Legacy Wealth Management, Inc Q1 2023 Filing
Filed April 11, 2023
Portfolio Value
$1.1B
Holdings
19
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHKSCHWAB STRATEGIC TR | 8,685,492 | $343.5T | 30714467.34% | |
| 2 | IWBISHARES TR | 814,742 | $183.5T | 16407731.75% | |
| 3 | JPSTJ P MORGAN EXCHANGE TRADED F | 3,574,062 | $179.8T | 16080695.31% | |
| 4 | JCPBJ P MORGAN EXCHANGE TRADED F | 2,014,359 | $95.5T | 8535435.38% | |
| 5 | SCHMSCHWAB STRATEGIC TR | 1,341,183 | $91.0T | 8136546.43% | |
| 6 | IJHISHARES TR | 320,652 | $80.2T | 7172221.35% | |
| 7 | SCHXSCHWAB STRATEGIC TR | 912,948 | $44.2T | 3948427.76% | |
| 8 | IJRISHARES TR | 389,883 | $37.7T | 3371028.31% | |
| 9 | SCHASCHWAB STRATEGIC TR | 580,890 | $24.4T | 2177812.45% | |
| 10 | HEMIHARTFORD FDS EXCHANGE TRADED | 404,133 | $15.4T | 1380532.31% | |
| 11 | IWMISHARES TR | 60,836 | $10.9T | 970411.80% | |
| 12 | VTIVANGUARD INDEX FDS | 26,995 | $5.5T | 492638.60% | |
| 13 | SPYSPDR S&P 500 ETF TR | 10,545 | $4.3T | 385998.77% | |
| 14 | SCHBSCHWAB STRATEGIC TR | 17,264 | $826.1B | 73862.71% | |
| 15 | IVVISHARES TR | 1,320 | $542.8B | 48532.46% | |
| 16 | IWFISHARES TR | 1,349 | $329.6B | 29470.71% | |
| 17 | SCHZSCHWAB STRATEGIC TR | 6,524 | $306.0B | 27364.13% | |
| 18 | FDXFEDEX CORP | 1,291 | $295.0B | 26375.22% | |
| 19 | IWDISHARES TR | 1,504 | $229.0B | 20475.55% |