Legacy Wealth Management, Inc Q4 2020 Filing
Filed January 29, 2021
Portfolio Value
$753.3B
Holdings
13
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 1,040,445 | $220.4B | 29.26% | |
| 2 | SCHKSCHWAB STRATEGIC TR | 5,332,147 | $199.4B | 26.47% | |
| 3 | SCHGSCHWAB STRATEGIC TR | 681,266 | $87.5B | 11.61% | |
| 4 | IJHISHARES TR | 378,546 | $87.0B | 11.55% | |
| 5 | SCHMSCHWAB STRATEGIC TR | 1,145,482 | $78.1B | 10.37% | |
| 6 | SCHASCHWAB STRATEGIC TR | 326,586 | $29.1B | 3.86% | |
| 7 | IJRISHARES TR | 279,556 | $25.7B | 3.41% | |
| 8 | IWMISHARES TR | 76,358 | $15.0B | 1.99% | |
| 9 | VTIVANGUARD INDEX FDS | 26,483 | $5.2B | 0.68% | |
| 10 | SPYSPDR S&P 500 ETF TR | 8,784 | $3.3B | 0.44% | |
| 11 | SCHXSCHWAB STRATEGIC TR | 23,139 | $2.1B | 0.28% | |
| 12 | SCHBSCHWAB STRATEGIC TR | 4,316 | $393.0M | 0.05% | |
| 13 | IWFISHARES TR | 1,274 | $307.0M | 0.04% |