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Legacy Wealth Management, LLC

Q4 2017 Holdings

Filed 2018-01-18 | 11 holdings | $415.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares TR(IWB)RUS 1000 ETF464287622$267.2K1,797,88964.3%
Ishares TR(IJH)CORE S&P MCP ETF464287507$67.0K352,88016.1%
Schwab Strategic TR(SCHM)US MID-CAP ETF808524508$39.5K742,0589.5%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$28.5K186,8336.9%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$3.6K26,1830.9%
Schwab Strategic TR(SCHK)1000 INDEX ETF808524722$3.1K117,6200.7%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$2.6K9,6300.6%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$2.1K32,2820.5%
Schwab Strategic TR(SCHA)US SML CAP ETF808524607$1.1K15,0840.3%
Ishares TR(IJR)CORE S&P SCP ETF464287804$80610,4930.2%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$2834,3810.1%