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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 (2016Q1)
Original 13F HR (0001085146-16-003587) filed in 2016.05.05
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES RUSSELL 1000 ETF 1,897,382 216,434 65.09%
2 ISHARES TR 413,248 59,586 17.92%
3 SCHWAB U.S. MID-CAP ETF 682,474 27,703 8.33%
4 ISHARES TR 204,053 22,574 6.79%
5 VANGUARD INDEX FDS 26,183 2,745 0.83%
6 SPDR S&P 500 ETF TR 9,196 1,890 0.57%
7 SCHWAB U.S. LARGE-CAP ETF 32,137 1,570 0.47%