Legacy Wealth Management, Inc Q2 2016 Filing
Filed August 4, 2016
Portfolio Value
$338.4B
Holdings
9
Report Date
Q2 2016
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 1,876,937 | $219.4B | 64.84% | |
| 2 | IJHISHARES TR | 402,024 | $60.1B | 17.75% | |
| 3 | SCHMSCHWAB STRATEGIC TR | 672,723 | $28.3B | 8.35% | |
| 4 | IWMISHARES TR | 201,427 | $23.2B | 6.84% | |
| 5 | VTIVANGUARD INDEX FDS | 26,183 | $2.8B | 0.83% | |
| 6 | SPYSPDR S&P 500 ETF TR | 9,198 | $1.9B | 0.57% | |
| 7 | SCHXSCHWAB STRATEGIC TR | 31,697 | $1.6B | 0.47% | |
| 8 | SCHASCHWAB STRATEGIC TR | 12,481 | $674.0M | 0.20% | |
| 9 | IJRISHARES TR | 4,470 | $520.0M | 0.15% |