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Home > Institutional Investor > Legacy Wealth Management, Inc > Profile

Instuitional Investor - Legacy Wealth Management, Inc

Fund Profile
Filing Period:
Fund Name: Legacy Wealth Management, Inc
Portfolio Value $1,262,895,560
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 8,613,960 $396,759,000 31.41%
2.
Ishares Trust
 IEF 797,321 $209,105,506 16.55%
3.
Fidelity Merrimack Str Tr
 2,706,544 $124,609,263 9.86%
4.
J P Morgan Exchange Traded F
 2,316,105 $109,053,828 8.63%
5.
Schwab Strategic Trust
 FNDF 1,401,284 $105,544,680 8.35%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)