Legacy Wealth Management, Inc Q2 2023 Filing
Filed July 18, 2023
Portfolio Value
$1.2T
Holdings
19
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHKSCHWAB STRATEGIC TR | 8,662,174 | $370.7B | 31.37% | |
| 2 | IWBISHARES TR | 810,267 | $197.5B | 16.72% | |
| 3 | JPSTJ P MORGAN EXCHANGE TRADED F | 3,600,758 | $180.5B | 15.28% | |
| 4 | JCPBJ P MORGAN EXCHANGE TRADED F | 2,136,706 | $99.5B | 8.42% | |
| 5 | SCHMSCHWAB STRATEGIC TR | 1,362,290 | $96.8B | 8.19% | |
| 6 | IJHISHARES TR | 316,882 | $82.9B | 7.01% | |
| 7 | SCHXSCHWAB STRATEGIC TR | 901,388 | $47.2B | 4.00% | |
| 8 | IJRISHARES TR | 406,017 | $40.5B | 3.42% | |
| 9 | SCHASCHWAB STRATEGIC TR | 589,883 | $25.8B | 2.19% | |
| 10 | HEMIHARTFORD FDS EXCHANGE TRADED | 403,166 | $15.3B | 1.30% | |
| 11 | IWMISHARES TR | 60,639 | $11.4B | 0.96% | |
| 12 | VTIVANGUARD INDEX FDS | 27,265 | $6.0B | 0.51% | |
| 13 | SPYSPDR S&P 500 ETF TR | 10,545 | $4.7B | 0.40% | |
| 14 | SCHBSCHWAB STRATEGIC TR | 16,826 | $869.9M | 0.07% | |
| 15 | IVVISHARES TR | 1,321 | $588.8M | 0.05% | |
| 16 | IWFISHARES TR | 1,349 | $371.2M | 0.03% | |
| 17 | VVVANGUARD INDEX FDS | 1,665 | $337.5M | 0.03% | |
| 18 | SCHZSCHWAB STRATEGIC TR | 6,416 | $296.2M | 0.03% | |
| 19 | IWDISHARES TR | 1,504 | $237.4M | 0.02% |