Legacy Wealth Planning, LLC

Q3 2022 13F Holdings

  • Location
    reno, NV
  • Num holdings

    84

  • Value ($000)

    $60,439

  • Date Filed
    11/10/2022
  • Form type
    13F-HR
  • CIK
    0001802490
  • 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 Q3 2022 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DGRW

WISDOMTREE TR

US QTLY DIV GRT
97717X669
$6.66M
11 %

123,570

D
DEW

WISDOMTREE TR

GLB HIGH DIV FD
97717W877
$5.05M
8 %

122,672

A
AAPL

APPLE INC

COM
037833100
$3.69M
6 %

26,702

I
IWY

ISHARES TR

RUS TP200 GR ETF
464289438
$3.62M
6 %

30,279

C
COWZ

PACER FDS TR

US CASH COWS 100
69374H881
$3.11M
5 %

75,752

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$1.82M
3 %

8,641

E
EFG

ISHARES TR

EAFE GRWTH ETF
464288885
$1.60M
3 %

21,996

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$1.58M
3 %

11,020

V
VOE

VANGUARD INDEX FDS

MCAP VL IDXVIP
922908512
$1.51M
3 %

12,379

V
VBK

VANGUARD INDEX FDS

SML CP GRW ETF
922908595
$1.50M
3 %

7,675

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