Legacy Wealth Management as of Dec. 31, 2010
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 7 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 43.3 | $73M | 1.0M | 69.86 | |
| iShares Russell 2000 Index (IWM) | 26.2 | $44M | 567k | 78.24 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 11.0 | $19M | 395k | 46.98 | |
| Vanguard Emerging Markets ETF (VWO) | 10.2 | $17M | 357k | 48.14 | |
| iShares Russell 1000 Value Index (IWD) | 8.3 | $14M | 217k | 64.87 | |
| Vanguard Total Stock Market ETF (VTI) | 0.8 | $1.4M | 22k | 64.94 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $200k | 2.5k | 80.00 |
