Legacy Wealth Managment, Llc/Id ETFs

Legacy Wealth Managment, Llc/Id

$120 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
GDXJ Vaneck ETF Tr Jr Gold Miners E	$0	$15,000 0.01% of portfolio	235	Q2 2025 Added 4.44%
HYBB Ishares Tr Bb Rated Corporate	$0	$15,000 0.01% of portfolio	320	Q1 2025 Reduced 6.71%
RING Ishares Inc Msci Global Gold M	$0	$15,000 0.01% of portfolio	355	Q1 2025 New
GDX Vaneck ETF Tr Gold Miners ETF	$0	$15,000 0.01% of portfolio	300	Q3 2024 New
XLE Energy Sector Spdr	$0	$14,000 0.01% of portfolio	167	Q2 2025 Added 149.25%
EWJ Ishares Msci Japan ETF	$0	$12,000 0.01% of portfolio	166	Q1 2025 New
VOT Vanguard Mid Cap Growth Index	$0	$12,000 0.01% of portfolio	43	Q4 2024 Reduced 71.71%
AVDV American Centy ETF Tr Avantis	$0	$12,000 0.01% of portfolio	158	Q2 2025 New
LGOV First Tr ETF Iv Long Duration	$0	$12,000 0.01% of portfolio	566	Q1 2025 New
KCE Spdr S&P Capital Markets ETF	$0	$11,000 0.01% of portfolio	77	Q3 2024 New
IGIB Ishares Trust Ishares 5 10 Yea	$0	$10,000 0.01% of portfolio	191	Q1 2025 Reduced 7.28%
XLC Select Sector Spdr Tr Communic	$0	$10,000 0.01% of portfolio	101	Q2 2025 Reduced 15.13%
IWO Ishares Russell 2000 Gwt ETF	$0	$10,000 0.01% of portfolio	36	Q4 2024 Reduced 12.2%
VO Vanguard Mid Cap ETF	$0	$10,000 0.01% of portfolio	39	Q2 2025 Added 680.0%
VBK Vanguard Small Cap Growth ETF	$0	$9,000 0.01% of portfolio	33	Q4 2024 Reduced 60.71%
SPHB Invesco ETF Tr Ii S&P 500 High	$0	$9,000 0.01% of portfolio	97	Q3 2024 New
DFAS Dimensional ETF Tr U S Small C	$0	$9,000 0.01% of portfolio	147	Q1 2025 Reduced 11.45%
EELV Invesco ETF Tr Ii S&P Emerging	$0	$9,000 0.01% of portfolio	375	Q2 2025 New
ICVT Ishares Tr Convertible Bond Et	$0	$9,000 0.01% of portfolio	106	Q3 2024 New
VB Vanguard Small Cap ETF	$0	$9,000 0.01% of portfolio	42	Q2 2025 Added 162.5%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$9,000 0.01% of portfolio	130	Q2 2025 New
BBJP Jp Morgan ETF Trust Betabuilde	$0	$8,000 0.01% of portfolio	135	Q2 2025 New
XLV Select Sector Spdr Fund Health	$0	$8,000 0.01% of portfolio	66	Q2 2025 Reduced 48.84%
IWL Ishares Tr Russell 200 ETF	$0	$8,000 0.01% of portfolio	55	Q1 2025 New
PPLT Abrdn Platinum ETF Trust	$1.09B	$8,000 0.01% of portfolio	100	Q3 2024 New
VEU Vanguard Ftse All World Ex Us	$0	$8,000 0.01% of portfolio	125	Q3 2024 New
VCIT Vanguard Intermediate Term Cor	$0	$8,000 0.01% of portfolio	106	Q2 2025 Added 488.89%
BBCA J P Morgan ETF Tr Betabuilders	$0	$7,000 0.01% of portfolio	88	Q2 2025 Added 486.67%
VIG Vanguard Dividend Appreciation	$0	$7,000 0.01% of portfolio	41	Q3 2024 New
IWD Ishares Russell 1000 Val ETF	$0	$6,000 0.0% of portfolio	35	Q2 2025 Reduced 64.29%
GOVT Ishares U.S. Treasury Bond ETF	$0	$5,000 0.0% of portfolio	224	Q2 2025 Reduced 78.95%
VGK Vanguard Ftse Europe ETF Ftse	$0	$5,000 0.0% of portfolio	65	Q2 2025 New
INDA Ishares Msci India Index Fund	$0	$5,000 0.0% of portfolio	90	Q2 2025 New
VGT Vanguard Information Technolog	$0	$5,000 0.0% of portfolio	9	Q2 2025 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$5,000 0.0% of portfolio	134	Q2 2025 New
SPGM Spdr Index Shs Fds S Spdr Port	$0	$5,000 0.0% of portfolio	80	Q1 2025 Reduced 78.84%
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$5,000 0.0% of portfolio	101	Q2 2025 Reduced 68.73%
VNQ Vanguard Specialized Funds Van	$0	$5,000 0.0% of portfolio	61	Q2 2025 Added 335.71%
BBAX J P Morgan Betabuilders Develo	$0	$4,000 0.0% of portfolio	74	Q2 2025 New
SPTM Spdr Portfolio S&P 1500 Compos	$0	$4,000 0.0% of portfolio	54	Q1 2025 Reduced 78.74%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$4,000 0.0% of portfolio	113	Q2 2025 New
TLT Ishares Barclays 20+ Year Trea	$0	$4,000 0.0% of portfolio	56	Q4 2024 New
GWX Spdr Index Shs Fd Spdr S&P Int	$0	$4,000 0.0% of portfolio	126	Q2 2025 New
SRLN Ssga Active Trust	$0	$4,000 0.0% of portfolio	101	Q2 2025 Reduced 27.34%
RWO Spdr Dow Jones Global Real Est	$0	$4,000 0.0% of portfolio	96	Q4 2024 Reduced 49.74%
DAX Global X Fds Dax Germany ETF	$0	$3,000 0.0% of portfolio	70	Q2 2025 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$3,000 0.0% of portfolio	24	Q2 2025 Added 50.0%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$3,000 0.0% of portfolio	72	Q2 2025 Added 14.29%
VXF Vanguard Extended Market ETF	$0	$3,000 0.0% of portfolio	18	Q3 2024 New
RSP Invesco S&P 500 Equal Weight E	$0	$3,000 0.0% of portfolio	20	Q1 2025 Reduced 78.49%

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