Legacy Wealth Management, LLC — Q4 2018 13F Holdings

Name: Legacy Wealth Management, LLC — 13F Holdings, Q4 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	37.65%	+0.32%	-6.80%
2	SCHK	Schwab 1000 Index ETF	ETF-Large Cap & Growth	20.06%	+0.07%	+5.56%
3	IJH	Ishares Core S&p Midcap ETF	ETF-Other	11.49%	+0.03%	-1.22%
4	SCHM	Schwab US Mid Cap ETF	ETF-Other	8.96%	+0.47%	+0.56%
5	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	4.64%	+0.18%	-29.29%
6	SCHX	Schwab US Large-cap ETF	ETF-Other	3.78%	-0.09%	+716.84%
7	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	3.60%	+0.06%	-3.68%
8	VB	Vanguard Small-cap ETF	ETF-Other	2.75%	—	—
9	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	1.86%	—	—
10	SCHB	Schwab US Broad Market ETF	ETF-Other	1.37%	—	+1673.10%
11	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.11%	+0.02%	+50.83%
12	SHM	Ss Spdr N Ice St Muni ETF	ETF-Other	0.83%	—	—
13	VO	Vanguard Mid-cap ETF	ETF-Other	0.52%	—	—
14	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.48%	+0.01%	-1.79%
15	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.42%	—	—
16	SCHA	Schwab US Small-cap ETF	ETF-Other	0.22%	+0.01%	-49.17%
17	IXUS	Ishares Core Intl Stock ETF	ETF-Other	0.21%	-0.10%	—
18	MAA	Mid-america Apartment Comm	Stock-Real Estate	0.06%	—	—

Position changes disclosed by Legacy Wealth Management, LLC for the quarter ending Q4 2018, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SCHX	Schwab US Large-cap ETF	+3.3%	+716.84%	Add
2	SCHB	Schwab US Broad Market ETF	+1.3%	+1673.10%	Add
3	VTI	Vanguard Total Stock Mkt ETF	+0.3%	+50.83%	Add
4	MAA	Mid-america Apartment Comm	—	—	Unchanged
5	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	-1.79%	Trim
6	SCHK	Schwab 1000 Index ETF	-0.2%	+5.56%	Add
7	SCHA	Schwab US Small-cap ETF	-0.3%	-49.17%	Trim
8	IWM	Ishares Russell 2000 ETF	-0.7%	-3.68%	Trim
9	SCHM	Schwab US Mid Cap ETF	-0.8%	+0.56%	Add
10	IJH	Ishares Core S&p Midcap ETF	-1.4%	-1.22%	Trim
11	IJR	Ishares Core S&p Small-cap E	-2.9%	-29.29%	Trim
12	IWB	Ishares Russell 1000 ETF	-5.3%	-6.80%	Trim
13	VB	Vanguard Small-cap ETF	—	NEW	New buy
14	IEFA	Ishares Core Msci Eafe ETF	—	NEW	New buy
15	SHM	Ss Spdr N Ice St Muni ETF	—	NEW	New buy
16	VO	Vanguard Mid-cap ETF	—	NEW	New buy
17	IEMG	Ishares Core Msci Emerging	—	NEW	New buy
18	IXUS	Ishares Core Intl Stock ETF	—	NEW	New buy