Legacy Wealth Management, Inc Q3 2021 Filing
Filed October 15, 2021
Portfolio Value
$796.9B
Holdings
17
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 903,188 | $218.3B | 27.39% | |
| 2 | SCHKSCHWAB STRATEGIC TR | 4,790,079 | $204.1B | 25.61% | |
| 3 | SCHGSCHWAB STRATEGIC TR | 681,762 | $101.0B | 12.67% | |
| 4 | SCHMSCHWAB STRATEGIC TR | 1,255,371 | $96.2B | 12.08% | |
| 5 | IJHISHARES TR | 332,530 | $87.5B | 10.98% | |
| 6 | IJRISHARES TR | 295,800 | $32.3B | 4.05% | |
| 7 | SCHASCHWAB STRATEGIC TR | 280,187 | $28.0B | 3.52% | |
| 8 | IWMISHARES TR | 62,606 | $13.7B | 1.72% | |
| 9 | VTIVANGUARD INDEX FDS | 26,483 | $5.9B | 0.74% | |
| 10 | SPYSPDR S&P 500 ETF TR | 9,069 | $3.9B | 0.49% | |
| 11 | SCHXSCHWAB STRATEGIC TR | 34,918 | $3.6B | 0.46% | |
| 12 | SCHBSCHWAB STRATEGIC TR | 5,582 | $580.0M | 0.07% | |
| 13 | IVVISHARES TR | 1,346 | $580.0M | 0.07% | |
| 14 | IWFISHARES TR | 1,420 | $389.0M | 0.05% | |
| 15 | VUGVANGUARD INDEX FDS | 1,114 | $323.0M | 0.04% | |
| 16 | SCHZSCHWAB STRATEGIC TR | 5,329 | $289.0M | 0.04% | |
| 17 | BONDPIMCO ETF TR | 2,581 | $285.0M | 0.04% |