$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IWB | Sell | ISHARES TRrus 1000 etf | $203,164,000 | +6.2% | 1,138,682 | -2.1% | 30.82% | -1.6% |
IWM | Sell | ISHARES TRrussell 2000 etf | $18,676,000 | +6.9% | 112,728 | -2.3% | 2.83% | -0.9% |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $2,882,000 | +4.5% | 37,526 | -3.5% | 0.44% | -3.3% |
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.