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Legacy Wealth Management, LLC

Q2 2019 Holdings

Filed 2019-07-17 | 12 holdings | $554.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares TR(IWB)RUS 1000 ETF464287622$191.3K1,174,90934.5%
Schwab Strategic TR(SCHK)1000 INDEX ETF808524722$162.8K5,638,08129.3%
Ishares TR(IJH)CORE S&P MCP ETF464287507$65.6K337,44211.8%
Schwab Strategic TR(SCHM)US MID-CAP ETF808524508$56.3K985,90710.1%
Ishares TR(IJR)CORE S&P SCP ETF464287804$48.6K620,7898.8%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$18.1K116,6693.3%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$4.1K27,1830.7%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$2.9K40,8680.5%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$2.6K8,7320.5%
Schwab Strategic TR(SCHA)US SML CAP ETF808524607$1.8K25,6360.3%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$4876,9050.1%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$2421,5400.0%