Legacy Wealth Management, Inc Q1 2017 Filing
Filed April 19, 2017
Portfolio Value
$398.3B
Holdings
10
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 1,801,132 | $236.4B | 59.35% | |
| 2 | IJHISHARES TR | 479,516 | $82.1B | 20.61% | |
| 3 | SCHMSCHWAB STRATEGIC TR | 961,304 | $45.5B | 11.42% | |
| 4 | IWMISHARES TR | 185,584 | $25.5B | 6.41% | |
| 5 | VTIVANGUARD INDEX FDS | 26,183 | $3.2B | 0.80% | |
| 6 | SPYSPDR S&P 500 ETF TR | 9,182 | $2.2B | 0.54% | |
| 7 | SCHXSCHWAB STRATEGIC TR | 32,819 | $1.8B | 0.46% | |
| 8 | SCHASCHWAB STRATEGIC TR | 13,229 | $833.0M | 0.21% | |
| 9 | IJRISHARES TR | 8,691 | $602.0M | 0.15% | |
| 10 | SCHBSCHWAB STRATEGIC TR | 3,591 | $205.0M | 0.05% |