Legacy Wealth Management, Inc Q2 2020 Filing
Filed July 28, 2020
Portfolio Value
$612.3B
Holdings
13
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 1,072,269 | $184.1B | 30.06% | |
| 2 | SCHKSCHWAB STRATEGIC TR | 5,339,235 | $162.0B | 26.46% | |
| 3 | IJHISHARES TR | 407,995 | $72.5B | 11.85% | |
| 4 | SCHGSCHWAB STRATEGIC TR | 698,612 | $70.9B | 11.58% | |
| 5 | SCHMSCHWAB STRATEGIC TR | 1,113,821 | $58.6B | 9.57% | |
| 6 | SCHASCHWAB STRATEGIC TR | 351,202 | $22.9B | 3.75% | |
| 7 | IJRISHARES TR | 279,352 | $19.1B | 3.12% | |
| 8 | IWMISHARES TR | 87,540 | $12.5B | 2.05% | |
| 9 | VTIVANGUARD INDEX FDS | 26,483 | $4.1B | 0.68% | |
| 10 | SPYSPDR S&P 500 ETF TR | 8,384 | $2.6B | 0.42% | |
| 11 | SCHXSCHWAB STRATEGIC TR | 30,551 | $2.3B | 0.37% | |
| 12 | SCHBSCHWAB STRATEGIC TR | 4,151 | $305.0M | 0.05% | |
| 13 | IWFISHARES TR | 1,274 | $245.0M | 0.04% |