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
XDEC First Tr ETF Viii Cboe Vest U	$0	$3,000 0.0% of portfolio	80	Q1 2025 New
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%
IAK Ishares Tr	$0	$3,000 0.0% of portfolio	27	Q3 2024 New
XMHQ Invesco Exchange Traded Fd Tr	$0	$3,000 0.0% of portfolio	38	Q2 2025 New
XLI Industrial Sector Spdr	$0	$3,000 0.0% of portfolio	27	Q3 2024 New
XLRE Select Sector Spdr Tr Real Est	$0	$3,000 0.0% of portfolio	91	Q2 2025 Added 167.65%
XLY Select Sector Spdr Consumer Di	$0	$3,000 0.0% of portfolio	14	Q2 2025 Reduced 58.82%
HYS Pimco ETF Tr 1 5 Yr High Yield	$0	$2,000 0.0% of portfolio	23	Q4 2024 New
FXU First Tr Exchange Traded Fd Ut	$0	$2,000 0.0% of portfolio	60	Q2 2025 New
IPAC Ishares Tr Ishares Core Msci P	$0	$2,000 0.0% of portfolio	43	Q4 2024 New
IUSG Ishares Core S&P U.S Growth Et	$0	$2,000 0.0% of portfolio	19	Q2 2025 Reduced 20.83%
USMV Ishares Msci Usa Min Vol Facto	$0	$2,000 0.0% of portfolio	24	Q4 2024 Added 84.62%
XLF Financial Sector Spdr	$0	$2,000 0.0% of portfolio	50	Q2 2025 Reduced 94.52%
FLRN Spdr Bloomberg Investment Grad	$0	$2,000 0.0% of portfolio	66	Q4 2024 Reduced 74.71%
SPAB Spdr Portfolio Aggregate Bond	$0	$2,000 0.0% of portfolio	105	Q2 2025 New
SPTL Spdr Portfolio Long Term Treas	$0	$2,000 0.0% of portfolio	79	Q4 2024 Added 192.59%
XLB Select Sector Spdr Fd Material	$0	$2,000 0.0% of portfolio	23	Q3 2024 New
XLP Consumer Staples Sector Spdr	$0	$2,000 0.0% of portfolio	27	Q4 2024 Reduced 68.6%
ITB Ishares Tr	$0	$2,000 0.0% of portfolio	28	Q1 2025 Reduced 74.07%
EPI Wisdomtree Tr India Earnings F	$0	$1,000 0.0% of portfolio	38	Q4 2024 Reduced 83.04%
VCLT Vanguard Lg Trm Corp Bd ETF	$0	$1,000 0.0% of portfolio	23	Q4 2024 Reduced 82.31%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$1,000 0.0% of portfolio	20	Q4 2024 Reduced 75.9%
SPIB Spdr Portfolio Intermediate Te	$0	$1,000 0.0% of portfolio	50	Q3 2024 New
XLU Utilities Sector Spdr	$0	$1,000 0.0% of portfolio	21	Q4 2024 Reduced 81.08%
SCHB Schwab Strategic Tr Us Broad M	$0	$1,000 0.0% of portfolio	43	Q2 2025 Reduced 20.37%
GBF Ishares Tr	$0	$1,000 0.0% of portfolio	17	Q3 2024 New
EWC Ishares Msci Canada ETF	$0	$1,000 0.0% of portfolio	26	Q3 2024 New
GVI Ishares Tr	$0	$1,000 0.0% of portfolio	17	Q3 2024 New
REZ Ishares Tr Residential And Mul	$0	$1,000 0.0% of portfolio	21	Q3 2024 New
FCG First Tr Exchange Traded Fd	$0	$1,000 0.0% of portfolio	50	Q3 2024 New
MBB Ishares Tr	$0	$1,000 0.0% of portfolio	21	Q4 2024 Added 10.53%
EMB Ishares Tr	$0	$1,000 0.0% of portfolio	19	Q2 2025 Added 280.0%
SLV I Shares Silver Trust	$18B	$1,000 0.0% of portfolio	40	Q1 2025 New
QQQJ Invesco Exchange Traded Fd Tr	$0	$1,000 0.0% of portfolio	58	Q1 2025 Reduced 78.83%
LQD Ishares Iboxx $ Investment Gra	$0	$1,000 0.0% of portfolio	18	Q2 2025 Reduced 98.45%
BUFG Ft Exch Trd Fd Viii Cboe Vest	$0	$1,000 0.0% of portfolio	44	Q2 2025 Reduced 32.31%
IAU Ishares Gold Trust	$53.5B	$1,000 0.0% of portfolio	20	Q1 2025 New
DFIV Dimensional ETF Tr	$0	$0 0.0% of portfolio	0	Q2 2025 Sold Out
GUSH Direxion Shs ETF Tr Daily S&P	$0	$0 0.0% of portfolio	8	Q3 2024 New
FV First Trust Dorsey Wright Focu	$0	$0 0.0% of portfolio	2	Q3 2024 New
CGGR Capital Group Growth ETF Shs C	$0	$0 0.0% of portfolio	14	Q2 2025 New
VWOB Vanguard Emerging Mkts Govt Bd	$0	$0 0.0% of portfolio	11	Q4 2024 Reduced 77.08%
VNQI Vanguard Global Ex U.S. Real	$0	$0 0.0% of portfolio	15	Q4 2024 New
SCHP Schwab Strategic Us Tips ETF	$0	$0 0.0% of portfolio	12	Q2 2025 Reduced 25.0%
SCHD Schwab Strategic Tr Us Dividen	$0	$0 0.0% of portfolio	37	Q2 2025 Added 19.35%
STIP Ishares Barclays 0 5 Year Tips	$0	$0 0.0% of portfolio	7	Q2 2025 New
IGLB Ishares 10+ Year Investment Gr	$0	$0 0.0% of portfolio	8	Q4 2024 New
USHY Ishares Tr Broad Usd High Yiel	$0	$0 0.0% of portfolio	20	Q4 2024 New
USRT Ishares Core U.S. Reit ETF	$0	$0 0.0% of portfolio	7	Q2 2025 New

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