Legacy Wealth Management, LLC — Q2 2020 13F Holdings

Name: Legacy Wealth Management, LLC — 13F Holdings, Q2 2020
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	30.06%	+0.32%	-4.55%
2	SCHK	Schwab 1000 Index ETF	ETF-Large Cap & Growth	26.46%	+0.07%	-19.13%
3	IJH	Ishares Core S&p Midcap ETF	ETF-Other	11.85%	+0.03%	-30.79%
4	SCHG	Schwab US Large-cap Growth	ETF-Other	11.58%	—	—
5	SCHM	Schwab US Mid Cap ETF	ETF-Other	9.57%	+0.47%	-31.12%
6	SCHA	Schwab US Small-cap ETF	ETF-Other	3.75%	+0.01%	-38.73%
7	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	3.12%	+0.18%	-35.32%
8	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	2.05%	+0.06%	-12.03%
9	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.68%	+0.02%	-2.58%
10	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.42%	+0.01%	-3.99%
11	SCHX	Schwab US Large-cap ETF	ETF-Other	0.37%	-0.09%	-2.74%
12	SCHB	Schwab US Broad Market ETF	ETF-Other	0.05%	—	-12.06%
13	IWF	Ishares Russell 1000 Growth	ETF-Other	0.04%	-0.01%	—

Position changes disclosed by Legacy Wealth Management, LLC for the quarter ending Q2 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IWB	Ishares Russell 1000 ETF	+1.2%	-4.55%	Trim
2	VTI	Vanguard Total Stock Mkt ETF	0%	-2.58%	Trim
3	SCHX	Schwab US Large-cap ETF	0%	-2.74%	Trim
4	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	-3.99%	Trim
5	SCHB	Schwab US Broad Market ETF	—	-12.06%	Trim
6	IWM	Ishares Russell 2000 ETF	0%	-12.03%	Trim
7	IJR	Ishares Core S&p Small-cap E	-1.3%	-35.32%	Trim
8	SCHA	Schwab US Small-cap ETF	-1.6%	-38.73%	Trim
9	SCHM	Schwab US Mid Cap ETF	-2.8%	-31.12%	Trim
10	IJH	Ishares Core S&p Midcap ETF	-3.6%	-30.79%	Trim
11	SCHK	Schwab 1000 Index ETF	-3.6%	-19.13%	Trim
12	SCHG	Schwab US Large-cap Growth	—	NEW	New buy
13	IWF	Ishares Russell 1000 Growth	—	NEW	New buy