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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 (2015Q4)
Original 13F HR (0001085146-16-002842) filed in 2016.02.09
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES RUSSELL 1000 ETF 1,849,088 209,521 58.78%
2 ISHARES TR 363,587 50,655 14.21%
3 SCHWAB U.S. MID-CAP ETF 839,037 33,620 9.43%
4 ISHARES TR 201,440 22,686 6.36%
5 ISHARES TR 228,397 13,411 3.76%
6 ISHARES INC 302,645 11,921 3.34%
7 SPDR S&P 500 ETF TR 30,240 6,165 1.73%
8 ISHARES TR 59,798 3,252 0.91%
9 VANGUARD INDEX FDS 26,183 2,731 0.77%
10 SCHWAB U.S. LARGE-CAP ETF 29,239 1,420 0.40%
11 SCHWAB U.S. SMALL-CAP ETF 20,814 1,084 0.30%