Legacy Wealth Management, Inc Q3 2023 Filing
Filed October 25, 2023
Portfolio Value
$1.1T
Holdings
19
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHKSCHWAB STRATEGIC TR | 8,613,125 | $355.7B | 31.09% | |
| 2 | IWBISHARES TR | 803,398 | $188.7B | 16.49% | |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 2,772,731 | $120.8B | 10.56% | |
| 4 | JCPBJ P MORGAN EXCHANGE TRADED F | 2,248,626 | $100.4B | 8.78% | |
| 5 | SCHMSCHWAB STRATEGIC TR | 1,371,043 | $92.8B | 8.11% | |
| 6 | IJHISHARES TR | 312,641 | $78.0B | 6.81% | |
| 7 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,230,830 | $61.8B | 5.40% | |
| 8 | SCHXSCHWAB STRATEGIC TR | 887,026 | $44.9B | 3.92% | |
| 9 | IJRISHARES TR | 412,693 | $38.9B | 3.40% | |
| 10 | SCHASCHWAB STRATEGIC TR | 583,621 | $24.2B | 2.11% | |
| 11 | HEMIHARTFORD FDS EXCHANGE TRADED | 407,876 | $15.0B | 1.31% | |
| 12 | IWMISHARES TR | 60,329 | $10.7B | 0.93% | |
| 13 | VTIVANGUARD INDEX FDS | 26,995 | $5.7B | 0.50% | |
| 14 | SPYSPDR S&P 500 ETF TR | 10,135 | $4.3B | 0.38% | |
| 15 | SCHBSCHWAB STRATEGIC TR | 16,086 | $801.9M | 0.07% | |
| 16 | IVVISHARES TR | 1,321 | $567.3M | 0.05% | |
| 17 | IWFISHARES TR | 1,349 | $358.8M | 0.03% | |
| 18 | SCHZSCHWAB STRATEGIC TR | 7,238 | $320.1M | 0.03% | |
| 19 | IWDISHARES TR | 1,504 | $228.3M | 0.02% |