Legacy Wealth Management as of March 31, 2021
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 15 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Etf (IWB) | 28.4 | $212M | 949k | 223.83 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 24.8 | $186M | 4.7M | 39.42 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 12.1 | $90M | 347k | 260.28 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 12.0 | $90M | 693k | 129.78 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 11.6 | $87M | 1.2M | 74.43 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 3.8 | $29M | 288k | 99.67 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 3.8 | $28M | 261k | 108.53 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.9 | $14M | 65k | 220.94 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $5.5M | 27k | 206.68 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $3.5M | 8.8k | 396.35 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $2.0M | 21k | 96.05 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $415k | 1.0k | 397.89 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $398k | 4.1k | 96.65 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $310k | 1.3k | 243.33 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $235k | 4.8k | 49.14 |
