Legacy Wealth Management as of June 30, 2012
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 8 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 45.4 | $89M | 1.2M | 75.21 | |
| iShares Russell 2000 Index (IWM) | 20.2 | $40M | 499k | 79.56 | |
| Ishares High Dividend Equity F (HDV) | 15.1 | $30M | 499k | 59.35 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 9.2 | $18M | 441k | 40.75 | |
| Vanguard Emerging Markets ETF (VWO) | 8.4 | $17M | 415k | 39.93 | |
| Vanguard Total Stock Market ETF (VTI) | 0.9 | $1.8M | 26k | 69.70 | |
| Spdr S&p 500 Etf (SPY) | 0.8 | $1.5M | 11k | 136.14 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $203k | 2.4k | 83.16 |
