The Analysis of Legacy Wealth Management, Inc's Holdings
Currently, Legacy Wealth Management, Inc holds 29 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in JCPB (+232.0K shares, valued at $11.0M), FBND (+151.9K shares, valued at $7.0M), IVV (+7.5K shares, valued at $5.0M); decreased their positions in SCHK (-288.7K shares, valued at $9.3M), IJR (-76.0K shares, valued at $9.0M), SCHA (-239.1K shares, valued at $6.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR537.5K shares1.41%2025-09-302025-10-10
IWB ISHARES TR722.6K shares-0.86%2025-09-302025-10-10 SCHK SCHWAB STRATEGIC TR6.4M shares-4.34%2025-09-302025-10-10 JCPB J P MORGAN EXCHANGE TRADED F3.5M shares7.00%2025-09-302025-10-10 FBND FIDELITY MERRIMACK STR TR3.2M shares4.90%2025-09-302025-10-10 SCHM SCHWAB STRATEGIC TR4.2M shares0.55%2025-09-302025-10-10 IJH ISHARES TR1.4M shares-0.93%2025-09-302025-10-10 JPST J P MORGAN EXCHANGE TRADED F1.5M shares4.73%2025-09-302025-10-10 IXUS ISHARES TR764.1K shares-1.19%2025-09-302025-10-10 SCHX SCHWAB STRATEGIC TR2.3M shares-2.62%2025-09-302025-10-10 IJR ISHARES TR419.7K shares-15.32%2025-09-302025-10-10 SCHA SCHWAB STRATEGIC TR890.7K shares-21.16%2025-09-302025-10-10 HMOP HARTFORD FDS EXCHANGE TRADED547.5K shares9.18%2025-09-302025-10-10 IWM ISHARES TR55.0K shares-1.82%2025-09-302025-10-10 VTI VANGUARD INDEX FDS28.2K shares0.00%2025-09-302025-10-10 SPY SPDR S&P 500 ETF TR9.7K shares-2.80%2025-09-302025-10-10 AGG ISHARES TR38.9K shares-1.69%2025-09-302025-10-10 SCHB SCHWAB STRATEGIC TR38.5K shares1.78%2025-09-302025-10-10 SCMB SCHWAB STRATEGIC TR35.1K shares2.56%2025-09-302025-10-10 SCHZ SCHWAB STRATEGIC TR31.6K shares5.80%2025-09-302025-10-10 VUG VANGUARD INDEX FDS1.5K shares0.00%2025-09-302025-10-10 IWF ISHARES TR1.3K shares0.00%2025-09-302025-10-10 T AT&T INC18.0K shares-1.68%2025-09-302025-10-10 NVDA NVIDIA CORPORATION1.9K shares1.12%2025-09-302025-10-10 QQQ INVESCO QQQ TR512 shares-0.78%2025-09-302025-10-10 IWD ISHARES TR1.5K shares-1.51%2025-09-302025-10-10 MSFT MICROSOFT CORP525 shares-37.87%2025-09-302025-10-10 AAPL APPLE INC975 shares-74.75%2025-09-302025-10-10 DFAC DIMENSIONAL ETF TRUST6.0K shares0.00%2025-09-302025-10-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available