Legacy Wealth Management

Legacy Wealth Management as of June 30, 2022

Portfolio Holdings for Legacy Wealth Management

Legacy Wealth Management holds 19 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr 1000 Index Etf (SCHK) 22.3 $183M 5.0M 36.46
Ishares Tr Rus 1000 Etf (IWB) 21.5 $175M 845k 207.76
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 10.8 $88M 1.4M 62.73
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 10.1 $83M 1.4M 57.99
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 9.7 $80M 1.6M 50.09
Ishares Tr Core S&p Mcp Etf (IJH) 8.8 $72M 318k 226.23
J P Morgan Exchange Traded F Short Dura Core (JSCP) 5.9 $49M 1.0M 46.45
Ishares Tr Core S&p Scp Etf (IJR) 3.9 $32M 349k 92.41
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.7 $22M 566k 38.99
Ishares Tr Russell 2000 Etf (IWM) 1.3 $11M 62k 169.35
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $5.1M 27k 188.64
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.6 $4.9M 101k 48.04
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $4.8M 108k 44.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $3.7M 9.8k 377.21
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $3.6M 74k 47.86
Vanguard Index Fds Growth Etf (VUG) 0.1 $811k 3.6k 222.92
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $538k 12k 44.19
Ishares Tr Core S&p500 Etf (IVV) 0.1 $483k 1.3k 378.82
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $403k 1.8k 218.78