Legacy Wealth Management, Inc Q4 2024 Filing
Filed January 21, 2025
Portfolio Value
$1.6B
Holdings
42
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 513,576 | $302.3T | 19407951.03% | |
| 2 | IWBISHARES TR | 777,699 | $250.5T | 16083450.41% | |
| 3 | SCHKSCHWAB STRATEGIC TR | 6,970,674 | $197.3T | 12668070.12% | |
| 4 | JCPBJ P MORGAN EXCHANGE TRADED F | 3,181,469 | $146.6T | 9408963.05% | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 3,080,887 | $138.2T | 8874169.54% | |
| 6 | SCHMSCHWAB STRATEGIC TR | 4,180,010 | $115.8T | 7435491.88% | |
| 7 | IJHISHARES TR | 1,360,573 | $84.8T | 5442210.90% | |
| 8 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,444,695 | $72.8T | 4671365.02% | |
| 9 | IJRISHARES TR | 487,995 | $56.2T | 3609435.07% | |
| 10 | SCHXSCHWAB STRATEGIC TR | 2,241,615 | $52.0T | 3335571.74% | |
| 11 | IXUSISHARES TR | 781,962 | $51.7T | 3320057.67% | |
| 12 | SCHASCHWAB STRATEGIC TR | 1,079,434 | $27.9T | 1791927.71% | |
| 13 | HEMIHARTFORD FDS EXCHANGE TRADED | 501,378 | $19.4T | 1244293.81% | |
| 14 | IWMISHARES TR | 59,095 | $13.1T | 838221.42% | |
| 15 | VTIVANGUARD INDEX FDS | 27,650 | $8.0T | 514406.46% | |
| 16 | SPYSPDR S&P 500 ETF TR | 9,965 | $5.8T | 374897.95% | |
| 17 | AGGISHARES TR | 34,819 | $3.4T | 216588.75% | |
| 18 | SCHBSCHWAB STRATEGIC TR | 36,921 | $838.1B | 53801.61% | |
| 19 | AAPLAPPLE INC | 3,277 | $820.6B | 52679.50% | |
| 20 | XLKSELECT SECTOR SPDR TR | 3,496 | $812.9B | 52182.83% | |
| 21 | XLFSELECT SECTOR SPDR TR | 16,125 | $779.3B | 50027.89% | |
| 22 | MSFTMICROSOFT CORP | 1,804 | $760.4B | 48812.38% | |
| 23 | XLVSELECT SECTOR SPDR TR | 4,953 | $681.4B | 43740.90% | |
| 24 | NVDANVIDIA CORPORATION | 5,035 | $676.1B | 43404.91% | |
| 25 | SCHZSCHWAB STRATEGIC TR | 23,892 | $542.3B | 34815.60% | |
| 26 | AMZNAMAZON COM INC | 2,361 | $518.0B | 33251.31% | |
| 27 | IWFISHARES TR | 1,260 | $506.0B | 32481.69% | |
| 28 | TAT&T INC | 21,325 | $485.6B | 31170.78% | |
| 29 | METAMETA PLATFORMS INC | 819 | $479.5B | 30783.24% | |
| 30 | AVGOBROADCOM INC | 1,847 | $428.2B | 27488.47% | |
| 31 | SOSOUTHERN CO | 4,810 | $396.0B | 25418.27% | |
| 32 | XLYSELECT SECTOR SPDR TR | 1,739 | $390.1B | 25045.05% | |
| 33 | XLCSELECT SECTOR SPDR TR | 3,861 | $373.8B | 23994.70% | |
| 34 | XLFISELECT SECTOR SPDR TR | 4,618 | $363.0B | 23303.84% | |
| 35 | VVISA INC | 946 | $299.0B | 19192.40% | |
| 36 | LLYELI LILLY & CO | 365 | $282.0B | 18102.25% | |
| 37 | IWDISHARES TR | 1,504 | $278.4B | 17873.98% | |
| 38 | NDQINVESCO QQQ TR | 508 | $259.9B | 16684.59% | |
| 39 | UNHUNITEDHEALTH GROUP INC | 497 | $251.4B | 16139.19% | |
| 40 | HDHOME DEPOT INC | 618 | $240.4B | 15432.03% | |
| 41 | NFLXNETFLIX INC | 243 | $216.6B | 13903.89% | |
| 42 | DFACDIMENSIONAL ETF TRUST | 5,951 | $205.8B | 13214.06% |