Legacy Wealth Management, Inc Q3 2019 Filing
Filed October 9, 2019
Portfolio Value
$610.9B
Holdings
12
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 1,162,543 | $191.3B | 31.31% | |
| 2 | SCHKSCHWAB STRATEGIC TR | 5,778,341 | $168.5B | 27.58% | |
| 3 | IJHISHARES TR | 461,990 | $89.3B | 14.61% | |
| 4 | SCHMSCHWAB STRATEGIC TR | 1,405,278 | $79.5B | 13.01% | |
| 5 | IJRISHARES TR | 676,997 | $52.7B | 8.63% | |
| 6 | IWMISHARES TR | 115,435 | $17.5B | 2.86% | |
| 7 | VTIVANGUARD INDEX FDS | 27,183 | $4.1B | 0.67% | |
| 8 | SCHXSCHWAB STRATEGIC TR | 38,899 | $2.8B | 0.45% | |
| 9 | SPYSPDR S&P 500 ETF TR | 8,732 | $2.6B | 0.42% | |
| 10 | SCHASCHWAB STRATEGIC TR | 27,929 | $1.9B | 0.32% | |
| 11 | SCHBSCHWAB STRATEGIC TR | 7,608 | $540.0M | 0.09% | |
| 12 | IWFISHARES TR | 1,806 | $288.0M | 0.05% |