0001802490-21-000001.txt : 20210212 0001802490-21-000001.hdr.sgml : 20210212 20210212150752 ACCESSION NUMBER: 0001802490-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210212 DATE AS OF CHANGE: 20210212 EFFECTIVENESS DATE: 20210212 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: 21626210 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 12-31-2020 12-31-2020 Legacy Wealth Planning, LLC

10599 DOUBLE R BLVD RENO NV 89521

13F HOLDINGS REPORT 028-19891 N Phillip Mahoney 775-850-2500 Phillip Mahoney Reno NV 02-12-2021 0 85 77952 false INFORMATION TABLE 2 13F4Q2020LWP.xml 13F 4Q 2020 LWP ADOBE INC COM 00724F101 255 510 SH SOLE 0 0 510 ALTRIA GROUP INC COM 02209S103 258 6289 SH SOLE 0 0 6289 AMAZON COM INC COM 023135106 1228 377 SH SOLE 0 0 377 APPLE INC COM 037833100 3797 28619 SH SOLE 0 0 28619 ARK ETF TR INNOVATION ETF 00214Q104 988 7939 SH SOLE 0 0 7939 AT&T INC COM 00206R102 942 32748 SH SOLE 0 0 32748 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 864 3725 SH SOLE 0 0 3725 BK OF AMERICA CORP COM 060505104 765 25251 SH SOLE 0 0 25251 BLACKROCK MUN INCOME TR SH BEN INT 09248F109 197 12703 SH SOLE 0 0 12703 BOEING CO COM 097023105 1224 5717 SH SOLE 0 0 5717 CALAMOS DYNAMIC CONV & INCOM COM 12811V105 214 7586 SH SOLE 0 0 7586 CHARLES RIV LABS INTL INC COM 159864107 1548 6195 SH SOLE 0 0 6195 CISCO SYS INC COM 17275R102 226 5061 SH SOLE 0 0 5061 CITIGROUP INC COM NEW 172967424 240 3894 SH SOLE 0 0 3894 CONSOLIDATED EDISON INC COM 209115104 208 2874 SH SOLE 0 0 2874 CUMMINS INC COM 231021106 392 1726 SH SOLE 0 0 1726 DEERE & CO COM 244199105 333 1237 SH SOLE 0 0 1237 DIAGEO PLC SPONS ADR NEW 25243Q205 209 1315 SH SOLE 0 0 1315 DISNEY WALT CO COM DISNEY 254687106 429 2368 SH SOLE 0 0 2368 ENTERPRISE PROD PARTNERS L COM 293792107 196 10021 SH SOLE 0 0 10021 EQUINIX INC COM 29444U700 251 351 SH SOLE 0 0 351 EXXON MOBIL Common Stock 30231G102 279 6761 SH SOLE 0 0 6761 GENERAL ELECTRIC CO COM 369604103 188 17399 SH SOLE 0 0 17399 HOME DEPOT INC COM 437076102 232 875 SH SOLE 0 0 875 INTEL CORP COM 458140100 605 12134 SH SOLE 0 0 12134 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 2442 48273 SH SOLE 0 0 48273 INVESCO EXCHNG TRADED FD PFD ETF 46138E511 354 23172 SH SOLE 0 0 23172 INVESCO MUNI INCOME OPP TRST COM 46132X101 121 15275 SH SOLE 0 0 15275 INVESCO QQQ TR UNIT SER 1 46090E103 417 1328 SH SOLE 0 0 1328 INVESCO QUALITY MUNI INC TREAS COM 46133G107 1090 83555 SH SOLE 0 0 83555 INVESCO VALUE MUN INCOME TR COM 46132P108 418 26717 SH SOLE 0 0 26717 ISHARE TR RUS 2000 GRW ETF 464287648 249 870 SH SOLE 0 0 870 ISHARES INC CORE MSCI EMKT 46434G103 533 8586 SH SOLE 0 0 8586 ISHARES SHORT SH TR CRPORT ETF 464288646 590 10701 SH SOLE 0 0 10701 ISHARES TR 0-5 YR HI YL CP 46434V407 271 5971 SH SOLE 0 0 5971 ISHARES TR CORE MSCI EAFE 46432F842 296 4287 SH SOLE 0 0 4287 ISHARES TR CORE S&P MCP ETF 464287507 297 1291 SH SOLE 0 0 1291 ISHARES TR CORE S&P TTL STK 464287150 367 4252 SH SOLE 0 0 4252 ISHARES