$659 Million is the total value of Legacy Wealth Management, Inc's 13 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 8.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | Sell | ISHARES TRrus 1000 etf | $203,164,000 | +6.2% | 1,138,682 | -2.1% | 30.82% | -1.6% |
| SCHK | Buy | SCHWAB STRATEGIC TR1000 index etf | $184,595,000 | +9.6% | 5,847,150 | +1.2% | 28.00% | +1.5% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $95,679,000 | +7.2% | 464,864 | +0.6% | 14.52% | -0.7% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $86,109,000 | +8.4% | 1,431,576 | +1.9% | 13.06% | +0.4% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $57,410,000 | +8.9% | 684,679 | +1.1% | 8.71% | +1.0% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $18,676,000 | +6.9% | 112,728 | -2.3% | 2.83% | -0.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $4,588,000 | +11.8% | 28,043 | +3.2% | 0.70% | +3.6% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $2,882,000 | +4.5% | 37,526 | -3.5% | 0.44% | -3.3% |
| SPY | SPDR S&P 500 ETF TRtr unit | $2,810,000 | +8.5% | 8,732 | 0.0% | 0.43% | +0.5% | |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $2,164,000 | +11.1% | 28,609 | +2.4% | 0.33% | +2.8% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $614,000 | +13.7% | 7,988 | +5.0% | 0.09% | +5.7% |
| IVV | New | ISHARES TRcore s&p500 etf | $269,000 | – | 832 | +100.0% | 0.04% | – |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $224,000 | -22.2% | 1,274 | -29.5% | 0.03% | -27.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-30
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.