$217 Million is the total value of Legacy Wealth Asset Management, LLC's 288 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JYNT | JOINT CORP | $740,000 | +84.1% | 15,303 | 0.0% | 0.34% | +69.3% | |
| IEMG | ISHARES INCcore msci emkt | $300,000 | +3.4% | 4,668 | 0.0% | 0.14% | -5.5% | |
| VONG | VANGUARD SCOTTSDALE FDSvng rus1000grw | $289,000 | +1.0% | 1,155 | 0.0% | 0.13% | -7.6% | |
| IEX | IDEX CORP | $265,000 | +5.2% | 1,265 | 0.0% | 0.12% | -3.9% | |
| EFG | ISHARES TReafe grwth etf | $260,000 | -0.4% | 2,587 | 0.0% | 0.12% | -8.4% | |
| VOO | VANGUARD INDEX FDS | $228,000 | +6.0% | 625 | 0.0% | 0.10% | -2.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| GLOBAL X FDS | 12 | Q3 2023 | 2.5% |
| TAIWAN SEMICONDUCTOR MFG LTD | 12 | Q3 2023 | 2.9% |
| NORTHERN LTS FD TR IV | 12 | Q3 2023 | 1.7% |
| NORTHERN LTS FD TR IV | 12 | Q3 2023 | 1.5% |
| NORTHERN LTS FD TR IV | 12 | Q3 2023 | 1.6% |
| APPLE INC | 12 | Q3 2023 | 1.4% |
| NORTHERN LTS FD TR IV | 12 | Q3 2023 | 1.4% |
| UBS AG LONDON BRANCH | 12 | Q3 2023 | 1.4% |
| MEDTRONIC PLC | 12 | Q3 2023 | 1.4% |
| 3M CO | 12 | Q3 2023 | 1.4% |
View Legacy Wealth Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-10 |
View Legacy Wealth Asset Management, 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.