Portefeuilles déclarés des
Legacy Wealth Management LLC
Legal Name: LEGACY WEALTH MANAGEMENT, LLC
Période de rapport:
Jun 30, 2019
Date d\'entrée en vigueur:
Jul 17, 2019
Sécurité | Actions détenues / capital | Valeur marchande | Option |
---|---|---|---|
ISHARES TR RUS 1000 ETF (464287622) | 1,174,909 | $191,264k | |
SCHWAB STRATEGIC TRUST (808524722) | 5,638,081 | $162,788k | |
ISHARES TR CORE S&P MCP ETF (464287507) | 337,442 | $65,552k | |
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508) | 985,907 | $56,285k | |
ISHARES TR CORE S&P SCP ETF (464287804) | 620,789 | $48,596k | |
ISHARES TR RUSSELL 2000 ETF (464287655) | 116,669 | $18,142k | |
VANGUARD INDEX FDS TOTAL STK MKT (922908769) | 27,183 | $4,080k | |
SCHWAB STRATEGIC TR (808524201) | 40,868 | $2,869k | |
SPDR S&P 500 ETF TR TR UNIT (78462F103) | 8,732 | $2,558k | |
SCHWAB STRATEGIC TR US SML CAP ETF (808524607) | 25,636 | $1,832k | |
SCHWAB STRATEGIC TR (808524102) | 6,905 | $487k | |
ISHARES TR RUS 1000 GRW ETF (464287614) | 1,540 | $242k |