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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 (2014Q4)
Original 13F HR (0001085146-15-000154) filed in 2015.01.26
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES RUSSELL 1000 ETF 1,680,204 192,602 69.06%
2 ISHARES TR 149,058 21,584 7.74%
3 ISHARES TR 192,875 23,072 8.27%
4 ISHARES TR CORE MSCI TOTAL INT 535,746 28,539 10.23%
5 SCHWAB U.S. LARGE-CAP ETF 27,840 1,366 0.49%
6 SCHWAB U.S. MID-CAP ETF 175,942 7,157 2.57%
7 SPDR S&P 500 Fund 8,661 1,780 0.64%
8 VANGUARD INDEX FDS 26,183 2,775 1.00%