Legacy Wealth Management, Inc Q4 2018 Filing
Filed February 6, 2019
Portfolio Value
$454.6B
Holdings
18
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 1,234,048 | $171.2B | 37.65% | |
| 2 | SCHKSCHWAB STRATEGIC TR | 3,719,104 | $91.2B | 20.06% | |
| 3 | IJHISHARES TR | 314,619 | $52.2B | 11.49% | |
| 4 | SCHMSCHWAB STRATEGIC TR | 849,829 | $40.7B | 8.96% | |
| 5 | IJRISHARES TR | 304,180 | $21.1B | 4.64% | |
| 6 | SCHXSCHWAB STRATEGIC TR | 287,790 | $17.2B | 3.78% | |
| 7 | IWMISHARES TR | 122,179 | $16.4B | 3.60% | |
| 8 | VBVANGUARD INDEX FDS | 94,858 | $12.5B | 2.75% | |
| 9 | AQLTISHARES TR | 153,494 | $8.4B | 1.86% | |
| 10 | SCHBSCHWAB STRATEGIC TR | 104,152 | $6.2B | 1.37% | |
| 11 | VTIVANGUARD INDEX FDS | 39,493 | $5.0B | 1.11% | |
| 12 | SHMSPDR SER TR | 78,865 | $3.8B | 0.83% | |
| 13 | VOVANGUARD INDEX FDS | 16,979 | $2.3B | 0.52% | |
| 14 | SPYSPDR S&P 500 ETF TR | 8,644 | $2.2B | 0.48% | |
| 15 | IEMGISHARES INC | 40,672 | $1.9B | 0.42% | |
| 16 | SCHASCHWAB STRATEGIC TR | 16,303 | $989.0M | 0.22% | |
| 17 | IXUSISHARES TR | 17,970 | $944.0M | 0.21% | |
| 18 | MAAMID AMER APT CMNTYS INC | 2,890 | $277.0M | 0.06% |