Legacy Wealth Management

Legacy Wealth Management as of June 30, 2023

Portfolio Holdings for Legacy Wealth Management

Legacy Wealth Management holds 19 positions in its portfolio as reported in the June 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 $371M 8.7M 42.79
Ishares Tr Rus 1000 Etf (IWB) 16.7 $198M 810k 243.74
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 15.3 $181M 3.6M 50.14
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 8.4 $100M 2.1M 46.58
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 8.2 $97M 1.4M 71.03
Ishares Tr Core S&p Mcp Etf (IJH) 7.0 $83M 317k 261.48
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.0 $47M 901k 52.37
Ishares Tr Core S&p Scp Etf (IJR) 3.4 $41M 406k 99.65
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.2 $26M 590k 43.80
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.3 $15M 403k 38.04
Ishares Tr Russell 2000 Etf (IWM) 1.0 $11M 61k 187.27
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $6.0M 27k 220.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $4.7M 11k 443.28
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $870k 17k 51.70
Ishares Tr Core S&p500 Etf (IVV) 0.0 $589k 1.3k 445.70
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $371k 1.3k 275.18
Vanguard Index Fds Large Cap Etf (VV) 0.0 $338k 1.7k 202.69
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $296k 6.4k 46.16
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $237k 1.5k 157.83