03/31/2020
Top Buys
- Name% Change
- DGRW WisdomTree U.S. Qua... 15.208%
- GSY Invesco Ultra Short... 1.908%
- IVW iShares S&P 500 Gro... 1.063%
- AAPL Apple Inc 0.846%
- IJR iShares Core S&P Sm... 0.802%
03/31/2020
Top Sells
- Name% Change
- HDV iShares Core High D... 8.462%
- EFAV iShares Edge MSCI M... 8.101%
- EEMV iShares Edge MSCI M... 4.618%
- DGRO iShares Core Divide... 1.519%
- ITOT iShares Core S&P To... 1.437%
03/31/2020
13F Holdings Summary
- Stock% Port
- USMV iShares Edge MSCI Min Vol U... 16.4628%
- DGRW WisdomTree US Dividend Grow... 15.4398%
- IJH iShares Trust - Core S&P Mi... 4.4779%
- IWY iShares Russell Top 200 Gro... 3.8455%
- IWF iShares Russell 1000 Growth... 3.4357%
03/31/2020
13F Sector Allocation Over Time
03/31/2020
13F Activity
- Market Value $62.462 Million
- Prior Market Value $88.303 Million
- New Purchases8 stocks
- Additional Purchases27 stocks
- Sold out of15 stocks
- Reduced holdings in28 stocks
- Top 10 Holdings % 56.38 %
- Turnover % [1]:31.94%
- Turnover Alt % [2]: 45.96 %
- Time Held Top20:0.70 quarters
- Time Held Top10:0.50 quarters
- Time Held All:0.89 quarters
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
Fund Metrics
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for LEGACY WEALTH PLANNING, LLC
Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15
| Performance for Q1 2020: | -16.07% |
| Performance Last 4 Quarters: | 0.0% |
Performance Metrics
Stats are not available for the latest quarter
View Last Form Adv Compilation Report on Record
LEGACY WEALTH PLANNING, LLC10599 DOUBLE R BLVD
RENO NV 89521
Country: United States
Business Phone: 775-850-2500
Fax: 775-850-2505
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Limited Liability Company |
| Organized in: | NV |
| Number of employees: | 10 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management,Hourly charges,Fixed fees |
| Amount of client funds and securities: | |
| Total Number of Clients: | 823 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
Data above was derived from SEC filings.
Active Schedule 13D and 13G events
Sign in to see
LEGACY WEALTH PLANNING, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership |
|---|
LEGACY WEALTH PLANNING, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAHONEY, PHILLIP, STEPHEN | MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER | 03/01/2006 | Direct | 25 - 50% | |||||||||||
|
|||||||||||||||
| LEVY, MARK | MANAGING PARTNER | 03/01/2006 | Direct | 25 - 50% | |||||||||||
|
|||||||||||||||
| MCCLELLAN, MARTIN, MAJOR | MANAGING PARTNER | 03/01/2006 | Direct | 25 - 50% | |||||||||||
|
|||||||||||||||
| VARGAS, CHRISTOPHER, ERIC | MANAGING PARTNER | 03/01/2006 | Direct | 25 - 50% | |||||||||||
|
|||||||||||||||
LEGACY WEALTH PLANNING, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VARGAS, CHRISTOPHER, ERIC | MANAGING PARTNER | 03/01/2006 | Direct | 25 - 50% | |||||||||||
|
|||||||||||||||
| MCCLELLAN, MARTIN, MAJOR | MANAGING PARTNER | 03/01/2006 | Direct | 25 - 50% | |||||||||||
|
|||||||||||||||
| LEVY, MARK | MANAGING PARTNER | 03/01/2006 | Direct | 25 - 50% | |||||||||||
|
|||||||||||||||
| MAHONEY, PHILLIP, STEPHEN | MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER | 03/01/2006 | Direct | 25 - 50% | |||||||||||
|
|||||||||||||||
