Legacy Wealth Management, Inc Q1 2018 Filing
Filed April 20, 2018
Portfolio Value
$407.8B
Holdings
13
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 1,440,101 | $211.5B | 51.87% | |
| 2 | IJHISHARES TR | 331,604 | $62.2B | 15.25% | |
| 3 | SCHKSCHWAB STRATEGIC TR | 1,956,554 | $50.9B | 12.48% | |
| 4 | SCHMSCHWAB STRATEGIC TR | 817,148 | $43.2B | 10.60% | |
| 5 | IWMISHARES TR | 154,580 | $23.5B | 5.76% | |
| 6 | SCHASCHWAB STRATEGIC TR | 88,744 | $6.1B | 1.50% | |
| 7 | VTIVANGUARD INDEX FDS | 26,183 | $3.6B | 0.87% | |
| 8 | SPYSPDR S&P 500 ETF TR | 8,817 | $2.3B | 0.57% | |
| 9 | SCHXSCHWAB STRATEGIC TR | 32,183 | $2.0B | 0.50% | |
| 10 | BNDVANGUARD BD INDEX FD INC | 14,470 | $1.2B | 0.28% | |
| 11 | IJRISHARES TR | 10,126 | $780.0M | 0.19% | |
| 12 | SCHBSCHWAB STRATEGIC TR | 5,010 | $320.0M | 0.08% | |
| 13 | WTWWILLIS TOWERS WATSON PUB LTD | 1,406 | $214.0M | 0.05% |