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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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LEGACY WEALTH MANAGEMENT INC

Time Period2019-03-31

Total Holdings11

Total Value ($x1000)513,579
Activities
New0

Increased5

Unchanged0

Decreased6

Sold Out7

Top 10 Stock Holdingstotal 99.92%
IWB36.4

SCHK27.68

IJH12.05

SCHM10.01

IJR8.22

 
IWM3.54

VTI0.77

SCHX0.54

SPY0.47

SCHA0.24

-- hover over a symbol below for details --
SEC 13F
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Detail
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IWB
36.4%
RUS 1000 ETF
SCHK
27.68%
1000 INDEX ETF
IJH
12.05%
CORE S&P MCP ETF
SCHM
10.01%
US MID-CAP ETF
IJR
8.22%
CORE S&P SCP ETF
IWM
3.54%
RUSSELL 2000 ETF
VTI
0.77%
TOTAL STK MKT
SCHX
0.54%
US LRG CAP ETF
SPY
0.47%
TR UNIT
SCHA
0.24%
US SML CAP ETF
SCHB
0.09%
US BRD MKT ETF
VB
2.75%
SMALL CP ETF
IEFA
1.86%
CORE MSCI EAFE
SHM
0.83%
NUVN BR SHT MUNI
VO
0.52%
MID CAP ETF
IEMG
0.42%
CORE MSCI EMKT
IXUS
0.21%
CORE MSCITOTAL
MAA
0.06%
COM