Legacy Wealth Management

Legacy Wealth Management as of Sept. 30, 2023

Portfolio Holdings for Legacy Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr 1000 Index Etf (SCHK) 31.1 $356M 8.6M 41.30
Ishares Tr Rus 1000 Etf (IWB) 16.5 $189M 803k 234.91
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 10.6 $121M 2.8M 43.56
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 8.8 $100M 2.2M 44.67
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 8.1 $93M 1.4M 67.68
Ishares Tr Core S&p Mcp Etf (IJH) 6.8 $78M 313k 249.35
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 5.4 $62M 1.2M 50.18
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.9 $45M 887k 50.60
Ishares Tr Core S&p Scp Etf (IJR) 3.4 $39M 413k 94.33
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.1 $24M 584k 41.42
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.3 $15M 408k 36.81
Ishares Tr Russell 2000 Etf (IWM) 0.9 $11M 60k 176.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $5.7M 27k 212.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $4.3M 10k 427.48
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $802k 16k 49.85
Ishares Tr Core S&p500 Etf (IVV) 0.0 $567k 1.3k 429.42
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $359k 1.3k 265.99
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $320k 7.2k 44.23
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $228k 1.5k 151.82