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Legacy Wealth Management, LLC

Q1 2019 Holdings

Filed 2019-04-22 | 11 holdings | $513.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares TR(IWB)RUS 1000 ETF464287622$187.0K1,188,43236.4%
Schwab Strategic TR(SCHK)1000 INDEX ETF808524722$142.1K5,107,67227.7%
Ishares TR(IJH)CORE S&P MCP ETF464287507$61.9K326,79112.1%
Schwab Strategic TR(SCHM)US MID-CAP ETF808524508$51.4K928,07210.0%
Ishares TR(IJR)CORE S&P SCP ETF464287804$42.2K546,9408.2%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$18.2K118,6593.5%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$3.9K27,1830.8%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$2.8K41,1680.5%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$2.4K8,5060.5%
Schwab Strategic TR(SCHA)US SML CAP ETF808524607$1.2K17,3890.2%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$4837,0910.1%