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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 (2015Q3)
Original 13F HR (0001085146-15-002168) filed in 2015.11.06
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES RUSSELL 1000 ETF 1,524,652 163,214 62.33%
2 ISHARES TR 347,938 47,532 18.15%
3 SCHWAB U.S. MID-CAP ETF 588,897 22,920 8.75%
4 ISHARES TR 198,818 21,711 8.29%
5 SPDR S&P 500 Fund 14,277 2,736 1.04%
6 VANGUARD INDEX FDS 26,183 2,585 0.99%
7 SCHWAB U.S. LARGE-CAP ETF 25,431 1,164 0.44%