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Legacies Wealth LLC

Q3 2020 Holdings

Filed 2020-11-02 | 151 holdings | $631.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Abbvie Inc COM(ABBV)Stock00287Y109$125.0K1,43019.8%
Biogen Inc COM(BIIB)Stock09062X103$121.0K42819.2%
Cisco SYS Inc COM(CSCO)Stock17275R102$85.0K2,15413.5%
Boeing Co COM(BA)Stock097023105$82.0K49913.0%
Crown Castle Intl Corp New COM(CCI)REIT22822V101$66.0K39410.5%
Corning Inc COM(GLW)Stock219350105$47.0K1,4447.4%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$44.0K1517.0%
Blackbaud Inc COM(BLKB)Stock09227Q100$33.0K5925.2%
Vanguard Growth Index Fund(VUG)ETF922908736$2.7K11,9520.4%
Vanguard Mid-Cap Value Index Fund(VOE)ETF922908512$1.9K18,9490.3%
Ishares S&P Small-Cap Fund(IJR)ETF464287804$1.7K23,5020.3%
Apple Inc COM(AAPL)Stock037833100$1.6K13,4190.2%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$1.3K30,9240.2%
Invesco QQQ Trust(QQQ)ETF46090E103$1.2K4,3470.2%
Microsoft Corp COM(MSFT)Stock594918104$9264,4040.1%
Vanguard S&P Small-Cap 600 Growth ETF(VIOG)ETF921932794$8825,8030.1%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$83811,0970.1%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$68311,7070.1%
Union PAC Corp COM(UNP)Stock907818108$5832,9620.1%
Facebook Inc CL A(META)Stock30303M102$4961,8940.1%
Visa Inc COM CL A(V)Stock92826C839$4832,4160.1%
Vanguard Real Estate ETF(VNQ)ETF922908553$4645,8800.1%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$4573,1110.1%
Salesforce COM Inc COM(CRM)Stock79466L302$4421,7600.1%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$4202860.1%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$4192860.1%
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$4172,4480.1%
Amazon COM Inc COM(AMZN)Stock023135106$4001270.1%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$3775,8820.1%
Vanguard Total International Stock ETF(VXUS)ETF921909768$3626,9430.1%
JPMorgan Chase & Co COM(JPM)Stock46625H100$3543,6740.1%
Lockheed Martin Corp COM(LMT)Stock539830109$2697010.0%
Danaher Corporation COM(DHR)Stock235851102$2671,2400.0%
Ishares Russell Mid-Cap Value ETF(IWS)ETF464287473$2493,0860.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$2497410.0%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$2493,2290.0%
Starbucks Corp COM(SBUX)Stock855244109$2432,8310.0%
Nextera Energy Inc COM(NEE)Stock65339F101$2348440.0%
Johnson & Johnson COM(JNJ)Stock478160104$2141,4400.0%
Northrop Grumman Corp COM(NOC)Stock666807102$1835790.0%
Spdr S&P 500 ETF(SPY)ETF78462F103$1805380.0%
Unitedhealth Group Inc COM(UNH)Stock91324P102$1785710.0%
Ansys Inc COM(AKX)Stock03662Q105$1735290.0%
Utilities Select Sector Spdr Fund(XLU)ETF81369Y886$1702,8710.0%
Fair Isaac Corp COM(FICO)Stock303250104$1623810.0%
Lowes COS Inc COM(LOW)Stock548661107$1609660.0%
BlackRock Inc COM(BLKCHF)Stock09247X101$1572790.0%
Fidelity Natl Information Svcs COM(FIS)Stock31620M106$1531,0390.0%
Accenture PLC Ireland SHS Class A(ACN)StockG1151C101$1496580.0%
AON PLC SHS CL A(AON)StockG0403H108$1366590.0%
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