Legacy Wealth Partners, Inc.
13F Portfolio Filings
- Most recent 13FQ2 2021
- Locationcalabasas, CA
- CIK0001725243
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
90 | $179.96M | NDQ, SPY, IJR, IVV | 13F-HR | Aug 16, 2021 | 000172524321000004 | ||
84 | $170.86M | IJR, SPY, VIG, IEFA | 13F-HR | May 12, 2021 | 000172524321000003 | ||
91 | $159.02M | IJR, IEMG, NDQ, IEFA | 13F-HR | Feb 12, 2021 | 000172524321000001 | ||
87 | $141.41M | NDQ, IEMG, SPY, VIG | 13F-HR | Nov 12, 2020 | 000172524320000008 | ||
96 | $132.34M | NDQ, SPY, IEMG, IVV | 13F-HR | Aug 5, 2020 | 000172524320000007 | ||
80 | $107.41M | SHY, TLT, SPY, NDQ | 13F-HR | May 15, 2020 | 000172524320000006 | ||
87 | $137.31M | SPY, NDQ, VIG, AAPL | 13F-HR | Feb 7, 2020 | 000172524320000005 |