LW
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Legacy Wealth Management, Inc13F | |
| Legacy Wealth Management, Inc | |
| Last update 2025-04-25 | 40 Stocks (3 new) |
| Value $1.50 Bil | Turnover 1 % |
Legacy Wealth Management, Inc Top Holdings of 2025-03-31
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| 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 | 507,597 | 285,218.7 | -1.16% | 19.010 | -0.23% | 0.050 | +10.26% | +6.56% | 619,055.5 | ||
IWB | iShares Russell 1000 ETF | 758,328 | 232,609.7 | -2.49% | 15.500 | -0.40% | 0.610 | +10.18% | +6.39% | 41,717.2 | ||
SCHK | Schwab 1000 Index ETF | 6,893,528 | 185,573.8 | -1.11% | 12.370 | -0.14% | 4.740 | +10.39% | +6.45% | 4,336.7 | ||
JCPB | JPMorgan Core Plus Bond ETF | 3,233,844 | 152,120.0 | +1.65% | 10.140 | +0.16% | 2.450 | +0.96% | +4.12% | 6,818.0 | ||
FBND | Fidelity Total Bond ETF | 3,096,566 | 141,358.3 | +0.51% | 9.420 | +0.05% | 0.750 | +1.15% | +4.19% | 18,574.3 | ||
SCHM | Schwab U.S. Mid-Cap ETF | 4,203,019 | 110,119.1 | +0.55% | 7.340 | +0.04% | 1.010 | +7.32% | +3.70% | 11,761.2 | ||
IJH | iShares Core S&P Mid-Cap ETF | 1,345,242 | 78,494.9 | -1.13% | 5.230 | -0.06% | 0.090 | +6.75% | +2.38% | 96,963.8 | ||
JPST | JPMorgan Ultra-Short Income ETF | 1,446,499 | 73,236.3 | +0.12% | 4.880 | +0.01% | 0.250 | +1.21% | +2.52% | 31,750.6 | ||
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 781,149 | 54,532.0 | -0.10% | 3.630 | 0% | 0.140 | +12.29% | +19.25% | 46,322.6 | ||
IJR | iShares Core S&P Small-Cap ETF | 496,080 | 51,875.1 | +1.66% | 3.460 | +0.06% | 0.070 | +6.14% | -1.73% | 81,125.8 |
Legacy Wealth Management, Inc's Historical Top Holdings Breakdowns
Legacy Wealth Management, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IWB | iShares Russell 1000 ETF | 2025-03-31 | Reduce Reduce | -0.40% | 302.31 ($323.34) 337.54 | $340.97 | 5.45% | Reduce -2.49% | 758,328 | -19,371 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.23% | 554.06 ($590.51) 615.85 | $623.42 | 5.57% | Reduce -1.16% | 507,597 | -5,979 | |
JCPB | JPMorgan Core Plus Bond ETF | 2025-03-31 | Add Add | +0.16% | 45.56 ($46.5) 47.23 | $46.80 | 0.63% | Add 1.65% | 3,233,844 | 52,375 | |
SCHK | Schwab 1000 Index ETF | 2025-03-31 | Reduce Reduce | -0.14% | 26.53 ($28.4) 29.63 | $29.96 | 5.49% | Reduce -1.11% | 6,893,528 | -77,146 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Add Add | +0.10% | 21.75 ($23.28) 24.28 | $24.56 | 5.50% | Add 2.98% | 2,308,399 | 66,784 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.06% | 57.21 ($62.1) 65.8 | $63.42 | 2.13% | Reduce -1.13% | 1,345,242 | -15,331 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Add Add | +0.06% | 102.49 ($112.84) 119.96 | $112.47 | -0.33% | Add 1.66% | 496,080 | 8,085 | |
FBND | Fidelity Total Bond ETF | 2025-03-31 | Add Add | +0.05% | 44.41 ($45.29) 45.98 | $45.70 | 0.91% | Add 0.51% | 3,096,566 | 15,679 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-03-31 | Add Add | +0.05% | 23.16 ($25.49) 27.04 | $25.90 | 1.61% | Add 2.79% | 1,109,511 | 30,077 | |
SCHM | Schwab U.S. Mid-Cap ETF | 2025-03-31 | Add Add | +0.04% | 25.58 ($27.85) 29.24 | $28.55 | 2.51% | Add 0.55% | 4,203,019 | 23,009 |
Legacy Wealth Management, Inc Total Holding History ($B)
Legacy Wealth Management, Inc's Asset Allocation
Legacy Wealth Management, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Legacy Wealth Management, Inc's Hypothetical Growth since 2025-03-31
Legacy Wealth Management, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Legacy Wealth Management, Inc's Holdings Heat Map
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Legacy Wealth Management, Inc's Holdings Bubble Chart
Legacy Wealth Management, Inc News
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