Legacy Wealth Management

Legacy Wealth Management as of March 31, 2023

Portfolio Holdings for Legacy Wealth Management

Legacy Wealth Management holds 19 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr 1000 Index Etf (SCHK) 30.7 $344M 8.7M 39.55
Ishares Tr Rus 1000 Etf (IWB) 16.4 $184M 815k 225.23
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 16.1 $180M 3.6M 50.32
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 8.5 $96M 2.0M 47.39
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 8.1 $91M 1.3M 67.85
Ishares Tr Core S&p Mcp Etf (IJH) 7.2 $80M 321k 250.16
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.9 $44M 913k 48.37
Ishares Tr Core S&p Scp Etf (IJR) 3.4 $38M 390k 96.70
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.2 $24M 581k 41.93
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.4 $15M 404k 38.20
Ishares Tr Russell 2000 Etf (IWM) 1.0 $11M 61k 178.40
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $5.5M 27k 204.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $4.3M 11k 409.39
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $826k 17k 47.85
Ishares Tr Core S&p500 Etf (IVV) 0.0 $543k 1.3k 411.20
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $330k 1.3k 244.33
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $306k 6.5k 46.91
FedEx Corporation (FDX) 0.0 $295k 1.3k 228.49
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $229k 1.5k 152.26