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
EDIV Spdr S&P Emerging Dividends Et	$0	$20,000 0.02% of portfolio	563	Q1 2025 New
FLTR Vaneck ETF Tr Investment Grade	$0	$19,000 0.02% of portfolio	745	Q1 2025 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$19,000 0.02% of portfolio	300	Q4 2024 New
IAGG Ishares Tr Core Intl Aggregate	$0	$19,000 0.02% of portfolio	394	Q1 2025 Reduced 5.06%
IWD Ishares Russell 1000 Val ETF	$0	$18,000 0.01% of portfolio	98	Q1 2025 Added 164.86%
XLV Select Sector Spdr Fund Health	$0	$18,000 0.01% of portfolio	129	Q1 2025 Added 95.45%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$17,000 0.01% of portfolio	355	Q3 2024 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$16,000 0.01% of portfolio	323	Q1 2025 Added 219.8%
VBR Vanguard Small Cap Value ETF	$0	$15,000 0.01% of portfolio	83	Q4 2024 Reduced 64.07%
SLYG Spdr S&P 600 Small Cap Growth	$0	$15,000 0.01% of portfolio	183	Q3 2024 New
HYBB Ishares Tr Bb Rated Corporate	$0	$14,000 0.01% of portfolio	320	Q1 2025 Reduced 6.71%
IWP Ishares Russell Mid Cap Growth	$0	$14,000 0.01% of portfolio	124	Q3 2024 New
DWAS Invesco ETF Tr Ii Dwa Smallcap	$0	$14,000 0.01% of portfolio	190	Q1 2025 New
XME Spdr Ser Tr Spdr S&P Metals &	$0	$13,000 0.01% of portfolio	250	Q3 2024 New
RING Ishares Inc Msci Global Gold M	$0	$13,000 0.01% of portfolio	355	Q1 2025 New
HDEF Xtrackers Msci Eafe High Div Y	$0	$13,000 0.01% of portfolio	479	Q1 2025 New
GDX Vaneck ETF Tr Gold Miners ETF	$0	$13,000 0.01% of portfolio	300	Q3 2024 New
SIL Global X Silver Miners ETF	$0	$12,000 0.01% of portfolio	322	Q4 2024 Added 2.22%
GDXJ Vaneck ETF Tr Jr Gold Miners E	$0	$12,000 0.01% of portfolio	225	Q4 2024 Added 2.27%
LGOV First Tr ETF Iv Long Duration	$0	$12,000 0.01% of portfolio	566	Q1 2025 New
XLC Select Sector Spdr Tr Communic	$0	$11,000 0.01% of portfolio	119	Q1 2025 Added 17.82%
AGG Ishares Core U.S. Aggregate Bo	$0	$11,000 0.01% of portfolio	115	Q1 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$11,000 0.01% of portfolio	256	Q4 2024 Reduced 32.45%
EWJ Ishares Msci Japan ETF	$0	$11,000 0.01% of portfolio	166	Q1 2025 New
VOT Vanguard Mid Cap Growth Index	$0	$10,000 0.01% of portfolio	43	Q4 2024 Reduced 71.71%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$10,000 0.01% of portfolio	191	Q1 2025 Reduced 7.28%
IWO Ishares Russell 2000 Gwt ETF	$0	$9,000 0.01% of portfolio	36	Q4 2024 Reduced 12.2%
KCE Spdr S&P Capital Markets ETF	$0	$9,000 0.01% of portfolio	77	Q3 2024 New
VBK Vanguard Small Cap Growth ETF	$0	$8,000 0.01% of portfolio	33	Q4 2024 Reduced 60.71%
DFAS Dimensional ETF Tr U S Small C	$0	$8,000 0.01% of portfolio	147	Q1 2025 Reduced 11.45%
QQQM Invesco Exchange Traded Fd Tr	$0	$8,000 0.01% of portfolio	46	Q1 2025 Reduced 69.13%
ICVT Ishares Tr Convertible Bond Et	$0	$8,000 0.01% of portfolio	106	Q3 2024 New
PPLT Abrdn Platinum ETF Trust	$1.09B	$8,000 0.01% of portfolio	100	Q3 2024 New
VIG Vanguard Dividend Appreciation	$0	$7,000 0.01% of portfolio	41	Q3 2024 New
SSO Proshares Ultra S&P 500	$0	$7,000 0.01% of portfolio	86	Q1 2025 Reduced 3.37%
IWL Ishares Tr Russell 200 ETF	$0	$7,000 0.01% of portfolio	55	Q1 2025 New
DFIV Dimensional ETF Tr	$0	$7,000 0.01% of portfolio	200	Q4 2024 Reduced 48.98%
BNDX Vanguard Total International B	$0	$7,000 0.01% of portfolio	162	Q3 2024 New
SPHB Invesco ETF Tr Ii S&P 500 High	$0	$7,000 0.01% of portfolio	97	Q3 2024 New
VEU Vanguard Ftse All World Ex Us	$0	$7,000 0.01% of portfolio	125	Q3 2024 New
XLE Energy Sector Spdr	$0	$6,000 0.0% of portfolio	67	Q1 2025 Reduced 70.22%
XLY Select Sector Spdr Consumer Di	$0	$6,000 0.0% of portfolio	34	Q1 2025 Added 142.86%
DFUV Dimensional ETF Tr Us Marketwi	$0	$6,000 0.0% of portfolio	168	Q4 2024 Reduced 50.0%
AVUV American Centy ETF Tr Avantis	$0	$6,000 0.0% of portfolio	71	Q3 2024 New
SRLN Ssga Active Trust	$0	$5,000 0.0% of portfolio	139	Q1 2025 Reduced 58.75%
EFV Msci Eafe Value ETF	$0	$5,000 0.0% of portfolio	85	Q3 2024 New
TLT Ishares Barclays 20+ Year Trea	$0	$5,000 0.0% of portfolio	56	Q4 2024 New
NLR Vaneck ETF Tr Uranium+Nuclear	$0	$4,000 0.0% of portfolio	57	Q3 2024 New
RWO Spdr Dow Jones Global Real Est	$0	$4,000 0.0% of portfolio	96	Q4 2024 Reduced 49.74%
SPGM Spdr Index Shs Fds S Spdr Port	$0	$4,000 0.0% of portfolio	80	Q1 2025 Reduced 78.84%

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