Legacy Wealth Management as of March 31, 2018
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 13 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 51.9 | $212M | 1.4M | 146.86 | |
| iShares S&P MidCap 400 Index (IJH) | 15.2 | $62M | 332k | 187.57 | |
| Schwab 1000 Index Etf etf (SCHK) | 12.5 | $51M | 2.0M | 26.00 | |
| Sch Us Mid-cap Etf etf (SCHM) | 10.6 | $43M | 817k | 52.88 | |
| iShares Russell 2000 Index (IWM) | 5.8 | $24M | 155k | 151.82 | |
| Schwab U S Small Cap ETF (SCHA) | 1.5 | $6.1M | 89k | 69.13 | |
| Vanguard Total Stock Market ETF (VTI) | 0.9 | $3.6M | 26k | 135.74 | |
| Spdr S&p 500 Etf (SPY) | 0.6 | $2.3M | 8.8k | 263.13 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.5 | $2.0M | 32k | 63.08 | |
| Vanguard Total Bond Market ETF (BND) | 0.3 | $1.2M | 15k | 79.96 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.2 | $780k | 10k | 77.03 | |
| Schwab U S Broad Market ETF (SCHB) | 0.1 | $320k | 5.0k | 63.87 | |
| Willis Towers Watson (WTW) | 0.1 | $214k | 1.4k | 152.20 |
