0001725243-20-000008.txt : 20201112 0001725243-20-000008.hdr.sgml : 20201112 20201110174637 ACCESSION NUMBER: 0001725243-20-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201112 DATE AS OF CHANGE: 20201110 EFFECTIVENESS DATE: 20201112 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: 201302359 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 false true 0001725243 XXXXXXXX 09-30-2020 09-30-2020 Legacy Wealth Partners, Inc.

4500 PARK GRANADA. SUITE 201 CALABASAS CA 91302

13F HOLDINGS REPORT 028-19791 N David Tracy 818-995-7733 David Tracy Calabasas CA 11-10-2020 0 87 141405 false INFORMATION TABLE 2 legacywealthpartners13f.xml 13FHOLDINGSREPORT ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 209 4486 SH SOLE 0 0 0 4486 PFIZER INC COM 717081103 210 5734 SH SOLE 0 0 0 5734 DANAHER CORPORATION COM 235851102 773 3588 SH SOLE 0 0 0 3588 SPDR SER TR BLOMBERG BRC INV 78468R200 209 6820 SH SOLE 0 0 0 6820 SPDR S&P 500 ETF TR TR UNIT 78462F103 11610 34667 SH SOLE 0 0 0 34667 SPDR SER TR PORTFLI TIPS ETF 78464A656 455 14732 SH SOLE 0 0 0 14732 ETF SER SOLUTIONS LONCAR CANCER 26922A826 255 9269 SH SOLE 0 0 0 9269 GLOBAL X FDS INTERNET OF THNG 37954Y780 337 12876 SH SOLE 0 0 0 12876 FS KKR CAP CORP II COM 35952V303 322 21861 SH SOLE 0 0 0 21861 JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206 1290 34296 SH SOLE 0 0 0 34296 BORGWARNER INC COM 099724106 601 15524 SH SOLE 0 0 0 15524 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 5830 271051 SH SOLE 0 0 0 271051 AMAZON COM INC COM 023135106 1326 421 SH SOLE 0 0 0 421 SPDR SER TR BLOOMBERG BRCLYS 78468R622 890 8535 SH SOLE 0 0 0 8535 QUALCOMM INC COM 747525103 802 6816 SH SOLE 0 0 0 6816 APPLE INC COM 037833100 5792 50013 SH SOLE 0 0 0 50013 MERCK & CO. INC COM 58933Y105 498 6007 SH SOLE 0 0 0 6007 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 698 8405 SH SOLE 0 0 0 8405 WORLD GOLD TR SPDR GLD MINIS 98149E204 6530 347353 SH SOLE 0 0 0 347353 ISHARES TR JPMORGAN USD EMG 464288281 264 2381 SH SOLE 0 0 0 2381 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 776 15731 SH SOLE 0 0 0 15731 LISTED FD TR CORE ALT FD 53656F847 1184 42713 SH SOLE 0 0 0 42713 ULTA BEAUTY INC COM 90384S303 619 2765 SH SOLE 0 0 0 2765 WALMART INC COM 931142103 779 5570 SH SOLE 0 0 0 5570 AMCOR PLC ORD G0250X107 179 16165 SH SOLE 0 0 0 16165 FEDEX CORP COM 31428X106 949 3775 SH SOLE 0 0 0 3775 INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 301 4649 SH SOLE 0 0 0 4649 ISHARES TR CORE S&P SCP ETF 464287804 2783 39621 SH SOLE 0 0 0 39621 ROCKWELL AUTOMATION INC COM 773903109 778 3524 SH SOLE 0 0 0 3524 BROADCOM INC COM 11135F101 1066 2925 SH SOLE 0 0 0 2925 ISHARES INC CORE MSCI EMKT 46434G103 12577 238207 SH SOLE 0 0 0 238207 ALASKA AIR GROUP INC COM 011659109 638 17416 SH SOLE 0 0 0 17416 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 776 3643 SH SOLE 0 0 0 3643 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 9464 73561 SH SOLE 0 0 0 73561 BROADMARK RLTY CAP INC COM 11135B100 3756 380953 SH SOLE 0 0 0 380953 ISHARES TR IBOXX INV CP ETF 464287242 1439 10683 SH SOLE 0 0 0 10683 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 318 7102 SH SOLE 0 0 0 7102 SPDR SER TR S&P BIOTECH 78464A870 262 2349 SH SOLE 0 0 0 2349 