LW

Legacy Wealth Management, Inc

13F
Legacy Wealth Management, Inc
Last update 2024-10-25 44 Stocks (21 new)
Value $1.54 Bil Turnover 21 %
Countries:
Top Holdings: IVV(18.83%)IWB(15.92%)SCHK(12.87%)JCPB(9.44%)FBND(8.90%)
Portfolio Report
Summary Stock Picks Current Portfolio
Legacy Wealth Management, Inc Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
503,811
290608.400
+1.74%
18.830
+0.32%
0.050
+0.31%
-0.76%
581431.011
 
IWB 		iShares Russell 1000 ETF
781,596
245726.100
-0.69%
15.920
-0.12%
0.650
+0.73%
-0.62%
39491.552
 
SCHK 		Schwab 1000 Index ETF
7,185,618
198646.400
+97.05%
12.870
+6.34%
2.590
+0.72%
-0.64%
3981.802
 
JCPB 		JPMorgan Core Plus Bond ETF
3,019,083
145640.580
+13.35%
9.440
+1.11%
3.300
-3.74%
-1.11%
4938.704
 
FBND 		Fidelity Total Bond ETF
2,937,256
137287.330
+2.18%
8.900
+0.19%
1.090
-3.60%
-1.03%
16874.147
 
SCHM 		Schwab U.S. Mid-Cap ETF
4,125,825
114271.620
+206.76%
7.400
+4.99%
0.340
-0.36%
+0.54%
11347.378
 
IJH 		iShares Core S&P Mid-Cap ETF
1,409,254
87824.680
-2.06%
5.690
-0.13%
0.100
-1.03%
+0.10%
94912.586
 
JPST 		JPMorgan Ultra-Short Income ETF
1,381,600
70102.400
+2.76%
4.540
+0.12%
0.260
-0.20%
+0.12%
28205.499
 
IJR 		iShares Core S&P Small-Cap ETF
477,610
55861.240
+2.80%
3.620
+0.10%
0.060
-2.29%
-1.46%
86231.592
 
IXUS 		iShares Core MSCI Total International Stock ETF
757,354
55006.620
New Holding
3.560
+3.56%
0.140
-9.54%
-1.63%
36821.278
 

Legacy Wealth Management, Inc's Historical Top Holdings Breakdowns

Legacy Wealth Management, Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2024-03-31Add
+18.82%
●
469.56 ($500.36) 525.73
$584.27
16.77%
Add 35155.9%
486,884
485,503
SCHK 		Schwab 1000 Index ETF2024-03-31Reduce
-17.98%
●
45.19 ($48.15) 50.67
$28.13
-41.58%
Reduce -57.24%
3,683,412
-4,930,548
FBND 		Fidelity Total Bond ETF2023-09-30New Buy
+10.56%
●
43.43 ($44.72) 45.7
$44.41
-0.70%
New holding
2,772,731
2,772,731
JPST 		JPMorgan Ultra-Short Income ETF2023-09-30Reduce
-10.06%
●
49.94 ($50.1) 50.25
$50.40
0.60%
Reduce -65.82%
1,230,830
-2,369,928
SCHK 		Schwab 1000 Index ETF2024-09-30Add
+6.34%
●
24.91 ($26.62) 27.65
$28.13
5.67%
Add 97.05%
7,185,618
1,769,510
JCPB 		JPMorgan Core Plus Bond ETF2023-03-31Add
+5.49%
●
45.84 ($46.8) 47.74
$45.45
-2.88%
Add 180.32%
2,014,359
1,295,770
IJH 		iShares Core S&P Mid-Cap ETF2024-03-31Add
+5.23%
●
53.67 ($56.61) 60.74
$62.38
10.20%
Add 374.87%
1,478,723
1,167,330
SCHM 		Schwab U.S. Mid-Cap ETF2024-09-30Add
+4.99%
●
25.16 ($26.59) 27.75
$27.86
4.78%
Add 206.76%
4,125,825
926,948
JSCP 		JPMorgan Short Duration Core Plus ETF2023-03-31Sold Out
-4.48%
●
45.42 ($45.95) 46.46
$46.43
1.05%
Sold Out
0
-1,024,244
IXUS 		iShares Core MSCI Total International Stock ETF2024-09-30New Buy
+3.56%
●
64.9 ($69.25) 73.35
$65.06
-6.05%
New holding
757,354
757,354

Legacy Wealth Management, Inc Total Holding History ($B)

To

Legacy Wealth Management, Inc's Asset Allocation

To

Legacy Wealth Management, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Legacy Wealth Management, Inc's Hypothetical Growth since 2024-09-30

Legacy Wealth Management, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Legacy Wealth Management, Inc's Holdings Heat Map

Size field:

Legacy Wealth Management, Inc's Holdings Bubble Chart

Legacy Wealth Management, Inc News

  • 1

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