Legacy Wealth Management, Inc Q4 2021 Filing
Filed January 19, 2022
Portfolio Value
$872.1B
Holdings
19
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 883,374 | $233.6B | 26.79% | |
| 2 | SCHKSCHWAB STRATEGIC TR | 4,931,121 | $229.7B | 26.34% | |
| 3 | SCHGSCHWAB STRATEGIC TR | 677,181 | $110.9B | 12.72% | |
| 4 | SCHMSCHWAB STRATEGIC TR | 1,331,030 | $107.1B | 12.28% | |
| 5 | IJHISHARES TR | 326,468 | $92.4B | 10.60% | |
| 6 | IJRISHARES TR | 320,831 | $36.7B | 4.21% | |
| 7 | SCHASCHWAB STRATEGIC TR | 276,047 | $28.3B | 3.24% | |
| 8 | IWMISHARES TR | 62,337 | $13.9B | 1.59% | |
| 9 | VTIVANGUARD INDEX FDS | 30,017 | $7.2B | 0.83% | |
| 10 | SPYSPDR S&P 500 ETF TR | 10,431 | $5.0B | 0.57% | |
| 11 | SCHXSCHWAB STRATEGIC TR | 32,454 | $3.7B | 0.42% | |
| 12 | BIVVANGUARD BD INDEX FDS | 8,600 | $754.0M | 0.09% | |
| 13 | IVVISHARES TR | 1,493 | $712.0M | 0.08% | |
| 14 | SCHBSCHWAB STRATEGIC TR | 5,695 | $644.0M | 0.07% | |
| 15 | IWFISHARES TR | 1,420 | $434.0M | 0.05% | |
| 16 | VUGVANGUARD INDEX FDS | 1,114 | $357.0M | 0.04% | |
| 17 | VGSHVANGUARD SCOTTSDALE FDS | 5,350 | $325.0M | 0.04% | |
| 18 | SCHZSCHWAB STRATEGIC TR | 4,466 | $241.0M | 0.03% | |
| 19 | GSGISHARES S&P GSCI COMMODITY- | 11,000 | $188.0M | 0.02% |