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| Name: |
LEGACY WEALTH MANAGEMENT, INC |
| City: |
MEMPHIS |
| State: |
TN |
| Zip: |
38138 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IVV |
iShares Core S&P 500 Etf |
1 |
- |
$525.96 |
$255,970,000 |
486,884 |
18.87% |
255,311,000 |
485,503 |
0.008 |
Closed - End Fund - E... |
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FBND |
Fidelity Total Bond Etf |
4 |
- |
$0.00 |
$127,253,000 |
2,808,495 |
9.38% |
2,644,000 |
101,951 |
0.973 |
N/A |
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JCPB |
Jpmorgan Core Plus Bond Etf |
5 |
- |
$0.00 |
$116,204,000 |
2,491,232 |
8.57% |
7,150,000 |
175,127 |
2.768 |
N/A |
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IJH |
iShares S&P MidCap 400 Index |
7 |
- |
$60.31 |
$89,818,000 |
1,478,723 |
6.62% |
3,515,000 |
1,167,330 |
0.636 |
Closed - End Fund - E... |
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JPST |
Jp Morgan Ultra Short Incom... |
8 |
- |
$0.00 |
$66,334,000 |
1,314,837 |
4.89% |
2,943,000 |
52,813 |
0.146 |
N/A |
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IJR |
iShares Core S&P Small-Cap |
10 |
- |
$110.40 |
$49,927,000 |
451,745 |
3.68% |
2,702,000 |
15,483 |
0.077 |
Closed - End Fund - E... |
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HMOP |
Hartford Municipal Opportun... |
12 |
- |
$38.76 |
$16,441,000 |
423,304 |
1.21% |
265,000 |
7,899 |
0.891 |
N/A |
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SPY |
Standard & Poors Depository... |
15 |
- |
$523.30 |
$5,319,000 |
10,169 |
0.39% |
1,243,000 |
1,594 |
0 |
Closed - End Fund - E... |
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