TR CORE S&P500 ETF 464287200 466 1243 SH SOLE 0 0 1243 ISHARES TR CORE DIV GRWTH 46434V621 523 11663 SH SOLE 0 0 11663 ISHARES TR EXPND TEC SC ETF 464287549 297 849 SH SOLE 0 0 849 ISHARES TR EAFE GRWTH ETF 464288885 1999 19813 SH SOLE 0 0 19813 ISHARES TR MSCI MIN VOL ETF 46429B697 9078 133743 SH SOLE 0 0 133743 ISHARES TR RUS 1000 VAL ETF 464287598 1100 8047 SH SOLE 0 0 8047 ISHARES TR RUS 1000 GRW ETF 464287614 2801 11615 SH SOLE 0 0 11615 ISHARES TR RUS TP200 GR ETF 464289438 3598 27043 SH SOLE 0 0 27043 ISHARES TR S&P 500 GRWT ETF 464287309 2545 39874 SH SOLE 0 0 39874 ISHARES TR SELECT DIVID ETF 464287168 237 2462 SH SOLE 0 0 2462 ISHARES TR SHORT TREAS BD 464288679 499 4512 SH SOLE 0 0 4512 ISHARES TR U.S. TECH ETF 464287721 414 4864 SH SOLE 0 0 4864 ISHARES TR U.S. MED DVC ETF 464288810 566 1728 SH SOLE 0 0 1728 ISHARES TRU RUSSELL 2000 ETF 464287655 257 1309 SH SOLE 0 0 1309 JOHNSON & JOHNSON COM 478160104 438 2786 SH SOLE 0 0 2786 JPMORGAN CHASE & CO COM 46625H100 707 5567 SH SOLE 0 0 5567 KINDER MORGAN INC DEL COM 49456B101 162 11878 SH SOLE 0 0 11878 MASTERCARD INCORPORATED CL A 57636Q104 211 592 SH SOLE 0 0 592 MERCK & CO INC COM 58933Y105 349 4268 SH SOLE 0 0 4268 MICRON TECHNOLOGY INC COM 595112103 203 2700 SH SOLE 0 0 2700 MICROSOFT CORP COM 594918104 1685 7575 SH SOLE 0 0 7575 NETFLIX INC COM 64110L106 327 605 SH SOLE 0 0 605 NIKE INC CL B 654106103 352 2488 SH SOLE 0 0 2488 NUVEEN MUN HIGH INCOME OPP F COM 670682103 1306 90578 SH SOLE 0 0 90578 NVIDIA CORP COM 67066G104 536 1026 SH SOLE 0 0 1026 PAYPAL HLDGS INC COM 70450Y103 209 894 SH SOLE 0 0 894 PFIZER INC COM 717081103 320 8693 SH SOLE 0 0 8693 PHILIP MORRIS INTL INC COM 718172109 227 2739 SH SOLE 0 0 2739 PROCTER & GAMBLE CO COM 742718109 340 2441 SH SOLE 0 0 2441 PROSHARES TR PSHS ULTRA TECH 74347R693 258 3600 SH SOLE 0 0 3600 PROSPECT CAPITAL CORPORATION COM 74348T102 55 10200 SH SOLE 0 0 10200 SPDR GOLD TR GOLD SHS 78463V107 307 1721 SH SOLE 0 0 1721 SPDR S&P 500 ETF TR TR UNIT 78462F103 571 1528 SH SOLE 0 0 1528 SPDR SERIES TR AEROSPACE DEF 78464A631 739 6445 SH SOLE 0 0 6445 SPDR SERIES TR S&P 400 MDCP GRW 78464A821 1324 19090 SH SOLE 0 0 19090 STARBUCKS CORP COM 855244109 236 2204 SH SOLE 0 0 2204 TOYOTA MOTOR CORP SP ADR REP2COM 892331307 232 1500 SH SOLE 0 0 1500 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1182 9934 SH SOLE 0 0 9934 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1333 9376 SH SOLE 0 0 9376 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1525 5698 SH SOLE 0 0 5698 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1187 6100 SH SOLE 0 0 6100 VERIZON COMMUNICATIONS INC COM 92343V104 511 8699 SH SOLE 0 0 8699 VISA INC COM CL A 92826C839 378 1728 SH SOLE 0 0 1728 WALMART INC COM 931142103 528 3662 SH SOLE 0 0 3662 WELLS FARGO CO NEW COM 94987D101 328 26989 SH SOLE 0 0 26989 WISDOMTREE TR US QTLY DIV GRT 97717X669 11736 217502 SH SOLE 0 0 217502 YAMANA GOLD INC COM 98462Y100 257 45000 SH SOLE 0 0 45000