Grundlæggende statistik
Porteføljeværdi $ 386.288.470
Nuværende stillinger 177
Seneste beholdninger, ydeevne, AUM (fra 13F, 13D)

Legacy Wealth Partners, LLC har afsløret 177 samlede besiddelser i deres seneste SEC-arkivering. Den seneste porteføljeværdi er beregnet til at være $ 386.288.470 USD. Faktiske aktiver under forvaltning (AUM) er denne værdi plus kontanter (som ikke er oplyst). Legacy Wealth Partners, LLCs største beholdninger er iShares Trust - iShares Core S&P 500 ETF (US:IVV) , iShares Trust - iShares Core U.S. Aggregate Bond ETF (US:AGG) , State Street SPDR S&P 500 ETF Trust (US:SPY) , iShares Trust - iShares Core MSCI EAFE ETF (US:IEFA) , and Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) . Legacy Wealth Partners, LLCs nye stillinger omfatter iShares Trust - iShares Core S&P 500 ETF (US:IVV) , iShares Trust - iShares Core U.S. Aggregate Bond ETF (US:AGG) , State Street SPDR S&P 500 ETF Trust (US:SPY) , iShares Trust - iShares Core MSCI EAFE ETF (US:IEFA) , and Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) .

Legacy Wealth Partners, LLC - Porteføljeværdi
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Vi bruger ændringen i porteføljeallokeringen, fordi dette er den mest meningsfulde metrik. Ændringer kan skyldes handler eller ændringer i aktiekurser.

Sikkerhed Aktier
(MM)		 Værdi
(MM$)		 Portefølje % ΔPortefølje %
0,08 54,65 14,1475 14,1475
0,50 50,22 13,0016 13,0016
0,04 25,30 6,5484 6,5484
0,27 24,40 6,3178 6,3178
0,02 13,73 3,5548 3,5548
0,17 9,67 2,5022 2,5022
0,04 9,65 2,4984 2,4984
0,03 9,63 2,4919 2,4919
0,05 9,31 2,4105 2,4105
0,05 8,94 2,3149 2,3149
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Vi bruger ændringen i porteføljeallokeringen, fordi dette er den mest meningsfulde metrik. Ændringer kan skyldes handler eller ændringer i aktiekurser.

Sikkerhed Aktier
(MM)		 Værdi
(MM$)		 Portefølje % ΔPortefølje %
13F og Fondsarkivering

Denne formular blev indsendt den 2026-02-17 for rapporteringsperioden 2025-12-31. Klik på linkikonet for at se den fulde transaktionshistorik.

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2022-07-28: Vigtig note - Vi har ændret behandlingen af kolonnen Δ Portefølje % i denne tabel. Tidligere rapporterede vi det som den procentvise ændring i porteføljeallokeringen. Vi rapporterer det nu som den rå ændring i porteføljeallokeringen (stadig rapporteret som en procent). I formeltermer rapporterede vi det tidligere som 100 * (aktuel allokering - forudgående tildeling) / forudgående tildeling. Vi indberetter det nu som (nuværende tildeling - forudgående tildeling).
