$749 Million is the total value of Legacy Wealth Management, Inc's 15 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 15.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | Sell | ISHARES TRrus 1000 etf | $212,353,000 | -3.7% | 948,724 | -8.8% | 28.35% | -3.1% |
| SCHK | Sell | SCHWAB STRATEGIC TR1000 index etf | $185,985,000 | -6.7% | 4,718,046 | -11.5% | 24.83% | -6.2% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $90,421,000 | +3.9% | 347,398 | -8.2% | 12.07% | +4.5% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $89,900,000 | +2.8% | 692,708 | +1.7% | 12.00% | +3.4% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $86,524,000 | +10.8% | 1,162,487 | +1.5% | 11.55% | +11.4% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $28,659,000 | -1.4% | 287,535 | -12.0% | 3.83% | -0.8% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $28,325,000 | +10.3% | 260,989 | -6.6% | 3.78% | +10.9% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $14,434,000 | -3.6% | 65,330 | -14.4% | 1.93% | -3.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $5,526,000 | +7.2% | 26,737 | +1.0% | 0.74% | +7.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $3,476,000 | +5.8% | 8,770 | -0.2% | 0.46% | +6.4% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $2,029,000 | -3.6% | 21,124 | -8.7% | 0.27% | -2.9% |
| IVV | New | ISHARES TRcore s&p500 etf | $415,000 | – | 1,043 | +100.0% | 0.06% | – |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $398,000 | +1.3% | 4,118 | -4.6% | 0.05% | +1.9% |
| IWF | ISHARES TRrus 1000 grw etf | $310,000 | +1.0% | 1,274 | 0.0% | 0.04% | 0.0% | |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $235,000 | – | 4,782 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-20
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.