Legacy Wealth Management, LLC — Q2 2021 13F 持股

Name: Legacy Wealth Management, LLC — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001488921

申報總市值

US$19.1億

本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	IWB	Ishares Russell 1000 ETF	ETF-其他	28.00%	+0.32%	-2.79%
2	SCHK	Schwab 1000 Index ETF	ETF-大型股與成長	25.31%	+0.07%	+0.26%
3	SCHG	Schwab US Large-cap Growth	ETF-其他	12.51%	—	-1.31%
4	SCHM	Schwab US Mid Cap ETF	ETF-其他	11.60%	+0.47%	+1.68%
5	IJH	Ishares Core S&p Midcap ETF	ETF-其他	11.38%	+0.03%	-2.81%
6	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	3.81%	+0.18%	+3.09%
7	SCHA	Schwab US Small-cap ETF	ETF-其他	3.69%	+0.01%	-1.87%
8	IWM	Ishares Russell 2000 ETF	ETF-中小型股	1.84%	+0.06%	-1.94%
9	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.74%	+0.02%	-0.95%
10	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	0.47%	+0.01%	-0.39%
11	SCHX	Schwab US Large-cap ETF	ETF-其他	0.40%	-0.09%	+45.21%
12	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	0.07%	+0.89%	+18.98%
13	SCHB	Schwab US Broad Market ETF	ETF-其他	0.06%	—	+17.19%
14	IWF	Ishares Russell 1000 Growth	ETF-其他	0.05%	-0.01%	+11.46%
15	VUG	Vanguard Growth ETF	ETF-其他	0.04%	—	—
16	SCHZ	Schwab US Aggregate Bond ETF	ETF-其他	0.03%	—	—

Legacy Wealth Management, LLC 於截至 Q2 2021 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	IWB	Ishares Russell 1000 ETF	—	EXIT	清倉
2	SCHK	Schwab 1000 Index ETF	—	EXIT	清倉
3	IJH	Ishares Core S&p Midcap ETF	—	EXIT	清倉
4	SCHG	Schwab US Large-cap Growth	—	EXIT	清倉
5	SCHM	Schwab US Mid Cap ETF	—	EXIT	清倉
6	SCHA	Schwab US Small-cap ETF	—	EXIT	清倉
7	IJR	Ishares Core S&p Small-cap E	—	EXIT	清倉
8	IWM	Ishares Russell 2000 ETF	—	EXIT	清倉
9	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	清倉
10	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	清倉
11	SCHX	Schwab US Large-cap ETF	—	EXIT	清倉
12	IVV	Ishares Core S&p 500 ETF	—	EXIT	清倉
13	SCHB	Schwab US Broad Market ETF	—	EXIT	清倉
14	IWF	Ishares Russell 1000 Growth	—	EXIT	清倉
15	VEA	Vanguard Ftse Developed ETF	—	EXIT	清倉