Legacy Wealth Planning, LLC current holdings: USA ETF
Legacy Wealth Planning, LLC reported $0.04 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 44 positions, in its Form 13F for the quarter ended 2022-09-30; the largest are DGRW, DEW, IWY.
- DGRW: Country of operation —; Class US QTLY DIV GRT; Shares 123,570; Value $6,662,000.
- DEW: Country of operation —; Class GLB HIGH DIV FD; Shares 122,672; Value $5,047,000.
- IWY: Country of operation —; Class RUS TP200 GR ETF; Shares 30,279; Value $3,618,000.
- COWZ: Country of operation —; Class US CASH COWS 100; Shares 75,752; Value $3,107,000.
Form 13F-HR as filed (SEC CIK 1802490): quarter ended 2022-09-30, filed 2022-11-10. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2022-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|
| DGRW WISDOMTREE TR | US QTLY DIV GRT | 123,570 | $6,662,000 | 2022-09-30 | 2022-11-10 | ||
| DEW WISDOMTREE TR | GLB HIGH DIV FD | 122,672 | $5,047,000 | 2022-09-30 | 2022-11-10 | ||
| IWY ISHARES TR | RUS TP200 GR ETF | 30,279 | $3,618,000 | 2022-09-30 | 2022-11-10 | ||
| COWZ PACER FDS TR | US CASH COWS 100 | 75,752 | $3,107,000 | 2022-09-30 | 2022-11-10 | ||
| IWF ISHARES TR | RUS 1000 GRW ETF | 8,641 | $1,818,000 | 2022-09-30 | 2022-11-10 | ||
| EFG ISHARES TR | EAFE GRWTH ETF | 21,996 | $1,596,000 | 2022-09-30 | 2022-11-10 | ||
| VBR VANGUARD INDEX FDS | SM CP VAL ETF | 11,020 | $1,580,000 | 2022-09-30 | 2022-11-10 | ||
| VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 12,379 | $1,507,000 | 2022-09-30 | 2022-11-10 | ||
| VBK VANGUARD INDEX FDS | SML CP GRW ETF | 7,675 | $1,498,000 | 2022-09-30 | 2022-11-10 | ||
| VTI VANGUARD INDEX FDS | TOTAL STK MKT | 6,985 | $1,254,000 | 2022-09-30 | 2022-11-10 | ||
| GSY INVESCO ACTIVELY MANAGED ETF | ULTRA SHRT DUR | 24,968 | $1,233,000 | 2022-09-30 | 2022-11-10 | ||
| NMZ NUVEEN MUN HIGH INCOME OPP F | COM | 97,582 | $1,003,000 | 2022-09-30 | 2022-11-10 | ||
| IQI INVESCO QUALITY MUNI INC TREAS | COM | 90,210 | $824,000 | 2022-09-30 | 2022-11-10 | ||
| PAVE GLOBAL X FDS | US INFR DEV ETF | 31,312 | $722,000 | 2022-09-30 | 2022-11-10 | ||
| IWD ISHARES TR | RUS 1000 VAL ETF | 5,182 | $705,000 | 2022-09-30 | 2022-11-10 | ||
| DGRO ISHARES TR | CORE DIV GRWTH | 15,598 | $694,000 | 2022-09-30 | 2022-11-10 | ||
| IGSB ISHARES SHORT | SH TR CRPORT ETF | 13,304 | $656,000 | 2022-09-30 | 2022-11-10 | ||
| IGV ISHARES TR | EXPANDED TECH | 2,495 | $624,000 | 2022-09-30 | 2022-11-10 | ||
| DVY ISHARES TR | SELECT DIVID ETF | 5,658 | $607,000 | 2022-09-30 | 2022-11-10 | ||
| IHI ISHARES TR | U.S. MED DVC ETF | 12,290 | $580,000 | 2022-09-30 | 2022-11-10 | ||
| XAR SPDR SERIES TR | AEROSPACE DEF | 5,845 | $536,000 | 2022-09-30 | 2022-11-10 | ||
| IVW ISHARES TR | S&P 500 GRWT ETF | 8,255 | $478,000 | 2022-09-30 | 2022-11-10 | ||
| IEMG ISHARES INC | CORE MSCI EMKT | 10,209 | $439,000 | 2022-09-30 | 2022-11-10 | ||
| ARKK ARK ETF TR | INNOVATION ETF | 10,853 | $409,000 | 2022-09-30 | 2022-11-10 | ||
| IVV ISHARES TR | CORE S&P500 ETF | 1,041 | $373,000 | 2022-09-30 | 2022-11-10 | ||
| VLUE ISHARES TR | MSCI USA VALUE | 4,265 | $349,000 | 2022-09-30 | 2022-11-10 | ||
| QQQ INVESCO QQQ TR | UNIT SER 1 | 1,303 | $348,000 | 2022-09-30 | 2022-11-10 | +169.82% | |
| NOBL PROSHARES TR | S&P 500 PV ARIST | 4,185 | $335,000 | 2022-09-30 | 2022-11-10 | ||
| IWM ISHARES TR | RUSSELL 2000 ETF | 6,489 | $326,000 | 2022-09-30 | 2022-11-10 | ||
| IGM ISHARES TR | EXPND TEC SC ETF | 1,174 | $325,000 | 2022-09-30 | 2022-11-10 | ||
| PTLC PACER FDS TR | TRENDP US LAR CP | 8,100 | $305,000 | 2022-09-30 | 2022-11-10 | ||
| IJH ISHARES TR | CORE S&P MCP ETF | 1,336 | $293,000 | 2022-09-30 | 2022-11-10 | ||
| SPY SPDR S&P 500 ETF TR | TR UNIT | 719 | $257,000 | 2022-09-30 | 2022-11-10 | ||
| VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1,721 | $233,000 | 2022-09-30 | 2022-11-10 | ||
| IIM INVESCO VALUE MUN INCOME TR | COM | 19,665 | $226,000 | 2022-09-30 | 2022-11-10 | ||
| XLP SELECT SECTOR SPDR TR | SBI CONS STPLS | 3,374 | $225,000 | 2022-09-30 | 2022-11-10 | ||
| ROM PROSHARES TR | PSHS ULTRA TECH | 9,420 | $223,000 | 2022-09-30 | 2022-11-10 | ||
| ERC ALLSPRING MULTI SECTOR INCOM | COM | 25,489 | $220,000 | 2022-09-30 | 2022-11-10 | ||
| IJR ISHARES TR | CORE S&P SCP ETF | 2,425 | $211,000 | 2022-09-30 | 2022-11-10 | ||
| FLOT ISHARES TR | FLTG RATE NT ETF | 1,257 | $207,000 | 2022-09-30 | 2022-11-10 | ||
| ARKG ARK ETF TR | GENOMIC REV ETF | 6,242 | $205,000 | 2022-09-30 | 2022-11-10 | ||
| XLU SELECT SECTOR SPDR TR | SBI INT-UTILS | 3,115 | $204,000 | 2022-09-30 | 2022-11-10 | ||
| QYLD GLOBAL X FDS | NASDAQ 100 COVER | 11,838 | $185,000 | 2022-09-30 | 2022-11-10 | ||
| OIA INVESCO MUNI INCOME OPP TRST | COM | 15,275 | $90,000 | 2022-09-30 | 2022-11-10 |
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