Legacy Wealth Management as of March 31, 2012
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 7 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 46.0 | $92M | 1.2M | 77.96 | |
| iShares Russell 2000 Index (IWM) | 20.1 | $40M | 487k | 82.81 | |
| Ishares High Dividend Equity F (HDV) | 14.1 | $28M | 492k | 57.15 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 9.4 | $19M | 430k | 43.52 | |
| Vanguard Emerging Markets ETF (VWO) | 8.8 | $18M | 403k | 43.47 | |
| Vanguard Total Stock Market ETF (VTI) | 0.9 | $1.9M | 26k | 72.26 | |
| Spdr S&p 500 Etf (SPY) | 0.8 | $1.5M | 11k | 140.78 |
