StockDriftsStockDriftsTop 30 Legacy Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 21.24% | 557.6K | $364.2M | +2.42%(+13.16K) | $515.77(+44.59%) | 2026-03-31 | |
| IWB | ISHARES TR | 14.73% | 708.2K | $252.5M | -0.32%(-2.27K) | $91.45(+342.12%) | 2026-03-31 | |
| SCHK | SCHWAB STRATEGIC TR | 10.96% | 6.00M | $188.0M | -1.91%(-117.03K) | $15.99(+122.91%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 10.62% | 3.87M | $182.1M | +3.70%(+137.88K) | $46.83(-0.13%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 9.31% | 3.50M | $159.7M | +2.44%(+83.29K) | $44.79(+1.60%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 7.8% | 4.32M | $133.8M | +0.02%(+945) | $18.94(+81.97%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.22% | 1.32M | $89.4M | -1.91%(-25.74K) | $33.96(+115.36%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.92% | 1.67M | $84.3M | +2.14%(+34.97K) | $50.25(+0.53%) | 2026-03-31 | |
| IXUS | ISHARES TR | 3.74% | 739.8K | $64.1M | -1.80%(-13.59K) | $70.04(+36.49%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.41% | 2.28M | $58.5M | +3.50%(+77.27K) | $15.33(+90.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.29% | +37.84% |
| Top 20 Holdings Unweighted | +10.71% | +35.68% |
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