Legacy Wealth Management, Inc Q4 2017 Filing
Filed January 18, 2018
Portfolio Value
$415.6B
Holdings
11
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 1,797,889 | $267.2B | 64.29% | |
| 2 | IJHISHARES TR | 352,880 | $67.0B | 16.11% | |
| 3 | SCHMSCHWAB STRATEGIC TR | 742,058 | $39.5B | 9.51% | |
| 4 | IWMISHARES TR | 186,833 | $28.5B | 6.85% | |
| 5 | VTIVANGUARD INDEX FDS | 26,183 | $3.6B | 0.86% | |
| 6 | SCHKSCHWAB STRATEGIC TR | 117,620 | $3.1B | 0.74% | |
| 7 | SPYSPDR S&P 500 ETF TR | 9,630 | $2.6B | 0.62% | |
| 8 | SCHXSCHWAB STRATEGIC TR | 32,282 | $2.1B | 0.50% | |
| 9 | SCHASCHWAB STRATEGIC TR | 15,084 | $1.1B | 0.25% | |
| 10 | IJRISHARES TR | 10,493 | $806.0M | 0.19% | |
| 11 | SCHBSCHWAB STRATEGIC TR | 4,381 | $283.0M | 0.07% |