$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 11.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHK | Sell | SCHWAB STRATEGIC TR1000 index etf | $370,654,405 | +7.9% | 8,662,174 | -0.3% | 31.37% | +2.1% |
| IWB | Sell | ISHARES TRrus 1000 etf | $197,494,528 | +7.6% | 810,267 | -0.5% | 16.72% | +1.9% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $82,858,216 | +3.3% | 316,882 | -1.2% | 7.01% | -2.2% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $47,205,690 | +6.9% | 901,388 | -1.3% | 4.00% | +1.2% |
| HMOP | Sell | HARTFORD FDS EXCHANGE TRADEDmun oportunite | $15,336,435 | -0.7% | 403,166 | -0.2% | 1.30% | -6.0% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $11,355,858 | +4.6% | 60,639 | -0.3% | 0.96% | -0.9% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $869,904 | +5.3% | 16,826 | -2.5% | 0.07% | 0.0% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $296,163 | -3.2% | 6,416 | -1.7% | 0.02% | -7.4% |
| FDX | Exit | FEDEX CORP | $0 | – | -1,291 | -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.