Legacy Wealth Management, Inc Q1 2020 Filing
Filed April 9, 2020
Portfolio Value
$550.6B
Holdings
11
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHKSCHWAB STRATEGIC TR | 6,602,267 | $165.5B | 30.06% | |
| 2 | IWBISHARES TR | 1,123,356 | $159.0B | 28.88% | |
| 3 | IJHISHARES TR | 589,518 | $84.8B | 15.40% | |
| 4 | SCHMSCHWAB STRATEGIC TR | 1,616,954 | $68.2B | 12.38% | |
| 5 | SCHASCHWAB STRATEGIC TR | 573,211 | $29.5B | 5.36% | |
| 6 | IJRISHARES TR | 431,907 | $24.2B | 4.40% | |
| 7 | IWMISHARES TR | 99,511 | $11.4B | 2.07% | |
| 8 | VTIVANGUARD INDEX FDS | 27,183 | $3.5B | 0.64% | |
| 9 | SPYSPDR S&P 500 ETF TR | 8,732 | $2.3B | 0.41% | |
| 10 | SCHXSCHWAB STRATEGIC TR | 31,411 | $1.9B | 0.35% | |
| 11 | SCHBSCHWAB STRATEGIC TR | 4,720 | $285.0M | 0.05% |