Legacy Wealth Management, Inc Q4 2022 Filing
Filed January 18, 2023
Portfolio Value
$1.0T
Holdings
19
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHKSCHWAB STRATEGIC TR | 8,357,876 | $308.7B | 29.52% | |
| 2 | JPSTJ P MORGAN EXCHANGE TRADED F | 3,560,555 | $178.5B | 17.07% | |
| 3 | IWBISHARES TR | 823,292 | $173.3B | 16.58% | |
| 4 | SCHMSCHWAB STRATEGIC TR | 1,344,050 | $88.2B | 8.43% | |
| 5 | IJHISHARES TR | 329,057 | $79.6B | 7.61% | |
| 6 | JSCPJ P MORGAN EXCHANGE TRADED F | 1,024,244 | $46.8B | 4.48% | |
| 7 | SCHXSCHWAB STRATEGIC TR | 927,248 | $41.9B | 4.00% | |
| 8 | IJRISHARES TR | 380,862 | $36.0B | 3.45% | |
| 9 | JCPBJ P MORGAN EXCHANGE TRADED F | 718,589 | $33.0B | 3.16% | |
| 10 | SCHASCHWAB STRATEGIC TR | 577,334 | $23.4B | 2.24% | |
| 11 | HEMIHARTFORD FDS EXCHANGE TRADED | 383,679 | $14.4B | 1.38% | |
| 12 | IWMISHARES TR | 61,041 | $10.6B | 1.02% | |
| 13 | VTIVANGUARD INDEX FDS | 26,715 | $5.1B | 0.49% | |
| 14 | SPYSPDR S&P 500 ETF TR | 10,111 | $3.9B | 0.37% | |
| 15 | SCHBSCHWAB STRATEGIC TR | 16,023 | $718.0M | 0.07% | |
| 16 | SCHZSCHWAB STRATEGIC TR | 9,685 | $442.1M | 0.04% | |
| 17 | IVVISHARES TR | 1,127 | $432.9M | 0.04% | |
| 18 | IWFISHARES TR | 1,569 | $336.1M | 0.03% | |
| 19 | IWDISHARES TR | 1,504 | $228.1M | 0.02% |