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Legacy Wealth Management, LLC

Q3 2019 Holdings

Filed 2019-10-09 | 12 holdings | $610.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares TR(IWB)RUS 1000 ETF464287622$191.3K1,162,54331.3%
Schwab Strategic TR(SCHK)1000 INDEX ETF808524722$168.5K5,778,34127.6%
Ishares TR(IJH)CORE S&P MCP ETF464287507$89.3K461,99014.6%
Schwab Strategic TR(SCHM)US MID-CAP ETF808524508$79.5K1,405,27813.0%
Ishares TR(IJR)CORE S&P SCP ETF464287804$52.7K676,9978.6%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$17.5K115,4352.9%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$4.1K27,1830.7%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$2.8K38,8990.5%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$2.6K8,7320.4%
Schwab Strategic TR(SCHA)US SML CAP ETF808524607$1.9K27,9290.3%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$5407,6080.1%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$2881,8060.0%