Sikkerhed Type Gennemsnitlig aktiekurs Aktier
(MM)		 Δ Aktier
(%)		 Værdi
($MM)		 ΔVærdi
(%)		 Portefølje
(%)		 ΔPortefølje
(%)
IVV / iShares Trust - iShares Core S&P 500 ETF 0,08 54,65 14,1475 14,1475
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0,50 50,22 13,0016 13,0016
SPY / State Street SPDR S&P 500 ETF Trust 0,04 25,30 6,5484 6,5484
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0,27 24,40 6,3178 6,3178
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0,02 13,73 3,5548 3,5548
SSO / ProShares Trust - ProShares Ultra S&P500 0,17 9,67 2,5022 2,5022
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0,04 9,65 2,4984 2,4984
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0,03 9,63 2,4919 2,4919
VTV / Vanguard Index Funds - Vanguard Value ETF 0,05 9,31 2,4105 2,4105
NVDA / NVIDIA Corporation 0,05 8,94 2,3149 2,3149
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0,13 8,21 2,1263 2,1263
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF 0,11 6,87 1,7785 1,7785
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF 0,08 6,38 1,6507 1,6507
GLD / SPDR Gold Shares 0,01 5,51 1,4268 1,4268
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0,11 5,29 1,3695 1,3695
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF 0,06 5,05 1,3062 1,3062
XLSR / SSGA Active Trust - State Street US Sector Rotation ETF 0,07 4,26 1,1034 1,1034
AAPL / Apple Inc. 0,01 4,01 1,0381 1,0381
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0,07 3,88 1,0054 1,0054
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF 0,08 3,72 0,9626 0,9626
MSFT / Microsoft Corporation 0,01 3,18 0,8228 0,8228
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0,06 2,96 0,7666 0,7666
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF 0,06 2,73 0,7059 0,7059
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0,06 2,72 0,7033 0,7033
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0,03 2,42 0,6263 0,6263
IWM / iShares Trust - iShares Russell 2000 ETF 0,01 2,34 0,6068 0,6068
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF 0,05 1,90 0,4911 0,4911
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF 0,02 1,87 0,4829 0,4829
UGL / ProShares Trust II - ProShares Ultra Gold 0,03 1,86 0,4812 0,4812
EFA / iShares Trust - iShares MSCI EAFE ETF 0,02 1,73 0,4491 0,4491
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF 0,05 1,73 0,4482 0,4482
IUSB / iShares Trust - iShares Core Universal USD Bond ETF 0,04 1,71 0,4427 0,4427
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF 0,04 1,68 0,4358 0,4358
FISR / SSGA Active Trust - State Street Fixed Income Sector Rotation ETF 0,06 1,67 0,4319 0,4319
VUG / Vanguard Index Funds - Vanguard Growth ETF 0,00 1,62 0,4192 0,4192
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF 0,03 1,59 0,4117 0,4117
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF 0,02 1,59 0,4112 0,4112
AMZN / Amazon.com, Inc. 0,01 1,58 0,4094 0,4094
AMLP / ALPS ETF Trust - Alerian MLP ETF 0,03 1,57 0,4061 0,4061
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0,01 1,55 0,4023 0,4023
VXF / Vanguard Index Funds - Vanguard Extended Market ETF 0,01 1,52 0,3941 0,3941
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF 0,01 1,50 0,3878 0,3878
NANR / SPDR Index Shares Funds - State Street SPDR S&P North American Natural Resources ETF 0,02 1,49 0,3849 0,3849
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF 0,01 1,44 0,3736 0,3736
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF 0,01 1,44 0,3722 0,3722
EWX / SPDR Index Shares Funds - State Street SPDR S&P Emerging Markets Small Cap ETF 0,02 1,42 0,3665 0,3665
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0,02 1,36 0,3533 0,3533
LLY / Eli Lilly and Company 0,00 1,35 0,3483 0,3483
IVE / iShares Trust - iShares S&P 500 Value ETF 0,01 1,34 0,3478 0,3478
UWM / ProShares Trust - ProShares Ultra Russell2000 0,03 1,34 0,3469 0,3469
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF 0,02 1,25 0,3232 0,3232
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0,02 1,22 0,3147 0,3147
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0,02 1,21 0,3139 0,3139
IVW / iShares Trust - iShares S&P 500 Growth ETF 0,01 1,15 0,2986 0,2986
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF 0,01 1,15 0,2974 0,2974
