0001802490-20-000005.txt : 20201103
0001802490-20-000005.hdr.sgml : 20201103
20201103115805
ACCESSION NUMBER: 0001802490-20-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201103
DATE AS OF CHANGE: 20201103
EFFECTIVENESS DATE: 20201103
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Legacy Wealth Planning, LLC
CENTRAL INDEX KEY: 0001802490
IRS NUMBER: 204458937
STATE OF INCORPORATION: NV
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19891
FILM NUMBER: 201282498
BUSINESS ADDRESS:
STREET 1: 10599 DOUBLE R BLVD
CITY: RENO
STATE: NV
ZIP: 89521
BUSINESS PHONE: 7757428742
MAIL ADDRESS:
STREET 1: 10599 DOUBLE R BLVD
CITY: RENO
STATE: NV
ZIP: 89521
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001802490
XXXXXXXX
09-30-2020
09-30-2020
Legacy Wealth Planning, LLC
10599 DOUBLE R BLVD
RENO
NV
89521
13F HOLDINGS REPORT
028-19891
N
Phillip Mahoney
Chief Compliance Officer
775-850-2500
Phillip Mahoney
Reno
NV
11-03-2020
0
79
87470
false
INFORMATION TABLE
2
13f3q2020.xml
13F LWP
ADOBE INC
COM
00724F101
250
510
SH
SOLE
0
0
510
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
211
719
SH
SOLE
0
0
719
ALTRIA GROUP INC
COM
02209S103
243
6279
SH
SOLE
0
0
6279
AMAZON COM INC
COM
023135106
1162
369
SH
SOLE
0
0
369
APPLE INC
COM
037833100
3167
27346
SH
SOLE
0
0
27346
ARK ETF TR
INNOVATION ETF
00214Q104
700
7612
SH
SOLE
0
0
7612
AT&T INC
COM
00206R102
926
32478
SH
SOLE
0
0
32478
BK OF AMERICA CORP
COM
060505104
475
19700
SH
SOLE
0
0
19700
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
804
3775
SH
SOLE
0
0
3775
BLACKROCK MUN INCOME TR
SH BEN INT
09248F109
174
12703
SH
SOLE
0
0
12703
BOEING CO
COM
097023105
961
5817
SH
SOLE
0
0
5817
CHARLES RIV LABS INTL INC
COM
159864107
1403
6195
SH
SOLE
0
0
6195
CONSOLIDATED EDISON INC
COM
209115104
224
2874
SH
SOLE
0
0
2874
CUMMINS INC
COM
231021106
364
1726
SH
SOLE
0
0
1726
DEERE & CO
COM
244199105
274
1237
SH
SOLE
0
0
1237
ENTERPRISE PROD PARTNERS L
COM
293792107
158
10021
SH
SOLE
0
0
10021
EQUINIX INC
COM
29444U700
267
351
SH
SOLE
0
0
351
GENERAL ELECTRIC CO
COM
369604103
111
17745
SH
SOLE
0
0
17745
HOME DEPOT INC
COM
437076102
230
827
SH
SOLE
0
0
827
INTEL CORP
COM
458140100
633
12221
SH
SOLE
0
0
12221
INVESCO MUNI INCOME OPP TRST
COM
46132X101
112
15275
SH
SOLE
0
0
15275
INVESCO EXCHNG TRADED FD
PFD ETF
46138E511
1272
86324
SH
SOLE
0
0
86324
INVESCO QQQ TR
UNIT SER 1
46090E103
297
1068
SH
SOLE
0
0
1068
INVESCO QUALITY MUNI INC TREAS
COM
46133G107
1079
87323
SH
SOLE
0
0
87323
INVESCO ACTIVELY MANAGED ETF
ULTRA SHRT DUR
46090A887
9047
179079
SH
SOLE
0
0
179079
INVESCO VALUE MUN INCOME TR
COM
46132P108
393
26717
SH
SOLE
0
0
26717
ISHARES TR
0-5 YR HI YL CP
46434V407
209
4764
SH
SOLE
0
0
4764
ISHARES TR
1 3 TR BD
464287457
205
2372
SH
SOLE
0
0
2372
ISHARES SHORT
SH TR CRPORT ETF
464288646
593
10793
SH
SOLE
0
0
10793
ISHARES TR
CORE MSCI EAFE
46432F842
273
4524
SH
SOLE
0
0
4524
ISHARES TR
CORE S&P TTL STK
464287150
328
4339
SH
SOLE
0
0
4339
ISHARES TR
CORE S&P500 ETF
464287200
385
1144
SH
SOLE
0
