Legacy Wealth Management portfolio

What changed this quarter

25 positions with a change (4 new, 8 added to, 13 trimmed). 3 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• iShares Core U.s. Aggregate ETF+1,311%more sharesIncreased
  0.2% → 2.7%
• Fidelity Total Bond ETF−17%fewer sharesReduced
  13.1% → 10.4%
• J P Morgan Exchange Traded Fund+0.7 ppof portfolioNew
  — → 0.7%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• iShares Core S&P 500 ETFIVV23.1%
• iShares Russell 1000 ETFIWB15.3%
• Schwab 1000 Index ETFSCHK11.1%
• Fidelity Total Bond ETFFBND10.4%
• J P Morgan Exchange Traded FundJCPB9.2%
• Schwab US Mid Cap ETFSCHM7.8%
• iShares Core S&P Midcap ETFIJH4.9%
• iShares Core International Stock ETFIXUS3.7%
• Schwab US Large-cap ETFSCHX3.4%
• iShares Core S&P Small-cap E ETFIJR2.9%
• iShares Core U.s. Aggregate ETFAGG2.7%
• Schwab US Small-cap ETFSCHA1.2%
• Hartford Funds Exchange TradedHMOP1.0%
• iShares Russell 2000 ETFIWM0.8%
• J P Morgan Exchange Traded FundJBND0.7%
• Vanguard Index FundsVTI0.6%
• State Str Spdr S&P 500 ETF TSPY0.4%
• J P Morgan Exchange Traded FundJMUB0.4%
• Schwab US Aggregate Bond ETFSCHZ0.1%
• J P Morgan Exchange Traded FundJPST0.1%
• Schwab US Broad Market ETFSCHB0.1%
• Vanguard Index FundsVOunder 0.1%
• Vanguard Mrngstar GR ETF-sui ETFVUGunder 0.1%
• Schwab Municipal Bond ETFSCMBunder 0.1%
• iShares Russell 1000 Growth ETFIWFunder 0.1%
• Vanguard S&P 500 ETFVOOunder 0.1%
• Invesco QQQ Trust Series 1 ETFQQQunder 0.1%
• iShares Russell 1000 Value E ETFIWDunder 0.1%
• NVIDIANVDAunder 0.1%
• At&tTunder 0.1%
• AppleAAPLunder 0.1%
• Dimensional ETF TrustDFACunder 0.1%
• MicrosoftMSFTunder 0.1%
• Vanguard Total International Stock ETFVXUSunder 0.1%