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Legacies Wealth LLC

Q1 2021 Holdings

Filed 2021-05-06 | 134 holdings | $785.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Abbvie Inc COM(ABBV)Stock00287Y109$155.0K1,43019.7%
Boeing Co COM(BA)Stock097023105$127.0K49916.2%
Biogen Inc COM(BIIB)Stock09062X103$120.0K42815.3%
Cisco SYS Inc COM(CSCO)Stock17275R102$111.0K2,15414.1%
Crown Castle Intl Corp New COM(CCI)REIT22822V101$68.0K3948.7%
Corning Inc COM(GLW)Stock219350105$63.0K1,4448.0%
Blackbaud Inc COM(BLKB)Stock09227Q100$42.0K5925.3%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$34.0K1514.3%
Vanguard Growth Index Fund(VUG)ETF922908736$10.4K40,4651.3%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$7.9K85,9431.0%
Vanguard Mid-Cap Value Index Fund(VOE)ETF922908512$7.5K55,8461.0%
Invesco QQQ Trust(QQQ)ETF46090E103$5.9K18,5000.8%
Vanguard S&P Small-Cap 600 Growth ETF(VIOG)ETF921932794$4.6K21,0200.6%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$4.4K84,6720.6%
Ishares S&P Small-Cap Fund(IJR)ETF464287804$2.6K23,5020.3%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$2.4K34,7500.3%
Vanguard Real Estate ETF(VNQ)ETF922908553$1.7K18,1870.2%
Apple Inc COM(AAPL)Stock037833100$1.7K13,5140.2%
Microsoft Corp COM(MSFT)Stock594918104$1.0K4,4120.1%
Union PAC Corp COM(UNP)Stock907818108$6532,9620.1%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$5922860.1%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$5902860.1%
JPMorgan Chase & Co COM(JPM)Stock46625H100$5593,6740.1%
Facebook Inc CL A(META)Stock30303M102$5581,8940.1%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$5233,1110.1%
Visa Inc COM CL A(V)Stock92826C839$5122,4160.1%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$4025,8820.1%
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$4001,9330.1%
Amazon COM Inc COM(AMZN)Stock023135106$3931270.1%
Vanguard Total International Stock ETF(VXUS)ETF921909768$3886,1960.0%
Salesforce COM Inc COM(CRM)Stock79466L302$3731,7600.0%
Ishares Russell Mid-Cap Value ETF(IWS)ETF464287473$3373,0860.0%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$3183,2290.0%
Starbucks Corp COM(SBUX)Stock855244109$3092,8310.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$2957410.0%
Danaher Corporation COM(DHR)Stock235851102$2791,2400.0%
Johnson & Johnson COM(JNJ)Stock478160104$2671,6240.0%
Nextera Energy Inc COM(NEE)Stock65339F101$2553,3760.0%
Spdr S&P 500 ETF(SPY)ETF78462F103$2245650.0%
Unitedhealth Group Inc COM(UNH)Stock91324P102$2125710.0%
BlackRock Inc COM(BLKCHF)Stock09247X101$2102790.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$2051,1680.0%
Northrop Grumman Corp COM(NOC)Stock666807102$1875790.0%
Lowes COS Inc COM(LOW)Stock548661107$1849660.0%
Accenture PLC Ireland SHS Class A(ACN)StockG1151C101$1826580.0%
Ansys Inc COM(AKX)Stock03662Q105$1805290.0%
Lockheed Martin Corp COM(LMT)Stock539830109$1714620.0%
Fair Isaac Corp COM(FICO)Stock303250104$1573240.0%
AON PLC SHS CL A(AON)StockG0403H108$1526590.0%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)ADR874039100$1521,2820.0%
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