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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 (2016Q3)
Original 13F HR (0001085146-16-004508) filed in 2016.10.18
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES RUSSELL 1000 ETF 1,811,248 218,183 59.48%
2 ISHARES TR 493,184 76,300 20.80%
3 SCHWAB U.S. MID-CAP ETF 909,828 39,596 10.79%
4 ISHARES TR 194,347 24,140 6.58%
5 VANGUARD INDEX FDS 26,183 2,915 0.79%
6 SPDR S&P 500 ETF TR 9,201 1,990 0.54%
7 SCHWAB U.S. LARGE-CAP ETF 31,698 1,636 0.45%
8 SCHWAB U.S. SMALL-CAP ETF 12,942 745 0.20%
9 ISHARES TR 4,317 536 0.15%
10 ISHARES TR 6,347 350 0.10%
11 ISHARES TR 4,332 215 0.06%
12 SCHWAB U.S. BROAD MARKET ETF 4,026 211 0.06%