HoldingsChannel.com
Legacy Wealth Planning LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (USMV) 190,384 -7,142 $10,283
     USMV190,384-7,142$10,283
WISDOMTREE TR 247,849 +243,628 $9,644
     DGRW247,849+243,628$9,644
ISHARES TR (IJH) 19,445 +26 $2,797
     IJH19,445+26$2,797
ISHARES TR (IWY) 28,519 -2,508 $2,402
     IWY28,519-2,508$2,402
ISHARES TR (IWF) 14,247 -1,338 $2,146
     IWF14,247-1,338$2,146
ISHARES TR (IJR) 36,268 +10,405 $2,035
     IJR36,268+10,405$2,035
APPLE INC 7,512 +860 $1,910
     AAPL7,512+860$1,910
ISHARES TR (EFG) 20,126 -446 $1,431
     EFG20,126-446$1,431
INVESCO EXCHNG TRADED FD (PGX) 99,097 +13,077 $1,304
     PGX99,097+13,077$1,304
ISHARES TR (IVW) 7,671 +3,276 $1,266
     IVW7,671+3,276$1,266
INVESCO ACTIVELY MANAGED ETF (GSY) 24,173 +24,173 $1,192
     GSY24,173+24,173$1,192
MICROSOFT CORP 7,227 +470 $1,140
     MSFT7,227+470$1,140
NUVEEN MUN HIGH INCOME OPP F 90,080 +7,697 $1,121
     NMZ90,080+7,697$1,121
ISHARES TR (IWD) 9,585 -574 $951
     IWD9,585-574$951
AT&T INC 31,753 +2,246 $926
     T31,753+2,246$926
VANGUARD INDEX FDS (VBK) 5,985 -161 $900
     VBK5,985-161$900
BOEING CO 5,976 +1,755 $891
     BA5,976+1,755$891
VANGUARD INDEX FDS (VTI) 6,573 +935 $847
     VTI6,573+935$847
SPDR SERIES TR (MDYG) 19,463 +17 $833
     MDYG19,463+17$833
VANGUARD INDEX FDS (VBR) 9,070 +311 $805
     VBR9,070+311$805
INVESCO QUALITY MUNI INC TREAS 67,493 +7,694 $790
     IQI67,493+7,694$790
VANGUARD INDEX FDS (VOE) 9,568 +49 $778
     VOE9,568+49$778
ISHARES TR (DGRO) 22,832 -34,038 $744
     DGRO22,832-34,038$744
BERKSHIRE HATHAWAY INC DEL      $736
     BRK.B4,024+670$736
ISHARES SHORT (IGSB) 13,881 -630 $727
     IGSB13,881-630$727
AMAZON COM INC 356 +49 $694
     AMZN356+49$694
ISHARES TR (ITOT) 11,254 -18,720 $644
     ITOT11,254-18,720$644
INTEL CORP 11,222 +17 $607
     INTC11,222+17$607
JPMORGAN CHASE & CO 5,490 +110 $494
     JPM5,490+110$494
SPDR SERIES TR (XAR) 6,445 +400 $490
     XAR6,445+400$490
VERIZON COMMUNICATIONS INC 8,064 -66 $433
     VZ8,064-66$433
BANK AMER CORP 18,984 -991 $403
     BAC18,984-991$403
JOHNSON & JOHNSON 2,961 UNCH $388
     JNJ2,961UNCH$388
ISHARES TR (EFAV) 6,054 -97,044 $376
     EFAV6,054-97,044$376
ISHARES TR (IHI) 1,636 -53 $369
     IHI1,636-53$369
CHARLES RIV LABS INTL INC 2,813 +2,813 $355
     CRL2,813+2,813$355
ISHARES INC (IEMG) 8,665 -1,556 $351
     IEMG8,665-1,556$351
ISHARES TR (IVV) 1,316 +314 $340
     IVV1,316+314$340
ISHARES TR (SHV) 3,023 -676 $336
     SHV3,023-676$336
ISHARES TR (IEFA) 6,558 -1,341 $327
     IEFA6,558-1,341$327
ISHARES TR (HDV) 4,320 -76,322 $309
     HDV4,320-76,322$309
SPDR S&P 500 ETF TR (SPY) 1,188 -37 $306
     SPY1,188-37$306
INVESCO VALUE MUN INCOME TR 20,647 UNCH $292
     IIM20,647UNCH$292
WALMART INC 2,529 +50 $287
     WMT2,529+50$287
PROCTER & GAMBLE CO 2,594 +183 $285
     PG2,594+183$285
MERCK & CO INC 3,682 UNCH $283
     MRK3,682UNCH$283
ISHARES INC (EEMV) 5,969 -70,299 $280
     EEMV5,969-70,299$280
ISHARES TR (IWM) 2,437 -5,336 $279
     IWM2,437-5,336$279
ARK ETF TR (ARKK) 276 +276 $276
     ARKK276+276$276
ISHARES TR (HEFA) 11,029 -2,328 $267
     HEFA11,029-2,328$267

See Full List: All Stocks Held By Legacy Wealth Planning LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Legacy Wealth Planning LLC

Size ($ in 1000's)
At 03/31/2020: $62,462
At 12/31/2019: $88,303

Legacy Wealth Planning LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Legacy Wealth Planning LLC 13F filings. Link to 13F filings: SEC filings

Legacy Wealth Planning LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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