Legacy Wealth Managment, Llc/Id ETFs

Legacy Wealth Managment, Llc/Id

$122 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DFAE Dimensional ETF Tr	$0	$4,000 0.0% of portfolio	181	Q4 2024 Reduced 49.86%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$3,000 0.0% of portfolio	63	Q1 2025 Reduced 63.16%
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$3,000 0.0% of portfolio	40	Q3 2024 New
SPSB Spdr Portfolio Short Term Corp	$0	$3,000 0.0% of portfolio	132	Q4 2024 Reduced 75.19%
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%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$3,000 0.0% of portfolio	54	Q1 2025 Reduced 78.74%
IUSG Ishares Core S&P U.S Growth Et	$0	$3,000 0.0% of portfolio	24	Q4 2024 Reduced 67.57%
XLI Industrial Sector Spdr	$0	$3,000 0.0% of portfolio	27	Q3 2024 New
VB Vanguard Small Cap ETF	$0	$3,000 0.0% of portfolio	16	Q3 2024 New
IAK Ishares Tr	$0	$3,000 0.0% of portfolio	27	Q3 2024 New
XDEC First Tr ETF Viii Cboe Vest U	$0	$2,000 0.0% of portfolio	80	Q1 2025 New
XLP Consumer Staples Sector Spdr	$0	$2,000 0.0% of portfolio	27	Q4 2024 Reduced 68.6%
SPTL Spdr Portfolio Long Term Treas	$0	$2,000 0.0% of portfolio	79	Q4 2024 Added 192.59%
FLRN Spdr Bloomberg Investment Grad	$0	$2,000 0.0% of portfolio	66	Q4 2024 Reduced 74.71%
HYS Pimco ETF Tr 1 5 Yr High Yield	$0	$2,000 0.0% of portfolio	23	Q4 2024 New
USMV Ishares Msci Usa Min Vol Facto	$0	$2,000 0.0% of portfolio	24	Q4 2024 Added 84.62%
ITB Ishares Tr	$0	$2,000 0.0% of portfolio	28	Q1 2025 Reduced 74.07%
IPAC Ishares Tr Ishares Core Msci P	$0	$2,000 0.0% of portfolio	43	Q4 2024 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$1,000 0.0% of portfolio	60	Q4 2024 Reduced 50.0%
URA Global X Uranium ETF	$0	$1,000 0.0% of portfolio	75	Q3 2024 New
TQQQ Proshares Ultrapro Qqq	$0	$1,000 0.0% of portfolio	20	Q4 2024 Reduced 99.53%
SPMD Spdr Portfolio	$0	$1,000 0.0% of portfolio	32	Q1 2025 Reduced 78.81%
BBCA J P Morgan ETF Tr Betabuilders	$0	$1,000 0.0% of portfolio	15	Q4 2024 New
GBF Ishares Tr	$0	$1,000 0.0% of portfolio	17	Q3 2024 New
QQQJ Invesco Exchange Traded Fd Tr	$0	$1,000 0.0% of portfolio	58	Q1 2025 Reduced 78.83%
SPIB Spdr Portfolio Intermediate Te	$0	$1,000 0.0% of portfolio	50	Q3 2024 New
IAU Ishares Gold Trust	$54.1B	$1,000 0.0% of portfolio	20	Q1 2025 New
EWC Ishares Msci Canada ETF	$0	$1,000 0.0% of portfolio	26	Q3 2024 New
SLV I Shares Silver Trust	$17.3B	$1,000 0.0% of portfolio	40	Q1 2025 New
GVI Ishares Tr	$0	$1,000 0.0% of portfolio	17	Q3 2024 New
SCHB Schwab Strategic Tr Us Broad M	$0	$1,000 0.0% of portfolio	54	Q4 2024 New
REZ Ishares Tr Residential And Mul	$0	$1,000 0.0% of portfolio	21	Q3 2024 New
XLRE Select Sector Spdr Tr Real Est	$0	$1,000 0.0% of portfolio	34	Q4 2024 Reduced 70.94%
XLU Utilities Sector Spdr	$0	$1,000 0.0% of portfolio	21	Q4 2024 Reduced 81.08%
XLB Select Sector Spdr Fd Material	$0	$1,000 0.0% of portfolio	23	Q3 2024 New
MBB Ishares Tr	$0	$1,000 0.0% of portfolio	21	Q4 2024 Added 10.53%
EPI Wisdomtree Tr India Earnings F	$0	$1,000 0.0% of portfolio	38	Q4 2024 Reduced 83.04%
VCIT Vanguard Intermediate Term Cor	$0	$1,000 0.0% of portfolio	18	Q3 2024 New
VCLT Vanguard Lg Trm Corp Bd ETF	$0	$1,000 0.0% of portfolio	23	Q4 2024 Reduced 82.31%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$1,000 0.0% of portfolio	16	Q4 2024 Reduced 20.0%
FCG First Tr Exchange Traded Fd	$0	$1,000 0.0% of portfolio	50	Q3 2024 New
VO Vanguard Mid Cap ETF	$0	$1,000 0.0% of portfolio	5	Q3 2024 New
BUFG Ft Exch Trd Fd Viii Cboe Vest	$0	$1,000 0.0% of portfolio	65	Q1 2025 Reduced 51.49%
VNQ Vanguard Specialized Funds Van	$0	$1,000 0.0% of portfolio	14	Q4 2024 Reduced 97.65%
EBND Spdr Bloomberg Emerging Market	$0	$0 0.0% of portfolio	6	Q1 2025 New
SPTI Spdr Ser Tr Spdr Portfolio Int	$0	$0 0.0% of portfolio	33	Q4 2024 Added 50.0%
SPBO Spdr Ser Tr Spdr Portfolio Cor	$0	$0 0.0% of portfolio	20	Q3 2024 New
SPMB Spdr Ser Tr Spdr Portfolio Mor	$0	$0 0.0% of portfolio	24	Q3 2024 New
GLDM World Gold Trust	$9.85B	$0 0.0% of portfolio	16	Q1 2025 New

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