Legacy Wealth Management, LLC — Q1 2016 13F Holdings

Name: Legacy Wealth Management, LLC — 13F Holdings, Q1 2016
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001488921

Total reported value

$1.9B

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IWB	Ishares Russell 1000 ETF	ETF-Other	65.09%	+0.32%	+2.61%
2	IJH	Ishares Core S&p Midcap ETF	ETF-Other	17.92%	+0.03%	+13.66%
3	SCHM	Schwab US Mid Cap ETF	ETF-Other	8.33%	+0.47%	-18.66%
4	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	6.79%	+0.06%	+1.30%
5	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.83%	+0.02%	—
6	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.57%	+0.01%	-69.59%
7	SCHX	Schwab US Large-cap ETF	ETF-Other	0.47%	-0.09%	+9.91%

Position changes disclosed by Legacy Wealth Management, LLC for the quarter ending Q1 2016, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IWB	Ishares Russell 1000 ETF	+6.3%	+2.61%	Add
2	IJH	Ishares Core S&p Midcap ETF	+3.7%	+13.66%	Add
3	IWM	Ishares Russell 2000 ETF	+0.4%	+1.30%	Add
4	SCHX	Schwab US Large-cap ETF	+0.1%	+9.91%	Add
5	VTI	Vanguard Total Stock Mkt ETF	+0.1%	—	Unchanged
6	SCHM	Schwab US Mid Cap ETF	-1.1%	-18.66%	Trim
7	SPY	Ss Spdr S&p 500 ETF Trust-us	-1.2%	-69.59%	Trim
8	EFA	Ishares Msci Eafe ETF	—	EXIT	Sold out
9	IEMG	Ishares Core Msci Emerging	—	EXIT	Sold out
10	IEFA	Ishares Core Msci Eafe ETF	—	EXIT	Sold out
11	SCHA	Schwab US Small-cap ETF	—	EXIT	Sold out