Legacy Wealth Planning, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Legacy Wealth Planning, LLC 13F Holdings
CIK 0001802490 · RENO, NV
As of Sep 30, 2022, Legacy Wealth Planning, LLC reported
84 positions worth $60.4K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 123,570 | $6.7K | 11.02% |
| WISDOMTREE GLOBAL HIGH DIVIDEND FUND | DEW | — | 122,672 | $5.0K | 8.35% |
| APPLE INC | AAPL | Technology | 26,702 | $3.7K | 6.11% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 30,279 | $3.6K | 5.99% |
| PACER US CASH COWS 100 ETF | COWZ | — | 75,752 | $3.1K | 5.14% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 8,641 |
|
.8K3.01% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 21,996 |
.6K | 2.64% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 11,020 |
.6K | 2.61% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 12,379 |
.5K | 2.49% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 7,675 |
.5K | 2.48% |
| MICROSOFT CORP | MSFT | Technology | 5,627 |
.3K | 2.17% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 6,985 |
.3K | 2.07% |
| INVESCO ULTRA SHORT DURATION ETF | GSY | — | 24,968 |
.2K | 2.04% |
| CHARLES RIVER LABORATORIES INTERNATIONAL INC | CRL | Healthcare | 5,582 |
.1K | 1.82% |
| NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | NMZ | — | 97,582 |
.0K | 1.66% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 3,539 | $945.0 | 1.56% |
| INVESCO QUALITY MUNICIPAL INCOME TRUST | IQI | — | 90,210 | $824.0 | 1.36% |
| SPDR GOLD TRUST | GQ9 | — | 5,237 | $810.0 | 1.34% |
| GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF | PAVE | — | 31,312 | $722.0 | 1.19% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 5,182 | $705.0 | 1.17% |
| INOTIV INC | NOTV | Healthcare | 41,350 | $697.0 | 1.15% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 15,598 | $694.0 | 1.15% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 13,304 | $656.0 | 1.09% |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | IGV | — | 2,495 | $624.0 | 1.03% |
| ISHARES SELECT DIVIDEND ETF | DVY | — | 5,658 | $607.0 | 1.00% |