$838 Million is the total value of Legacy Wealth Management, Inc's 16 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 30.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IWB | Sell | ISHARES TRrus 1000 etf | $213,432,000 | -8.6% | 853,489 | -3.4% | 25.47% | -4.9% |
SCHK | Sell | SCHWAB STRATEGIC TR1000 index etf | $211,602,000 | -7.9% | 4,805,853 | -2.5% | 25.25% | -4.1% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $85,794,000 | -7.2% | 319,723 | -2.1% | 10.24% | -3.4% |
IWM | Sell | ISHARES TRrussell 2000 etf | $12,733,000 | -8.2% | 62,032 | -0.5% | 1.52% | -4.4% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $6,151,000 | -15.1% | 27,015 | -10.0% | 0.73% | -11.7% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $4,623,000 | -6.7% | 10,235 | -1.9% | 0.55% | -2.8% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $380,000 | -12.4% | 1,368 | -3.7% | 0.04% | -10.0% |
GSG | Exit | ISHARES S&P GSCI COMMODITY-unit ben int | $0 | – | -11,000 | -100.0% | -0.02% | – |
VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -5,350 | -100.0% | -0.04% | – |
BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -8,600 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-27
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.