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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 (2016Q4)
Original 13F HR (0001085146-17-000275) filed in 2017.02.06
#
Name
Shares
Value ($)
%
Options
Notes
51 PG&E CORP 116 7,049 0.00%
52 PORTLAND GEN ELEC CO 193 8,363 0.00%
53 PPL CORPORATION COM 34 1,158 0.00%
54 QTS Realty Trust Inc 123 6,107 0.00%
55 ROSS STORES INC 91 5,970 0.00%
56 SCHWAB INTERNATIONAL EQUITY ETF 2,961 81,960 0.02%
57 SCHWAB U.S. BROAD MARKET ETF 4,310 233,516 0.06%
58 SCHWAB U.S. LARGE-CAP ETF 31,446 1,674,828 0.44%
59 SCHWAB U.S. LARGE-CAP GROWTH ETF 1,605 89,607 0.02%
60 SCHWAB U.S. LARGE-CAP VALUE ETF 2,064 99,258 0.03%
61 SCHWAB U.S. MID-CAP ETF 931,005 42,034,856 11.03%
62 SCHWAB U.S. SMALL-CAP ETF 12,777 785,530 0.21%
63 SCHWAB US AGGREGATE BOND ETF 2,474 127,411 0.03%
64 SCHWAB US DIVIDEND EQUITY ETF 2,990 130,274 0.03%
65 SERVICENOW INC 57 4,237 0.00%
66 SPDR DOW JONES INDL AVRG ETF 81 15,998 0.00%
67 SPDR MSCI ACWI ETF 34 2,257 0.00%
68 SPDR MSCI ACWI EX-US 2,321 73,088 0.02%
69 SPDR S&P 500 ETF TR 9,180 2,052,086 0.54%
70 VANGUARD BD INDEX FDS 645 52,094 0.01%
71 VANGUARD INDEX FDS 420 40,318 0.01%
72 VANGUARD INDEX FDS 180 18,456 0.00%
73 VANGUARD INDEX FDS 529 69,619 0.02%
74 VANGUARD INDEX FDS 26,183 3,019,424 0.79%
75 VANGUARD INDEX FDS 896 83,337 0.02%
76 VANGUARD INTL EQUITY INDEX F 19 688 0.00%
77 VANGUARD INTL EQUITY INDEX F 1,612 77,279 0.02%
78 VANGUARD SPECIALIZED PORTFOL 1,168 99,509 0.03%
79 WISDOMTREE TR 642 16,917 0.00%
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