Legacy Wealth Management

Legacy Wealth Management as of June 30, 2024

Portfolio Holdings for Legacy Wealth Management

Legacy Wealth Management holds 23 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 19.6 $271M 495k 547.23
Ishares Tr Rus 1000 Etf (IWB) 16.9 $234M 787k 297.54
Schwab Strategic Tr 1000 Index Etf (SCHK) 13.8 $191M 3.6M 52.33
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 9.3 $129M 2.9M 44.93
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 8.9 $123M 2.7M 46.33
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 7.6 $105M 1.3M 77.83
Ishares Tr Core S&p Mcp Etf (IJH) 6.1 $84M 1.4M 58.52
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 4.9 $68M 1.3M 50.47
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.7 $51M 798k 64.25
Ishares Tr Core S&p Scp Etf (IJR) 3.6 $50M 465k 106.66
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.9 $27M 558k 47.45
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.2 $16M 423k 38.70
Ishares Tr Russell 2000 Etf (IWM) 0.9 $12M 59k 202.89
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $7.2M 27k 267.51
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $5.4M 10k 544.19
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $3.9M 40k 97.07
At&t (T) 0.1 $1.7M 89k 19.11
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $785k 13k 62.87
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $576k 13k 45.58
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $459k 1.3k 364.51
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $262k 1.5k 174.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $244k 508.00 479.40
Apple (AAPL) 0.0 $211k 1.0k 210.62