Legacy Wealth Management, Inc
Q2 2025 13F Holdings
- Locationmemphis, TN
- Num holdings
31
- Value ($000)
$1,607,867
- Date Filed07/17/2025
- Form type13F-HR
- CIK0001488921
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $329.10M | 21 % | 530,045 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $247.50M | 15 % | 728,850 | ||
SCHK SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 | $198.31M | 12 % | 6,650,328 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $156.00M | 10 % | 3,314,934 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $141.72M | 9 % | 3,097,702 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $117.30M | 7 % | 4,181,932 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $86.13M | 5 % | 1,388,812 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $74.92M | 5 % | 1,478,317 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $59.79M | 4 % | 773,338 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $57.28M | 4 % | 2,343,626 |
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