Legacy Wealth Management as of Sept. 30, 2012
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 8 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 45.5 | $94M | 1.2M | 79.48 | |
| iShares Russell 2000 Index (IWM) | 20.1 | $42M | 499k | 83.44 | |
| Ishares High Dividend Equity F (HDV) | 14.6 | $30M | 497k | 60.93 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 9.5 | $20M | 440k | 44.59 | |
| Vanguard Emerging Markets ETF (VWO) | 8.6 | $18M | 425k | 41.72 | |
| Vanguard Total Stock Market ETF (VTI) | 0.9 | $1.9M | 26k | 73.64 | |
| Spdr S&p 500 Etf (SPY) | 0.7 | $1.5M | 10k | 144.00 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $215k | 2.4k | 88.08 |
