StockDriftsStockDriftsTop 50 Legacy Wealth Planning, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | 11.02% | 123.6K | $7K | — | — | — | 2022-09-30 |
| DEW | WISDOMTREE TR | 8.35% | 122.7K | $5K | — | — | — | 2022-09-30 |
| AAPL | APPLE INC | 6.11% | 26.7K | $4K | — | — | — | 2022-09-30 |
| IWY | ISHARES TR | 5.99% | 30.3K | $4K | — | — | — | 2022-09-30 |
| COWZ | PACER FDS TR | 5.14% | 75.8K | $3K | — | — | — | 2022-09-30 |
| IWF | ISHARES TR | 3.01% | 8.6K | $2K | — | — | — | 2022-09-30 |
| EFG | ISHARES TR | 2.64% | 22.0K | $2K | — | — | — | 2022-09-30 |
| VBR | VANGUARD INDEX FDS | 2.61% | 11.0K | $2K | — | — | — | 2022-09-30 |
| VOE | VANGUARD INDEX FDS | 2.49% | 12.4K | $2K | — | — | — | 2022-09-30 |
| VBK | VANGUARD INDEX FDS | 2.48% | 7.7K | $1K | — | — | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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