$1.18 Billion is the total value of Legacy Wealth Management, Inc's 19 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $180,542,013 | +0.4% | 3,600,758 | +0.7% | 15.28% | -5.0% |
| JCPB | Buy | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $99,527,773 | +4.3% | 2,136,706 | +6.1% | 8.42% | -1.3% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $96,763,441 | +6.3% | 1,362,290 | +1.6% | 8.19% | +0.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $40,459,617 | +7.3% | 406,017 | +4.1% | 3.42% | +1.6% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $25,836,855 | +6.1% | 589,883 | +1.5% | 2.19% | +0.4% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $6,005,934 | +9.0% | 27,265 | +1.0% | 0.51% | +3.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $588,766 | +8.5% | 1,321 | +0.1% | 0.05% | +2.0% |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $337,471 | – | 1,665 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-18
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.