Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY WEALTH MANAGEMENT INC | 04-12-2024 | 03-31-2024 | 25 | 1,356,558,947 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $255,969,668 | 486,884 | 0.02 | 0.00 | 485,503 | 35155.90 | 03-31-2024 |
| ISHARES TR | RUS 1000 ETF | 2 | $227,195,700 | 788,792 | 0.02 | 0.02 | -8,529 | -1.07 | 03-31-2024 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | 3 | $186,638,490 | 3,683,412 | 0.01 | 0.03 | -4,930,548 | -57.24 | 03-31-2024 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 4 | $127,252,896 | 2,808,495 | 0.01 | 0.01 | 101,951 | 3.77 | 03-31-2024 |
