Legacy Wealth Management

Legacy Wealth Management as of June 30, 2021

Portfolio Holdings for Legacy Wealth Management

Legacy Wealth Management holds 16 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 28.0 $223M 922k 242.08
Schwab Strategic Tr 1000 Index Etf (SCHK) 25.3 $202M 4.7M 42.66
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 12.5 $100M 684k 145.96
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 11.6 $93M 1.2M 78.27
Ishares Tr Core S&p Mcp Etf (IJH) 11.4 $91M 338k 268.73
Ishares Tr Core S&p Scp Etf (IJR) 3.8 $30M 269k 112.98
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.7 $29M 282k 104.18
Ishares Tr Russell 2000 Etf (IWM) 1.8 $15M 64k 229.37
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $5.9M 27k 222.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $3.7M 8.7k 428.11
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $3.2M 31k 103.96
Ishares Tr Core S&p500 Etf (IVV) 0.1 $534k 1.2k 430.30
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $503k 4.8k 104.23
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $386k 1.4k 271.83
Vanguard Index Fds Growth Etf (VUG) 0.0 $318k 1.1k 286.49
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $212k 3.9k 54.55