Legacy Wealth Management, Inc Q1 2024 Filing
Filed April 12, 2024
Portfolio Value
$1.4B
Holdings
25
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 486,884 | $256.0T | 18869054.47% | |
| 2 | IWBISHARES TR | 788,792 | $227.2T | 16747953.28% | |
| 3 | SCHKSCHWAB STRATEGIC TR | 3,683,412 | $186.6T | 13758238.87% | |
| 4 | FBNDFIDELITY MERRIMACK STR TR | 2,808,495 | $127.3T | 9380571.71% | |
| 5 | JCPBJ P MORGAN EXCHANGE TRADED F | 2,491,232 | $116.2T | 8566056.00% | |
| 6 | SCHMSCHWAB STRATEGIC TR | 1,347,894 | $109.8T | 8090992.28% | |
| 7 | IJHISHARES TR | 1,478,723 | $89.8T | 6620992.69% | |
| 8 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,314,837 | $66.3T | 4889841.86% | |
| 9 | SCHXSCHWAB STRATEGIC TR | 808,764 | $50.2T | 3699944.57% | |
| 10 | IJRISHARES TR | 451,745 | $49.9T | 3680403.20% | |
| 11 | SCHASCHWAB STRATEGIC TR | 560,586 | $27.6T | 2034800.36% | |
| 12 | HEMIHARTFORD FDS EXCHANGE TRADED | 423,304 | $16.4T | 1211973.76% | |
| 13 | IWMISHARES TR | 59,345 | $12.5T | 919990.96% | |
| 14 | VTIVANGUARD INDEX FDS | 26,995 | $7.0T | 517191.38% | |
| 15 | SPYSPDR S&P 500 ETF TR | 10,169 | $5.3T | 392120.50% | |
| 16 | AGGISHARES TR | 37,738 | $3.7T | 272458.68% | |
| 17 | TAT&T INC | 92,170 | $1.6T | 119581.47% | |
| 18 | SCHBSCHWAB STRATEGIC TR | 14,398 | $879.0B | 64796.20% | |
| 19 | SCHZSCHWAB STRATEGIC TR | 11,790 | $542.3B | 39979.12% | |
| 20 | IWFISHARES TR | 1,283 | $432.4B | 31877.37% | |
| 21 | AAPLAPPLE INC | 1,885 | $323.2B | 23826.77% | |
| 22 | IWDISHARES TR | 1,504 | $269.4B | 19857.68% | |
| 23 | NDQINVESCO QQQ TR | 536 | $238.1B | 17552.66% | |
| 24 | IXUSISHARES TR | 3,087 | $209.5B | 15442.32% | |
| 25 | WBDWARNER BROS DISCOVERY INC | 22,643 | $197.7B | 14571.66% |