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Legacies Wealth LLC

Q3 2019 Holdings

Filed 2019-11-12 | 183 holdings | $532.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Abbvie Inc COM(ABBV)Stock00287Y109$108.0K1,43020.3%
Cisco SYS Inc COM(CSCO)Stock17275R102$106.0K2,15419.9%
Biogen Inc COM(BIIB)Stock09062X103$100.0K42818.8%
Crown Castle Intl Corp New COM(CCI)REIT22822V101$55.0K39410.3%
Blackbaud Inc COM(BLKB)Stock09227Q100$53.0K5929.9%
Corning Inc COM(GLW)Stock219350105$41.0K1,4447.7%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$25.0K1514.7%
Costco Whsl Corp New COM(COST)Stock22160K105$15.0K522.8%
Vanguard Mid-Cap Value Index Fund(VOE)ETF922908512$2.3K19,9720.4%
Ishares S&P Small-Cap Fund(IJR)ETF464287804$1.9K23,7820.3%
Spdr S&P 500 ETF(SPY)ETF78462F103$1.7K5,8680.3%
Vanguard Growth Index Fund(VUG)ETF922908736$1.6K9,7640.3%
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$1.4K9,0900.3%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$1.2K29,9350.2%
Vanguard Total International Stock ETF(VXUS)ETF921909768$1.2K22,4140.2%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$1.1K8,9150.2%
Apple Inc COM(AAPL)Stock037833100$7513,3510.1%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$66911,5880.1%
Microsoft Corp COM(MSFT)Stock594918104$6124,4040.1%
Vanguard Real Estate ETF(VNQ)ETF922908553$5095,4560.1%
Union Pacific Corp COM(UNP)Stock907818108$4802,9620.1%
JPMorgan Chase & Co COM(JPM)Stock46625H100$4323,6740.1%
Visa Inc COM CL A(V)Stock92826C839$4162,4160.1%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$4005,9620.1%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$3753,1110.1%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$3615,8820.1%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$3492860.1%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$3492860.1%
Facebook Inc CL A(META)Stock30303M102$3371,8940.1%
Vanguard S&P Small-Cap 600 Growth ETF(VIOG)ETF921932794$3232,1080.1%
Ishares Russell Mid-Cap Growth ETF(IWP)ETF464287481$2992,1160.1%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$2971,6650.1%
Ishares S&P Small-Cap 600 Value ETF(IJS)ETF464287879$2881,9150.1%
Lockheed Martin Corp COM(LMT)Stock539830109$2737010.1%
Wells Fargo Co New COM(WFC)Stock949746101$2635,2200.0%
Salesforce COM Inc COM(CRM)Stock79466L302$2611,7600.0%
Ishares Russell Mid-Cap Value ETF(IWS)ETF464287473$2532,8260.0%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$2513,2290.0%
Starbucks Corp COM(SBUX)Stock855244109$2502,8310.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$2317750.0%
Amazon COM Inc COM(AMZN)Stock023135106$2201270.0%
Northrop Grumman Corp COM(NOC)Stock666807102$2175790.0%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$2121,3270.0%
Nextera Energy Inc COM(NEE)Stock65339F101$1978440.0%
Boeing Co COM(BA)Stock097023105$1904990.0%
Utilities Select Sector Spdr Fund(XLU)ETF81369Y886$1862,8710.0%
Johnson & Johnson COM(JNJ)Stock478160104$1861,4400.0%
Danaher Corporation COM(DHR)Stock235851102$1791,2400.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$1641,1680.0%
Fidelity Natl Information Svcs COM(FIS)Stock31620M106$1381,0390.0%
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