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF 0,02 1,14 0,2963 0,2963
BRK.B / Berkshire Hathaway Inc. 0,00 1,13 0,2932 0,2932
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF 0,02 1,11 0,2863 0,2863
GOOGL / Alphabet Inc. 0,00 1,09 0,2828 0,2828
AVGO / Broadcom Inc. 0,00 1,09 0,2813 0,2813
TSLA / Tesla, Inc. 0,00 1,06 0,2734 0,2734
BSX / Boston Scientific Corporation 0,01 1,04 0,2703 0,2703
EFV / iShares Trust - iShares MSCI EAFE Value ETF 0,01 1,04 0,2699 0,2699
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF 0,01 1,03 0,2668 0,2668
IAU / iShares Gold Trust 0,01 1,03 0,2662 0,2662
JPM / JPMorgan Chase & Co. 0,00 0,99 0,2566 0,2566
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF 0,00 0,98 0,2543 0,2543
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF 0,04 0,93 0,2415 0,2415
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF 0,02 0,92 0,2388 0,2388
OEF / iShares Trust - iShares S&P 100 ETF 0,00 0,84 0,2170 0,2170
CERY / SPDR Series Trust - SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF 0,03 0,81 0,2085 0,2085
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF 0,01 0,81 0,2084 0,2084
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF 0,01 0,80 0,2073 0,2073
GWX / SPDR Index Shares Funds - State Street SPDR S&P International Small Cap ETF 0,02 0,75 0,1941 0,1941
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0,01 0,72 0,1866 0,1866
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF 0,02 0,72 0,1860 0,1860
MBB / iShares Trust - iShares MBS ETF 0,01 0,71 0,1843 0,1843
COST / Costco Wholesale Corporation 0,00 0,69 0,1786 0,1786
META / Meta Platforms, Inc. 0,00 0,68 0,1755 0,1755
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF 0,01 0,68 0,1751 0,1751
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0,01 0,67 0,1732 0,1732
MUB / iShares Trust - iShares National Muni Bond ETF 0,01 0,66 0,1721 0,1721
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0,00 0,66 0,1715 0,1715
EET / ProShares Trust - ProShares Ultra MSCI Emerging Markets 0,01 0,63 0,1619 0,1619
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0,00 0,60 0,1563 0,1563
JNJ / Johnson & Johnson 0,00 0,60 0,1552 0,1552
EMHC / SPDR Series Trust - State Street SPDR Bloomberg Emerging Markets USD Bond ETF 0,02 0,58 0,1505 0,1505
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF 0,01 0,58 0,1499 0,1499
JPMORGAN CHASE FINL CO LLC / INVERSE VIX ETN (48133Q408) 0,02 0,57 0,1485 0,1485
ISCB / iShares Trust - iShares Morningstar Small-Cap ETF 0,01 0,56 0,1450 0,1450
XOM / Exxon Mobil Corporation 0,00 0,54 0,1409 0,1409
KAMO / Managed Portfolio Series - Kensington Credit Opportunities ETF 0,02 0,54 0,1407 0,1407
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0,01 0,54 0,1387 0,1387
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 0,01 0,53 0,1379 0,1379
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0,00 0,52 0,1344 0,1344
ABBV / AbbVie Inc. 0,00 0,52 0,1338 0,1338
KORP / American Century ETF Trust - American Century Diversified Corporate Bond ETF 0,01 0,52 0,1334 0,1334
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF 0,00 0,51 0,1325 0,1325
SYY / Sysco Corporation 0,01 0,51 0,1315 0,1315
EPD / Enterprise Products Partners L.P. - Limited Partnership 0,02 0,48 0,1253 0,1253
SRLN / SPDR Series Trust - State Street Blackstone Senior Loan ETF 0,01 0,48 0,1244 0,1244
J / Jacobs Solutions Inc. 0,00 0,48 0,1231 0,1231
CTAS / Cintas Corporation 0,00 0,47 0,1215 0,1215
CVX / Chevron Corporation 0,00 0,47 0,1211 0,1211
V / Visa Inc. 0,00 0,46 0,1199 0,1199
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF 0,01 0,45 0,1173 0,1173
BAI / Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF 0,01 0,45 0,1168 0,1168
THRO / BlackRock ETF Trust - iShares U.S. Thematic Rotation Active ETF 0,01 0,44 0,1152 0,1152
IBM / International Business Machines Corporation 0,00 0,44 0,1140 0,1140
MA / Mastercard Incorporated 0,00 0,40 0,1035 0,1035
PFF / iShares Trust - iShares Preferred and Income Securities ETF 0,01 0,39 0,1000 0,1000
JNK / SPDR Series Trust - State Street SPDR Bloomberg High Yield Bond ETF 0,00 0,39 0,0998 0,0998
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF 0,00 0,38 0,0986 0,0986
