Legacy Wealth Management, LLC — Q1 2018 13F Holdings

Name: Legacy Wealth Management, LLC — 13F Holdings, Q1 2018
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	51.87%	+0.32%	-19.90%
2	IJH	Ishares Core S&p Midcap ETF	ETF-Other	15.25%	+0.03%	-6.03%
3	SCHK	Schwab 1000 Index ETF	ETF-Large Cap & Growth	12.48%	+0.07%	+1563.45%
4	SCHM	Schwab US Mid Cap ETF	ETF-Other	10.60%	+0.47%	+10.12%
5	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	5.76%	+0.06%	-17.26%
6	SCHA	Schwab US Small-cap ETF	ETF-Other	1.50%	+0.01%	+488.33%
7	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.87%	+0.02%	—
8	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.57%	+0.01%	-8.44%
9	SCHX	Schwab US Large-cap ETF	ETF-Other	0.50%	-0.09%	-0.31%
10	BND	Vanguard Total Bond Market	ETF-Other	0.28%	—	—
11	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.19%	+0.18%	-3.50%
12	SCHB	Schwab US Broad Market ETF	ETF-Other	0.08%	—	+14.36%
13	WTW	Willis Towers Watson Public Limited Company	Stock-Financials	0.05%	—	—

Position changes disclosed by Legacy Wealth Management, LLC for the quarter ending Q1 2018, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SCHK	Schwab 1000 Index ETF	+11.7%	+1563.45%	Add
2	SCHA	Schwab US Small-cap ETF	+1.3%	+488.33%	Add
3	SCHM	Schwab US Mid Cap ETF	+1.1%	+10.12%	Add
4	VTI	Vanguard Total Stock Mkt ETF	0%	—	Unchanged
5	SCHB	Schwab US Broad Market ETF	0%	+14.36%	Add
6	SCHX	Schwab US Large-cap ETF	—	-0.31%	Trim
7	IJR	Ishares Core S&p Small-cap E	—	-3.50%	Trim
8	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-8.44%	Trim
9	IJH	Ishares Core S&p Midcap ETF	-0.9%	-6.03%	Trim
10	IWM	Ishares Russell 2000 ETF	-1.1%	-17.26%	Trim
11	IWB	Ishares Russell 1000 ETF	-12.4%	-19.90%	Trim
12	BND	Vanguard Total Bond Market	—	NEW	New buy
13	WTW	Willis Towers Watson Public Limited Company	—	NEW	New buy