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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.
2017Q1
2016Q4
2016Q3
2016Q2
2016Q1
2015Q4
2015Q3
2015Q2
2015Q1
2014Q4
2014Q3
2014Q2
2014Q1
Institutional Holdings (2014Q2)
Normalized
Raw
Original 13F HR (
0001085146-14-001430
) filed in 2014.07.28
#
Name
Shares
Value ($)
%
Options
Notes
1
ISHARES RUSSELL 1000 ETF
1,343,615
147,945
69.60%
2
ISHARES CORE MSCI TOTL INTL STCK ETF
647,319
38,606
18.16%
3
ISHARES TR
182,363
21,667
10.19%
4
VANGUARD INDEX FDS
26,183
2,665
1.25%
5
SPDR S&P 500 Fund
8,637
1,690
0.80%
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