Legacy Wealth Management, Inc Q1 2019 Filing
Filed April 22, 2019
Portfolio Value
$513.6B
Holdings
11
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 1,188,432 | $187.0B | 36.40% | |
| 2 | SCHKSCHWAB STRATEGIC TR | 5,107,672 | $142.1B | 27.68% | |
| 3 | IJHISHARES TR | 326,791 | $61.9B | 12.05% | |
| 4 | SCHMSCHWAB STRATEGIC TR | 928,072 | $51.4B | 10.01% | |
| 5 | IJRISHARES TR | 546,940 | $42.2B | 8.22% | |
| 6 | IWMISHARES TR | 118,659 | $18.2B | 3.54% | |
| 7 | VTIVANGUARD INDEX FDS | 27,183 | $3.9B | 0.77% | |
| 8 | SCHXSCHWAB STRATEGIC TR | 41,168 | $2.8B | 0.54% | |
| 9 | SPYSPDR S&P 500 ETF TR | 8,506 | $2.4B | 0.47% | |
| 10 | SCHASCHWAB STRATEGIC TR | 17,389 | $1.2B | 0.24% | |
| 11 | SCHBSCHWAB STRATEGIC TR | 7,091 | $483.0M | 0.09% |