| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SOFI | Exit | SOFI TECHNOLOGIES INC | $0 | – | -10,000 | -100.0% | -0.08% | – |
| DDD | Exit | 3-D SYS CORP DEL | $0 | – | -10,000 | -100.0% | -0.13% | – |
| OIA | Exit | INVESCO MUNI INCOME OPP TRST | $0 | – | -15,275 | -100.0% | -0.15% | – |
| BFK | Exit | BLACKROCK MUN INCOME TRsh ben int | $0 | – | -12,703 | -100.0% | -0.20% | – |
| QYLD | Exit | GLOBAL X FDSnasdaq 100 cover | $0 | – | -11,838 | -100.0% | -0.31% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -2,090 | -100.0% | -0.33% | – |
| AUY | Exit | YAMANA GOLD INC | $0 | – | -45,000 | -100.0% | -0.34% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -3,115 | -100.0% | -0.34% | – |
| EQIX | Exit | EQUINIX INC | $0 | – | -358 | -100.0% | -0.34% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -5,114 | -100.0% | -0.34% | – |
| ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -6,242 | -100.0% | -0.34% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -1,532 | -100.0% | -0.34% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -1,257 | -100.0% | -0.34% | – |
| PFE | Exit | PFIZER INC | $0 | – | -4,781 | -100.0% | -0.35% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -2,510 | -100.0% | -0.35% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -2,180 | -100.0% | -0.35% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -2,425 | -100.0% | -0.35% | – |
| ERC | Exit | ALLSPRING MULTI SECTOR INCOM | $0 | – | -25,489 | -100.0% | -0.36% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -2,538 | -100.0% | -0.37% | – |
| ROM | Exit | PROSHARES TR | $0 | – | -9,420 | -100.0% | -0.37% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -2,318 | -100.0% | -0.37% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -3,374 | -100.0% | -0.37% | – |
| IIM | Exit | INVESCO VALUE MUN INCOME TR | $0 | – | -19,665 | -100.0% | -0.37% | – |
| T | Exit | AT&T INC | $0 | – | -14,938 | -100.0% | -0.38% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -2,038 | -100.0% | -0.38% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -2,220 | -100.0% | -0.38% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -1,721 | -100.0% | -0.39% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -14,532 | -100.0% | -0.40% | – |
| INTC | Exit | INTEL CORP | $0 | – | -9,808 | -100.0% | -0.42% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -719 | -100.0% | -0.42% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -581 | -100.0% | -0.45% | – |
| DEO | Exit | DIAGEO PLCspons adr new | $0 | – | -1,615 | -100.0% | -0.45% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -1,336 | -100.0% | -0.48% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -355 | -100.0% | -0.49% | – |
| PTLC | Exit | PACER FDS TRtrendp us lar cp | $0 | – | -8,100 | -100.0% | -0.50% | – |
| IGM | Exit | ISHARES TRexpnd tec sc etf | $0 | – | -1,174 | -100.0% | -0.54% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -8,597 | -100.0% | -0.54% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -6,489 | -100.0% | -0.54% | – |
| PG | Exit | PROCTER & GAMBLE CO | $0 | – | -2,585 | -100.0% | -0.54% | – |
| WMT | Exit | WALMART INC | $0 | – | -2,566 | -100.0% | -0.55% | – |
| NOBL | Exit | PROSHARES TRs&p 500 pv arist | $0 | – | -4,185 | -100.0% | -0.55% | – |
| CMI | Exit | CUMMINS INC | $0 | – | -1,700 | -100.0% | -0.57% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -1,303 | -100.0% | -0.58% | – |
| VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -4,265 | -100.0% | -0.58% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -4,073 | -100.0% | -0.58% | – |
| V | Exit | VISA INC | $0 | – | -2,042 | -100.0% | -0.60% | – |
| PGX | Exit | INVESCO EXCHNG TRADED FDpfd etf | $0 | – | -31,277 | -100.0% | -0.62% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -1,041 | -100.0% | -0.62% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -10,853 | -100.0% | -0.68% | – |
| DE | Exit | DEERE & CO | $0 | – | -1,237 | -100.0% | -0.68% | – |
| LPLA | Exit | LPL FINL HLDGS INC | $0 | – | -1,901 | -100.0% | -0.69% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -10,209 | -100.0% | -0.73% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -2,731 | -100.0% | -0.74% | – |
| NVDA | Exit | NVIDIA CORP | $0 | – | -3,670 | -100.0% | -0.74% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -15,026 | -100.0% | -0.75% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -8,255 | -100.0% | -0.79% | – |
| XAR | Exit | SPDR SERIES TRaerospace def | $0 | – | -5,845 | -100.0% | -0.89% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -12,290 | -100.0% | -0.96% | – |
| BA | Exit | BOEING CO | $0 | – | -4,860 | -100.0% | -0.97% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -5,658 | -100.0% | -1.00% | – |
| IGV | Exit | ISHARES TRexpanded tech | $0 | – | -2,495 | -100.0% | -1.03% | – |
| IGSB | Exit | ISHARES SHORTsh tr crport etf | $0 | – | -13,304 | -100.0% | -1.08% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -15,598 | -100.0% | -1.15% | – |
| NOTV | Exit | INOTIV INC | $0 | – | -41,350 | -100.0% | -1.15% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -5,182 | -100.0% | -1.17% | – |
| PAVE | Exit | GLOBAL X FDSus infr dev etf | $0 | – | -31,312 | -100.0% | -1.20% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -5,237 | -100.0% | -1.34% | – |
| IQI | Exit | INVESCO QUALITY MUNI INC TREAS | $0 | – | -90,210 | -100.0% | -1.36% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -3,539 | -100.0% | -1.56% | – |
| NMZ | Exit | NUVEEN MUN HIGH INCOME OPP F | $0 | – | -97,582 | -100.0% | -1.66% | – |
| CRL | Exit | CHARLES RIV LABS INTL INC | $0 | – | -5,582 | -100.0% | -1.82% | – |
| GSY | Exit | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $0 | – | -24,968 | -100.0% | -2.04% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -6,985 | -100.0% | -2.08% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -5,627 | -100.0% | -2.17% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -7,675 | -100.0% | -2.48% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -12,379 | -100.0% | -2.49% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -11,020 | -100.0% | -2.61% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -21,996 | -100.0% | -2.64% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -8,641 | -100.0% | -3.01% | – |
| COWZ | Exit | PACER FDS TRus cash cows 100 | $0 | – | -75,752 | -100.0% | -5.14% | – |
| IWY | Exit | ISHARES TRrus tp200 gr etf | $0 | – | -30,279 | -100.0% | -5.99% | – |
| AAPL | Exit | APPLE INC | $0 | – | -26,702 | -100.0% | -6.10% | – |
| DEW | Exit | WISDOMTREE TRglb high div fd | $0 | – | -122,672 | -100.0% | -8.35% | – |
| DGRW | Exit | WISDOMTREE TRus qtly div grt | $0 | – | -123,570 | -100.0% | -11.02% | – |
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.