Legacy Wealth Management, LLC
30 holdingsFiling period: 2026-06-30Current AUM: $1.89Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 564.7K | $422.9M | $428.5M | 22.70% | +7.1K | 2026-06-30 |
| 2 | IWB | ISHARES TR | 702.6K | $287.7M | $290.3M | 15.38% | -5,589 | 2026-06-30 |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 5.50M | $250.0M | $242.8M | 12.86% | +2.00M | 2026-06-30 |
| 4 | SCHK | SCHWAB STRATEGIC TR | 5.85M | $210.9M | $213.3M | 11.30% | -152,229 | 2026-06-30 |
| 5 | JCPB | J P MORGAN EXCHANGE TRADED F | 4.06M | $190.5M | $184.3M | 9.76% | +190.0K | 2026-06-30 |
| 6 | SCHM | SCHWAB STRATEGIC TR | 4.29M | $158.0M | $148.7M | 7.87% | -33,621 | 2026-06-30 |
| 7 | IJH | ISHARES TR | 1.30M | $100.4M | $95.3M | 5.05% | -22,349 | 2026-06-30 |
| 8 | IXUS | ISHARES TR | 728.7K | $69.5M | $69.6M | 3.69% | -11,098 | 2026-06-30 |
| 9 | SCHX | SCHWAB STRATEGIC TR | 2.16M | $63.5M | $64.4M | 3.41% | -124,960 | 2026-06-30 |
| 10 | IJR | ISHARES TR | 409.3K | $60.7M | $57.3M | 3.04% | -5,111 | 2026-06-30 |
| 11 | SCHA | SCHWAB STRATEGIC TR | 732.8K | $26.5M | $24.3M | 1.29% | -81,682 | 2026-06-30 |
| 12 | HMOP | HARTFORD FDS EXCHANGE TRADED | 617.5K | $24.2M | $23.3M | 1.23% | +14.1K | 2026-06-30 |
| 13 | IWM | ISHARES TR | 52.7K | $15.8M | $15.0M | 0.80% | -675 | 2026-06-30 |
| 14 | VTI | VANGUARD INDEX FDS | 29.1K | $10.8M | $10.8M | 0.57% | -- | 2026-06-30 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | 9.7K | $7.3M | $7.4M | 0.39% | +28 | 2026-06-30 |
| 16 | AGG | ISHARES TR | 37.8K | $3.7M | $3.6M | 0.19% | -2,975 | 2026-06-30 |
| 17 | JPST | J P MORGAN EXCHANGE TRADED F | 35.1K | $1.8M | $1.8M | 0.09% | -1,631,248 | 2026-06-30 |
| 18 | SCHB | SCHWAB STRATEGIC TR | 41.3K | $1.2M | $1.2M | 0.06% | +456 | 2026-06-30 |
| 19 | SCHZ | SCHWAB STRATEGIC TR | 46.3K | $1.1M | $1.0M | 0.05% | +5.6K | 2026-06-30 |
| 20 | SCMB | SCHWAB STRATEGIC TR | 36.5K | $942K | $895K | 0.05% | +10 | 2026-06-30 |
| 21 | VUG | VANGUARD INDEX FDS | 9.2K | $792K | $800K | 0.04% | +7.6K | 2026-06-30 |
| 22 | IWF | ISHARES TR | 5.1K | $632K | $613K | 0.03% | +3.6K | 2026-06-30 |
| 23 | QQQ | INVESCO QQQ TR | 513 | $377K | $361K | 0.02% | -20 | 2026-06-30 |
| 24 | IWD | ISHARES TR | 1.5K | $364K | $381K | 0.02% | -480 | 2026-06-30 |
| 25 | VOO | VANGUARD INDEX FDS | 493 | $338K | $343K | 0.02% | -- | 2026-06-30 |
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