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Legacies Wealth LLC

Q2 2020 Holdings

Filed 2020-08-11 | 157 holdings | $572.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Abbvie Inc COM(ABBV)Stock00287Y109$140.0K1,43024.4%
Biogen Inc COM(BIIB)Stock09062X103$115.0K42820.1%
Cisco SYS Inc COM(CSCO)Stock17275R102$100.0K2,15417.5%
Boeing Co COM(BA)Stock097023105$91.0K49915.9%
Crown Castle Intl Corp New COM(CCI)REIT22822V101$66.0K39411.5%
Blackbaud Inc COM(BLKB)Stock09227Q100$34.0K5925.9%
Vanguard Growth Index Fund(VUG)ETF922908736$2.4K12,0660.4%
Vanguard Mid-Cap Value Index Fund(VOE)ETF922908512$1.8K18,8050.3%
Ishares S&P Small-Cap Fund(IJR)ETF464287804$1.6K23,5020.3%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$1.2K30,8970.2%
Apple Inc COM(AAPL)Stock037833100$1.2K3,3510.2%
Invesco QQQ Trust(QQQ)ETF46090E103$1.2K4,7170.2%
Microsoft Corp COM(MSFT)Stock594918104$8964,4040.2%
Vanguard S&P Small-Cap 600 Growth ETF(VIOG)ETF921932794$8385,7330.1%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$77711,1870.1%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$65411,9980.1%
Union PAC Corp COM(UNP)Stock907818108$5012,9620.1%
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$4943,1560.1%
Visa Inc COM CL A(V)Stock92826C839$4672,4160.1%
Vanguard Real Estate ETF(VNQ)ETF922908553$4615,8730.1%
Facebook Inc CL A(META)Stock30303M102$4301,8940.1%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$4062860.1%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$4042860.1%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$3973,1110.1%
Amazon COM Inc COM(AMZN)Stock023135106$3501270.1%
JPMorgan Chase & Co COM(JPM)Stock46625H100$3463,6810.1%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$3455,8820.1%
Vanguard Total International Stock ETF(VXUS)ETF921909768$3416,9430.1%
Salesforce COM Inc COM(CRM)Stock79466L302$3301,7600.1%
Lockheed Martin Corp COM(LMT)Stock539830109$2567010.0%
Ishares Russell Mid-Cap Value ETF(IWS)ETF464287473$2363,0860.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$2297410.0%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$2223,2290.0%
Danaher Corporation COM(DHR)Stock235851102$2191,2400.0%
Starbucks Corp COM(SBUX)Stock855244109$2082,8310.0%
Nextera Energy Inc COM(NEE)Stock65339F101$2038440.0%
Johnson & Johnson COM(JNJ)Stock478160104$2031,4400.0%
Northrop Grumman Corp COM(NOC)Stock666807102$1785790.0%
Spdr S&P 500 ETF(SPY)ETF78462F103$1715530.0%
Unitedhealth Group Inc COM(UNH)Stock91324P102$1685710.0%
Utilities Select Sector Spdr Fund(XLU)ETF81369Y886$1622,8710.0%
Fair Isaac Corp COM(FICO)Stock303250104$1593810.0%
Ansys Inc COM(AKX)Stock03662Q105$1545290.0%
BlackRock Inc COM(BLKCHF)Stock09247X101$1522790.0%
Accenture PLC Ireland SHS Class A(ACN)StockG1151C101$1416580.0%
Fidelity Natl Information Svcs COM(FIS)Stock31620M106$1391,0390.0%
Lowes COS Inc COM(LOW)Stock548661107$1319660.0%
Wells Fargo Co New COM(WFC)Stock949746101$1295,0350.0%
AON PLC SHS CL A(AON)StockG0403H108$1276590.0%
SBA Communications Corp New CL A(SBAC)REIT78410G104$1244150.0%
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