LW

Legacy Wealth Management, Inc

13F
Legacy Wealth Management, Inc
Last update 2025-04-25 40 Stocks (3 new)
Value $1.50 Bil Turnover 1 %
Countries:
Top Holdings: IVV(19.01%)IWB(15.50%)SCHK(12.37%)JCPB(10.14%)FBND(9.42%)
Summary Stock Picks Current Portfolio
Legacy Wealth Management, Inc Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
507,597
285,218.7
-1.16%
19.010
-0.23%
0.050
+2.39%
+2.06%
588,303.5
 
IWB 		iShares Russell 1000 ETF
758,328
232,609.7
-2.49%
15.500
-0.40%
0.610
+2.48%
+1.97%
39,953.1
 
SCHK 		Schwab 1000 Index ETF
6,893,528
185,573.8
-1.11%
12.370
-0.14%
4.740
+2.46%
+1.92%
4,164.5
 
JCPB 		JPMorgan Core Plus Bond ETF
3,233,844
152,120.0
+1.65%
10.140
+0.16%
2.450
-0.77%
+2.35%
6,456.7
 
FBND 		Fidelity Total Bond ETF
3,096,566
141,358.3
+0.51%
9.420
+0.05%
0.750
-0.77%
+2.38%
18,330.3
 
SCHM 		Schwab U.S. Mid-Cap ETF
4,203,019
110,119.1
+0.55%
7.340
+0.04%
1.010
+0.66%
-0.98%
11,340.7
 
IJH 		iShares Core S&P Mid-Cap ETF
1,345,242
78,494.9
-1.13%
5.230
-0.06%
0.090
+0.62%
-2.30%
92,801.2
 
JPST 		JPMorgan Ultra-Short Income ETF
1,446,499
73,236.3
+0.12%
4.880
+0.01%
0.250
+1.09%
+2.06%
31,006.6
 
IXUS 		iShares Core MSCI Total International Stock ETF
781,149
54,532.0
-0.10%
3.630
0%
0.140
+8.66%
+14.73%
44,657.1
 
IJR 		iShares Core S&P Small-Cap ETF
496,080
51,875.1
+1.66%
3.460
+0.06%
0.070
-1.98%
-7.11%
77,694.7
 

Legacy Wealth Management, Inc's Historical Top Holdings Breakdowns

Legacy Wealth Management, Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWB 		iShares Russell 1000 ETF2025-03-31Reduce
-0.40%
●
302.31 ($323.34) 337.54
$327.62
1.32%
Reduce -2.49%
758,328
-19,371
IVV 		iShares Core S&P 500 ETF2025-03-31Reduce
-0.23%
●
554.06 ($590.51) 615.85
$598.93
1.43%
Reduce -1.16%
507,597
-5,979
JCPB 		JPMorgan Core Plus Bond ETF2025-03-31Add
+0.16%
●
45.56 ($46.5) 47.23
$46.19
-0.68%
Add 1.65%
3,233,844
52,375
SCHK 		Schwab 1000 Index ETF2025-03-31Reduce
-0.14%
●
26.53 ($28.4) 29.63
$28.77
1.30%
Reduce -1.11%
6,893,528
-77,146
SCHX 		Schwab U.S. Large-Cap ETF2025-03-31Add
+0.10%
●
21.75 ($23.28) 24.28
$23.60
1.37%
Add 2.98%
2,308,399
66,784
IJH 		iShares Core S&P Mid-Cap ETF2025-03-31Reduce
-0.06%
●
57.21 ($62.1) 65.8
$60.71
-2.24%
Reduce -1.13%
1,345,242
-15,331
IJR 		iShares Core S&P Small-Cap ETF2025-03-31Add
+0.06%
●
102.49 ($112.84) 119.96
$106.70
-5.44%
Add 1.66%
496,080
8,085
FBND 		Fidelity Total Bond ETF2025-03-31Add
+0.05%
●
44.41 ($45.29) 45.98
$45.08
-0.46%
Add 0.51%
3,096,566
15,679
SCHA 		Schwab U.S. Small-Cap ETF2025-03-31Add
+0.05%
●
23.16 ($25.49) 27.04
$24.59
-3.53%
Add 2.79%
1,109,511
30,077
SCHM 		Schwab U.S. Mid-Cap ETF2025-03-31Add
+0.04%
●
25.58 ($27.85) 29.24
$27.36
-1.76%
Add 0.55%
4,203,019
23,009

Legacy Wealth Management, Inc Total Holding History ($B)

To

Legacy Wealth Management, Inc's Asset Allocation

To

Legacy Wealth Management, Inc Past Portfolios

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

Top Ranked Articles

  • 1

Legacy Wealth Management, Inc's Hypothetical Growth since 2025-03-31

Legacy Wealth Management, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Legacy Wealth Management, Inc's Holdings Heat Map

Size field:

Legacy Wealth Management, Inc's Holdings Bubble Chart

Legacy Wealth Management, Inc News

  • 1

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