Legacy Wealth Planning, LLC
13F Portfolio Filings
- Most recent 13FQ3 2022
- Locationreno, NV
- CIK0001802490
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
84 | $60.44M | DGRW, DEW, AAPL, IWY | 13F-HR | Nov 10, 2022 | 000180249022000004 | ||
91 | $69.74M | DGRW, DEW, IWY, AAPL | 13F-HR | Jul 26, 2022 | 000180249022000003 | ||
100 | $84.93M | VLUE, DGRW, AAPL, IWY | 13F-HR | May 10, 2022 | 000180249022000002 | ||
98 | $87.67M | VLUE, DGRW, AAPL, IWY | 13F-HR | Feb 14, 2022 | 000180249022000001 | ||
97 | $89.25M | VLUE, DGRW, AAPL, IWY | RESTATEMENT | Nov 22, 2021 | 000180249021000006 | ||
99 | $87.82M | DGRW, VLUE, IWY, AAPL | 13F-HR | Aug 16, 2021 | 000180249021000004 | ||
95 | $78.39M | DGRW, VLUE, IWY, AAPL | 13F-HR | May 6, 2021 | 000180249021000002 | ||
85 | $77.95M | DGRW, USMV, AAPL, IWY | 13F-HR | Feb 12, 2021 | 000180249021000001 | ||
79 | $87.47M | DGRW, USMV, GSY, IWY | 13F-HR | Nov 3, 2020 | 000180249020000005 | ||
77 | $84.00M | DGRW, USMV, GSY, IJH | 13F-HR | Aug 17, 2020 | 000180249020000004 | ||
72 | $62.46M | USMV, DGRW, IJH, IWY | RESTATEMENT | May 18, 2020 | 000180249020000003 | ||
79 | $88.30M | USMV, HDV, EFAV, EEMV | 13F-HR | Feb 12, 2020 | 000180249020000001 |