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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 (2016Q2)
Portfolio Summary: 9 holdings with a total value of $338,379,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES RUSSELL 1000 ETF 1,876,937 219,395,000 64.84%
2 ISHARES TR 402,024 60,058,000 17.75%
3 SCHWAB U.S. MID-CAP ETF 672,723 28,261,000 8.35%
4 ISHARES TR 201,427 23,160,000 6.84%
5 VANGUARD INDEX FDS 26,183 2,806,000 0.83%
6 SPDR S&P 500 ETF TR 9,198 1,927,000 0.57%
7 SCHWAB U.S. LARGE-CAP ETF 31,697 1,578,000 0.47%
8 SCHWAB U.S. SMALL-CAP ETF 12,481 674,000 0.20%
9 ISHARES TR 4,470 520,000 0.15%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004149, filed 2016.08.04).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.