0
1144
ISHARES INC
CORE MSCI EMKT
46434G103
441
8354
SH
SOLE
0
0
8354
ISHARES TR
CORE DIV GRWTH
46434V621
604
15172
SH
SOLE
0
0
15172
ISHARES TR
CORE S&P SCP ETF
464287804
2488
35432
SH
SOLE
0
0
35432
ISHARES TR
CORE S&P MCP ETF
464287507
3236
17463
SH
SOLE
0
0
17463
ISHARES TR
EXPND TEC SC ETF
464287549
293
949
SH
SOLE
0
0
949
ISHARES TR
EAFE GRWTH ETF
464288885
1737
19320
SH
SOLE
0
0
19320
ISHARES TR
MSCI MIN VOL ETF
46429B697
11068
173673
SH
SOLE
0
0
173673
ISHARES TR
RUS 1000 VAL ETF
464287598
951
8047
SH
SOLE
0
0
8047
ISHARES TR
RUS 1000 GRW ETF
464287614
2578
11888
SH
SOLE
0
0
11888
ISHARES TR
RUS TP200 GR ETF
464289438
3265
26898
SH
SOLE
0
0
26898
ISHARES TR
S&P 500 GRWT ETF
464287309
1910
8263
SH
SOLE
0
0
8263
ISHARES TR
SELECT DIVID ETF
464287168
225
2759
SH
SOLE
0
0
2759
ISHARES TR
SHORT TREAS BD
464288679
499
4512
SH
SOLE
0
0
4512
ISHARES TR
U.S. TECH ETF
464287721
361
1198
SH
SOLE
0
0
1198
ISHARES TR
U.S. MED DVC ETF
464288810
518
1728
SH
SOLE
0
0
1728
JOHNSON & JOHNSON
COM
478160104
441
2961
SH
SOLE
0
0
2961
JPMORGAN CHASE & CO
COM
46625H100
536
5567
SH
SOLE
0
0
5567
KINDER MORGAN INC DEL
COM
49456B101
146
11876
SH
SOLE
0
0
11876
MASTERCARD INCORPORATED
CL A
57636Q104
200
592
SH
SOLE
0
0
592
MERCK & CO INC
COM
58933Y105
355
4279
SH
SOLE
0
0
4279
MICROSOFT CORP
COM
594918104
1598
7596
SH
SOLE
0
0
7596
NETFLIX INC
COM
64110L106
303
605
SH
SOLE
0
0
605
NIKE INC
CL B
654106103
312
2488
SH
SOLE
0
0
2488
NUVEEN MUN HIGH INCOME OPP F
COM
670682103
1267
93905
SH
SOLE
0
0
93905
NVIDIA CORP
COM
67066G104
501
926
SH
SOLE
0
0
926
PFIZER INC
COM
717081103
275
7498
SH
SOLE
0
0
7498
PHILIP MORRIS INTL INC
COM
718172109
202
2689
SH
SOLE
0
0
2689
PROCTER & GAMBLE CO
COM
742718109
352
2534
SH
SOLE
0
0
2534
PROSHARES TR
PSHS ULTRA TECH
74347R693
205
3600
SH
SOLE
0
0
3600
PROSPECT CAPITAL CORPORATION
COM
74348T102
51
10200
SH
SOLE
0
0
10200
SPDR GOLD TR
GOLD SHS
78463V107
230
1301
SH
SOLE
0
0
1301
SPDR SER TR
PORTFOLIO SH TSR
78468R101
3026
98562
SH
SOLE
0
0
98562
SPDR S&P 500 ETF TR
TR UNIT
78462F103
395
1178
SH
SOLE
0
0
1178
SPDR SERIES TR
AEROSPACE DEF
78464A631
563
6445
SH
SOLE
0
0
6445
SPDR SERIES TR
S&P 400 MDCP GRW
78464A821
1078
18777
SH
SOLE
0
0
18777
STARBUCKS CORP
COM
855244109
226
2636
SH
SOLE
0
0
2636
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
971
9579
SH
SOLE
0
0
9579
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
1005
9081
SH
SOLE
0
0
9081
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
1217
5662
SH
SOLE
0
0
5662
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1039
6100
SH
SOLE
0
0
6100
VERIZON COMMUNICATIONS INC
COM
92343V104
519
8727
SH
SOLE
0
0
8727
VISA INC
COM CL A
92826C839
341
1703
SH
SOLE
0
0
1703
WALMART INC
COM
931142103
396
2829
SH
SOLE
0
0
2829
DISNEY WALT CO
COM DISNEY
254687106
292
2352
SH
SOLE
0
0
2352
WELLS FARGO CO NEW
COM
94987D101
290
26989
SH
SOLE
0
0
26989
WISDOMTREE TR
US QTLY DIV GRT
97717X669
11778
237599
SH
SOLE
0
0
237599
YAMANA GOLD INC
COM
98462Y100
256
45000
SH
SOLE
0
0
45000