Legacy Wealth Partners, Inc. 13F Holdings
CIK 0001725243 · CALABASAS, CA
As of Jun 30, 2021, Legacy Wealth Partners, Inc. reported 90 positions worth
CIK 0001725243 · CALABASAS, CA
As of Jun 30, 2021, Legacy Wealth Partners, Inc. reported 90 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 52,645 | 8.7K | 10.37% |
| SPDR S&P 500 ETF TRUST | SPY | — | 39,361 | 6.8K | 9.36% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 148,206 | 6.7K | 9.30% |
| ISHARES CORE S&P 500 ETF | IVV | — | 20,141 | $8.7K | 4.81% |
| COLUMBIA ETF TR I | DIAL | — | 340,376 | $7.3K | 4.08% |
| APPLE INC | AAPL | Technology | 51,044 | $7.0K | 3.88% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 81,187 | $6.1K | 3.38% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 38,219 | $5.9K | 3.29% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 66,161 | $4.4K | 2.46% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 15,513 | $4.2K | 2.32% |
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF | SPAB | — | 121,510 | $3.6K | 2.03% |
| BROADMARK RLTY CAP INC | — | — | 317,699 | $3.4K | 1.87% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 91,132 | $3.4K | 1.86% |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | EMB | — | 24,035 | $2.7K | 1.50% |
| STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF | JNK | — | 21,181 | $2.3K | 1.29% |
| EXCHANGE TRADED CONCEPTS TRU | EMQQ | — | 36,412 | $2.3K | 1.28% |
| STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | SHM | — | 40,489 | $2.0K | 1.12% |
| NVIDIA CORP | NVDA | Technology | 2,502 | $2.0K | 1.11% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 36,118 | $2.0K | 1.11% |
| STATE STREET(R) SPDR(R) PORTFOLIO TIPS ETF | SPIP | — | 62,818 | $2.0K | 1.09% |
| JOHN HANCOCK MULTIFACTOR MID CAP ETF | JHMM | — | 34,903 | .8K | 1.01% |
| CORE ALTERNATIVE ETF | CCOR | — | 59,782 | .8K | 0.98% |
| AMAZON.COM INC | AMZN | Equity | 466 | .6K | 0.89% |
| MICROSOFT CORP | MSFT | Technology | 5,812 | .6K | 0.88% |
| META PLATFORMS INC | META | Communication Services | 4,343 | .5K | 0.84% |