Legacy Wealth Management, Inc Q3 2020 Filing
Filed October 14, 2020
Portfolio Value
$654.4B
Holdings
13
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 1,061,442 | $198.6B | 30.35% | |
| 2 | SCHKSCHWAB STRATEGIC TR | 5,305,831 | $175.0B | 26.74% | |
| 3 | SCHGSCHWAB STRATEGIC TR | 685,663 | $79.0B | 12.07% | |
| 4 | IJHISHARES TR | 397,433 | $73.6B | 11.25% | |
| 5 | SCHMSCHWAB STRATEGIC TR | 1,129,494 | $62.7B | 9.58% | |
| 6 | SCHASCHWAB STRATEGIC TR | 342,840 | $23.4B | 3.58% | |
| 7 | IJRISHARES TR | 279,413 | $19.6B | 3.00% | |
| 8 | IWMISHARES TR | 84,665 | $12.7B | 1.94% | |
| 9 | VTIVANGUARD INDEX FDS | 26,483 | $4.5B | 0.69% | |
| 10 | SPYSPDR S&P 500 ETF TR | 8,384 | $2.8B | 0.43% | |
| 11 | SCHXSCHWAB STRATEGIC TR | 23,464 | $1.9B | 0.29% | |
| 12 | SCHBSCHWAB STRATEGIC TR | 3,900 | $311.0M | 0.05% | |
| 13 | IWFISHARES TR | 1,274 | $276.0M | 0.04% |