0001725243-20-000005.txt : 20200207 0001725243-20-000005.hdr.sgml : 20200207 20200207122538 ACCESSION NUMBER: 0001725243-20-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200207 DATE AS OF CHANGE: 20200207 EFFECTIVENESS DATE: 20200207 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: 20586236 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 12-31-2019 12-31-2019 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 02-07-2020 0 90 135206 false INFORMATION TABLE 2 legacywealthpartners13f.xml 13F LEGACY WEALTH PARTNERS EATON VANCE TX MNG BY WRT OP COM 27828Y108 547 36078 SH SOLE 0 0 0 36078 ISHARES TR MSCI EMG MKT ETF 464287234 215 4899 SH SOLE 0 0 0 4899 INTEL CORP COM 458140100 655 9732 SH SOLE 0 0 0 9732 MICROSOFT CORP COM 594918104 419 2331 SH SOLE 0 0 0 2331 ALPHABET INC CAP STK CL C 02079K107 268 185 SH SOLE 0 0 0 185 VANGUARD GROUP DIV APP ETF 921908844 9219 71275 SH SOLE 0 0 0 71275 ELECTRONIC ARTS INC COM 285512109 560 5196 SH SOLE 0 0 0 5196 ISHARES TR CORE S&P500 ETF 464287200 4356 13031 SH SOLE 0 0 0 13031 EXACT SCIENCES CORP COM 30063P105 582 6067 SH SOLE 0 0 0 6067 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2714 86591 SH SOLE 0 0 0 86591 HOME DEPOT INC COM 437076102 994 4174 SH SOLE 0 0 0 4174 MEDTRONIC PLC SHS G5960L103 629 5219 SH SOLE 0 0 0 5219 ISHARES INC JP MORGAN EM ETF 464286517 1399 31870 SH SOLE 0 0 0 31870 CATERPILLAR INC DEL COM 149123101 376 2735 SH SOLE 0 0 0 2735 MOLSON COORS BREWING CO CL B 60871R209 608 10479 SH SOLE 0 0 0 10479 JOHN HANCOCK ETF TRUST MULTFCTR EMRNG 47804J834 1417 54682 SH SOLE 0 0 0 54682 LABORATORY CORP AMER HLDGS COM NEW 50540R409 796 4318 SH SOLE 0 0 0 4318 METTLER TOLEDO INTERNATIONAL COM 592688105 647 830 SH SOLE 0 0 0 830 ISHARES TR IBOXX INV CP ETF 464287242 2670 20502 SH SOLE 0 0 0 20502 AURORA CANNABIS INC COM 05156X108 22 10218 SH SOLE 0 0 0 10218 WISDOMTREE TR INTL SMCAP DIV 97717W760 774 11186 SH SOLE 0 0 0 11186 BROADMARK RLTY CAP INC COM 11135B100 4992 397440 SH SOLE 0 0 0 397440 COHEN & STEERS LTD DUR PFD I COM 19248C105 683 25208 SH SOLE 0 0 0 25208 DISNEY WALT CO COM DISNEY 254687106 646 4568 SH SOLE 0 0 0 4568 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 321 13416 SH SOLE 0 0 0 13416 NORDSTROM INC COM 655664100 834 20621 SH SOLE 0 0 0 20621 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 631 13616 SH SOLE 0 0 0 13616 ISHARES TR JPMORGAN 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