$963 Million is the total value of Legacy Wealth Management, Inc's 19 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 10.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHK | Buy | SCHWAB STRATEGIC TR1000 index etf | $312,896,000 | +71.3% | 9,040,638 | +80.4% | 32.50% | +45.5% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $183,052,000 | +129.9% | 3,649,362 | +129.6% | 19.01% | +95.3% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $86,763,000 | -1.4% | 1,433,383 | +2.2% | 9.01% | -16.2% |
| JSCP | Buy | J P MORGAN EXCHANGE TRADED Fshort dura core | $52,075,000 | +7.3% | 1,149,045 | +10.0% | 5.41% | -8.9% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $31,873,000 | -1.1% | 365,562 | +4.8% | 3.31% | -16.0% |
| JCPB | Buy | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $17,084,000 | +251.3% | 372,362 | +267.8% | 1.77% | +198.2% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $3,525,000 | -4.7% | 9,868 | +0.7% | 0.37% | -19.0% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $649,000 | +20.6% | 15,459 | +27.0% | 0.07% | +1.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $458,000 | -5.2% | 1,276 | +0.1% | 0.05% | -18.6% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $393,000 | -2.5% | 1,870 | +1.5% | 0.04% | -16.3% |
| IWD | New | ISHARES TRrus 1000 val etf | $205,000 | – | 1,509 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-12
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.