Legacy Wealth Planning, LLC
Q3 2022 13F Holdings
- Locationreno, NV
- Num holdings
84
- Value ($000)
$60,439
- Date Filed11/10/2022
- Form type13F-HR
- CIK0001802490
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $6.66M | 11 % | 123,570 | ||
DEW WISDOMTREE TR | GLB HIGH DIV FD | 97717W877 | $5.05M | 8 % | 122,672 | ||
AAPL APPLE INC | COM | 037833100 | $3.69M | 6 % | 26,702 | ||
IWY ISHARES TR | RUS TP200 GR ETF | 464289438 | $3.62M | 6 % | 30,279 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $3.11M | 5 % | 75,752 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $1.82M | 3 % | 8,641 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $1.60M | 3 % | 21,996 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $1.58M | 3 % | 11,020 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $1.51M | 3 % | 12,379 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $1.50M | 3 % | 7,675 |
Rows Per Page
1 - 10 of 8410
- 10
- 50
- 100