$654 Million is the total value of Legacy Wealth Management, Inc's 13 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | Sell | ISHARES TRrus 1000 etf | $198,649,000 | +7.9% | 1,061,442 | -1.0% | 30.35% | +1.0% |
| SCHK | Sell | SCHWAB STRATEGIC TR1000 index etf | $174,986,000 | +8.0% | 5,305,831 | -0.6% | 26.74% | +1.0% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $78,968,000 | +11.3% | 685,663 | -1.9% | 12.07% | +4.2% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $73,649,000 | +1.5% | 397,433 | -2.6% | 11.25% | -5.0% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $62,664,000 | +6.9% | 1,129,494 | +1.4% | 9.58% | +0.0% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $23,423,000 | +2.1% | 342,840 | -2.4% | 3.58% | -4.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $19,624,000 | +2.9% | 279,413 | +0.0% | 3.00% | -3.7% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $12,682,000 | +1.2% | 84,665 | -3.3% | 1.94% | -5.3% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $4,510,000 | +8.8% | 26,483 | 0.0% | 0.69% | +1.8% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $2,808,000 | +8.6% | 8,384 | 0.0% | 0.43% | +1.7% | |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $1,892,000 | -16.4% | 23,464 | -23.2% | 0.29% | -21.9% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $311,000 | +2.0% | 3,900 | -6.0% | 0.05% | -4.0% |
| IWF | ISHARES TRrus 1000 grw etf | $276,000 | +12.7% | 1,274 | 0.0% | 0.04% | +5.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-14
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.