Fund Universe

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☆Legacy Wealth Management, LLC

CIK 0001488921 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.954
AUM ($M)
1,911
Positions
30
Turnover
0.06
Top-10 wt
95%
Herfindahl
0.124
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 31 positions · portfolio value $1,911M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › ISHARES TR ADD — 22.1% +0.9% 422.9 564,713 +7,120 5 —
☆IWB funds › ISHARES TR TRIM — 15.1% +0.3% 287.7 702,613 -5,589 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 13.1% +3.8% 250.0 5,495,432 +1,995,732 5 —
☆SCHK funds › SCHWAB STRATEGIC TR TRIM — 11.0% +0.1% 210.9 5,848,312 -152,229 5 —
☆JCPB funds › J P MORGAN EXCHANGE TRADED F ADD — 10.0% -0.7% 190.5 4,057,660 +190,026 5 —
☆SCHM funds › SCHWAB STRATEGIC TR TRIM — 8.3% +0.5% 158.0 4,286,476 -33,621 5 —
☆IJH funds › ISHARES TR TRIM — 5.3% +0.0% 100.4 1,301,904 -22,349 5 —
☆IXUS funds › ISHARES TR TRIM — 3.6% -0.1% 69.5 728,716 -11,098 5 —
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 3.3% -0.1% 63.5 2,158,489 -124,960 5 —
☆IJR funds › ISHARES TR TRIM — 3.2% +0.2% 60.7 409,323 -5,111 5 —
☆SCHA funds › SCHWAB STRATEGIC TR TRIM — 1.4% +0.0% 26.5 732,766 -81,682 5 —
☆HMOP funds › HARTFORD FDS EXCHANGE TRADED ADD — 1.3% -0.1% 24.2 617,517 +14,050 5 —
☆IWM funds › ISHARES TR TRIM — 0.8% +0.1% 15.8 52,705 -675 5 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 0.6% +0.0% 10.8 29,077 +0 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.4% +0.0% 7.3 9,742 +28 5 —
☆AGG funds › ISHARES TR TRIM — 0.2% -0.0% 3.7 37,783 -2,975 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -4.8% 1.8 35,085 -1,631,248 5 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 1.2 41,259 +456 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 1.1 46,343 +5,575 5 —
☆SCMB funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 0.9 36,507 +10 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.8 9,198 +7,635 5 —
☆IWF funds › ISHARES TR ADD — 0.0% -0.0% 0.6 5,096 +3,640 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.0% +0.0% 0.4 513 -20 5 —
☆IWD funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 1,504 -480 5 —
☆VOO funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.3 493 +0 3 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.0% -0.0% 0.3 1,454 -68 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.3 6,256 +0 5 —
☆T funds › AT&T INC ADD — 0.0% -0.0% 0.3 13,192 +1,927 5 —
☆AAPL funds › APPLE INC TRIM — 0.0% -0.0% 0.3 917 -90 5 —
☆VXUS funds › VANGUARD STAR FDS NEW — 0.0% +0.0% 0.2 2,780 +2,780 1 —
☆MSFT funds › MICROSOFT CORP EXIT — 0.0% -0.0% 0.0 0 -565 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 1,911 30 0.06 95% 0.124 0.953 — in
2026Q1 1,715 30 0.01 92% 0.114 0.961 — in
2025Q4 1,735 31 0.01 92% 0.116 0.956 — in
2025Q3 1,698 29 0.01 92% 0.115 0.956 — in
2025Q2 1,608 31 0.02 91% 0.113 0.958 — entered
2025Q1 1,501 40 0.00 91% 0.109 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status