Legacy Wealth Management, Inc Q2 2022 Filing
Filed July 22, 2022
Portfolio Value
$817.8B
Holdings
19
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHKSCHWAB STRATEGIC TR | 5,010,884 | $182.7B | 22.34% | |
| 2 | IWBISHARES TR | 844,469 | $175.4B | 21.45% | |
| 3 | SCHMSCHWAB STRATEGIC TR | 1,402,732 | $88.0B | 10.76% | |
| 4 | SCHGSCHWAB STRATEGIC TR | 1,423,794 | $82.6B | 10.10% | |
| 5 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,589,302 | $79.6B | 9.73% | |
| 6 | IJHISHARES TR | 317,911 | $71.9B | 8.79% | |
| 7 | JSCPJ P MORGAN EXCHANGE TRADED F | 1,044,733 | $48.5B | 5.93% | |
| 8 | IJRISHARES TR | 348,917 | $32.2B | 3.94% | |
| 9 | SCHASCHWAB STRATEGIC TR | 566,208 | $22.1B | 2.70% | |
| 10 | IWMISHARES TR | 61,906 | $10.5B | 1.28% | |
| 11 | VTIVANGUARD INDEX FDS | 27,121 | $5.1B | 0.63% | |
| 12 | JCPBJ P MORGAN EXCHANGE TRADED F | 101,236 | $4.9B | 0.59% | |
| 13 | SCHXSCHWAB STRATEGIC TR | 107,639 | $4.8B | 0.59% | |
| 14 | SPYSPDR S&P 500 ETF TR | 9,801 | $3.7B | 0.45% | |
| 15 | SCHZSCHWAB STRATEGIC TR | 74,231 | $3.6B | 0.43% | |
| 16 | VUGVANGUARD INDEX FDS | 3,638 | $811.0M | 0.10% | |
| 17 | SCHBSCHWAB STRATEGIC TR | 12,175 | $538.0M | 0.07% | |
| 18 | IVVISHARES TR | 1,275 | $483.0M | 0.06% | |
| 19 | IWFISHARES TR | 1,842 | $403.0M | 0.05% |