EDISON INTL COM 281020107 384 7562 SH SOLE 0 0 0 7562 HOME DEPOT INC COM 437076102 1162 4184 SH SOLE 0 0 0 4184 ALIGN TECHNOLOGY INC COM 016255101 692 2114 SH SOLE 0 0 0 2114 ISHARES TR IBOXX HI YD ETF 464288513 321 3827 SH SOLE 0 0 0 3827 SALESFORCE COM INC COM 79466L302 346 1378 SH SOLE 0 0 0 1378 NETFLIX INC COM 64110L106 610 1220 SH SOLE 0 0 0 1220 EXCHANGE TRADED CONCEPTS TR EMQQ EM INTERN 301505889 2164 41435 SH SOLE 0 0 0 41435 INVESCO QQQ TR UNIT SER 1 46090E103 16173 58208 SH SOLE 0 0 0 58208 AMGEN INC COM 031162100 709 2791 SH SOLE 0 0 0 2791 TESLA INC COM 88160R101 1062 2476 SH SOLE 0 0 0 2476 GLOBAL X FDS CLOUD COMPUTNG 37954Y442 372 15587 SH SOLE 0 0 0 15587 VERIZON COMMUNICATIONS INC COM 92343V104 321 5394 SH SOLE 0 0 0 5394 NVIDIA CORPORATION COM 67066G104 999 1846 SH SOLE 0 0 0 1846 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 318 14726 SH SOLE 0 0 0 14726 SPDR SER TR PORTFOLIO AGRGTE 78464A649 3924 127369 SH SOLE 0 0 0 127369 MICROSOFT CORP COM 594918104 1096 5212 SH SOLE 0 0 0 5212 ISHARES TR CORE S&P MCP ETF 464287507 2924 15780 SH SOLE 0 0 0 15780 GLOBAL X FDS VDEO GAM ESPRT 37954Y392 350 12883 SH SOLE 0 0 0 12883 EXPEDIA GROUP INC COM NEW 30212P303 757 8256 SH SOLE 0 0 0 8256 EATON VANCE TX MNG BY WRT OP COM 27828Y108 393 28403 SH SOLE 0 0 0 28403 ISHARES TR CORE MSCI EAFE 46432F842 1688 27998 SH SOLE 0 0 0 27998 WP CAREY INC COM 92936U109 249 3826 SH SOLE 0 0 0 3826 STARBUCKS CORP COM 855244109 672 7824 SH SOLE 0 0 0 7824 SPDR GOLD TR GOLD SHS 78463V107 702 3965 SH SOLE 0 0 0 3965 GLOBAL X FDS US PFD ETF 37954Y657 387 15614 SH SOLE 0 0 0 15614 ALPHABET INC CAP STK CL A 02079K305 245 167 SH SOLE 0 0 0 167 HANESBRANDS INC COM 410345102 901 57180 SH SOLE 0 0 0 57180 GLOBAL X FDS GLBL X MLP ETF 37954Y343 873 39774 SH SOLE 0 0 0 39774 CHIMERA INVT CORP COM NEW 16934Q208 157 19134 SH SOLE 0 0 0 19134 WISDOMTREE TR INTL SMCAP DIV 97717W760 734 12262 SH SOLE 0 0 0 12262 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 341 6273 SH SOLE 0 0 0 6273 FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 291 6569 SH SOLE 0 0 0 6569 ALPHABET INC CAP STK CL C 02079K107 262 178 SH SOLE 0 0 0 178 PELOTON INTERACTIVE INC CL A COM 70614W100 839 8455 SH SOLE 0 0 0 8455 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2487 85001 SH SOLE 0 0 0 85001 ISHARES TR 20 YR TR BD ETF 464287432 1974 12090 SH SOLE 0 0 0 12090 CATERPILLAR INC DEL COM 149123101 783 5253 SH SOLE 0 0 0 5253 DXC TECHNOLOGY CO COM 23355L106 522 29269 SH SOLE 0 0 0 29269 STONECO LTD COM CL A G85158106 942 17802 SH SOLE 0 0 0 17802 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 349 7241 SH SOLE 0 0 0 7241 SPDR SER TR NUVEEN BLMBRG SR 78468R739 1627 32633 SH SOLE 0 0 0 32633 ISHARES TR CORE S&P500 ETF 464287200 5347 15912 SH SOLE 0 0 0 15912 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2224 40859 SH SOLE 0 0 0 40859 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 1245 21389 SH SOLE 0 0 0 21389 MEDTRONIC PLC SHS G5960L103 577 5554 SH SOLE 0 0 0 5554 NASDAQ INC COM 631103108 499 4063 SH SOLE 0 0 0 4063 ISHARES TR 0-5YR HI YL CP 46434V407 322 7334 SH SOLE 0 0 0 7334 PAYPAL HLDGS INC COM 70450Y103 903 4584 SH SOLE 0 0 0 4584 LULULEMON ATHLETICA INC COM 550021109 641 1947 SH SOLE 0 0 0 1947