$414 Million is the total value of Legacy Wealth Management, Inc's 10 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | Buy | ISHARES TRrus 1000 etf | $246,355,000 | +4.2% | 1,821,214 | +1.1% | 59.54% | +0.3% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $84,496,000 | +2.9% | 485,744 | +1.3% | 20.42% | -0.9% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $47,408,000 | +4.2% | 984,395 | +2.4% | 11.46% | +0.3% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $26,292,000 | +3.0% | 186,575 | +0.5% | 6.36% | -0.8% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $3,258,000 | +2.5% | 26,183 | 0.0% | 0.79% | -1.4% | |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,219,000 | +2.5% | 9,175 | -0.1% | 0.54% | -1.3% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,904,000 | +3.1% | 32,964 | +0.4% | 0.46% | -0.9% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $882,000 | +5.9% | 13,804 | +4.3% | 0.21% | +1.9% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $697,000 | +15.8% | 9,938 | +14.3% | 0.17% | +11.3% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $218,000 | +6.3% | 3,731 | +3.9% | 0.05% | +3.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-25
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.