Legacy Wealth Management as of Sept. 30, 2015
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 7 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 62.3 | $163M | 1.5M | 107.05 | |
| iShares S&P MidCap 400 Index (IJH) | 18.1 | $48M | 348k | 136.61 | |
| Sch Us Mid-cap Etf etf (SCHM) | 8.8 | $23M | 589k | 38.92 | |
| iShares Russell 2000 Index (IWM) | 8.3 | $22M | 199k | 109.20 | |
| Spdr S&p 500 Etf (SPY) | 1.0 | $2.7M | 14k | 191.64 | |
| Vanguard Total Stock Market ETF (VTI) | 1.0 | $2.6M | 26k | 98.73 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.4 | $1.2M | 25k | 45.77 |
