25,514,000 | -99.9% | 185,584 | +0.1% | 6.40% | -2.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,164,000 | -99.9% | 9,182 | +0.0% | 0.54% | +0.7% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,847,000 | -99.9% | 32,819 | +4.4% | 0.46% | +5.5% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $833,000 | -99.9% | 13,229 | +3.5% | 0.21% | +1.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $602,000 | -99.9% | 8,691 | +100.5% | 0.15% | -3.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-04-19
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.