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
+11.40%
+21.33%
545905.122
 
IWB 		iShares Russell 1000 ETF
781,596
245726.100
-0.69%
15.920
-0.12%
0.650
+11.78%
+20.74%
37918.756
 
SCHK 		Schwab 1000 Index ETF
7,185,618
198646.400
+97.05%
12.870
+6.34%
2.590
+11.72%
+20.84%
3861.413
 
JCPB 		JPMorgan Core Plus Bond ETF
3,019,083
145640.580
+13.35%
9.440
+1.11%
3.300
-1.91%
-0.72%
4393.560
 
FBND 		Fidelity Total Bond ETF
2,937,256
137287.330
+2.18%
8.900
+0.19%
1.090
-1.70%
-0.93%
12517.137
 
SCHM 		Schwab U.S. Mid-Cap ETF
4,125,825
114271.620
+206.76%
7.400
+4.99%
0.340
+11.49%
+11.71%
11424.765
 
IJH 		iShares Core S&P Mid-Cap ETF
1,409,254
87824.680
-2.06%
5.690
-0.13%
0.100
+10.08%
+13.84%
93198.127
 
JPST 		JPMorgan Ultra-Short Income ETF
1,381,600
70102.400
+2.76%
4.540
+0.12%
0.260
-0.08%
+0.36%
26833.243
 
IJR 		iShares Core S&P Small-Cap ETF
477,610
55861.240
+2.80%
3.620
+0.10%
0.060
+9.01%
+8.42%
87155.110
 
IXUS 		iShares Core MSCI Total International Stock ETF
757,354
55006.620
New Holding
3.560
+3.56%
0.140
+8.54%
+8.49%
38596.567
 

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
SCHK 		Schwab 1000 Index ETF2024-09-30Add
+6.34%
●
24.91 ($26.62) 27.65
$27.83
4.55%
Add 97.05%
7,185,618
1,769,510
SCHM 		Schwab U.S. Mid-Cap ETF2024-09-30Add
+4.99%
●
25.16 ($26.59) 27.75
$28.05
5.49%
Add 206.76%
4,125,825
926,948
IXUS 		iShares Core MSCI Total International Stock ETF2024-09-30New Buy
+3.56%
●
64.9 ($69.25) 73.35
$70.44
1.72%
New holding
757,354
757,354
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+2.25%
●
20.37 ($21.79) 22.62
$22.80
4.64%
Add 192.27%
2,331,336
511,222
JCPB 		JPMorgan Core Plus Bond ETF2024-09-30Add
+1.11%
●
45.87 ($47.5) 48.53
$46.74
-1.60%
Add 13.35%
3,019,083
355,683
SCHA 		Schwab U.S. Small-Cap ETF2024-09-30Add
+0.91%
●
23.45 ($24.83) 25.98
$26.14
5.28%
Add 97.4%
1,101,196
271,670
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+0.32%
●
520.18 ($556.01) 576.82
$579.45
4.22%
Add 1.74%
503,811
8,624
FBND 		Fidelity Total Bond ETF2024-09-30Add
+0.19%
●
44.65 ($46.21) 47.21
$45.61
-1.30%
Add 2.18%
2,937,256
62,805
IJH 		iShares Core S&P Mid-Cap ETF2024-09-30Reduce
-0.13%
●
57.32 ($60.3) 62.65
$63.10
4.64%
Reduce -2.06%
1,409,254
-29,619
IWB 		iShares Russell 1000 ETF2024-09-30Reduce
-0.12%
●
283.28 ($302.84) 314.39
$316.65
4.56%
Reduce -0.69%
781,596
-5,423

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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