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Legacies Wealth LLC

Q1 2020 Holdings

Filed 2020-05-05 | 166 holdings | $517.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Biogen Inc COM(BIIB)Stock09062X103$135.0K42826.1%
Abbvie Inc COM(ABBV)Stock00287Y109$109.0K1,43021.1%
Cisco SYS Inc COM(CSCO)Stock17275R102$85.0K2,15416.4%
Boeing Co COM(BA)Stock097023105$74.0K49914.3%
Crown Castle Intl Corp New COM(CCI)REIT22822V101$57.0K39411.0%
Blackbaud Inc COM(BLKB)Stock09227Q100$33.0K5926.4%
Vanguard Mid-Cap Value Index Fund(VOE)ETF922908512$1.7K21,0500.3%
Vanguard Growth Index Fund(VUG)ETF922908736$1.6K10,1780.3%
Spdr S&P 500 ETF(SPY)ETF78462F103$1.5K5,8880.3%
Ishares S&P Small-Cap Fund(IJR)ETF464287804$1.3K23,5020.3%
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$1.1K8,6440.2%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$97028,9080.2%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$8848,9150.2%
Apple Inc COM(AAPL)Stock037833100$8523,3510.2%
Vanguard Total International Stock ETF(VXUS)ETF921909768$73717,5750.1%
Microsoft Corp COM(MSFT)Stock594918104$6954,4040.1%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$50710,7870.1%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$4327,5490.1%
Union PAC Corp COM(UNP)Stock907818108$4182,9620.1%
Visa Inc COM CL A(V)Stock92826C839$3892,4160.1%
Vanguard Real Estate ETF(VNQ)ETF922908553$3555,0870.1%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$3332860.1%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$3322860.1%
JPMorgan Chase & Co COM(JPM)Stock46625H100$3313,6740.1%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$3205,8820.1%
Facebook Inc CL A(META)Stock30303M102$3161,8940.1%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$3053,1110.1%
Vanguard S&P Small-Cap 600 Growth ETF(VIOG)ETF921932794$3012,5390.1%
Ishares Russell Mid-Cap Growth ETF(IWP)ETF464287481$2572,1160.0%
Salesforce COM Inc COM(CRM)Stock79466L302$2531,7600.0%
Amazon COM Inc COM(AMZN)Stock023135106$2481270.0%
Lockheed Martin Corp COM(LMT)Stock539830109$2387010.0%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$2301,6650.0%
Nextera Energy Inc COM(NEE)Stock65339F101$2038440.0%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$2001,3270.0%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$1913,2290.0%
Ishares S&P Small-Cap 600 Value ETF(IJS)ETF464287879$1911,9150.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$1917410.0%
Johnson & Johnson COM(JNJ)Stock478160104$1891,4400.0%
Starbucks Corp COM(SBUX)Stock855244109$1862,8310.0%
Ishares Russell Mid-Cap Value ETF(IWS)ETF464287473$1812,8260.0%
Northrop Grumman Corp COM(NOC)Stock666807102$1755790.0%
Danaher Corporation COM(DHR)Stock235851102$1721,2400.0%
Utilities Select Sector Spdr Fund(XLU)ETF81369Y886$1592,8710.0%
Wells Fargo Co New COM(WFC)Stock949746101$1455,0350.0%
Unitedhealth Group Inc COM(UNH)Stock91324P102$1425710.0%
Fidelity Natl Information Svcs COM(FIS)Stock31620M106$1261,0390.0%
BlackRock Inc COM(BLKCHF)Stock09247X101$1232790.0%
Ansys Inc COM(AKX)Stock03662Q105$1235290.0%
Fair Isaac Corp COM(FICO)Stock303250104$1173810.0%
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