13F-HR filed by Legacy Wealth Management, LLC
Legacy Wealth Management, LLC filed this 13F-HR for the quarter ended 2022-09-30, filed 2022-10-12, with 19 holding rows worth $962,867,000.
- Accession
- 0001085146-22-003345
- Filer
- CIK 1488921
- Filed
- 2022-10-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2022
A holdings report, 19 entries on the cover page, a total value of $962,867,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $962,867,000 with VALUE read as thousands by filing date, 13F file number 028-13906. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | 808524722 | 1000 INDEX ETF | 9,040,638 | $312,896,000 | thousands by filing date | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 3,649,362 | $183,052,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 835,282 | $164,826,000 | thousands by filing date | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 1,433,383 | $86,763,000 | thousands by filing date | |
| IJH | 464287507 | COM | 317,450 | $69,604,000 | thousands by filing date | |
| J P MORGAN EXCHANGE TRADED F | 46641Q274 | SHORT DURA CORE | 1,149,045 | $52,075,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 365,562 | $31,873,000 | thousands by filing date | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 562,128 | $21,248,000 | thousands by filing date | |
| J P MORGAN EXCHANGE TRADED F | 46641Q670 | CORE PLUS BD ETF | 372,362 | $17,084,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 61,242 | $10,100,000 | thousands by filing date | |
| VTI | 922908769 | COM | 27,015 | $4,848,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 9,868 | $3,525,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 55,387 | $2,346,000 | thousands by filing date | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 15,459 | $649,000 | thousands by filing date | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 10,780 | $602,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,276 | $458,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,870 | $393,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 7,073 | $320,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 1,509 | $205,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-22-003345 | this filing | 2022-10-12 | acceptance time not in the bulk data set |