Legacy Wealth Management as of March 31, 2020
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 11 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab 1000 Index Etf etf (SCHK) | 30.1 | $166M | 6.6M | 25.07 | |
| iShares Russell 1000 Index (IWB) | 28.9 | $159M | 1.1M | 141.53 | |
| iShares S&P MidCap 400 Index (IJH) | 15.4 | $85M | 590k | 143.86 | |
| Sch Us Mid-cap Etf etf (SCHM) | 12.4 | $68M | 1.6M | 42.16 | |
| Schwab U S Small Cap ETF (SCHA) | 5.4 | $30M | 573k | 51.52 | |
| iShares S&P SmallCap 600 Index (IJR) | 4.4 | $24M | 432k | 56.11 | |
| iShares Russell 2000 Index (IWM) | 2.1 | $11M | 100k | 114.46 | |
| Vanguard Total Stock Market ETF (VTI) | 0.6 | $3.5M | 27k | 128.90 | |
| Spdr S&p 500 Etf (SPY) | 0.4 | $2.3M | 8.7k | 257.79 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.3 | $1.9M | 31k | 61.25 | |
| Schwab U S Broad Market ETF (SCHB) | 0.1 | $285k | 4.7k | 60.38 |
