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| Name: |
LEGACY WEALTH MANAGEMENT, INC |
| City: |
MEMPHIS |
| State: |
TN |
| Zip: |
38138 |
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data |
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| Holdings
Found :
11 |
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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 |
|
IWB |
ishares trust Russell 1000 |
2 |
- |
$287.60 |
$227,196,000 |
788,792 |
16.75% |
18,090,000 |
-8,529 |
0.59 |
Closed - End Fund - E... |
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SCHK |
Schwab 1000 Index ETF |
3 |
- |
$50.56 |
$186,638,000 |
3,683,412 |
13.76% |
-210,121,000 |
-4,930,548 |
8.43 |
N/A |
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SCHM |
Schwab U.S. Mid-Cap Etf |
6 |
- |
$80.40 |
$109,759,000 |
1,347,894 |
8.09% |
4,214,000 |
-53,390 |
1.062 |
N/A |
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SCHX |
Schwab Strategic Trust |
9 |
- |
$62.05 |
$50,192,000 |
808,764 |
3.7% |
1,783,000 |
-49,556 |
0.029 |
Closed - End Fund - Debt |
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SCHA |
Schwab Strategic Trust |
11 |
- |
$48.59 |
$27,603,000 |
560,586 |
2.03% |
836,000 |
-6,022 |
0.04 |
Closed - End Fund - Debt |
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IWM |
iShares Tr Russell 2000 Indx |
13 |
- |
$206.86 |
$12,480,000 |
59,345 |
0.92% |
424,000 |
-724 |
0.002 |
Closed - End Fund - E... |
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SCHB |
Schwab Strategic Trust |
18 |
- |
$60.94 |
$879,000 |
14,398 |
0.06% |
-6,000 |
-1,508 |
0.007 |
Closed - End Fund - Debt |
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SCHZ |
Schwab Us Aggregate Bond |
19 |
- |
$45.32 |
$542,000 |
11,790 |
0.04% |
-61,000 |
-1,149 |
0.008 |
N/A |
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IWF |
iShares Russell 1000 Growth |
20 |
- |
$338.57 |
$432,000 |
1,283 |
0.03% |
-6,000 |
-161 |
0 |
Closed - End Fund - E... |
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QQQ |
Invesco QQQ Trust Series I |
23 |
- |
$445.93 |
$238,000 |
536 |
0.02% |
16,000 |
-7 |
0 |
Closed - End Fund - Debt |
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IXUS |
Ishares Core Msci Total Int... |
24 |
- |
$69.22 |
$209,000 |
3,087 |
0.02% |
-5,000 |
-209 |
0 |
N/A |
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