Legacy Wealth Management, LLC
30 holdingsFiling period: 2026-03-31Current AUM: $1.89Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 557.6K | $364.2M | $418.4M | 22.19% | +13.2K | 2026-03-31 |
| 2 | IWB | ISHARES TR | 708.2K | $252.5M | $289.2M | 15.34% | -2,273 | 2026-03-31 |
| 3 | SCHK | SCHWAB STRATEGIC TR | 6.00M | $188.0M | $216.0M | 11.46% | -117,027 | 2026-03-31 |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | 3.87M | $182.1M | $178.6M | 9.47% | +137.9K | 2026-03-31 |
| 5 | FBND | FIDELITY MERRIMACK STR TR | 3.50M | $159.7M | $156.5M | 8.30% | +83.3K | 2026-03-31 |
| 6 | SCHM | SCHWAB STRATEGIC TR | 4.32M | $133.8M | $149.9M | 7.95% | +945 | 2026-03-31 |
| 7 | IJH | ISHARES TR | 1.32M | $89.4M | $99.7M | 5.29% | -25,743 | 2026-03-31 |
| 8 | JPST | J P MORGAN EXCHANGE TRADED F | 1.67M | $84.3M | $84.2M | 4.47% | +35.0K | 2026-03-31 |
| 9 | IXUS | ISHARES TR | 739.8K | $64.1M | $69.9M | 3.71% | -13,587 | 2026-03-31 |
| 10 | SCHX | SCHWAB STRATEGIC TR | 2.28M | $58.5M | $67.2M | 3.57% | +77.3K | 2026-03-31 |
| 11 | IJR | ISHARES TR | 414.4K | $51.5M | $60.3M | 3.20% | -4,418 | 2026-03-31 |
| 12 | SCHA | SCHWAB STRATEGIC TR | 814.4K | $23.7M | $27.3M | 1.45% | -31,751 | 2026-03-31 |
| 13 | HMOP | HARTFORD FDS EXCHANGE TRADED | 603.5K | $23.4M | $23.3M | 1.23% | +7.1K | 2026-03-31 |
| 14 | IWM | ISHARES TR | 53.4K | $13.2M | $15.5M | 0.82% | -309 | 2026-03-31 |
| 15 | VTI | VANGUARD INDEX FDS | 29.1K | $9.3M | $10.7M | 0.57% | +882 | 2026-03-31 |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | 9.7K | $6.3M | $7.3M | 0.38% | +3 | 2026-03-31 |
| 17 | AGG | ISHARES TR | 40.8K | $4.0M | $4.0M | 0.21% | +1.8K | 2026-03-31 |
| 18 | SCHB | SCHWAB STRATEGIC TR | 40.8K | $1.0M | $1.2M | 0.06% | +2.8K | 2026-03-31 |
| 19 | SCHZ | SCHWAB STRATEGIC TR | 40.8K | $946K | $927K | 0.05% | +10.7K | 2026-03-31 |
| 20 | SCMB | SCHWAB STRATEGIC TR | 36.5K | $929K | $924K | 0.05% | +1.4K | 2026-03-31 |
| 21 | VUG | VANGUARD INDEX FDS | 1.6K | $682K | $798K | 0.04% | +25 | 2026-03-31 |
| 22 | IWF | ISHARES TR | 1.5K | $620K | $688K | 0.04% | -- | 2026-03-31 |
| 23 | IWD | ISHARES TR | 2.0K | $423K | $499K | 0.03% | -- | 2026-03-31 |
| 24 | T | AT&T INC | 11.3K | $326K | $261K | 0.01% | -7,357 | 2026-03-31 |
| 25 | QQQ | INVESCO QQQ TR | 533 | $307K | $366K | 0.02% | +20 | 2026-03-31 |
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