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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 (2017Q1)
Original 13F HR (0001085146-17-000986) filed in 2017.04.19
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 1,801,132 236,399 59.35%
2 ISHARES TR 479,516 82,103 20.61%
3 SCHWAB STRATEGIC TR 961,304 45,498 11.42%
4 ISHARES TR 185,584 25,514 6.41%
5 VANGUARD INDEX FDS 26,183 3,177 0.80%
6 SPDR S&P 500 ETF TR 9,182 2,164 0.54%
7 SCHWAB STRATEGIC TR 32,819 1,847 0.46%
8 SCHWAB STRATEGIC TR 13,229 833 0.21%
9 ISHARES TR 8,691 602 0.15%
10 SCHWAB STRATEGIC TR 3,591 205 0.05%