Legacy Wealth Management

Legacy Wealth Management as of Dec. 31, 2023

Portfolio Holdings for Legacy Wealth Management

Legacy Wealth Management holds 22 positions in its portfolio as reported in the December 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 $397M 8.6M 46.06
Ishares Tr Rus 1000 Etf (IWB) 16.6 $209M 797k 262.26
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 9.9 $125M 2.7M 46.04
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 8.6 $109M 2.3M 47.09
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 8.4 $106M 1.4M 75.32
Ishares Tr Core S&p Mcp Etf (IJH) 6.8 $86M 311k 277.15
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 5.0 $63M 1.3M 50.23
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.8 $48M 858k 56.40
Ishares Tr Core S&p Scp Etf (IJR) 3.7 $47M 436k 108.25
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.1 $27M 567k 47.24
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.3 $16M 415k 38.94
Ishares Tr Russell 2000 Etf (IWM) 1.0 $12M 60k 200.71
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $6.4M 27k 237.22
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $4.1M 8.6k 475.31
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $3.7M 38k 99.25
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $886k 16k 55.67
Ishares Tr Core S&p500 Etf (IVV) 0.1 $659k 1.4k 477.47
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $603k 13k 46.62
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $438k 1.4k 303.17
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $249k 1.5k 165.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $222k 543.00 409.52
Ishares Tr Core Msci Total (IXUS) 0.0 $214k 3.3k 64.93