ILCV / iShares Trust - iShares Morningstar Value ETF 0,00 0,38 0,0972 0,0972
GE / General Electric Company 0,00 0,37 0,0952 0,0952
AON / Aon plc 0,00 0,37 0,0947 0,0947
BSCY / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Corporate Bond ETF 0,02 0,35 0,0909 0,0909
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 0,02 0,35 0,0907 0,0907
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 0,02 0,35 0,0905 0,0905
BSCX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 0,02 0,35 0,0904 0,0904
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF 0,01 0,35 0,0902 0,0902
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 0,02 0,35 0,0902 0,0902
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 0,02 0,35 0,0900 0,0900
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 0,02 0,35 0,0900 0,0900
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 0,02 0,35 0,0898 0,0898
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF 0,00 0,35 0,0897 0,0897
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0,00 0,35 0,0894 0,0894
IBIT / iShares Bitcoin Trust ETF 0,01 0,35 0,0893 0,0893
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 0,02 0,34 0,0882 0,0882
IDU / iShares Trust - iShares U.S. Utilities ETF 0,00 0,34 0,0876 0,0876
MO / Altria Group, Inc. 0,01 0,34 0,0873 0,0873
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF 0,00 0,34 0,0868 0,0868
BSCZ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF 0,02 0,33 0,0859 0,0859
GOOG / Alphabet Inc. 0,00 0,33 0,0854 0,0854
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock) 0,02 0,32 0,0827 0,0827
HD / The Home Depot, Inc. 0,00 0,32 0,0820 0,0820
AMD / Advanced Micro Devices, Inc. 0,00 0,32 0,0818 0,0818
SONY / Sony Group Corporation - Depositary Receipt (Common Stock) 0,01 0,32 0,0817 0,0817
XYL / Xylem Inc. 0,00 0,31 0,0795 0,0795
WMT / Walmart Inc. 0,00 0,31 0,0791 0,0791
MCD / McDonald's Corporation 0,00 0,30 0,0777 0,0777
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF 0,01 0,30 0,0776 0,0776
T / AT&T Inc. 0,01 0,29 0,0756 0,0756
TIPX / SPDR Series Trust - State Street SPDR Bloomberg 1-10 Year TIPS ETF 0,02 0,29 0,0753 0,0753
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0,01 0,29 0,0750 0,0750
LRCX / Lam Research Corporation 0,00 0,28 0,0721 0,0721
QLD / ProShares Trust - ProShares Ultra QQQ 0,00 0,28 0,0717 0,0717
DUK / Duke Energy Corporation 0,00 0,28 0,0715 0,0715
IYW / iShares Trust - iShares U.S. Technology ETF 0,00 0,26 0,0684 0,0684
FLV / American Century ETF Trust - American Century Focused Large Cap Value ETF 0,00 0,26 0,0684 0,0684
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF 0,00 0,26 0,0676 0,0676
CSCO / Cisco Systems, Inc. 0,00 0,25 0,0659 0,0659
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF 0,00 0,24 0,0633 0,0633
ORCL / Oracle Corporation 0,00 0,24 0,0632 0,0632
KLAC / KLA Corporation 0,00 0,24 0,0620 0,0620
IYF / iShares Trust - iShares U.S. Financials ETF 0,00 0,24 0,0619 0,0619
ABT / Abbott Laboratories 0,00 0,24 0,0613 0,0613
KO / The Coca-Cola Company 0,00 0,24 0,0612 0,0612
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0,00 0,23 0,0595 0,0595
BAC / Bank of America Corporation 0,00 0,23 0,0593 0,0593
TJX / The TJX Companies, Inc. 0,00 0,23 0,0589 0,0589
COF / Capital One Financial Corporation 0,00 0,23 0,0583 0,0583
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0,00 0,22 0,0570 0,0570
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF 0,00 0,22 0,0569 0,0569
USB / U.S. Bancorp 0,00 0,21 0,0552 0,0552
PEP / PepsiCo, Inc. 0,00 0,21 0,0550 0,0550
LMT / Lockheed Martin Corporation 0,00 0,21 0,0549 0,0549
OTIS / Otis Worldwide Corporation 0,00 0,21 0,0533 0,0533
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0,00 0,21 0,0532 0,0532
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF 0,00 0,21 0,0531 0,0531
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0,00 0,20 0,0529 0,0529
INTU / Intuit Inc. 0,00 0,20 0,0526 0,0526
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock) 0,00 0,20 0,0522 0,0522
TMO / Thermo Fisher Scientific Inc. 0,00 0,20 0,0522 0,0522
F / Ford Motor Company 0,01 0,16 0,0421 0,0421
TALK / Talkspace, Inc. 0,02 0,06 0,0146 0,0146
TNYA / Tenaya Therapeutics, Inc. 0,01 0,01 0,0026 0,0026