Legacy Wealth Management as of March 31, 2016
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 7 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 65.1 | $216M | 1.9M | 114.07 | |
| iShares S&P MidCap 400 Index (IJH) | 17.9 | $60M | 413k | 144.19 | |
| Sch Us Mid-cap Etf etf (SCHM) | 8.3 | $28M | 683k | 40.59 | |
| iShares Russell 2000 Index (IWM) | 6.8 | $23M | 204k | 110.63 | |
| Vanguard Total Stock Market ETF (VTI) | 0.8 | $2.7M | 26k | 104.84 | |
| Spdr S&p 500 Etf (SPY) | 0.6 | $1.9M | 9.2k | 205.52 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.5 | $1.6M | 32k | 48.85 |
