LW

Legacy Wealth Planning, LLC

13F
Legacy Wealth Planning, LLC
Last update 2022-11-10 84 Stocks (6 new)
Value $60.00 Mil Turnover 6 %
Countries:
Top Holdings: DGRW(11.02%)DEW(8.35%)AAPL(6.11%)IWY(5.99%)COWZ(5.14%)
Summary Stock Picks Current Portfolio
Legacy Wealth Planning, LLC Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
123,570
6,662.0
-2.81%
11.020
-0.29%
0.100
+13.16%
+5.53%
15,964.1
 
DEW
WisdomTree Global High Dividend Fund
WisdomTree Global High Dividend Fund
122,672
5,047.0
-16.42%
8.350
-1.59%
4.910
+9.23%
+12.83%
118.5
 
AAPL
Apple Inc
26,702
3,690.0
-0.56%
6.110
-0.03%
0.000
+7.28%
-15.52%
3,152,056.7
Hardware
IWY
iShares Russell Top 200 Growth ETF
30,279
3,618.0
-0.92%
5.990
-0.05%
0.090
+26.13%
+7.26%
14,290.6
 
COWZ
Pacer US Cash Cows 100 ETF
75,752
3,107.0
+6.91%
5.140
+0.33%
0.040
+11.38%
-0.56%
20,496.4
 
IWF
iShares Russell 1000 Growth ETF
8,641
1,818.0
-10.64%
3.010
-0.32%
0.000
+27.12%
+8.25%
113,663.4
 
EFG
iShares MSCI EAFE Growth ETF
21,996
1,596.0
-0.85%
2.640
-0.02%
0.020
+11.98%
+14.75%
12,939.2
 
VBR
Vanguard Small Cap Value ETF
11,020
1,580.0
+837.07%
2.610
+2.33%
0.010
+16.17%
+2.13%
28,429.1
 
VOE
Vanguard Mid-Cap Value ETF
12,379
1,507.0
-1.36%
2.490
-0.03%
0.010
+10.91%
+4.43%
17,477.5
 
VBK
Vanguard Small Cap Growth ETF
7,675
1,498.0
-1.10%
2.480
-0.02%
0.010
+19.75%
+1.29%
18,240.6
 

Legacy Wealth Planning, LLC's Historical Top Holdings Breakdowns

Legacy Wealth Planning, LLC Total Holding History ($B)

To

Legacy Wealth Planning, LLC's Asset Allocation

To

Legacy Wealth Planning, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Legacy Wealth Planning, LLC's Hypothetical Growth since 2022-09-30

Legacy Wealth Planning, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Legacy Wealth Planning, LLC's Holdings Heat Map

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Legacy Wealth Planning, LLC's Holdings Bubble Chart

Legacy Wealth Planning, LLC News

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