Legacy Wealth Management as of Sept. 30, 2014
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 6 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 70.8 | $146M | 1.3M | 109.87 | |
| Ishares Core Intl Stock Etf core (IXUS) | 17.4 | $36M | 640k | 56.27 | |
| iShares Russell 2000 Index (IWM) | 9.6 | $20M | 180k | 109.35 | |
| Vanguard Total Stock Market ETF (VTI) | 1.3 | $2.7M | 26k | 101.25 | |
| Spdr S&p 500 Etf (SPY) | 0.8 | $1.7M | 8.6k | 197.08 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $246k | 5.2k | 47.02 |
