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Legacy Wealth Management, LLC

Q1 2017 Holdings

Filed 2017-04-19 | 10 holdings | $398.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares TR(IWB)RUS 1000 ETF464287622$236.4K1,801,13259.3%
Ishares TR(IJH)CORE S&P MCP ETF464287507$82.1K479,51620.6%
Schwab Strategic TR(SCHM)US MID-CAP ETF808524508$45.5K961,30411.4%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$25.5K185,5846.4%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$3.2K26,1830.8%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$2.2K9,1820.5%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$1.8K32,8190.5%
Schwab Strategic TR(SCHA)US SML CAP ETF808524607$83313,2290.2%
Ishares TR(IJR)CORE S&P SCP ETF464287804$6028,6910.2%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$2053,5910.1%