Legacy Wealth Management

Legacy Wealth Management as of Dec. 31, 2021

Portfolio Holdings for Legacy Wealth Management

Legacy Wealth Management holds 19 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 26.8 $234M 883k 264.43
Schwab Strategic Tr 1000 Index Etf (SCHK) 26.3 $230M 4.9M 46.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 12.7 $111M 677k 163.75
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 12.3 $107M 1.3M 80.43
Ishares Tr Core S&p Mcp Etf (IJH) 10.6 $92M 327k 283.08
Ishares Tr Core S&p Scp Etf (IJR) 4.2 $37M 321k 114.51
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.2 $28M 276k 102.40
Ishares Tr Russell 2000 Etf (IWM) 1.6 $14M 62k 222.45
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $7.2M 30k 241.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $5.0M 10k 474.93
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $3.7M 33k 113.82
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $754k 8.6k 87.67
Ishares Tr Core S&p500 Etf (IVV) 0.1 $712k 1.5k 476.89
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $644k 5.7k 113.08
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $434k 1.4k 305.63
Vanguard Index Fds Growth Etf (VUG) 0.0 $357k 1.1k 320.47
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $325k 5.4k 60.75
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $241k 4.5k 53.96
Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 0.0 $188k 11k 17.09