Legacy Wealth Management as of Dec. 31, 2019
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 13 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 30.8 | $203M | 1.1M | 178.42 | |
| Schwab 1000 Index Etf etf (SCHK) | 28.0 | $185M | 5.8M | 31.57 | |
| iShares S&P MidCap 400 Index (IJH) | 14.5 | $96M | 465k | 205.82 | |
| Sch Us Mid-cap Etf etf (SCHM) | 13.1 | $86M | 1.4M | 60.15 | |
| iShares S&P SmallCap 600 Index (IJR) | 8.7 | $57M | 685k | 83.85 | |
| iShares Russell 2000 Index (IWM) | 2.8 | $19M | 113k | 165.67 | |
| Vanguard Total Stock Market ETF (VTI) | 0.7 | $4.6M | 28k | 163.61 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.4 | $2.9M | 38k | 76.80 | |
| Spdr S&p 500 Etf (SPY) | 0.4 | $2.8M | 8.7k | 321.80 | |
| Schwab U S Small Cap ETF (SCHA) | 0.3 | $2.2M | 29k | 75.64 | |
| Schwab U S Broad Market ETF (SCHB) | 0.1 | $614k | 8.0k | 76.87 | |
| iShares S&P 500 Index (IVV) | 0.0 | $269k | 832.00 | 323.32 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $224k | 1.3k | 175.82 |
