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Legacies Wealth LLC

Q4 2021 Holdings

Filed 2022-01-27 | 137 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares Core S&P 500 ETF(IVV)ETF464287200$2916110.0%
Nextera Energy Inc COM(NEE)Stock65339F101$3153,3760.0%
Starbucks Corp COM(SBUX)Stock855244109$3312,8310.0%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$3423,2290.0%
Ishares Russell Mid-Cap Value ETF(IWS)ETF464287473$3783,0860.0%
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$3791,5690.0%
Danaher Corporation COM(DHR)Stock235851102$4081,2400.0%
Amazon COM Inc COM(AMZN)Stock023135106$4231270.0%
Salesforce COM Inc COM(CRM)Stock79466L302$4471,7600.0%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$4545,8820.0%
Visa Inc COM CL A(V)Stock92826C839$5242,4160.0%
JPMorgan Chase & Co COM(JPM)Stock46625H100$5823,6740.0%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$6363,1110.1%
Meta Platforms Inc CL A(META)Stock30303M102$6371,8940.1%
Union PAC Corp COM(UNP)Stock907818108$7462,9620.1%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$8282860.1%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$8292860.1%
Invesco QQQ Trust(QQQ)ETF46090E103$1.1K2,7730.1%
Microsoft Corp COM(MSFT)Stock594918104$1.5K4,4120.1%
Vanguard Real Estate ETF(VNQ)ETF922908553$2.2K18,6920.2%
Apple Inc COM(AAPL)Stock037833100$2.4K13,4220.2%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$2.5K35,1720.2%
Ishares S&P Small-Cap Fund(IJR)ETF464287804$2.7K23,5020.2%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$4.2K85,6640.3%
Vanguard S&P Small-Cap 600 Growth ETF(VIOG)ETF921932794$5.1K21,4100.4%
Vanguard Mid-Cap Value Index Fund(VOE)ETF922908512$8.5K56,2660.7%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$9.3K86,7690.7%
Vanguard Growth Index Fund(VUG)ETF922908736$13.3K41,3191.1%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$18.0K1511.4%
Blackbaud Inc COM(BLKB)Stock09227Q100$47.0K5923.8%
Corning Inc COM(GLW)Stock219350105$54.0K1,4444.3%
Crown Castle Intl Corp New COM(CCI)REIT22822V101$82.0K3946.6%
Boeing Co COM(BA)Stock097023105$100.0K4998.0%
Biogen Inc COM(BIIB)Stock09062X103$103.0K4288.3%
Cisco SYS Inc COM(CSCO)Stock17275R102$136.0K2,15410.9%
Abbvie Inc COM(ABBV)Stock00287Y109$194.0K1,43015.6%
Bridgewater Bancshares Inc COM Accd INV(BWB)Stock108621103$442.0K25,00035.5%
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