Legacy Wealth Management, Inc Q3 2016 Filing
Filed October 18, 2016
Portfolio Value
$366.8B
Holdings
12
Report Date
Q3 2016
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 1,811,248 | $218.2B | 59.48% | |
| 2 | IJHISHARES TR | 493,184 | $76.3B | 20.80% | |
| 3 | SCHMSCHWAB STRATEGIC TR | 909,828 | $39.6B | 10.79% | |
| 4 | IWMISHARES TR | 194,347 | $24.1B | 6.58% | |
| 5 | VTIVANGUARD INDEX FDS | 26,183 | $2.9B | 0.79% | |
| 6 | SPYSPDR S&P 500 ETF TR | 9,201 | $2.0B | 0.54% | |
| 7 | SCHXSCHWAB STRATEGIC TR | 31,698 | $1.6B | 0.45% | |
| 8 | SCHASCHWAB STRATEGIC TR | 12,942 | $745.0M | 0.20% | |
| 9 | IJRISHARES TR | 4,317 | $536.0M | 0.15% | |
| 10 | AQLTISHARES TR | 6,347 | $350.0M | 0.10% | |
| 11 | ITOTISHARES TR | 4,332 | $215.0M | 0.06% | |
| 12 | SCHBSCHWAB STRATEGIC TR | 4,026 | $211.0M | 0.06% |