Legacy Wealth Partners, Inc.

13F Portfolio Filings

Most recent 13F
Q2 2021
Location
Calabasas, CA
CIK
0001725243
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2021 90 179,961 QQQ, SPY, IJR, IVV 13F-HR 8/16/2021 000172524321000004
Q1 2021 84 170,863 IJR, SPY, VIG, IEFA 13F-HR 5/12/2021 000172524321000003
Q4 2020 91 159,020 IJR, IEMG, QQQ, IEFA 13F-HR 2/12/2021 000172524321000001
Q3 2020 87 141,405 QQQ, IEMG, SPY, VIG 13F-HR 11/12/2020 000172524320000008
Q2 2020 96 132,343 QQQ, SPY, IEMG, IVV 13F-HR 8/5/2020 000172524320000007
Q1 2020 80 107,411 SHY, TLT, SPY, QQQ 13F-HR 5/15/2020 000172524320000006
Q4 2019 87 137,312 SPY, QQQ, VIG, AAPL 13F-HR 2/7/2020 000172524320000005