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Legacies Wealth LLC

Q4 2020 Holdings

Filed 2021-02-04 | 146 holdings | $708.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Abbvie Inc COM(ABBV)Stock00287Y109$153.0K1,43021.6%
Boeing Co COM(BA)Stock097023105$107.0K49915.1%
Biogen Inc COM(BIIB)Stock09062X103$105.0K42814.8%
Cisco SYS Inc COM(CSCO)Stock17275R102$96.0K2,15413.6%
Crown Castle Intl Corp New COM(CCI)REIT22822V101$63.0K3948.9%
Corning Inc COM(GLW)Stock219350105$52.0K1,4447.3%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$35.0K1514.9%
Blackbaud Inc COM(BLKB)Stock09227Q100$34.0K5924.8%
Vanguard Growth Index Fund(VUG)ETF922908736$10.3K40,5441.5%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$7.4K86,2891.1%
Vanguard Mid-Cap Value Index Fund(VOE)ETF922908512$6.7K55,9180.9%
Invesco QQQ Trust(QQQ)ETF46090E103$5.8K18,6100.8%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$4.2K84,8010.6%
Vanguard S&P Small-Cap 600 Growth ETF(VIOG)ETF921932794$4.2K21,3070.6%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$2.4K34,9720.3%
Ishares S&P Small-Cap Fund(IJR)ETF464287804$2.2K23,5020.3%
Apple Inc COM(AAPL)Stock037833100$1.8K13,4140.3%
Vanguard Real Estate ETF(VNQ)ETF922908553$1.5K17,9410.2%
Microsoft Corp COM(MSFT)Stock594918104$9814,4120.1%
Union PAC Corp COM(UNP)Stock907818108$6172,9620.1%
Visa Inc COM CL A(V)Stock92826C839$5282,4160.1%
Facebook Inc CL A(META)Stock30303M102$5171,8940.1%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$5012860.1%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$5012860.1%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$5003,1110.1%
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$4732,4280.1%
JPMorgan Chase & Co COM(JPM)Stock46625H100$4673,6740.1%
Amazon COM Inc COM(AMZN)Stock023135106$4141270.1%
Vanguard Total International Stock ETF(VXUS)ETF921909768$4126,8480.1%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$3975,8820.1%
Salesforce COM Inc COM(CRM)Stock79466L302$3921,7600.1%
Starbucks Corp COM(SBUX)Stock855244109$3032,8310.0%
Ishares Russell Mid-Cap Value ETF(IWS)ETF464287473$2993,0860.0%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$2863,2290.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$2787410.0%
Danaher Corporation COM(DHR)Stock235851102$2751,2400.0%
Nextera Energy Inc COM(NEE)Stock65339F101$2603,3760.0%
Johnson & Johnson COM(JNJ)Stock478160104$2561,6240.0%
Lockheed Martin Corp COM(LMT)Stock539830109$2497010.0%
BlackRock Inc COM(BLKCHF)Stock09247X101$2012790.0%
Unitedhealth Group Inc COM(UNH)Stock91324P102$2005710.0%
Fair Isaac Corp COM(FICO)Stock303250104$1953810.0%
Ansys Inc COM(AKX)Stock03662Q105$1925290.0%
Spdr S&P 500 ETF(SPY)ETF78462F103$1905090.0%
Utilities Select Sector Spdr Fund(XLU)ETF81369Y886$1802,8710.0%
Northrop Grumman Corp COM(NOC)Stock666807102$1765790.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$1741,1680.0%
Accenture PLC Ireland SHS Class A(ACN)StockG1151C101$1726580.0%
Lowes COS Inc COM(LOW)Stock548661107$1559660.0%
Fidelity Natl Information Svcs COM(FIS)Stock31620M106$1471,0390.0%
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