0001725243-20-000006.txt : 20200515 0001725243-20-000006.hdr.sgml : 20200515 20200515121202 ACCESSION NUMBER: 0001725243-20-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200515 EFFECTIVENESS DATE: 20200515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Wealth Partners, Inc. CENTRAL INDEX KEY: 0001725243 IRS NUMBER: 954794320 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19791 FILM NUMBER: 20882546 BUSINESS ADDRESS: STREET 1: 4500 PARK GRANADA. SUITE 201 CITY: CALABASAS STATE: CA ZIP: 91302 BUSINESS PHONE: 8189957733 MAIL ADDRESS: STREET 1: 4500 PARK GRANADA. SUITE 201 CITY: CALABASAS STATE: CA ZIP: 91302 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001725243 XXXXXXXX 03-31-2020 03-31-2020 Legacy Wealth Partners, Inc.

4500 PARK GRANADA. SUITE 201 CALABASAS CA 91302

13F HOLDINGS REPORT 028-19791 N David Tracy 8189957733 David Tracy Los Angeles CA 05-15-2020 0 80 107411 false INFORMATION TABLE 2 legacywealthpartners13f.xml 13F 2ND QRT 2020 EATON VANCE TX MNG BY WRT OP COM 27828Y108 316 26217 SH SOLE 0 0 0 26217 VENTAS INC COM 92276F100 236 8808 SH SOLE 0 0 0 8808 WP CAREY INC COM 92936U109 407 7001 SH SOLE 0 0 0 7001 HASBRO INC COM 418056107 434 6059 SH SOLE 0 0 0 6059 KELLOGG CO COM 487836108 319 5313 SH SOLE 0 0 0 5313 3M CO COM 88579Y101 282 2063 SH SOLE 0 0 0 2063 BRISTOL-MYERS SQUIBB CO COM 110122108 537 9627 SH SOLE 0 0 0 9627 MICROSOFT CORP COM 594918104 967 6131 SH SOLE 0 0 0 6131 ALPHABET INC CAP STK CL C 02079K107 215 185 SH SOLE 0 0 0 185 LULULEMON ATHLETICA INC COM 550021109 476 2509 SH SOLE 0 0 0 2509 ISHARES TR CORE S&P500 ETF 464287200 3475 13450 SH SOLE 0 0 0 13450 HOME DEPOT INC COM 437076102 780 4178 SH SOLE 0 0 0 4178 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1565 65371 SH SOLE 0 0 0 65371 CATERPILLAR INC DEL COM 149123101 395 3400 SH SOLE 0 0 0 3400 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2242 39849 SH SOLE 0 0 0 39849 JOHN HANCOCK ETF TRUST MULTFCTR EMRNG 47804J834 1199 60580 SH SOLE 0 0 0 60580 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 449 2455 SH SOLE 0 0 0 2455 LABORATORY CORP AMER HLDGS COM NEW 50540R409 462 3655 SH SOLE 0 0 0 3655 ISHARES TR IBOXX INV CP ETF 464287242 2437 19730 SH SOLE 0 0 0 19730 AURORA CANNABIS INC COM 05156X108 9 10218 SH SOLE 0 0 0 10218 BROADMARK RLTY CAP INC COM 11135B100 3155 419503 SH SOLE 0 0 0 419503 DISNEY WALT CO COM DISNEY 254687106 570 5897 SH SOLE 0 0 0 5897 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 285 14781 SH SOLE 0 0 0 14781 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 591 14768 SH SOLE 0 0 0 14768 NIKE INC CL B 654106103 587 7092 SH SOLE 0 0 0 7092 HANESBRANDS INC COM 410345102 390 49494 SH SOLE 0 0 0 49494 ISHARES TR JPMORGAN USD EMG 464288281 409 4226 SH SOLE 0 0 0 4226 CHEVRON CORP NEW COM 166764100 418 5773 SH SOLE 0 0 0 5773 ISHARES TR CORE S&P SCP ETF 464287804 2260 40277 SH SOLE 0 0 0 40277 ROCKWELL AUTOMATION INC COM 773903109 532 3524 SH SOLE 0 0 0 3524 AMAZON COM INC COM 023135106 866 444 SH SOLE 0 0 0 444 PRUDENTIAL FINL INC COM 744320102 231 4427 SH SOLE 0 0 0 4427 NETFLIX INC COM 64110L106 490 1305 SH SOLE 0 0 0 1305 NORTHERN LTS FD TR III CP HI YLD TRND 66538R722 1042 44182 SH SOLE 0 0 0 44182 JPMORGAN CHASE & CO COM 46625H100 567 6299 SH SOLE 0 0 0 6299 ISHARES TR 1 3 YR TREAS BD 464287457 9433 108842 SH SOLE 0 0 0 108842 BOEING CO COM 097023105 492 3297 SH SOLE 0 0 0 3297 COSTCO WHSL CORP NEW COM 22160K105 417 1461 SH SOLE 0 0 0 1461 TESLA INC COM 88160R101 489 934 SH SOLE 0 0 0 934 INVESCO QQQ TR UNIT SER 1 46090E103 5605 29437 SH SOLE 0 0 0 29437 MERCK & CO. 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