Legacy Wealth Management as of March 31, 2015
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 7 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 73.9 | $178M | 1.5M | 115.85 | |
| iShares Russell 2000 Index (IWM) | 10.2 | $25M | 198k | 124.37 | |
| iShares S&P MidCap 400 Index (IJH) | 9.9 | $24M | 156k | 151.98 | |
| Sch Us Mid-cap Etf etf (SCHM) | 3.6 | $8.7M | 201k | 43.15 | |
| Vanguard Total Stock Market ETF (VTI) | 1.2 | $2.8M | 26k | 107.25 | |
| Spdr S&p 500 Etf (SPY) | 0.7 | $1.8M | 8.7k | 206.46 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.5 | $1.3M | 26k | 49.57 |
