Legacy Wealth Management as of June 30, 2014
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 5 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 69.6 | $148M | 1.3M | 110.11 | |
| Ishares Core Intl Stock Etf core (IXUS) | 18.2 | $39M | 647k | 59.64 | |
| iShares Russell 2000 Index (IWM) | 10.2 | $22M | 182k | 118.81 | |
| Vanguard Total Stock Market ETF (VTI) | 1.2 | $2.7M | 26k | 101.78 | |
| Spdr S&p 500 Etf (SPY) | 0.8 | $1.7M | 8.6k | 195.67 |
