Legacy Wealth Management, Inc Q2 2024 Filing
Filed July 12, 2024
Portfolio Value
$1.4T
Holdings
23
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 495,187 | $271.0B | 19.61% | |
| 2 | IWBISHARES TR | 787,019 | $234.2B | 16.95% | |
| 3 | SCHKSCHWAB STRATEGIC TR | 3,646,598 | $190.8B | 13.81% | |
| 4 | FBNDFIDELITY MERRIMACK STR TR | 2,874,451 | $129.1B | 9.35% | |
| 5 | JCPBJ P MORGAN EXCHANGE TRADED F | 2,663,400 | $123.4B | 8.93% | |
| 6 | SCHMSCHWAB STRATEGIC TR | 1,344,981 | $104.7B | 7.58% | |
| 7 | IJHISHARES TR | 1,438,873 | $84.2B | 6.09% | |
| 8 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,344,487 | $67.9B | 4.91% | |
| 9 | SCHXSCHWAB STRATEGIC TR | 797,670 | $51.3B | 3.71% | |
| 10 | IJRISHARES TR | 464,600 | $49.6B | 3.59% | |
| 11 | SCHASCHWAB STRATEGIC TR | 557,856 | $26.5B | 1.92% | |
| 12 | HEMIHARTFORD FDS EXCHANGE TRADED | 423,329 | $16.4B | 1.19% | |
| 13 | IWMISHARES TR | 59,322 | $12.0B | 0.87% | |
| 14 | VTIVANGUARD INDEX FDS | 26,995 | $7.2B | 0.52% | |
| 15 | SPYSPDR S&P 500 ETF TR | 9,965 | $5.4B | 0.39% | |
| 16 | AGGISHARES TR | 40,383 | $3.9B | 0.28% | |
| 17 | TAT&T INC | 89,358 | $1.7B | 0.12% | |
| 18 | SCHBSCHWAB STRATEGIC TR | 12,478 | $784.5M | 0.06% | |
| 19 | SCHZSCHWAB STRATEGIC TR | 12,643 | $576.3M | 0.04% | |
| 20 | IWFISHARES TR | 1,260 | $459.3M | 0.03% | |
| 21 | IWDISHARES TR | 1,504 | $262.4M | 0.02% | |
| 22 | NDQINVESCO QQQ TR | 508 | $243.5M | 0.02% | |
| 23 | AAPLAPPLE INC | 1,001 | $210.8M | 0.02% |