Legacy Wealth Management as of Sept. 30, 2018
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 12 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 42.9 | $214M | 1.3M | 161.71 | |
| Schwab 1000 Index Etf etf (SCHK) | 20.2 | $101M | 3.5M | 28.62 | |
| iShares S&P MidCap 400 Index (IJH) | 12.8 | $64M | 319k | 201.29 | |
| Sch Us Mid-cap Etf etf (SCHM) | 9.8 | $49M | 845k | 57.84 | |
| iShares S&P SmallCap 600 Index (IJR) | 7.5 | $38M | 430k | 87.24 | |
| iShares Russell 2000 Index (IWM) | 4.3 | $21M | 127k | 168.55 | |
| Vanguard Total Stock Market ETF (VTI) | 0.8 | $3.9M | 26k | 149.64 | |
| Spdr S&p 500 Etf (SPY) | 0.5 | $2.6M | 8.8k | 290.73 | |
| Schwab U S Small Cap ETF (SCHA) | 0.5 | $2.4M | 32k | 76.17 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.5 | $2.5M | 35k | 69.57 | |
| Schwab U S Broad Market ETF (SCHB) | 0.1 | $413k | 5.9k | 70.31 | |
| Mid-America Apartment (MAA) | 0.1 | $290k | 2.9k | 100.35 |
