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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)
Original 13F HR (0001085146-16-004149) filed in 2016.08.04
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES RUSSELL 1000 ETF 1,876,937 219,395 64.84%
2 ISHARES TR 402,024 60,058 17.75%
3 SCHWAB U.S. MID-CAP ETF 672,723 28,261 8.35%
4 ISHARES TR 201,427 23,160 6.84%
5 VANGUARD INDEX FDS 26,183 2,806 0.83%
6 SPDR S&P 500 ETF TR 9,198 1,927 0.57%
7 SCHWAB U.S. LARGE-CAP ETF 31,697 1,578 0.47%
8 SCHWAB U.S. SMALL-CAP ETF 12,481 674 0.20%
9 ISHARES TR 4,470 520 0.15%