Legacy Wealth Partners, Inc.

Q2 2021 13F Holdings

  • Location
    calabasas, CA
  • Num holdings

    90

  • Value ($000)

    $179,961

  • Date Filed
    08/16/2021
  • Form type
    13F-HR
  • CIK
    0001725243
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2021 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$18.66M
10 %

52,645

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$16.85M
9 %

39,361

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$16.74M
9 %

148,206

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$8.66M
5 %

20,141

D
DIAL

COLUMBIA ETF TR I

DIVERSIFID FXD
19761L508
$7.33M
4 %

340,376

A
AAPL

APPLE INC

COM
037833100
$6.99M
4 %

51,044

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$6.08M
3 %

81,187

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$5.92M
3 %

38,219

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$4.43M
3 %

66,161

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$4.17M
2 %

15,513

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 90