Legacy Wealth Management, Inc Q1 2022 Filing
Filed April 27, 2022
Portfolio Value
$838.0B
Holdings
16
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 853,489 | $213.4B | 25.47% | |
| 2 | SCHKSCHWAB STRATEGIC TR | 4,805,853 | $211.6B | 25.25% | |
| 3 | SCHGSCHWAB STRATEGIC TR | 1,371,136 | $102.6B | 12.24% | |
| 4 | SCHMSCHWAB STRATEGIC TR | 1,347,190 | $102.2B | 12.20% | |
| 5 | IJHISHARES TR | 319,723 | $85.8B | 10.24% | |
| 6 | IJRISHARES TR | 334,974 | $36.1B | 4.31% | |
| 7 | SCHZSCHWAB STRATEGIC TR | 579,553 | $29.3B | 3.50% | |
| 8 | SCHASCHWAB STRATEGIC TR | 551,126 | $26.1B | 3.11% | |
| 9 | IWMISHARES TR | 62,032 | $12.7B | 1.52% | |
| 10 | VTIVANGUARD INDEX FDS | 27,015 | $6.2B | 0.73% | |
| 11 | SCHXSCHWAB STRATEGIC TR | 93,904 | $5.1B | 0.60% | |
| 12 | SPYSPDR S&P 500 ETF TR | 10,235 | $4.6B | 0.55% | |
| 13 | IVVISHARES TR | 1,493 | $677.0M | 0.08% | |
| 14 | VUGVANGUARD INDEX FDS | 2,068 | $595.0M | 0.07% | |
| 15 | SCHBSCHWAB STRATEGIC TR | 11,014 | $588.0M | 0.07% | |
| 16 | IWFISHARES TR | 1,368 | $380.0M | 0.05% |