Legacy Wealth Management as of Dec. 31, 2015
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 11 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 58.8 | $210M | 1.8M | 113.31 | |
| iShares S&P MidCap 400 Index (IJH) | 14.2 | $51M | 364k | 139.32 | |
| Sch Us Mid-cap Etf etf (SCHM) | 9.4 | $34M | 839k | 40.07 | |
| iShares Russell 2000 Index (IWM) | 6.4 | $23M | 201k | 112.62 | |
| iShares MSCI EAFE Index Fund (EFA) | 3.8 | $13M | 228k | 58.72 | |
| Ishares Inc core msci emkt (IEMG) | 3.3 | $12M | 303k | 39.39 | |
| Spdr S&p 500 Etf (SPY) | 1.7 | $6.2M | 30k | 203.87 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.9 | $3.3M | 60k | 54.38 | |
| Vanguard Total Stock Market ETF (VTI) | 0.8 | $2.7M | 26k | 104.30 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.4 | $1.4M | 29k | 48.57 | |
| Schwab U S Small Cap ETF (SCHA) | 0.3 | $1.1M | 21k | 52.08 |
