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Legacies Wealth LLC

Q4 2018 Holdings

Filed 2019-02-11 | 226 holdings | $30.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Mid-Cap Value Index Fund(VOE)ETF922908512$1.9K17,7026.1%
Ishares S&P Small-Cap Fund(IJR)ETF464287804$1.8K23,7826.0%
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$1.8K12,6975.8%
Vanguard Total International Stock ETF(VXUS)ETF921909768$1.4K27,6884.6%
Spdr S&P 500 ETF(SPY)ETF78462F103$1.2K4,3363.9%
Vanguard Growth Index Fund(VUG)ETF922908736$1.1K7,5353.7%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$1.1K8,9153.5%
Bridgewater Bancshares Inc COM Accd INV(BWB)Stock108621103$1.1K95,0003.5%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$91622,2543.0%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$66011,7572.2%
Apple Inc COM(AAPL)Stock037833100$5993,5022.0%
Ishares Russell Mid-Cap Growth ETF(IWP)ETF464287481$5434,2251.8%
Union Pacific Corp COM(UNP)Stock907818108$4792,9621.6%
Ishares Russell Mid-Cap Value ETF(IWS)ETF464287473$4775,6401.6%
Microsoft Corp COM(MSFT)Stock594918104$4684,4421.5%
JPMorgan Chase & Co COM(JPM)Stock46625H100$4444,3341.5%
Vanguard Real Estate ETF(VNQ)ETF922908553$4194,9821.4%
Oasis Pete Inc New COMStock674215108$39170,0001.3%
Wells Fargo Co New COM(WFC)Stock949746101$3577,4241.2%
Visa Inc COM CL A(V)Stock92826C839$3392,4161.1%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$3353,1111.1%
Facebook Inc CL A(META)Stock30303M102$3181,9101.0%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$3162861.0%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$3155,8821.0%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$3142861.0%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$2941,6651.0%
Ishares S&P Small-Cap 600 Value ETF(IJS)ETF464287879$2841,9150.9%
Salesforce COM Inc COM(CRM)Stock79466L302$2731,7600.9%
Ishares Msci Emerging Markets ETF(EEM)ETF464287234$2596,1120.9%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$2514,0700.8%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$2363,2290.8%
Vanguard S&P Small-Cap 600 Growth ETF(VIOG)ETF921932794$2201,4500.7%
Amazon COM Inc COM(AMZN)Stock023135106$2181350.7%
Ishares Core S&P 500 ETF(IVV)ETF464287200$2117750.7%
Lockheed Martin Corp COM(LMT)Stock539830109$2107010.7%
Abbvie Inc COM(ABBV)Stock00287Y109$2042,5800.7%
Boeing Co COM(BA)Stock097023105$2024990.7%
Starbucks Corp COM(SBUX)Stock855244109$1962,8310.6%
Johnson & Johnson COM(JNJ)Stock478160104$1911,4480.6%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$1901,3270.6%
Northrop Grumman Corp COM(NOC)Stock666807102$1615790.5%
Utilities Select Sector Spdr Fund(XLU)ETF81369Y886$1592,8710.5%
Unitedhealth Group Inc COM(UNH)Stock91324P102$1545710.5%
Nextera Energy Inc COM(NEE)Stock65339F101$1538440.5%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$1431,1680.5%
Danaher Corp del COM(DHR)Stock235851102$1361,2550.4%
Biogen Inc COM(BIIB)Stock09062X103$1324280.4%
US Bancorp del COM New(USB)Stock902973304$1292,5370.4%
CVS Health Corp COM(CVS)Stock126650100$1261,9220.4%
Cisco SYS Inc COM(CSCO)Stock17275R102$1242,6540.4%
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