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Legacies Wealth LLC

Q4 2019 Holdings

Filed 2020-02-07 | 179 holdings | $729.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Boeing Co COM(BA)Stock097023105$163.0K49922.4%
Abbvie Inc COM(ABBV)Stock00287Y109$127.0K1,43017.4%
Biogen Inc COM(BIIB)Stock09062X103$127.0K42817.4%
Cisco SYS Inc COM(CSCO)Stock17275R102$103.0K2,15414.1%
Crown Castle Intl Corp New COM(CCI)REIT22822V101$56.0K3947.7%
Blackbaud Inc COM(BLKB)Stock09227Q100$47.0K5926.4%
Corning Inc COM(GLW)Stock219350105$42.0K1,4445.8%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$32.0K1514.4%
Vanguard Mid-Cap Value Index Fund(VOE)ETF922908512$2.4K20,2340.3%
Ishares S&P Small-Cap Fund(IJR)ETF464287804$2.0K23,7820.3%
Spdr S&P 500 ETF(SPY)ETF78462F103$1.9K5,8680.3%
Vanguard Growth Index Fund(VUG)ETF922908736$1.8K9,9400.2%
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$1.5K9,0190.2%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$1.3K30,2120.2%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$1.2K8,9150.2%
Vanguard Total International Stock ETF(VXUS)ETF921909768$1.1K19,9860.2%
Apple Inc COM(AAPL)Stock037833100$9843,3510.1%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$71511,5510.1%
Microsoft Corp COM(MSFT)Stock594918104$6954,4040.1%
Union Pacific Corp COM(UNP)Stock907818108$5352,9620.1%
JPMorgan Chase & Co COM(JPM)Stock46625H100$5123,6740.1%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$4686,4450.1%
Vanguard Real Estate ETF(VNQ)ETF922908553$4554,9080.1%
Visa Inc COM CL A(V)Stock92826C839$4542,4160.1%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$3903,1110.1%
Facebook Inc CL A(META)Stock30303M102$3891,8940.1%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$3832860.1%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$3822860.1%
Vanguard S&P Small-Cap 600 Growth ETF(VIOG)ETF921932794$3722,2430.1%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$3705,8820.1%
Ishares Russell Mid-Cap Growth ETF(IWP)ETF464287481$3232,1160.0%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$3221,6650.0%
Ishares S&P Small-Cap 600 Value ETF(IJS)ETF464287879$3081,9150.0%
Salesforce COM Inc COM(CRM)Stock79466L302$2861,7600.0%
Lockheed Martin Corp COM(LMT)Stock539830109$2737010.0%
Wells Fargo Co New COM(WFC)Stock949746101$2715,0350.0%
Ishares Russell Mid-Cap Value ETF(IWS)ETF464287473$2682,8260.0%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$2633,2290.0%
Starbucks Corp COM(SBUX)Stock855244109$2492,8310.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$2407410.0%
Amazon COM Inc COM(AMZN)Stock023135106$2351270.0%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$2331,3270.0%
Johnson & Johnson COM(JNJ)Stock478160104$2101,4400.0%
Nextera Energy Inc COM(NEE)Stock65339F101$2048440.0%
Northrop Grumman Corp COM(NOC)Stock666807102$1995790.0%
Danaher Corporation COM(DHR)Stock235851102$1901,2400.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$1861,1680.0%
Utilities Select Sector Spdr Fund(XLU)ETF81369Y886$1862,8710.0%
Unitedhealth Group Inc COM(UNH)Stock91324P102$1685710.0%
Fidelity Natl Information Svcs COM(FIS)Stock31620M106$1451,0390.0%
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