Legacy Wealth Partners, Inc.

Q2 2021 13F Holdings

  • Location
    calabasas, CA
  • Num holdings

    90

  • Value ($000)

    $179,961

  • Date Filed
    08/16/2021
  • Form type
    13F-HR
  • CIK
    0001725243
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2021 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$18.66M
10 %

52,645

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$16.85M
9 %

39,361

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$16.74M
9 %

148,206

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$8.66M
5 %

20,141

DIAL
DIAL

COLUMBIA ETF TR I

DIVERSIFID FXD
19761L508
$7.33M
4 %

340,376

AAPL
AAPL

APPLE INC

COM
037833100
$6.99M
4 %

51,044

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$6.08M
3 %

81,187

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$5.92M
3 %

38,219

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$4.43M
3 %

66,161

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$4.17M
2 %

15,513

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