Legacy Wealth Management, LLC — Q1 2017 13F 持股

Name: Legacy Wealth Management, LLC — 13F Holdings, Q1 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001488921

申報總市值

US$19.1億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	IWB	Ishares Russell 1000 ETF	ETF-其他	59.35%	+0.32%	+0.52%
2	IJH	Ishares Core S&p Midcap ETF	ETF-其他	20.61%	+0.03%	-1.45%
3	SCHM	Schwab US Mid Cap ETF	ETF-其他	11.42%	+0.47%	+3.25%
4	IWM	Ishares Russell 2000 ETF	ETF-中小型股	6.41%	+0.06%	+0.08%
5	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.80%	+0.02%	—
6	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	0.54%	+0.01%	+0.02%
7	SCHX	Schwab US Large-cap ETF	ETF-其他	0.46%	-0.09%	+4.37%
8	SCHA	Schwab US Small-cap ETF	ETF-其他	0.21%	+0.01%	+3.54%
9	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.15%	+0.18%	+100.48%
10	SCHB	Schwab US Broad Market ETF	ETF-其他	0.05%	—	-16.68%

本季持股變動

Legacy Wealth Management, LLC 於截至 Q1 2017 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	IWB	Ishares Russell 1000 ETF	+0.8%	+0.52%	加碼
2	SCHM	Schwab US Mid Cap ETF	+0.4%	+3.25%	加碼
3	SCHX	Schwab US Large-cap ETF	0%	+4.37%	加碼
4	VTI	Vanguard Total Stock Mkt ETF	0%	—	不變
5	SPY	Ss Spdr S&p 500 ETF Trust-us	—	+0.02%	加碼
6	SCHA	Schwab US Small-cap ETF	—	+3.54%	加碼
7	SCHB	Schwab US Broad Market ETF	0%	-16.68%	減碼
8	IWM	Ishares Russell 2000 ETF	-0.2%	+0.08%	加碼
9	IJH	Ishares Core S&p Midcap ETF	-0.5%	-1.45%	減碼
10	ITOT	Ishares Core S&p Total U.s.	—	EXIT	清倉
11	SCHD	Schwab US Dvd Equity ETF	—	EXIT	清倉
12	IWD	Ishares Russell 1000 Value E	—	EXIT	清倉
13	SCHZ	Schwab US Aggregate Bond ETF	—	EXIT	清倉
14	IWF	Ishares Russell 1000 Growth	—	EXIT	清倉
15	VIG	Vanguard Dividend Apprec ETF	—	EXIT	清倉
16	SCHV	Schwab US Large-cap Value	—	EXIT	清倉
17	SCHG	Schwab US Large-cap Growth	—	EXIT	清倉
18	AGG	Ishares Core U.s. Aggregate	—	EXIT	清倉
19	VTV	Vanguard Value ETF	—	EXIT	清倉
20	SCHF	Schwab Intl Equity ETF	—	EXIT	清倉
21	VGK	Vanguard Ftse Europe ETF	—	EXIT	清倉
22	CWI	State Street Spdr Msci Acwi	—	EXIT	清倉
23	VO	Vanguard Mid-cap ETF	—	EXIT	清倉
24	IMCG	Ishares Morningstar Mid-cap	—	EXIT	清倉
25	IVV	Ishares Core S&p 500 ETF	—	EXIT	清倉
26	BND	Vanguard Total Bond Market	—	EXIT	清倉
27	IXUS	Ishares Core Intl Stock ETF	—	EXIT	清倉
28	VXF	Vanguard Extended Market ETF	—	EXIT	清倉
29	IWV	Ishares Russell 3000 ETF	—	EXIT	清倉
30	IWN	Ishares Russell 2000 Value E	—	EXIT	清倉
31	NAD	Nuveen Quality Municipal INC	—	EXIT	清倉
32	VV	Vanguard Large-cap ETF	—	EXIT	清倉
33	90002USD	Guggenheim Bulletshares 2018	—	EXIT	清倉
34	✓	Guggenheim BulletShares 2017 H	—	EXIT	清倉
35	DVY	Ishares Select Dividend ETF	—	EXIT	清倉
36	IHDG	Wisdomtree International Hed	—	EXIT	清倉
37	HIW	Highwoods Properties INC	—	EXIT	清倉
38	DIA	Ss Spdr Dow Jones Indus Avg	—	EXIT	清倉
39	GSBC	Great Southern Bancorp, Inc.	—	EXIT	清倉
40	AWK	American Water Works Co INC	—	EXIT	清倉
41	EIX	Edison International	—	EXIT	清倉
42	POR	Portland General Electric Co	—	EXIT	清倉
43	CMD	Cantel Medical CORP	—	EXIT	清倉
44	DTE	Dte Energy Company	—	EXIT	清倉
45	D	Dominion Energy INC	—	EXIT	清倉
46	AAT	American Assets Trust INC	—	EXIT	清倉
47	PCG	P G & E CORP	—	EXIT	清倉
48	NEE	Nextera Energy INC	—	EXIT	清倉
49	AMH	American Homes 4 Rent- A	—	EXIT	清倉
50	CUBE	Cubesmart	—	EXIT	清倉