$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 11.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | Sell | ISHARES TRrus 1000 etf | $164,826,000 | -6.1% | 835,282 | -1.1% | 17.12% | -20.2% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $69,604,000 | -3.2% | 317,450 | -0.1% | 7.23% | -17.8% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $21,248,000 | -3.8% | 562,128 | -0.7% | 2.21% | -18.2% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $10,100,000 | -3.7% | 61,242 | -1.1% | 1.05% | -18.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $4,848,000 | -5.2% | 27,015 | -0.4% | 0.50% | -19.6% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $2,346,000 | -51.2% | 55,387 | -48.5% | 0.24% | -58.5% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $602,000 | -99.3% | 10,780 | -99.2% | 0.06% | -99.4% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $320,000 | -91.0% | 7,073 | -90.5% | 0.03% | -92.4% |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -3,638 | -100.0% | -0.10% | – |
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.