Legacy Wealth Management as of Sept. 30, 2013
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 6 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 56.6 | $100M | 1.1M | 94.17 | |
| Ishares High Dividend Equity F (HDV) | 18.2 | $32M | 483k | 66.28 | |
| Vanguard Emerging Markets ETF (VWO) | 11.6 | $21M | 511k | 40.13 | |
| iShares Russell 2000 Index (IWM) | 11.4 | $20M | 189k | 106.61 | |
| Vanguard Total Stock Market ETF (VTI) | 1.3 | $2.3M | 26k | 87.65 | |
| Spdr S&p 500 Etf (SPY) | 0.9 | $1.6M | 9.3k | 168.01 |
