Legacy Wealth Management as of Dec. 31, 2014
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 8 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 69.1 | $193M | 1.7M | 114.63 | |
| Ishares Core Intl Stock Etf core (IXUS) | 10.2 | $29M | 536k | 53.27 | |
| iShares Russell 2000 Index (IWM) | 8.3 | $23M | 193k | 119.62 | |
| iShares S&P MidCap 400 Index (IJH) | 7.7 | $22M | 149k | 144.80 | |
| Sch Us Mid-cap Etf etf (SCHM) | 2.6 | $7.2M | 176k | 40.68 | |
| Vanguard Total Stock Market ETF (VTI) | 1.0 | $2.8M | 26k | 105.98 | |
| Spdr S&p 500 Etf (SPY) | 0.6 | $1.8M | 8.7k | 205.52 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.5 | $1.4M | 28k | 49.07 |
