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Legacies Wealth LLC

Q1 2019 Holdings

Filed 2019-05-09 | 205 holdings | $530.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Abbvie Inc COM(ABBV)Stock00287Y109$139.0K1,73026.2%
Cisco SYS Inc COM(CSCO)Stock17275R102$116.0K2,15421.9%
Biogen Inc COM(BIIB)Stock09062X103$101.0K42819.1%
Crown Castle Intl Corp New COM(CCI)REIT22822V101$50.0K3949.4%
Corning Inc COM(GLW)Stock219350105$48.0K1,4449.1%
Blackbaud Inc COM(BLKB)Stock09227Q100$47.0K5928.9%
Vanguard Mid-Cap Value Index Fund(VOE)ETF922908512$1.9K17,8380.4%
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$1.8K12,6970.3%
Ishares S&P Small-Cap Fund(IJR)ETF464287804$1.8K23,7820.3%
Vanguard Total International Stock ETF(VXUS)ETF921909768$1.4K27,6880.3%
Spdr S&P 500 ETF(SPY)ETF78462F103$1.2K4,3360.2%
Vanguard Growth Index Fund(VUG)ETF922908736$1.2K7,7010.2%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$1.1K8,9150.2%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$95222,4110.2%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$70312,1030.1%
Apple Inc COM(AAPL)Stock037833100$6653,5020.1%
Ishares Russell Mid-Cap Growth ETF(IWP)ETF464287481$5734,2250.1%
Microsoft Corp COM(MSFT)Stock594918104$5244,4420.1%
Union Pacific Corp COM(UNP)Stock907818108$4952,9620.1%
Ishares Russell Mid-Cap Value ETF(IWS)ETF464287473$4905,6400.1%
Vanguard Real Estate ETF(VNQ)ETF922908553$4385,0410.1%
Visa Inc COM CL A(V)Stock92826C839$3772,4160.1%
JPMorgan Chase & Co COM(JPM)Stock46625H100$3723,6740.1%
Wells Fargo Co New COM(WFC)Stock949746101$3597,4240.1%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$3543,1110.1%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$3372860.1%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$3362860.1%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$3305,8820.1%
Facebook Inc CL A(META)Stock30303M102$3181,9100.1%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$2971,6650.1%
Ishares S&P Small-Cap 600 Value ETF(IJS)ETF464287879$2831,9150.1%
Salesforce COM Inc COM(CRM)Stock79466L302$2791,7600.1%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$2764,2920.1%
Ishares Msci Emerging Markets ETF(EEM)ETF464287234$2626,1120.0%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$2423,2290.0%
Amazon COM Inc COM(AMZN)Stock023135106$2411350.0%
Vanguard S&P Small-Cap 600 Growth ETF(VIOG)ETF921932794$2321,5150.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$2217750.0%
Lockheed Martin Corp COM(LMT)Stock539830109$2107010.0%
Starbucks Corp COM(SBUX)Stock855244109$2102,8310.0%
Johnson & Johnson COM(JNJ)Stock478160104$2021,4480.0%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$2011,3270.0%
Boeing Co COM(BA)Stock097023105$1904990.0%
Utilities Select Sector Spdr Fund(XLU)ETF81369Y886$1672,8710.0%
Danaher Corporation COM(DHR)Stock235851102$1661,2550.0%
Nextera Energy Inc COM(NEE)Stock65339F101$1638440.0%
Northrop Grumman Corp COM(NOC)Stock666807102$1565790.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$1431,1680.0%
Unitedhealth Group Inc COM(UNH)Stock91324P102$1415710.0%
BlackRock Inc COM(BLKCHF)Stock09247X101$1192790.0%
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