Legacy Wealth Management

Latest statistics and disclosures from Legacy Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SCHK, IWB, FBND, JCPB, SCHM, and represent 74.83% of Legacy Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: AGG, JCPB, IJR, SCHM, JPST, HMOP, SCHZ, QQQ, IXUS, SCHK.
  • Started 3 new stock positions in QQQ, IXUS, AGG.
  • Reduced shares in these 8 stocks: FBND, SCHX, IWB, SCHA, SPY, IJH, IWM, SCHB.
  • Legacy Wealth Management was a net buyer of stock by $6.2M.
  • Legacy Wealth Management has $1.3B in assets under management (AUM), dropping by 10.37%.
  • Central Index Key (CIK): 0001488921

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Portfolio Holdings for Legacy Wealth Management

Legacy Wealth Management holds 22 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr 1000 Index Etf (SCHK) 31.4 $397M 8.6M 46.06
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Ishares Tr Rus 1000 Etf (IWB) 16.6 $209M 797k 262.26
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 9.9 $125M -2% 2.7M 46.04
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 8.6 $109M +3% 2.3M 47.09
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 8.4 $106M +2% 1.4M 75.32
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Ishares Tr Core S&p Mcp Etf (IJH) 6.8 $86M 311k 277.15
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 5.0 $63M +2% 1.3M 50.23
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.8 $48M -3% 858k 56.40
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Ishares Tr Core S&p Scp Etf (IJR) 3.7 $47M +5% 436k 108.25
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.1 $27M -2% 567k 47.24
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Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.3 $16M 415k 38.94
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Ishares Tr Russell 2000 Etf (IWM) 1.0 $12M 60k 200.71
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $6.4M 27k 237.22
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $4.1M -15% 8.6k 475.31
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Ishares Tr Core Us Aggbd Et (AGG) 0.3 $3.7M NEW 38k 99.25
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $886k 16k 55.67
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $659k +4% 1.4k 477.47
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $603k +78% 13k 46.62
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $438k +7% 1.4k 303.17
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $249k 1.5k 165.25
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $222k NEW 543.00 409.52
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Ishares Tr Core Msci Total (IXUS) 0.0 $214k NEW 3.3k 64.93
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Past Filings by Legacy Wealth Management

SEC 13F filings are viewable for Legacy Wealth Management going back to 2010

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