Legacy Wealth Management, Inc
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationmemphis, TN
- CIK0001488921
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
42 | $1.56B | IVV, IWB, SCHK, JCPB | 13F-HR | Jan 21, 2025 | 000108514625000375 | ||
44 | $1.54B | IVV, IWB, SCHK, JCPB | 13F-HR | Oct 25, 2024 | 000108514624005129 | ||
23 | $1.38B | IVV, IWB, SCHK, FBND | 13F-HR | Jul 12, 2024 | 000108514624002933 | ||
25 | $1.36B | IVV, IWB, SCHK, FBND | 13F-HR | Apr 12, 2024 | 000108514624001768 | ||
22 | $1.26B | SCHK, IWB, FBND, JCPB | 13F-HR | Jan 23, 2024 | 000108514624000404 | ||
19 | $1.14B | SCHK, IWB, FBND, JCPB | 13F-HR | Oct 25, 2023 | 000108514623003891 | ||
19 | $1.18B | SCHK, IWB, JPST, JCPB | 13F-HR | Jul 18, 2023 | 000108514623002736 | ||
19 | $1.12B | SCHK, IWB, JPST, JCPB | 13F-HR | Apr 11, 2023 | 000108514623001620 | ||
19 | $1.05B | SCHK, JPST, IWB, SCHM | 13F-HR | Jan 18, 2023 | 000108514623000153 | ||
19 | $962.87M | SCHK, JPST, IWB, SCHM | 13F-HR | Oct 12, 2022 | 000108514622003345 | ||
19 | $817.83M | SCHK, IWB, SCHM, SCHG | 13F-HR | Jul 22, 2022 | 000108514622002545 | ||
16 | $837.96M | IWB, SCHK, SCHG, SCHM | 13F-HR | Apr 27, 2022 | 000108514622001602 | ||
19 | $872.07M | IWB, SCHK, SCHG, SCHM | 13F-HR | Jan 19, 2022 | 000108514622000195 | ||
17 | $796.94M | IWB, SCHK, SCHG, SCHM | 13F-HR | Oct 15, 2021 | 000108514621002805 | ||
16 | $797.38M | IWB, SCHK, SCHG, SCHM | 13F-HR | Jul 14, 2021 | 000108514621001956 | ||
15 | $748.99M | IWB, SCHK, IJH, SCHG | 13F-HR | Apr 20, 2021 | 000108514621001235 | ||
13 | $753.33M | IWB, SCHK, SCHG, IJH | 13F-HR | Jan 29, 2021 | 000108514621000352 | ||
13 | $654.44M | IWB, SCHK, SCHG, IJH | 13F-HR | Oct 14, 2020 | 000108514620002511 | ||
13 | $612.33M | IWB, SCHK, IJH, SCHG | 13F-HR | Jul 28, 2020 | 000108514620001896 | ||
11 | $550.61M | SCHK, IWB, IJH, SCHM | 13F-HR | Apr 9, 2020 | 000108514620001047 | ||
13 | $659.18M | IWB, SCHK, IJH, SCHM | 13F-HR | Jan 30, 2020 | 000108514620000324 | ||
12 | $610.90M | IWB, SCHK, IJH, SCHM | 13F-HR | Oct 9, 2019 | 000108514619002490 | ||
12 | $554.70M | IWB, SCHK, IJH, SCHM | 13F-HR | Jul 17, 2019 | 000108514619001901 | ||
11 | $513.58M | IWB, SCHK, IJH, SCHM | 13F-HR | Apr 22, 2019 | 000108514619001225 | ||
18 | $454.62M | IWB, SCHK, IJH, SCHM | 13F-HR | Feb 6, 2019 | 000108514619000337 | ||
12 | $498.93M | IWB, SCHK, IJH, SCHM | 13F-HR | Oct 10, 2018 | 000108514618002313 | ||
13 | $425.72M | IWB, SCHK, IJH, SCHM | 13F-HR | Jul 16, 2018 | 000108514618001696 | ||
13 | $407.75M | IWB, IJH, SCHK, SCHM | 13F-HR | Apr 20, 2018 | 000108514618001114 | ||
11 | $415.62M | IWB, IJH, SCHM, IWM | 13F-HR | Jan 18, 2018 | 000108514618000161 | ||
10 | $392.90M | IWB, IJH, SCHM, IWM | 13F-HR | Oct 12, 2017 | 000108514617002034 | ||
10 | $413.73M | IWB, IJH, SCHM, IWM | 13F-HR | Jul 25, 2017 | 000108514617001553 | ||
10 | $398.34M | IWB, IJH, SCHM, IWM | 13F-HR | Apr 19, 2017 | 000108514617000986 | ||
79 | $380.95B | IWB, IJH, SCHM, IWM | 13F-HR | Feb 6, 2017 | 000108514617000275 | ||
12 | $366.82M | IWB, IJH, SCHM, IWM | 13F-HR | Oct 18, 2016 | 000108514616004508 | ||
9 | $338.38M | IWB, IJH, SCHM, IWM | 13F-HR | Aug 4, 2016 | 000108514616004149 | ||
7 | $332.50M | IWB, IJH, SCHM, IWM | 13F-HR | May 5, 2016 | 000108514616003587 | ||
11 | $356.47M | IWB, IJH, SCHM, IWM | 13F-HR | Feb 9, 2016 | 000108514616002842 | ||
7 | $261.86M | IWB, IJH, SCHM, IWM | 13F-HR | Nov 6, 2015 | 000108514615002168 | ||
7 | $244.08M | IWB, IJH, IWM, SCHM | 13F-HR | Jul 17, 2015 | 000108514615001468 | ||
7 | $240.63M | IWB, IWM, IJH, SCHM | 13F-HR | Apr 10, 2015 | 000108514615000890 | ||
8 | $278.88M | IWB, IXUS, IWM, IJH | 13F-HR | Jan 26, 2015 | 000108514615000154 | ||
6 | $206.34M | IWB, IXUS, IWM, VTI | 13F-HR | Oct 27, 2014 | 000108514614002016 | ||
5 | $212.57M | IWB, IXUS, IWM, VTI | 13F-HR | Jul 28, 2014 | 000108514614001430 | ||
5 | $205.71M | IWB, IXUS, IWM, VTI | 13F-HR | Apr 30, 2014 | 000108514614000926 | ||
7 | $196.76M | IWB, HDV, IWM, VWO | 13F-HR | Jan 29, 2014 | 000108514614000177 |