$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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 | 45 | Q2 2024 | 73.9% |
| ISHARES TR | 45 | Q2 2024 | 11.4% |
| VANGUARD INDEX FDS | 45 | Q2 2024 | 1.3% |
| SPDR S&P 500 ETF TR | 45 | Q2 2024 | 1.7% |
| SCHWAB STRATEGIC TR | 40 | Q2 2024 | 4.0% |
| ISHARES TR | 39 | Q2 2024 | 21.1% |
| SCHWAB STRATEGIC TR | 39 | Q2 2024 | 13.1% |
| SCHWAB STRATEGIC TR | 34 | Q2 2024 | 5.4% |
| ISHARES TR | 33 | Q2 2024 | 8.8% |
| SCHWAB STRATEGIC TR | 31 | Q2 2024 | 1.4% |
View Legacy Wealth Management, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-07-12 |
| 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 |
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.