$818 Million is the total value of Legacy Wealth Management, Inc's 19 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 18.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHK | Buy | SCHWAB STRATEGIC TR1000 index etf | $182,697,000 | -13.7% | 5,010,884 | +4.3% | 22.34% | -11.5% |
| IWB | Sell | ISHARES TRrus 1000 etf | $175,447,000 | -17.8% | 844,469 | -1.1% | 21.45% | -15.8% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $87,993,000 | -13.9% | 1,402,732 | +4.1% | 10.76% | -11.8% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $82,566,000 | -19.5% | 1,423,794 | +3.8% | 10.10% | -17.5% |
| JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $79,608,000 | – | 1,589,302 | +100.0% | 9.73% | – |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $71,921,000 | -16.2% | 317,911 | -0.6% | 8.79% | -14.1% |
| JSCP | New | J P MORGAN EXCHANGE TRADED Fshort dura core | $48,528,000 | – | 1,044,733 | +100.0% | 5.93% | – |
| IJR | Buy | ISHARES TRcore s&p scp etf | $32,243,000 | -10.8% | 348,917 | +4.2% | 3.94% | -8.6% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $22,076,000 | -15.4% | 566,208 | +2.7% | 2.70% | -13.4% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $10,484,000 | -17.7% | 61,906 | -0.2% | 1.28% | -15.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $5,116,000 | -16.8% | 27,121 | +0.4% | 0.63% | -14.7% |
| JCPB | New | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $4,863,000 | – | 101,236 | +100.0% | 0.60% | – |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $4,807,000 | -4.9% | 107,639 | +14.6% | 0.59% | -2.5% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $3,697,000 | -20.0% | 9,801 | -4.2% | 0.45% | -18.1% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $3,553,000 | -87.9% | 74,231 | -87.2% | 0.43% | -87.6% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $811,000 | +36.3% | 3,638 | +75.9% | 0.10% | +39.4% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $538,000 | -8.5% | 12,175 | +10.5% | 0.07% | -5.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $483,000 | -28.7% | 1,275 | -14.6% | 0.06% | -27.2% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $403,000 | +6.1% | 1,842 | +34.6% | 0.05% | +8.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-22
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.