Legacy Wealth Management, Inc Q3 2022 Filing
Filed October 12, 2022
Portfolio Value
$962.9B
Holdings
19
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHKSCHWAB STRATEGIC TR | 9,040,638 | $312.9B | 32.50% | |
| 2 | JPSTJ P MORGAN EXCHANGE TRADED F | 3,649,362 | $183.1B | 19.01% | |
| 3 | IWBISHARES TR | 835,282 | $164.8B | 17.12% | |
| 4 | SCHMSCHWAB STRATEGIC TR | 1,433,383 | $86.8B | 9.01% | |
| 5 | IJHISHARES TR | 317,450 | $69.6B | 7.23% | |
| 6 | JSCPJ P MORGAN EXCHANGE TRADED F | 1,149,045 | $52.1B | 5.41% | |
| 7 | IJRISHARES TR | 365,562 | $31.9B | 3.31% | |
| 8 | SCHASCHWAB STRATEGIC TR | 562,128 | $21.2B | 2.21% | |
| 9 | JCPBJ P MORGAN EXCHANGE TRADED F | 372,362 | $17.1B | 1.77% | |
| 10 | IWMISHARES TR | 61,242 | $10.1B | 1.05% | |
| 11 | VTIVANGUARD INDEX FDS | 27,015 | $4.8B | 0.50% | |
| 12 | SPYSPDR S&P 500 ETF TR | 9,868 | $3.5B | 0.37% | |
| 13 | SCHXSCHWAB STRATEGIC TR | 55,387 | $2.3B | 0.24% | |
| 14 | SCHBSCHWAB STRATEGIC TR | 15,459 | $649.0M | 0.07% | |
| 15 | SCHGSCHWAB STRATEGIC TR | 10,780 | $602.0M | 0.06% | |
| 16 | IVVISHARES TR | 1,276 | $458.0M | 0.05% | |
| 17 | IWFISHARES TR | 1,870 | $393.0M | 0.04% | |
| 18 | SCHZSCHWAB STRATEGIC TR | 7,073 | $320.0M | 0.03% | |
| 19 | IWDISHARES TR | 1,509 | $205.0M | 0.02% |