Legacy Wealth Management, Inc Q3 2024 Filing
Filed October 25, 2024
Portfolio Value
$1.5T
Holdings
44
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 503,811 | $290.6B | 18.83% | |
| 2 | IWBISHARES TR | 781,596 | $245.7B | 15.92% | |
| 3 | SCHKSCHWAB STRATEGIC TR | 3,592,809 | $198.6B | 12.87% | |
| 4 | JCPBJ P MORGAN EXCHANGE TRADED F | 3,019,083 | $145.6B | 9.44% | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 2,937,256 | $137.3B | 8.90% | |
| 6 | SCHMSCHWAB STRATEGIC TR | 1,375,275 | $114.3B | 7.40% | |
| 7 | IJHISHARES TR | 1,409,254 | $87.8B | 5.69% | |
| 8 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,381,600 | $70.1B | 4.54% | |
| 9 | IJRISHARES TR | 477,610 | $55.9B | 3.62% | |
| 10 | IXUSISHARES TR | 757,354 | $55.0B | 3.56% | |
| 11 | SCHXSCHWAB STRATEGIC TR | 777,112 | $52.7B | 3.42% | |
| 12 | SCHASCHWAB STRATEGIC TR | 550,598 | $28.4B | 1.84% | |
| 13 | HEMIHARTFORD FDS EXCHANGE TRADED | 440,435 | $17.4B | 1.12% | |
| 14 | IWMISHARES TR | 59,301 | $13.1B | 0.85% | |
| 15 | VTIVANGUARD INDEX FDS | 26,995 | $7.6B | 0.50% | |
| 16 | SPYSPDR S&P 500 ETF TR | 9,965 | $5.7B | 0.37% | |
| 17 | AGGISHARES TR | 38,513 | $3.9B | 0.25% | |
| 18 | TAT&T INC | 93,368 | $2.1B | 0.13% | |
| 19 | SCHBSCHWAB STRATEGIC TR | 12,429 | $826.8M | 0.05% | |
| 20 | XLKSELECT SECTOR SPDR TR | 3,634 | $820.4M | 0.05% | |
| 21 | AAPLAPPLE INC | 3,247 | $756.6M | 0.05% | |
| 22 | MSFTMICROSOFT CORP | 1,695 | $729.4M | 0.05% | |
| 23 | XLVSELECT SECTOR SPDR TR | 4,461 | $687.1M | 0.04% | |
| 24 | XLFSELECT SECTOR SPDR TR | 12,767 | $578.6M | 0.04% | |
| 25 | NVDANVIDIA CORPORATION | 4,658 | $565.7M | 0.04% | |
| 26 | SCHZSCHWAB STRATEGIC TR | 10,764 | $511.5M | 0.03% | |
| 27 | IWFISHARES TR | 1,260 | $473.0M | 0.03% | |
| 28 | METAMETA PLATFORMS INC | 807 | $462.0M | 0.03% | |
| 29 | AMZNAMAZON COM INC | 2,338 | $435.6M | 0.03% | |
| 30 | SOSOUTHERN CO | 4,810 | $433.8M | 0.03% | |
| 31 | XLYSELECT SECTOR SPDR TR | 1,891 | $378.9M | 0.02% | |
| 32 | VOOVANGUARD INDEX FDS | 677 | $357.0M | 0.02% | |
| 33 | XLCSELECT SECTOR SPDR TR | 3,937 | $355.9M | 0.02% | |
| 34 | XLFISELECT SECTOR SPDR TR | 4,152 | $344.6M | 0.02% | |
| 35 | LLYELI LILLY & CO | 374 | $331.6M | 0.02% | |
| 36 | AVGOBROADCOM INC | 1,888 | $325.7M | 0.02% | |
| 37 | UNHUNITEDHEALTH GROUP INC | 550 | $321.6M | 0.02% | |
| 38 | IWDISHARES TR | 1,504 | $285.5M | 0.02% | |
| 39 | VVISA INC | 929 | $255.4M | 0.02% | |
| 40 | HDHOME DEPOT INC | 622 | $252.0M | 0.02% | |
| 41 | NDQINVESCO QQQ TR | 508 | $248.1M | 0.02% | |
| 42 | PGPROCTER AND GAMBLE CO | 1,237 | $214.2M | 0.01% | |
| 43 | JNJJOHNSON & JOHNSON | 1,305 | $211.5M | 0.01% | |
| 44 | DFACDIMENSIONAL ETF TRUST | 5,951 | $204.1M | 0.01% |