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Legacy Wealth Management, LLC

Q2 2017 Holdings

Filed 2017-07-25 | 10 holdings | $413.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares TR(IWB)RUS 1000 ETF464287622$246.4K1,821,21459.5%
Ishares TR(IJH)CORE S&P MCP ETF464287507$84.5K485,74420.4%
Schwab Strategic TR(SCHM)US MID-CAP ETF808524508$47.4K984,39511.5%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$26.3K186,5756.4%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$3.3K26,1830.8%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$2.2K9,1750.5%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$1.9K32,9640.5%
Schwab Strategic TR(SCHA)US SML CAP ETF808524607$88213,8040.2%
Ishares TR(IJR)CORE S&P SCP ETF464287804$6979,9380.2%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$2183,7310.1%