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
MGV Vanguard Mega Cap Value	$0	$106,000 0.09% of portfolio	828	Q4 2024 Added 0.12%
BIV Vanguard Bd Index Fd Inc Inter	$0	$98,000 0.08% of portfolio	1,288	Q1 2025 Reduced 21.32%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$88,000 0.07% of portfolio	210	Q1 2025 Added 250.0%
JMOM J P Morgan ETF Tr U S Momentum	$0	$88,000 0.07% of portfolio	1,564	Q1 2025 New
XSMO Invesco S&P Smallcap Momentum	$0	$82,000 0.07% of portfolio	1,307	Q1 2025 Reduced 19.96%
IEFA Ishares Tr	$0	$79,000 0.06% of portfolio	1,057	Q1 2025 Added 688.81%
SCHG Schwab Strategic Tr Us Large C	$0	$78,000 0.06% of portfolio	3,123	Q1 2025 New
JEPI J P Morgan Exchange Traded Fd	$0	$70,000 0.06% of portfolio	1,231	Q1 2025 Reduced 19.96%
HDV Ishares Core High Dividend ETF	$0	$65,000 0.05% of portfolio	542	Q3 2024 New
QLD Proshares Ultra Qqq	$0	$63,000 0.05% of portfolio	720	Q1 2025 Added 12.68%
SPUU Direxion Daily S&P 500 Bull 2 X	$0	$60,000 0.05% of portfolio	461	Q1 2025 Added 14.96%
SPMO Invesco ETF Tr Ii S&P 500 Mome	$0	$59,000 0.05% of portfolio	640	Q1 2025 Reduced 20.3%
PFF Ishares Trust Ishares Pfd And	$0	$59,000 0.05% of portfolio	1,947	Q1 2025 New
VUG Vanguard Growth ETF	$0	$55,000 0.05% of portfolio	151	Q4 2024 Reduced 69.31%
VOO Vanguard Index Fds S&P 500 ETF	$0	$48,000 0.04% of portfolio	95	Q1 2025 Reduced 24.6%
FTEC Fidelity Covington Tr Msci Inf	$0	$48,000 0.04% of portfolio	301	Q1 2025 New
VONV Vanguard Russell 1000 Value Et	$0	$47,000 0.04% of portfolio	575	Q4 2024 New
HYDB Ishares Tr Edge High Yield Def	$0	$47,000 0.04% of portfolio	999	Q1 2025 New
VOE Vanguard Mid Cap Value Index F	$0	$45,000 0.04% of portfolio	281	Q4 2024 Reduced 37.69%
XLF Financial Sector Spdr	$0	$45,000 0.04% of portfolio	912	Q1 2025 Added 1,724.0%
TFI Spdr Nuveen Bloomberg Municipa	$0	$44,000 0.04% of portfolio	981	Q1 2025 New
ITOT Ishares Core S&P Total U.S. St	$0	$43,000 0.04% of portfolio	360	Q1 2025 Added 227.27%
DEW Wisdomtree Tr Global High Divi	$0	$42,000 0.03% of portfolio	766	Q1 2025 New
GLD Spdr Gold Trust	$108B	$39,000 0.03% of portfolio	136	Q1 2025 Added 51.11%
QLTA Ishares Trust Aaa A Rated Corp	$0	$38,000 0.03% of portfolio	803	Q1 2025 New
QUAL Ishares Msci Usa Quality Facto	$0	$37,000 0.03% of portfolio	218	Q1 2025 New
VONG Vanguard Russell 1000 Growth E	$0	$37,000 0.03% of portfolio	400	Q4 2024 New
DBEF Xtrackers Msci Eafe Hedged Equ	$0	$36,000 0.03% of portfolio	845	Q1 2025 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$35,000 0.03% of portfolio	688	Q3 2024 New
IWR Ishares Russell Mid Cap ETF	$0	$34,000 0.03% of portfolio	410	Q1 2025 Reduced 3.98%
OUNZ Van Eck Merk Gold Trust	$1.18B	$33,000 0.03% of portfolio	1,100	Q3 2024 New
GNMA Ishares Gnma Bond ETF	$0	$32,000 0.03% of portfolio	737	Q1 2025 New
IWS Ishares Russell Midcap Value E	$0	$31,000 0.03% of portfolio	249	Q3 2024 New
FNCL Fidelity Covington Tr Msci Fin	$0	$30,000 0.02% of portfolio	442	Q1 2025 New
IGRO Ishares Tr International Divid	$0	$29,000 0.02% of portfolio	414	Q1 2025 New
IDEV Ishares Core Msci Intl Develop	$0	$29,000 0.02% of portfolio	435	Q1 2025 Reduced 11.41%
JMST Jp Morgan Ultra Short Mun Inco	$0	$26,000 0.02% of portfolio	523	Q1 2025 Reduced 47.96%
VMBS Vanguard Mortg Backed Sec ETF	$0	$24,000 0.02% of portfolio	535	Q1 2025 Reduced 2.9%
GOVT Ishares U.S. Treasury Bond ETF	$0	$24,000 0.02% of portfolio	1,064	Q1 2025 Added 375.0%
SPHQ Invesco Exchange Traded Fd Tr	$0	$23,000 0.02% of portfolio	357	Q1 2025 Added 1,222.22%
IEMG Ishares Inc	$0	$22,000 0.02% of portfolio	419	Q1 2025 Reduced 7.71%
IEUR Ishares Tr Ishares Core Msci E	$0	$22,000 0.02% of portfolio	367	Q1 2025 Added 424.29%
IWM Ishares Russell 2000 ETF	$0	$21,000 0.02% of portfolio	107	Q3 2024 New
DGRO Ishares Core Dividend Growth E	$0	$21,000 0.02% of portfolio	354	Q4 2024 New
FNDC Schwab Fundamental Intl Small	$0	$21,000 0.02% of portfolio	600	Q1 2025 New
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$21,000 0.02% of portfolio	273	Q3 2024 New
VTWO Vanguard Russell 2000 ETF	$0	$20,000 0.02% of portfolio	252	Q4 2024 Added 800.0%
DFAT Dimensional ETF Tr U S Target	$0	$20,000 0.02% of portfolio	392	Q4 2024 Reduced 50.0%
FNDF Schwab Fundamental Intl Large	$0	$20,000 0.02% of portfolio	568	Q1 2025 New
MTUM Ishares Msci Usa Momentum Fact	$0	$20,000 0.02% of portfolio	101	Q3 2024 New

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