Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
WISDOMTREE TR | 12 | Q3 2022 | 16.0% |
ISHARES TR | 12 | Q3 2022 | 6.0% |
APPLE INC | 12 | Q3 2022 | 6.1% |
ISHARES TR | 12 | Q3 2022 | 3.6% |
ISHARES TR | 12 | Q3 2022 | 2.6% |
MICROSOFT CORP | 12 | Q3 2022 | 2.6% |
VANGUARD INDEX FDS | 12 | Q3 2022 | 2.6% |
VANGUARD INDEX FDS | 12 | Q3 2022 | 2.5% |
VANGUARD INDEX FDS | 12 | Q3 2022 | 2.5% |
ISHARES TR | 12 | Q3 2022 | 4.5% |
View Legacy Wealth Planning, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-11-10 |
13F-HR | 2022-07-26 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-14 |
13F-HR/A | 2021-11-22 |
13F-HR | 2021-11-12 |
13F-HR | 2021-08-16 |
13F-HR | 2021-05-06 |
13F-HR | 2021-02-12 |
13F-HR | 2020-11-03 |
View Legacy Wealth Planning, LLC'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.