Legacy Wealth Management, Inc Q4 2024 Filing
Filed January 21, 2025
Portfolio Value
$1.6T
Holdings
42
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 513,576 | $302.3B | 19.41% | |
| 2 | IWBISHARES TR | 777,699 | $250.5B | 16.08% | |
| 3 | SCHKSCHWAB STRATEGIC TR | 6,970,674 | $197.3B | 12.67% | |
| 4 | JCPBJ P MORGAN EXCHANGE TRADED F | 3,181,469 | $146.6B | 9.41% | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 3,080,887 | $138.2B | 8.87% | |
| 6 | SCHMSCHWAB STRATEGIC TR | 4,180,010 | $115.8B | 7.44% | |
| 7 | IJHISHARES TR | 1,360,573 | $84.8B | 5.44% | |
| 8 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,444,695 | $72.8B | 4.67% | |
| 9 | IJRISHARES TR | 487,995 | $56.2B | 3.61% | |
| 10 | SCHXSCHWAB STRATEGIC TR | 2,241,615 | $52.0B | 3.34% | |
| 11 | IXUSISHARES TR | 781,962 | $51.7B | 3.32% | |
| 12 | SCHASCHWAB STRATEGIC TR | 1,079,434 | $27.9B | 1.79% | |
| 13 | HEMIHARTFORD FDS EXCHANGE TRADED | 501,378 | $19.4B | 1.24% | |
| 14 | IWMISHARES TR | 59,095 | $13.1B | 0.84% | |
| 15 | VTIVANGUARD INDEX FDS | 27,650 | $8.0B | 0.51% | |
| 16 | SPYSPDR S&P 500 ETF TR | 9,965 | $5.8B | 0.37% | |
| 17 | AGGISHARES TR | 34,819 | $3.4B | 0.22% | |
| 18 | SCHBSCHWAB STRATEGIC TR | 36,921 | $838.1M | 0.05% | |
| 19 | AAPLAPPLE INC | 3,277 | $820.6M | 0.05% | |
| 20 | XLKSELECT SECTOR SPDR TR | 3,496 | $812.9M | 0.05% | |
| 21 | XLFSELECT SECTOR SPDR TR | 16,125 | $779.3M | 0.05% | |
| 22 | MSFTMICROSOFT CORP | 1,804 | $760.4M | 0.05% | |
| 23 | XLVSELECT SECTOR SPDR TR | 4,953 | $681.4M | 0.04% | |
| 24 | NVDANVIDIA CORPORATION | 5,035 | $676.1M | 0.04% | |
| 25 | SCHZSCHWAB STRATEGIC TR | 23,892 | $542.3M | 0.03% | |
| 26 | AMZNAMAZON COM INC | 2,361 | $518.0M | 0.03% | |
| 27 | IWFISHARES TR | 1,260 | $506.0M | 0.03% | |
| 28 | TAT&T INC | 21,325 | $485.6M | 0.03% | |
| 29 | METAMETA PLATFORMS INC | 819 | $479.5M | 0.03% | |
| 30 | AVGOBROADCOM INC | 1,847 | $428.2M | 0.03% | |
| 31 | SOSOUTHERN CO | 4,810 | $396.0M | 0.03% | |
| 32 | XLYSELECT SECTOR SPDR TR | 1,739 | $390.1M | 0.03% | |
| 33 | XLCSELECT SECTOR SPDR TR | 3,861 | $373.8M | 0.02% | |
| 34 | XLFISELECT SECTOR SPDR TR | 4,618 | $363.0M | 0.02% | |
| 35 | VVISA INC | 946 | $299.0M | 0.02% | |
| 36 | LLYELI LILLY & CO | 365 | $282.0M | 0.02% | |
| 37 | IWDISHARES TR | 1,504 | $278.4M | 0.02% | |
| 38 | NDQINVESCO QQQ TR | 508 | $259.9M | 0.02% | |
| 39 | UNHUNITEDHEALTH GROUP INC | 497 | $251.4M | 0.02% | |
| 40 | HDHOME DEPOT INC | 618 | $240.4M | 0.02% | |
| 41 | NFLXNETFLIX INC | 243 | $216.6M | 0.01% | |
| 42 | DFACDIMENSIONAL ETF TRUST | 5,951 | $205.8M | 0.01% |