Legacy Wealth Management, Inc Q2 2021 Filing
Filed July 14, 2021
Portfolio Value
$797.4B
Holdings
16
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 922,301 | $223.3B | 28.00% | |
| 2 | SCHKSCHWAB STRATEGIC TR | 4,730,400 | $201.8B | 25.31% | |
| 3 | SCHGSCHWAB STRATEGIC TR | 683,644 | $99.8B | 12.51% | |
| 4 | SCHMSCHWAB STRATEGIC TR | 1,182,071 | $92.5B | 11.60% | |
| 5 | IJHISHARES TR | 337,629 | $90.7B | 11.38% | |
| 6 | IJRISHARES TR | 269,061 | $30.4B | 3.81% | |
| 7 | SCHASCHWAB STRATEGIC TR | 282,159 | $29.4B | 3.69% | |
| 8 | IWMISHARES TR | 64,063 | $14.7B | 1.84% | |
| 9 | VTIVANGUARD INDEX FDS | 26,483 | $5.9B | 0.74% | |
| 10 | SPYSPDR S&P 500 ETF TR | 8,736 | $3.7B | 0.47% | |
| 11 | SCHXSCHWAB STRATEGIC TR | 30,674 | $3.2B | 0.40% | |
| 12 | IVVISHARES TR | 1,241 | $534.0M | 0.07% | |
| 13 | SCHBSCHWAB STRATEGIC TR | 4,826 | $503.0M | 0.06% | |
| 14 | IWFISHARES TR | 1,420 | $386.0M | 0.05% | |
| 15 | VUGVANGUARD INDEX FDS | 1,110 | $318.0M | 0.04% | |
| 16 | SCHZSCHWAB STRATEGIC TR | 3,886 | $212.0M | 0.03% |