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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 Period2018-12-31

Total Holdings18

Total Value ($x1000)454,616
Activities
New6

Increased5

Unchanged1

Decreased6

Sold Out0

Top 10 Stock Holdingstotal 96.16%
IWB37.65

SCHK20.06

IJH11.49

SCHM8.96

IJR4.64

 
SCHX3.78

IWM3.6

VB2.75

IEFA1.86

SCHB1.37

-- hover over a symbol below for details --
SEC 13F
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Detail
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IWB
37.65%
RUS 1000 ETF
SCHK
20.06%
1000 INDEX ETF
IJH
11.49%
CORE S&P MCP ETF
SCHM
8.96%
US MID-CAP ETF
IJR
4.64%
CORE S&P SCP ETF
SCHX
3.78%
US LRG CAP ETF
IWM
3.6%
RUSSELL 2000 ETF
VB
2.75%
SMALL CP ETF
IEFA
1.86%
CORE MSCI EAFE
SCHB
1.37%
US BRD MKT ETF
VTI
1.11%
TOTAL STK MKT
SHM
0.83%
NUVN BR SHT MUNI
VO
0.52%
MID CAP ETF
SPY
0.48%
TR UNIT
IEMG
0.42%
CORE MSCI EMKT
SCHA
0.22%
US SML CAP ETF
IXUS
0.21%
CORE MSCITOTAL
MAA
0.06%
COM