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Institutional Investment Manager
Legacy Wealth Management, Inc
Legacy Wealth Management, Inc (CIK: 0001488921) incorporated in Tennessee, located at 1715 Aaron Brenner Drive, Suite 301, Memphis, TN. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Portfolio Summary: 5 holdings with a total value of $205,712,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES RUSSELL 1000 ETF 1,353,321 141,787,000 68.93%
2 ISHARES CORE MSCI TOTL INTL STCK ETF 667,372 38,574,000 18.75%
3 ISHARES TR 182,092 21,185,000 10.30%
4 VANGUARD INDEX FDS 26,183 2,552,000 1.24%
5 SPDR S&P 500 Fund 8,633 1,614,000 0.78%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-14-000926, filed 2014.04.30).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.