Legacy Wealth Management, Inc Q2 2018 Filing
Filed July 16, 2018
Portfolio Value
$425.7B
Holdings
13
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 1,372,159 | $208.5B | 48.99% | |
| 2 | SCHKSCHWAB STRATEGIC TR | 2,452,592 | $65.7B | 15.43% | |
| 3 | IJHISHARES TR | 326,921 | $63.7B | 14.96% | |
| 4 | SCHMSCHWAB STRATEGIC TR | 839,363 | $46.1B | 10.82% | |
| 5 | IWMISHARES TR | 148,734 | $24.4B | 5.72% | |
| 6 | SCHASCHWAB STRATEGIC TR | 102,955 | $7.6B | 1.78% | |
| 7 | VTIVANGUARD INDEX FDS | 26,183 | $3.7B | 0.86% | |
| 8 | SPYSPDR S&P 500 ETF TR | 8,817 | $2.4B | 0.56% | |
| 9 | SCHXSCHWAB STRATEGIC TR | 32,183 | $2.1B | 0.49% | |
| 10 | IJRISHARES TR | 9,503 | $793.0M | 0.19% | |
| 11 | SCHBSCHWAB STRATEGIC TR | 5,561 | $367.0M | 0.09% | |
| 12 | MAAMID AMER APT CMNTYS INC | 2,890 | $291.0M | 0.07% | |
| 13 | WTWWILLIS TOWERS WATSON PUB LTD | 1,406 | $213.0M | 0.05% |