Legacy Wealth Management

Legacy Wealth Management as of March 31, 2022

Portfolio Holdings for Legacy Wealth Management

Legacy Wealth Management holds 16 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 25.5 $213M 854k 250.07
Schwab Strategic Tr 1000 Index Etf (SCHK) 25.3 $212M 4.8M 44.03
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 12.2 $103M 1.4M 74.82
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 12.2 $102M 1.3M 75.86
Ishares Tr Core S&p Mcp Etf (IJH) 10.2 $86M 320k 268.34
Ishares Tr Core S&p Scp Etf (IJR) 4.3 $36M 335k 107.88
Schwab Strategic Tr Us Aggregate B (SCHZ) 3.5 $29M 580k 50.57
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.1 $26M 551k 47.36
Ishares Tr Russell 2000 Etf (IWM) 1.5 $13M 62k 205.26
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $6.2M 27k 227.69
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $5.1M 94k 53.85
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $4.6M 10k 451.69
Ishares Tr Core S&p500 Etf (IVV) 0.1 $677k 1.5k 453.45
Vanguard Index Fds Growth Etf (VUG) 0.1 $595k 2.1k 287.72
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $588k 11k 53.39
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $380k 1.4k 277.78