0001802490-22-000002.txt : 20220510
0001802490-22-000002.hdr.sgml : 20220510
20220510093032
ACCESSION NUMBER: 0001802490-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220510
DATE AS OF CHANGE: 20220510
EFFECTIVENESS DATE: 20220510
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: 22907676
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
true
false
0001802490
XXXXXXXX
03-31-2022
03-31-2022
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
05-10-2022
0
100
84927
false
INFORMATION TABLE
2
lwp13f1q2022.xml
1Q2022 13F LWP
ABBOTT LABS
COM
002824100
263
2219
SH
SOLE
0
0
2219
ABBVIE INC
COM
00287Y109
250
1541
SH
SOLE
0
0
1541
ALLSPRING MULTI SECTOR INCOM
COM
94987D101
265
25489
SH
SOLE
0
0
25489
ALPHABET INC
CAP STK CL C
02079K107
215
77
SH
SOLE
0
0
77
ALPHABET INC
CAP STK CL A
02079K305
231
83
SH
SOLE
0
0
83
ALTRIA GROUP INC
COM
02209S103
243
4658
SH
SOLE
0
0
4658
AMAZON COM INC
COM
023135106
805
247
SH
SOLE
0
0
247
APPLE INC
COM
037833100
4971
28469
SH
SOLE
0
0
28469
ARK ETF TR
GENOMIC REV ETF
00214Q302
319
6942
SH
SOLE
0
0
6942
ARK ETF TR
INNOVATION ETF
00214Q104
655
9875
SH
SOLE
0
0
9875
AT&T INC
COM
00206R102
570
24128
SH
SOLE
0
0
24128
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1273
3606
SH
SOLE
0
0
3606
BK OF AMERICA CORP
COM
060505104
627
15218
SH
SOLE
0
0
15218
BLACKROCK MUN INCOME TR
SH BEN INT
09248F109
155
12703
SH
SOLE
0
0
12703
BOEING CO
COM
097023105
971
5069
SH
SOLE
0
0
5069
CATERPILLAR INC
COM
149123101
235
1053
SH
SOLE
0
0
1053
CHARLES RIV LABS INTL INC
COM
159864107
1564
5507
SH
SOLE
0
0
5507
CHEVRON CORP NEW
COM
166764100
281
1727
SH
SOLE
0
0
1727
CISCO SYS INC
COM
17275R102
297
5327
SH
SOLE
0
0
5327
CITIGROUP INC
COM NEW
172967424
216
4049
SH
SOLE
0
0
4049
CONSOLIDATED EDISON INC
COM
209115104
260
2741
SH
SOLE
0
0
2741
COSTCO WHSL CORP NEW
COM
22160K105
249
433
SH
SOLE
0
0
433
CUMMINS INC
COM
231021106
351
1713
SH
SOLE
0
0
1713
DEERE & CO
COM
244199105
514
1237
SH
SOLE
0
0
1237
DIAGEO PLC
SPONS ADR NEW
25243Q205
267
1315
SH
SOLE
0
0
1315
DISNEY WALT CO
COM DISNEY
254687106
264
1927
SH
SOLE
0
0
1927
ENTERPRISE PROD PARTNERS L
COM
293792107
250
9681
SH
SOLE
0
0
9681
EQUINIX INC
COM
29444U700
260
351
SH
SOLE
0
0
351
EXXON MOBIL CORP
COM
30231G102
317
3837
SH
SOLE
0
0
3837
GLOBAL X FDS
NASDAQ 100 COVER
37954Y483
222
10600
SH
SOLE
0
0
10600
INOTIV INC
COM
45783Q100
835
31900
SH
SOLE
0
0
31900
INTEL CORP
COM
458140100
448
9040
SH
SOLE
0
0
9040
INVESCO ACTIVELY MANAGED ETF
ULTRA SHRT DUR
46090A887
2037
40869
SH
SOLE
0
0
40869
INVESCO EXCHNG TRADED FD
PFD ETF
46138E511
292
21535
SH
SOLE
0
0
21535
INVESCO MUNI INCOME OPP TRST
COM
46132X101
108
15275
SH
SOLE
0
0
15275
INVESCO QQQ TR
UNIT SER 1
46090E103
579
1596
SH
SOLE
0
0
1596
INVESCO QUALITY MUNI INC TREAS
COM
46133G107
930
82125
SH
SOLE
0
0
82125
INVESCO VALUE MUN INCOME TR
COM
46132P108
274
19665
SH
SOLE
0
0
19665
ISHARES INC
CORE MSCI EMKT
46434G103
588
10579
SH
SOLE
0
0
10579
ISHARES SHORT
SH TR CRPORT ETF
464288646
826
15969
SH
SOLE
0
0
15969
ISHARES TR
CORE S&P TTL STK
464287150
222
2204
SH
SOLE
0
0
2204
ISHARES TR
CORE MSCI EAFE
46432F842
245
3521
SH
SOLE
0
0
3521
ISHARES TR
COR S&P SCP ETF
464287804
270
2507
SH
SOLE
0
0
2507
ISHARES TR
CORE S&P MCP ETF
464287507
376
1402
SH
SOLE
0
0
1402
ISHARES TR
CORE S&P500 ETF
464287200
511
1127
SH
SOLE
0
0
1127
ISHARES TR
CORE DIV GRWTH
46434V621
853
15977
SH
SOLE
0
0
15977
ISHARES TR
EXPND TEC SC ETF
464287549
427
1099
SH
