Legacy Wealth Management as of March 31, 2011
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 7 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 46.4 | $87M | 1.2M | 73.87 | |
| iShares Russell 2000 Index (IWM) | 24.1 | $45M | 536k | 84.17 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 10.4 | $19M | 402k | 48.31 | |
| iShares Russell 1000 Value Index (IWD) | 9.1 | $17M | 247k | 68.67 | |
| Vanguard Emerging Markets ETF (VWO) | 9.1 | $17M | 347k | 48.95 | |
| Vanguard Total Stock Market ETF (VTI) | 0.8 | $1.5M | 22k | 68.72 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $204k | 2.4k | 83.57 |
