Legacy Wealth Management, LLC — Q1 2019 13F Holdings

Name: Legacy Wealth Management, LLC — 13F Holdings, Q1 2019
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	36.40%	+0.32%	-3.70%
2	SCHK	Schwab 1000 Index ETF	ETF-Large Cap & Growth	27.68%	+0.07%	+37.34%
3	IJH	Ishares Core S&p Midcap ETF	ETF-Other	12.05%	+0.03%	+3.87%
4	SCHM	Schwab US Mid Cap ETF	ETF-Other	10.01%	+0.47%	+9.21%
5	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	8.22%	+0.18%	+79.81%
6	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	3.54%	+0.06%	-2.88%
7	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.77%	+0.02%	-31.17%
8	SCHX	Schwab US Large-cap ETF	ETF-Other	0.54%	-0.09%	-85.70%
9	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.47%	+0.01%	-1.60%
10	SCHA	Schwab US Small-cap ETF	ETF-Other	0.24%	+0.01%	+6.66%
11	SCHB	Schwab US Broad Market ETF	ETF-Other	0.09%	—	-93.19%

Position changes disclosed by Legacy Wealth Management, LLC for the quarter ending Q1 2019, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SCHK	Schwab 1000 Index ETF	+7.6%	+37.34%	Add
2	IJR	Ishares Core S&p Small-cap E	+3.6%	+79.81%	Add
3	SCHM	Schwab US Mid Cap ETF	+1.1%	+9.21%	Add
4	IJH	Ishares Core S&p Midcap ETF	+0.6%	+3.87%	Add
5	SCHA	Schwab US Small-cap ETF	0%	+6.66%	Add
6	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	-1.60%	Trim
7	IWM	Ishares Russell 2000 ETF	-0.1%	-2.88%	Trim
8	VTI	Vanguard Total Stock Mkt ETF	-0.3%	-31.17%	Trim
9	IWB	Ishares Russell 1000 ETF	-1.3%	-3.70%	Trim
10	SCHB	Schwab US Broad Market ETF	-1.3%	-93.19%	Trim
11	SCHX	Schwab US Large-cap ETF	-3.2%	-85.70%	Trim
12	VB	Vanguard Small-cap ETF	—	EXIT	Sold out
13	IEFA	Ishares Core Msci Eafe ETF	—	EXIT	Sold out
14	SHM	Ss Spdr N Ice St Muni ETF	—	EXIT	Sold out
15	VO	Vanguard Mid-cap ETF	—	EXIT	Sold out
16	IEMG	Ishares Core Msci Emerging	—	EXIT	Sold out
17	IXUS	Ishares Core Intl Stock ETF	—	EXIT	Sold out
18	MAA	Mid-america Apartment Comm	—	EXIT	Sold out