Legacy Wealth Management, LLC
30 holdingsFiling period: 2026-06-30Current AUM: $1.90Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 564.7K | $422.9M | $434.1M | 22.91% | +7.1K | 2026-06-30 |
| 2 | IWB | iShares TR | 702.6K | $287.7M | $293.7M | 15.50% | -5,589 | 2026-06-30 |
| 3 | FBND | Fidelity Merrimack Str TR | 5.50M | $250.0M | $242.3M | 12.79% | +2.00M | 2026-06-30 |
| 4 | SCHK | Schwab Strategic TR | 5.85M | $210.9M | $215.0M | 11.34% | -152,229 | 2026-06-30 |
| 5 | JCPB | J P Morgan Exchange Traded F | 4.06M | $190.5M | $184.1M | 9.71% | +190.0K | 2026-06-30 |
| 6 | SCHM | Schwab Strategic TR | 4.29M | $158.0M | $148.7M | 7.85% | -33,621 | 2026-06-30 |
| 7 | IJH | iShares TR | 1.30M | $100.4M | $94.9M | 5.01% | -22,349 | 2026-06-30 |
| 8 | IXUS | iShares TR | 728.7K | $69.5M | $67.4M | 3.56% | -11,098 | 2026-06-30 |
| 9 | SCHX | Schwab Strategic TR | 2.16M | $63.5M | $65.0M | 3.43% | -124,960 | 2026-06-30 |
| 10 | IJR | iShares TR | 409.3K | $60.7M | $56.9M | 3.00% | -5,111 | 2026-06-30 |
| 11 | SCHA | Schwab Strategic TR | 732.8K | $26.5M | $24.0M | 1.27% | -81,682 | 2026-06-30 |
| 12 | HMOP | Hartford Fds Exchange Traded | 617.5K | $24.2M | $23.5M | 1.24% | +14.1K | 2026-06-30 |
| 13 | IWM | iShares TR | 52.7K | $15.8M | $14.6M | 0.77% | -675 | 2026-06-30 |
| 14 | VTI | Vanguard Index Fds | 29.1K | $10.8M | $10.9M | 0.58% | -- | 2026-06-30 |
| 15 | SPY | State Str Spdr S&P 500 ETF T | 9.7K | $7.3M | $7.5M | 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 | $903K | 0.05% | +10 | 2026-06-30 |
| 21 | VUG | Vanguard Index Fds | 9.2K | $792K | $805K | 0.04% | +7.6K | 2026-06-30 |
| 22 | IWF | iShares TR | 5.1K | $632K | $615K | 0.03% | +3.6K | 2026-06-30 |
| 23 | QQQ | Invesco Qqq TR | 513 | $377K | $365K | 0.02% | -20 | 2026-06-30 |
| 24 | IWD | iShares TR | 1.5K | $364K | $388K | 0.02% | -480 | 2026-06-30 |
| 25 | VOO | Vanguard Index Fds | 493 | $338K | $346K | 0.02% | -- | 2026-06-30 |
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