Legacy Wealth Planning, LLC — Q2 2021 13F 持股

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

CIK: 0001802490

申報總市值

US$6043.9萬

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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	DGRW	Wisdomtree U.s. Quality Divi	ETF-其他	15.74%	—	+5.55%
2	VLUE	Ishares Msci USA Value Facto	ETF-其他	8.51%	—	+23.20%
3	IWY	Ishares Russell Top 200 Grow	ETF-其他	4.81%	—	+2.94%
4	AAPL	Apple INC	股票-科技	4.79%	—	+5.14%
5	IWF	Ishares Russell 1000 Growth	ETF-其他	3.23%	—	-0.69%
6	CRL	Charles River Laboratories	股票-醫療保健	2.61%	—	—
7	MSFT	Microsoft CORP	股票-科技	2.34%	—	-0.17%
8	VBR	Vanguard Small-cap Value ETF	ETF-其他	1.88%	—	+2.38%
9	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	1.75%	—	+3.62%
10	VOE	Vanguard Mid-cap Value ETF	ETF-其他	1.73%	—	+2.65%
11	VBK	Vanguard Small-cap Grwth ETF	ETF-其他	1.73%	—	+3.05%
12	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	1.68%	—	+2.42%
13	BA	Boeing Co/the	股票-工業	1.57%	—	—
14	GSY	Invesco Ultra Short Duration	ETF-其他	1.56%	—	-2.64%
15	NMZ	Nuveen Muni Hi INC Opport	股票-其他	1.55%	—	+4.47%
16	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.50%	—	—
17	ARKK	Ark Innovation ETF	ETF-其他	1.46%	—	+2.14%
18	IEMG	Ishares Core Msci Emerging	ETF-新興市場	1.44%	—	+5.64%
19	AMZN	Amazon.com INC	股票-循環性消費	1.38%	—	+2.33%
20	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	1.32%	—	+4.49%
21	IGV	Ishares Expanded Tech-softwa	ETF-科技型	1.30%	—	+10.11%
22	IWD	Ishares Russell 1000 Value E	ETF-其他	1.22%	—	-1.69%
23	IQI	Invesco Quality Muni INC Tr	股票-其他	1.18%	—	+0.18%
24	T	At&t INC	股票-通訊服務	1.07%	—	+3.83%
25	NVDA	Nvidia CORP	股票-科技	1.04%	—	+23.22%
26	JPM	Jpmorgan Chase & Co	股票-金融	1.01%	—	+2.36%
27	XAR	Ss Spdr S&p Aerospace Def	ETF-其他	0.97%	—	—
28	BAC	Bank Of America CORP	股票-金融	0.91%	—	-4.90%
29	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.89%	—	-7.70%
30	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	0.86%	—	+13.62%
31	IHI	Ishares U.s. Medical Devices	ETF-其他	0.79%	—	+1.32%
32	INTC	Intel CORP	股票-科技	0.76%	—	+1.03%
33	XOM	Exxon Mobil CORP	股票-能源	0.75%	—	-3.70%
34	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	0.74%	—	-6.37%
35	ARKG	Ark Genomic Revolution ETF	ETF-其他	0.73%	—	+13.41%
36	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-投資等級公司債	0.70%	—	+5.81%
37	DGRO	Ishares Core Dividend Growth	ETF-其他	0.69%	—	—
38	WMT	Walmart INC	股票-非循環性消費	0.62%	—	-7.21%
39	VZ	Verizon Communications INC	股票-通訊服務	0.62%	—	-2.69%
40	JNJ	Johnson & Johnson	股票-醫療保健	0.55%	—	—
41	GLD	Spdr Gold Shares	ETF-避險與商品	0.55%	—	—
42	IYW	Ishares Ustechnology ETF	ETF-科技型	0.55%	—	—
43	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	0.54%	—	—
44	ROM	Proshares Ultra Technology	ETF-科技型	0.52%	—	+44.92%
45	NOTVQ	Inotiv INC	股票-其他	0.51%	—	+60.95%
46	IIM	Invesco Value Municipal Inco	股票-其他	0.50%	—	—
47	DE	Deere & Co	股票-工業	0.50%	—	—
48	CMI	Cummins INC	股票-工業	0.48%	—	—
49	V	Visa Inc-class A Shares	股票-金融	0.48%	—	—
50	PG	Procter & Gamble Co/the	股票-非循環性消費	0.46%	—	+0.07%

