Legacy Wealth Management as of March 31, 2014
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 5 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 68.9 | $142M | 1.4M | 104.77 | |
| Ishares Core Intl Stock Etf core (IXUS) | 18.8 | $39M | 667k | 57.80 | |
| iShares Russell 2000 Index (IWM) | 10.3 | $21M | 182k | 116.34 | |
| Vanguard Total Stock Market ETF (VTI) | 1.2 | $2.6M | 26k | 97.47 | |
| Spdr S&p 500 Etf (SPY) | 0.8 | $1.6M | 8.6k | 186.96 |
