Legacy Wealth Management, Inc

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Memphis, TN
CIK
0001488921
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 22 1,262,895 SCHK, IWB, FBND, JCPB 13F-HR 1/23/2024 000108514624000404
Q3 2023 19 1,144,192 SCHK, IWB, FBND, JCPB 13F-HR 10/24/2023 000108514623003891
Q2 2023 19 1,181,416 SCHK, IWB, JPST, JCPB 13F-HR 7/17/2023 000108514623002736
Q1 2023 19 1,118,402 SCHK, IWB, JPST, JCPB 13F-HR 4/11/2023 000108514623001620
Q4 2022 19 1,045,541 SCHK, JPST, IWB, SCHM 13F-HR 1/17/2023 000108514623000153
Q3 2022 19 962,867 SCHK, JPST, IWB, SCHM 13F-HR 10/11/2022 000108514622003345
Q2 2022 19 817,834 SCHK, IWB, SCHM, SCHG 13F-HR 7/22/2022 000108514622002545
Q1 2022 16 837,964 IWB, SCHK, SCHG, SCHM 13F-HR 4/27/2022 000108514622001602
Q4 2021 19 872,065 IWB, SCHK, SCHG, SCHM 13F-HR 1/18/2022 000108514622000195
Q3 2021 17 796,937 IWB, SCHK, SCHG, SCHM 13F-HR 10/15/2021 000108514621002805
Q2 2021 16 797,378 IWB, SCHK, SCHG, SCHM 13F-HR 7/13/2021 000108514621001956
Q1 2021 15 748,990 IWB, SCHK, IJH, SCHG 13F-HR 4/20/2021 000108514621001235
Q4 2020 13 753,329 IWB, SCHK, SCHG, IJH 13F-HR 1/29/2021 000108514621000352
Q3 2020 13 654,442 IWB, SCHK, SCHG, IJH 13F-HR 10/14/2020 000108514620002511
Q2 2020 13 612,332 IWB, SCHK, IJH, SCHG 13F-HR 7/28/2020 000108514620001896
Q1 2020 11 550,607 SCHK, IWB, IJH, SCHM 13F-HR 4/9/2020 000108514620001047
Q4 2019 13 659,184 IWB, SCHK, IJH, SCHM 13F-HR 1/30/2020 000108514620000324
Q3 2019 12 610,905 IWB, SCHK, IJH, SCHM 13F-HR 10/9/2019 000108514619002490
Q2 2019 12 554,695 IWB, SCHK, IJH, SCHM 13F-HR 7/17/2019 000108514619001901
Q1 2019 11 513,579 IWB, SCHK, IJH, SCHM 13F-HR 4/22/2019 000108514619001225
Q4 2018 18 454,616 IWB, SCHK, IJH, SCHM 13F-HR 2/6/2019 000108514619000337
Q3 2018 12 498,932 IWB, SCHK, IJH, SCHM 13F-HR 10/10/2018 000108514618002313
Q2 2018 13 425,716 IWB, SCHK, IJH, SCHM 13F-HR 7/16/2018 000108514618001696
Q1 2018 13 407,753 IWB, IJH, SCHK, SCHM 13F-HR 4/20/2018 000108514618001114
Q4 2017 11 415,620 IWB, IJH, SCHM, IWM 13F-HR 1/18/2018 000108514618000161
Q3 2017 10 392,898 IWB, IJH, SCHM, IWM 13F-HR 10/12/2017 000108514617002034
Q2 2017 10 413,729 IWB, IJH, SCHM, IWM 13F-HR 7/25/2017 000108514617001553
Q1 2017 10 398,342 IWB, IJH, SCHM, IWM 13F-HR 4/19/2017 000108514617000986
Q4 2016 79 380,945 IWB, IJH, SCHM, IWM 13F-HR 2/6/2017 000108514617000275
Q3 2016 12 366,817 IWB, IJH, SCHM, IWM 13F-HR 10/18/2016 000108514616004508
Q2 2016 9 338,379 IWB, IJH, SCHM, IWM 13F-HR 8/4/2016 000108514616004149
Q1 2016 7 332,502 IWB, IJH, SCHM, IWM 13F-HR 5/5/2016 000108514616003587
Q4 2015 11 356,466 IWB, IJH, SCHM, IWM 13F-HR 2/9/2016 000108514616002842
Q3 2015 7 261,862 IWB, IJH, SCHM, IWM 13F-HR 11/6/2015 000108514615002168
Q2 2015 7 244,079 IWB, IJH, IWM, SCHM 13F-HR 7/17/2015 000108514615001468
Q1 2015 7 240,635 IWB, IWM, IJH, SCHM 13F-HR 4/10/2015 000108514615000890
Q4 2014 8 278,875 IWB, IXUS, IWM, IJH 13F-HR 1/26/2015 000108514615000154
Q3 2014 6 206,338 IWB, IXUS, IWM, VTI 13F-HR 10/27/2014 000108514614002016
Q2 2014 5 212,573 IWB, IXUS, IWM, VTI 13F-HR 7/28/2014 000108514614001430
Q1 2014 5 205,712 IWB, IXUS, IWM, VTI 13F-HR 4/30/2014 000108514614000926
Q4 2013 7 196,756 IWB, HDV, IWM, VWO 13F-HR 1/29/2014 000108514614000177