$78.4 Million is the total value of Legacy Wealth Planning, LLC's 95 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VLUE | New | ISHARES TRmsci usa value | $5,915,000 | – | 57,734 | +100.0% | 7.55% | – |
| IGV | New | ISHARES TRexpanded tech | $905,000 | – | 2,651 | +100.0% | 1.15% | – |
| ARKG | New | ARK GENOMICmf closed and mf open | $546,000 | – | 6,152 | +100.0% | 0.70% | – |
| QYLD | New | GLOBAL X FDSnasdaq 100 cover | $285,000 | – | 12,609 | +100.0% | 0.36% | – |
| IAT | New | ISHARES TRus rgl bks etf | $249,000 | – | 4,392 | +100.0% | 0.32% | – |
| COST | New | COSTCO WHSL CORP NEW | $224,000 | – | 635 | +100.0% | 0.29% | – |
| NOTV | New | INOTIV INC | $210,000 | – | 10,500 | +100.0% | 0.27% | – |
| CAT | New | CATERPILLAR INC | $209,000 | – | 901 | +100.0% | 0.27% | – |
| ILMN | New | ILLUMINA INC | $197,000 | – | 512 | +100.0% | 0.25% | – |
| CVX | New | CHEVRON CORP NEW | $197,000 | – | 1,877 | +100.0% | 0.25% | – |
| IYF | New | ISHARES TRu.s. finls etf | $193,000 | – | 2,576 | +100.0% | 0.25% | – |
| MARA | New | MARATHON DIGITAL HOLDINGS IN | $192,000 | – | 4,000 | +100.0% | 0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-06
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.