1–50 of 99

本季持股變動

Legacy Wealth Planning, 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	DGRW	Wisdomtree U.s. Quality Divi	—	EXIT	清倉
2	VLUE	Ishares Msci USA Value Facto	—	EXIT	清倉
3	IWY	Ishares Russell Top 200 Grow	—	EXIT	清倉
4	AAPL	Apple INC	—	EXIT	清倉
5	IWF	Ishares Russell 1000 Growth	—	EXIT	清倉
6	CRL	Charles River Laboratories	—	EXIT	清倉
7	MSFT	Microsoft CORP	—	EXIT	清倉
8	VBR	Vanguard Small-cap Value ETF	—	EXIT	清倉
9	BA	Boeing Co/the	—	EXIT	清倉
10	VOE	Vanguard Mid-cap Value ETF	—	EXIT	清倉
11	GSY	Invesco Ultra Short Duration	—	EXIT	清倉
12	VBK	Vanguard Small-cap Grwth ETF	—	EXIT	清倉
13	EFG	Ishares Msci Eafe Growth ETF	—	EXIT	清倉
14	IVW	Ishares S&p 500 Growth ETF	—	EXIT	清倉
15	NMZ	Nuveen Muni Hi INC Opport	—	EXIT	清倉
16	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	清倉
17	IEMG	Ishares Core Msci Emerging	—	EXIT	清倉
18	ARKK	Ark Innovation ETF	—	EXIT	清倉
19	AMZN	Amazon.com INC	—	EXIT	清倉
20	IWD	Ishares Russell 1000 Value E	—	EXIT	清倉
21	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清倉
22	IQI	Invesco Quality Muni INC Tr	—	EXIT	清倉
23	T	At&t INC	—	EXIT	清倉
24	IGV	Ishares Expanded Tech-softwa	—	EXIT	清倉
25	JPM	Jpmorgan Chase & Co	—	EXIT	清倉
26	XAR	Ss Spdr S&p Aerospace Def	—	EXIT	清倉
27	USMV	Ishares Msci USA Min Vol Fac	—	EXIT	清倉
28	BAC	Bank Of America CORP	—	EXIT	清倉
29	INTC	Intel CORP	—	EXIT	清倉
30	IGSB	Ishares 1-5y Inv Grade CORP	—	EXIT	清倉
31	IHI	Ishares U.s. Medical Devices	—	EXIT	清倉
32	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	清倉
33	XOM	Exxon Mobil CORP	—	EXIT	清倉
34	SHYG	Ishares 0-5 Yr Hy CORP Bond	—	EXIT	清倉
35	VZ	Verizon Communications INC	—	EXIT	清倉
36	DGRO	Ishares Core Dividend Growth	—	EXIT	清倉
37	WMT	Walmart INC	—	EXIT	清倉
38	ARKG	Ark Genomic Revolution ETF	—	EXIT	清倉
39	NVDA	Nvidia CORP	—	EXIT	清倉
40	JNJ	Johnson & Johnson	—	EXIT	清倉
41	GLD	Spdr Gold Shares	—	EXIT	清倉
42	DE	Deere & Co	—	EXIT	清倉
43	DIS	Walt Disney Co/the	—	EXIT	清倉
44	CMI	Cummins INC	—	EXIT	清倉
45	IVV	Ishares Core S&p 500 ETF	—	EXIT	清倉
46	IYW	Ishares Ustechnology ETF	—	EXIT	清倉
47	IIM	Invesco Value Municipal Inco	—	EXIT	清倉
48	PG	Procter & Gamble Co/the	—	EXIT	清倉
49	SHV	Ishares 0-1 Year Treasury Bo	—	EXIT	清倉
50	V	Visa Inc-class A Shares	—	EXIT	清倉