Legacy Wealth Management, Inc Q1 2021 Filing
Filed April 20, 2021
Portfolio Value
$749.0B
Holdings
15
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 948,724 | $212.4B | 28.35% | |
| 2 | SCHKSCHWAB STRATEGIC TR | 4,718,046 | $186.0B | 24.83% | |
| 3 | IJHISHARES TR | 347,398 | $90.4B | 12.07% | |
| 4 | SCHGSCHWAB STRATEGIC TR | 692,708 | $89.9B | 12.00% | |
| 5 | SCHMSCHWAB STRATEGIC TR | 1,162,487 | $86.5B | 11.55% | |
| 6 | SCHASCHWAB STRATEGIC TR | 287,535 | $28.7B | 3.83% | |
| 7 | IJRISHARES TR | 260,989 | $28.3B | 3.78% | |
| 8 | IWMISHARES TR | 65,330 | $14.4B | 1.93% | |
| 9 | VTIVANGUARD INDEX FDS | 26,737 | $5.5B | 0.74% | |
| 10 | SPYSPDR S&P 500 ETF TR | 8,770 | $3.5B | 0.46% | |
| 11 | SCHXSCHWAB STRATEGIC TR | 21,124 | $2.0B | 0.27% | |
| 12 | IVVISHARES TR | 1,043 | $415.0M | 0.06% | |
| 13 | SCHBSCHWAB STRATEGIC TR | 4,118 | $398.0M | 0.05% | |
| 14 | IWFISHARES TR | 1,274 | $310.0M | 0.04% | |
| 15 | VEAVANGUARD TAX-MANAGED INTL FD | 4,782 | $235.0M | 0.03% |