Filings
Trends
Rankings
Learn
Home
/
Legacy Wealth Management, Inc
/
Q1 2016 Filing
Legacy Wealth Management, Inc
Q1 2016 Filing
Filed May 5, 2016
Portfolio Value
$332.5B
Holdings
7
Report Date
Q1 2016
Filing Type
13F-HR
All Holdings (7 positions)
#
Stock
Shares
Value
% Portfolio
Type
1
IWB
ISHARES TR
1,897,382
$216.4B
65.09%
2
IJH
ISHARES TR
413,248
$59.6B
17.92%
3
SCHM
SCHWAB STRATEGIC TR
682,474
$27.7B
8.33%
4
IWM
ISHARES TR
204,053
$22.6B
6.79%
5
VTI
VANGUARD INDEX FDS
26,183
$2.7B
0.83%
6
SPY
SPDR S&P 500 ETF TR
9,196
$1.9B
0.57%
7
SCHX
SCHWAB STRATEGIC TR
32,137
$1.6B
0.47%