Legacy Wealth Management as of June 30, 2015
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 7 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 72.6 | $177M | 1.5M | 116.04 | |
| iShares S&P MidCap 400 Index (IJH) | 10.7 | $26M | 175k | 149.98 | |
| iShares Russell 2000 Index (IWM) | 10.1 | $25M | 197k | 124.86 | |
| Sch Us Mid-cap Etf etf (SCHM) | 4.2 | $10M | 237k | 42.64 | |
| Vanguard Total Stock Market ETF (VTI) | 1.1 | $2.8M | 26k | 107.02 | |
| Spdr S&p 500 Etf (SPY) | 0.7 | $1.8M | 8.7k | 205.81 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.5 | $1.3M | 26k | 49.31 |
