Legacy Wealth Management, Inc Q3 2017 Filing
Filed October 12, 2017
Portfolio Value
$392.9B
Holdings
10
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 1,824,247 | $255.2B | 64.95% | |
| 2 | IJHISHARES TR | 355,437 | $63.6B | 16.18% | |
| 3 | SCHMSCHWAB STRATEGIC TR | 729,468 | $36.6B | 9.30% | |
| 4 | IWMISHARES TR | 187,108 | $27.7B | 7.06% | |
| 5 | VTIVANGUARD INDEX FDS | 26,183 | $3.4B | 0.86% | |
| 6 | SPYSPDR S&P 500 ETF TR | 9,663 | $2.4B | 0.62% | |
| 7 | SCHXSCHWAB STRATEGIC TR | 32,744 | $2.0B | 0.50% | |
| 8 | SCHASCHWAB STRATEGIC TR | 13,905 | $937.0M | 0.24% | |
| 9 | IJRISHARES TR | 10,408 | $773.0M | 0.20% | |
| 10 | SOSOUTHERN CO | 7,352 | $361.0M | 0.09% |