Legacy Wealth Management

Legacy Wealth Management as of Sept. 30, 2022

Portfolio Holdings for Legacy Wealth Management

Legacy Wealth Management holds 19 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr 1000 Index Etf (SCHK) 32.5 $313M 9.0M 34.61
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 19.0 $183M 3.6M 50.16
Ishares Tr Rus 1000 Etf (IWB) 17.1 $165M 835k 197.33
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 9.0 $87M 1.4M 60.53
Ishares Tr Core S&p Mcp Etf (IJH) 7.2 $70M 318k 219.26
J P Morgan Exchange Traded F Short Dura Core (JSCP) 5.4 $52M 1.1M 45.32
Ishares Tr Core S&p Scp Etf (IJR) 3.3 $32M 366k 87.19
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.2 $21M 562k 37.80
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.8 $17M 372k 45.88
Ishares Tr Russell 2000 Etf (IWM) 1.0 $10M 61k 164.92
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $4.8M 27k 179.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $3.5M 9.9k 357.22
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $2.3M 55k 42.36
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $649k 16k 41.98
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $602k 11k 55.84
Ishares Tr Core S&p500 Etf (IVV) 0.0 $458k 1.3k 358.93
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $393k 1.9k 210.16
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $320k 7.1k 45.24
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $205k 1.5k 135.85