Legacy Wealth Management

Legacy Wealth Management as of Dec. 31, 2018

Portfolio Holdings for Legacy Wealth Management

Legacy Wealth Management holds 18 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Index (IWB) 37.6 $171M 1.2M 138.69
Schwab 1000 Index Etf etf (SCHK) 20.1 $91M 3.7M 24.52
iShares S&P MidCap 400 Index (IJH) 11.5 $52M 315k 166.06
Sch Us Mid-cap Etf etf (SCHM) 9.0 $41M 850k 47.93
iShares S&P SmallCap 600 Index (IJR) 4.6 $21M 304k 69.32
Schwab Strategic Tr us lrg cap etf (SCHX) 3.8 $17M 288k 59.70
iShares Russell 2000 Index (IWM) 3.6 $16M 122k 133.90
Vanguard Small-Cap ETF (VB) 2.8 $13M 95k 131.99
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.9 $8.4M 154k 55.00
Schwab U S Broad Market ETF (SCHB) 1.4 $6.2M 104k 59.93
Vanguard Total Stock Market ETF (VTI) 1.1 $5.0M 40k 127.62
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.8 $3.8M 79k 48.06
Vanguard Mid-Cap ETF (VO) 0.5 $2.3M 17k 138.17
Spdr S&p 500 Etf (SPY) 0.5 $2.2M 8.6k 249.88
Ishares Inc core msci emkt (IEMG) 0.4 $1.9M 41k 47.16
Schwab U S Small Cap ETF (SCHA) 0.2 $989k 16k 60.66
Ishares Core Intl Stock Etf core (IXUS) 0.2 $944k 18k 52.53
Mid-America Apartment (MAA) 0.1 $277k 2.9k 95.85