Legacy Wealth Management

Legacy Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Legacy Wealth Management

Legacy Wealth Management holds 42 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 19.4 $302M 514k 588.68
Ishares Tr Rus 1000 Etf (IWB) 16.1 $251M 778k 322.16
Schwab Strategic Tr 1000 Index Etf (SCHK) 12.7 $197M 7.0M 28.31
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 9.4 $147M 3.2M 46.07
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 8.9 $138M 3.1M 44.87
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 7.4 $116M 4.2M 27.71
Ishares Tr Core S&p Mcp Etf (IJH) 5.4 $85M 1.4M 62.31
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.7 $73M 1.4M 50.37
Ishares Tr Core S&p Scp Etf (IJR) 3.6 $56M 488k 115.22
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.3 $52M 2.2M 23.18
Ishares Tr Core Msci Total (IXUS) 3.3 $52M 782k 66.14
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.8 $28M 1.1M 25.86
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.2 $19M 501k 38.66
Ishares Tr Russell 2000 Etf (IWM) 0.8 $13M 59k 220.96
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $8.0M 28k 289.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $5.8M 10k 586.06
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $3.4M 35k 96.90
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $838k 37k 22.70
Apple (AAPL) 0.1 $821k 3.3k 250.42
Select Sector Spdr Tr Technology (XLK) 0.1 $813k 3.5k 232.52
Select Sector Spdr Tr Financial (XLF) 0.1 $779k 16k 48.33
Microsoft Corporation (MSFT) 0.0 $760k 1.8k 421.50
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $681k 5.0k 137.57
NVIDIA Corporation (NVDA) 0.0 $676k 5.0k 134.29
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $542k 24k 22.70
Amazon (AMZN) 0.0 $518k 2.4k 219.39
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $506k 1.3k 401.58
At&t (T) 0.0 $486k 21k 22.77
Meta Platforms Cl A (META) 0.0 $480k 819.00 585.51
Broadcom (AVGO) 0.0 $428k 1.8k 231.84
Southern Company (SO) 0.0 $396k 4.8k 82.32
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $390k 1.7k 224.35
Select Sector Spdr Tr Communication (XLC) 0.0 $374k 3.9k 96.81
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $363k 4.6k 78.61
Visa Com Cl A (V) 0.0 $299k 946.00 316.04
Eli Lilly & Co. (LLY) 0.0 $282k 365.00 772.58
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $278k 1.5k 185.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $260k 508.00 511.63
UnitedHealth (UNH) 0.0 $251k 497.00 505.86
Home Depot (HD) 0.0 $240k 618.00 388.99
Netflix (NFLX) 0.0 $217k 243.00 891.32
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $206k 6.0k 34.59