Legacy Wealth Management, Inc
Q4 2024 13F Holdings
- Locationmemphis, TN
- Num holdings
42
- Value ($000)
$1,557,773
- Date Filed01/21/2025
- Form type13F-HR
- CIK0001488921
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $302.33M | 19 % | 513,576 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $250.54M | 16 % | 777,699 | ||
SCHK SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 | $197.34M | 13 % | 6,970,674 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $146.57M | 9 % | 3,181,469 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $138.24M | 9 % | 3,080,887 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $115.83M | 7 % | 4,180,010 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $84.78M | 5 % | 1,360,573 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $72.77M | 5 % | 1,444,695 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $56.23M | 4 % | 487,995 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $51.96M | 3 % | 2,241,615 |
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