Legacy Wealth Management as of March 31, 2013
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 7 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 56.0 | $94M | 1.1M | 87.21 | |
| Ishares High Dividend Equity F (HDV) | 19.5 | $33M | 499k | 65.36 | |
| Vanguard Emerging Markets ETF (VWO) | 12.0 | $20M | 467k | 42.90 | |
| iShares Russell 2000 Index (IWM) | 10.3 | $17M | 183k | 94.43 | |
| Vanguard Total Stock Market ETF (VTI) | 1.3 | $2.1M | 26k | 80.97 | |
| Spdr S&p 500 Etf (SPY) | 0.9 | $1.4M | 9.1k | 156.66 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $254k | 2.4k | 104.06 |
