Legacy Wealth Management, Inc Q3 2018 Filing
Filed October 10, 2018
Portfolio Value
$498.9B
Holdings
12
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 1,324,136 | $214.1B | 42.92% | |
| 2 | SCHKSCHWAB STRATEGIC TR | 3,523,180 | $100.8B | 20.21% | |
| 3 | IJHISHARES TR | 318,498 | $64.1B | 12.85% | |
| 4 | SCHMSCHWAB STRATEGIC TR | 845,136 | $48.9B | 9.80% | |
| 5 | IJRISHARES TR | 430,157 | $37.5B | 7.52% | |
| 6 | IWMISHARES TR | 126,843 | $21.4B | 4.28% | |
| 7 | VTIVANGUARD INDEX FDS | 26,183 | $3.9B | 0.79% | |
| 8 | SPYSPDR S&P 500 ETF TR | 8,802 | $2.6B | 0.51% | |
| 9 | SCHXSCHWAB STRATEGIC TR | 35,232 | $2.5B | 0.49% | |
| 10 | SCHASCHWAB STRATEGIC TR | 32,072 | $2.4B | 0.49% | |
| 11 | SCHBSCHWAB STRATEGIC TR | 5,874 | $413.0M | 0.08% | |
| 12 | MAAMID AMER APT CMNTYS INC | 2,890 | $290.0M | 0.06% |