Instuitional Investor - Legacy Wealth Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Legacy Wealth Planning, Llc |
| Portfolio Value | $60,439,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 123,570 | $6,662,000 | 11.02% | |
| 2. | Wisdomtree Trust | 122,672 | $5,047,000 | 8.35% | |
| 3. | AAPL | 26,702 | $3,690,000 | 6.1% | |
| 4. | Ishares Tr | 30,279 | $3,618,000 | 5.98% | |
| 5. | Pacer Fds Tr | 75,752 | $3,107,000 | 5.14% |
