$753 Million is the total value of Legacy Wealth Management, Inc's 13 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | Sell | ISHARES TRrus 1000 etf | $220,408,000 | +11.0% | 1,040,445 | -2.0% | 29.26% | -3.6% |
| SCHK | Buy | SCHWAB STRATEGIC TR1000 index etf | $199,369,000 | +13.9% | 5,332,147 | +0.5% | 26.46% | -1.0% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $87,481,000 | +10.8% | 681,266 | -0.6% | 11.61% | -3.8% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $87,001,000 | +18.1% | 378,546 | -4.8% | 11.55% | +2.6% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $78,099,000 | +24.6% | 1,145,482 | +1.4% | 10.37% | +8.3% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $29,066,000 | +24.1% | 326,586 | -4.7% | 3.86% | +7.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $25,691,000 | +30.9% | 279,556 | +0.1% | 3.41% | +13.7% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $14,971,000 | +18.0% | 76,358 | -9.8% | 1.99% | +2.5% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $5,155,000 | +14.3% | 26,483 | 0.0% | 0.68% | -0.7% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $3,284,000 | +17.0% | 8,784 | +4.8% | 0.44% | +1.6% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $2,104,000 | +11.2% | 23,139 | -1.4% | 0.28% | -3.5% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $393,000 | +26.4% | 4,316 | +10.7% | 0.05% | +8.3% |
| IWF | ISHARES TRrus 1000 grw etf | $307,000 | +11.2% | 1,274 | 0.0% | 0.04% | -2.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-29
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.