Legacy Wealth Management as of June 30, 2016
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 9 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 64.8 | $219M | 1.9M | 116.89 | |
| iShares S&P MidCap 400 Index (IJH) | 17.8 | $60M | 402k | 149.39 | |
| Sch Us Mid-cap Etf etf (SCHM) | 8.3 | $28M | 673k | 42.01 | |
| iShares Russell 2000 Index (IWM) | 6.8 | $23M | 201k | 114.98 | |
| Vanguard Total Stock Market ETF (VTI) | 0.8 | $2.8M | 26k | 107.17 | |
| Spdr S&p 500 Etf (SPY) | 0.6 | $1.9M | 9.2k | 209.50 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.5 | $1.6M | 32k | 49.78 | |
| Schwab U S Small Cap ETF (SCHA) | 0.2 | $674k | 13k | 54.00 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $520k | 4.5k | 116.33 |
