Legacy Wealth Management as of Dec. 31, 2013
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 7 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 55.0 | $108M | 1.0M | 103.17 | |
| Ishares High Dividend Equity F (HDV) | 17.2 | $34M | 483k | 70.25 | |
| iShares Russell 2000 Index (IWM) | 10.9 | $21M | 186k | 115.36 | |
| Vanguard Emerging Markets ETF (VWO) | 9.2 | $18M | 438k | 41.14 | |
| Ishares Core Intl Stock Etf core (IXUS) | 5.6 | $11M | 191k | 57.65 | |
| Vanguard Total Stock Market ETF (VTI) | 1.3 | $2.5M | 26k | 95.90 | |
| Spdr S&p 500 Etf (SPY) | 0.9 | $1.8M | 9.5k | 184.70 |
