Legacy Wealth Management

Legacy Wealth Management as of Sept. 30, 2021

Portfolio Holdings for Legacy Wealth Management

Legacy Wealth Management holds 17 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 27.4 $218M 903k 241.71
Schwab Strategic Tr 1000 Index Etf (SCHK) 25.6 $204M 4.8M 42.60
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 12.7 $101M 682k 148.09
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 12.1 $96M 1.3M 76.66
Ishares Tr Core S&p Mcp Etf (IJH) 11.0 $88M 333k 263.07
Ishares Tr Core S&p Scp Etf (IJR) 4.1 $32M 296k 109.19
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.5 $28M 280k 100.10
Ishares Tr Russell 2000 Etf (IWM) 1.7 $14M 63k 218.75
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $5.9M 27k 222.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $3.9M 9.1k 429.15
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $3.6M 35k 104.04
Ishares Tr Core S&p500 Etf (IVV) 0.1 $580k 1.3k 430.91
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $580k 5.6k 103.91
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $389k 1.4k 273.94
Vanguard Index Fds Growth Etf (VUG) 0.0 $323k 1.1k 289.95
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $289k 5.3k 54.23
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $285k 2.6k 110.42