Legacy Wealth Management, Inc Q4 2023 Filing
Filed January 23, 2024
Portfolio Value
$1.3B
Holdings
22
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHKSCHWAB STRATEGIC TR | 8,613,960 | $396.8T | 31416626.09% | |
| 2 | IWBISHARES TR | 797,321 | $209.1T | 16557631.95% | |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 2,706,544 | $124.6T | 9866953.55% | |
| 4 | JCPBJ P MORGAN EXCHANGE TRADED F | 2,316,105 | $109.1T | 8635225.26% | |
| 5 | SCHMSCHWAB STRATEGIC TR | 1,401,284 | $105.5T | 8357359.88% | |
| 6 | IJHISHARES TR | 311,393 | $86.3T | 6833710.01% | |
| 7 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,262,024 | $63.4T | 5019533.85% | |
| 8 | SCHXSCHWAB STRATEGIC TR | 858,320 | $48.4T | 3833196.58% | |
| 9 | IJRISHARES TR | 436,262 | $47.2T | 3739453.48% | |
| 10 | SCHASCHWAB STRATEGIC TR | 566,608 | $26.8T | 2119458.86% | |
| 11 | HEMIHARTFORD FDS EXCHANGE TRADED | 415,405 | $16.2T | 1280856.37% | |
| 12 | IWMISHARES TR | 60,069 | $12.1T | 954664.40% | |
| 13 | VTIVANGUARD INDEX FDS | 26,995 | $6.4T | 507069.39% | |
| 14 | SPYSPDR S&P 500 ETF TR | 8,575 | $4.1T | 322733.32% | |
| 15 | AGGISHARES TR | 37,738 | $3.7T | 296580.24% | |
| 16 | SCHBSCHWAB STRATEGIC TR | 15,906 | $885.5B | 70115.65% | |
| 17 | IVVISHARES TR | 1,381 | $659.4B | 52212.73% | |
| 18 | SCHZSCHWAB STRATEGIC TR | 12,939 | $603.2B | 47764.54% | |
| 19 | IWFISHARES TR | 1,444 | $437.8B | 34664.56% | |
| 20 | IWDISHARES TR | 1,504 | $248.5B | 19679.86% | |
| 21 | NDQINVESCO QQQ TR | 543 | $222.4B | 17607.88% | |
| 22 | IXUSISHARES TR | 3,296 | $214.0B | 16945.91% |