SOLE
0
0
1099
ISHARES TR
EXPANDED TECH
464287515
912
2643
SH
SOLE
0
0
2643
ISHARES TR
MSCI MIN VOL ETF
46429B697
311
4013
SH
SOLE
0
0
4013
ISHARES TR
EAFE GRWTH ETF
464288885
2141
22243
SH
SOLE
0
0
22243
ISHARES TR
MSCI USA VALUE
46432F388
12748
121913
SH
SOLE
0
0
121913
ISHARES TR
US RGL BKS ETF
464288778
223
3790
SH
SOLE
0
0
3790
ISHARES TR
RUSSELL 2000 ETF
464287655
227
1106
SH
SOLE
0
0
1106
ISHARES TR
RUS 1000 VAL ETF
464287598
1025
6178
SH
SOLE
0
0
6178
ISHARES TR
RUS 1000 GRW ETF
464287614
2685
9670
SH
SOLE
0
0
9670
ISHARES TR
RUS TP200 GR ETF
464289438
4853
30546
SH
SOLE
0
0
30546
ISHARES TR
S&P 500 GRWT ETF
464287309
682
8934
SH
SOLE
0
0
8934
ISHARES TR
SELECT DIVID ETF
464287168
681
5315
SH
SOLE
0
0
5315
ISHARES TR
SHRT NAT MUN ETF
464288158
202
1935
SH
SOLE
0
0
1935
ISHARES TR
U.S. TECH ETF
464287721
310
3004
SH
SOLE
0
0
3004
ISHARES TR
U.S. FINLS ETF
464287788
216
2552
SH
SOLE
0
0
2552
ISHARES TR
U.S. MED DVC ETF
464288810
792
12990
SH
SOLE
0
0
12990
JOHNSON & JOHNSON
COM
478160104
511
2886
SH
SOLE
0
0
2886
JPMORGAN CHASE & CO
COM
46625H100
722
5294
SH
SOLE
0
0
5294
KINDER MORGAN INC DEL
COM
49456B101
300
15888
SH
SOLE
0
0
15888
LPL FINL HLDGS INC
COM
50212V100
344
1881
SH
SOLE
0
0
1881
MCCORMICK & CO INC
COM VTG
579780206
200
2000
SH
SOLE
0
0
2000
MERCADOLIBRE INC
COM
58733R102
398
335
SH
SOLE
0
0
335
MERCK & CO INC
COM
58933Y105
320
3906
SH
SOLE
0
0
3906
MICROSOFT CORP
COM
594918104
2157
6996
SH
SOLE
0
0
6996
NETFLIX INC
COM
64110L106
202
539
SH
SOLE
0
0
539
NIKE INC
CL B
654106103
335
2489
SH
SOLE
0
0
2489
NUVEEN MUN HIGH INCOME OPP F
COM
670682103
1185
91116
SH
SOLE
0
0
91116
NVIDIA CORP
COM
67066G104
967
3545
SH
SOLE
0
0
3545
ON24 INC
COM
68339B104
163
12400
SH
SOLE
0
0
12400
PALO ALTO NETWORKS INC
COM
697435105
226
363
SH
SOLE
0
0
363
PFIZER INC
COM
717081103
267
5156
SH
SOLE
0
0
5156
PROCTER & GAMBLE CO
COM
742718109
389
2548
SH
SOLE
0
0
2548
PROSHARES TR
S&P 500 DV ARIST
74348A467
246
2595
SH
SOLE
0
0
2595
PROSHARES TR
PSHS ULTRA TECH
74347R693
471
9420
SH
SOLE
0
0
9420
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
227
1228
SH
SOLE
0
0
1228
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
225
2964
SH
SOLE
0
0
2964
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
229
5986
SH
SOLE
0
0
5986
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
209
1313
SH
SOLE
0
0
1313
SPDR GOLD TR
GOLD SHS
78463V107
1004
5556
SH
SOLE
0
0
5556
SPDR S&P 500 ETF TR
TR UNIT
78462F103
600
1328
SH
SOLE
0
0
1328
SPDR SERIES TR
AEROSPACE DEF
78464A631
804
6445
SH
SOLE
0
0
6445
STARBUCKS CORP
COM
855244109
227
2494
SH
SOLE
0
0
2494
TOYOTA MOTOR CORP
SP ADR REP2COM
892331307
270
1500
SH
SOLE
0
0
1500
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
1885
12593
SH
SOLE
0
0
12593
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
1951
7864
SH
SOLE
0
0
7864
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
2003
11385
SH
SOLE
0
0
11385
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1612
7082
SH
SOLE
0
0
7082
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
375
2313
SH
SOLE
0
0
2313
VERIZON COMMUNICATIONS INC
COM
92343V104
441
8663
SH
SOLE
0
0
8663
VISA INC
COM CL A
92826C839
362
1632
SH
SOLE
0
0
1632
W P CAREY
Common Stock
92936U109
252
3119
SH
SOLE
0
0
3119
WALMART INC
COM
931142103
404
2710
SH
SOLE
0
0
2710
WISDOMTREE TR
US QTLY DIV GRT
97717X669
7004
110001
SH
SOLE
0
0
110001
YAMANA GOLD INC
COM
98462Y100
251
45000
SH
SOLE
0
0
45000