Legacy Wealth Management as of Sept. 30, 2016
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 12 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 59.5 | $218M | 1.8M | 120.46 | |
| iShares S&P MidCap 400 Index (IJH) | 20.8 | $76M | 493k | 154.71 | |
| Sch Us Mid-cap Etf etf (SCHM) | 10.8 | $40M | 910k | 43.52 | |
| iShares Russell 2000 Index (IWM) | 6.6 | $24M | 194k | 124.21 | |
| Vanguard Total Stock Market ETF (VTI) | 0.8 | $2.9M | 26k | 111.33 | |
| Spdr S&p 500 Etf (SPY) | 0.5 | $2.0M | 9.2k | 216.28 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.5 | $1.6M | 32k | 51.61 | |
| Schwab U S Small Cap ETF (SCHA) | 0.2 | $745k | 13k | 57.56 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $536k | 4.3k | 124.16 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $350k | 6.3k | 55.14 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $215k | 4.3k | 49.63 | |
| Schwab U S Broad Market ETF (SCHB) | 0.1 | $211k | 4.0k | 52.41 |
