Legacy Wealth Management, Inc Q2 2019 Filing
Filed July 17, 2019
Portfolio Value
$554.7B
Holdings
12
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 1,174,909 | $191.3B | 34.48% | |
| 2 | SCHKSCHWAB STRATEGIC TR | 5,638,081 | $162.8B | 29.35% | |
| 3 | IJHISHARES TR | 337,442 | $65.6B | 11.82% | |
| 4 | SCHMSCHWAB STRATEGIC TR | 985,907 | $56.3B | 10.15% | |
| 5 | IJRISHARES TR | 620,789 | $48.6B | 8.76% | |
| 6 | IWMISHARES TR | 116,669 | $18.1B | 3.27% | |
| 7 | VTIVANGUARD INDEX FDS | 27,183 | $4.1B | 0.74% | |
| 8 | SCHXSCHWAB STRATEGIC TR | 40,868 | $2.9B | 0.52% | |
| 9 | SPYSPDR S&P 500 ETF TR | 8,732 | $2.6B | 0.46% | |
| 10 | SCHASCHWAB STRATEGIC TR | 25,636 | $1.8B | 0.33% | |
| 11 | SCHBSCHWAB STRATEGIC TR | 6,905 | $487.0M | 0.09% | |
| 12 | IWFISHARES TR | 1,540 | $242.0M | 0.04% |