$1.14 Billion is the total value of Legacy Wealth Management, Inc's 19 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FBND | New | FIDELITY MERRIMACK STR TRtotal bd etf | $120,780,149 | – | 2,772,731 | +100.0% | 10.56% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-25
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.