0001085146-11-000588.txt : 20110513
0001085146-11-000588.hdr.sgml : 20110513
20110512205133
ACCESSION NUMBER: 0001085146-11-000588
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20110331
FILED AS OF DATE: 20110513
DATE AS OF CHANGE: 20110512
EFFECTIVENESS DATE: 20110513
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Legacy Wealth Management, Inc
CENTRAL INDEX KEY: 0001488921
IRS NUMBER: 621132313
STATE OF INCORPORATION: TN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13906
FILM NUMBER: 11837523
BUSINESS ADDRESS:
STREET 1: 6800 POPLAR AVE. SUITE 101
CITY: MEMPHIS
STATE: TN
ZIP: 38138
BUSINESS PHONE: 901-758-9006
MAIL ADDRESS:
STREET 1: 6800 POPLAR AVE. SUITE 101
CITY: MEMPHIS
STATE: TN
ZIP: 38138
13F-HR
1
lega1q2011.txt
LEGACY WEALTH MANAGEMENT
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 2011
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Legacy Wealth Management
Address: 6800 Poplar Ave. Suite 101
Memphis, TN 38138
13F File Number: 028-13906
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Cathy Simmons
Title: Chief Compliance Officer
Phone: 901-758-9006
Signature, Place, and Date of Signing:
/s/ Cathy Simmons Memphis, TN May 12, 2011
Report Type (Check only one.):
[ X] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 7
Form 13F Information Table Value Total: $186,914 (thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional managers with respect to which this report is filed, other
than the manager filing this report.
NONE
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 204 2441 SH Sole 0 0 2441
ISHARES INC MSCI PAC J IDX 464286665 19437 402348 SH Sole 18301 0 384047
ISHARES TR RUSSELL1000VAL 464287598 16966 247059 SH Sole 14630 0 232429
ISHARES TR RUSSELL 1000 464287622 86770 1174625 SH Sole 49252 0 1125373
ISHARES TR RUSSELL 2000 464287655 45087 535670 SH Sole 24142 0 511528
VANGUARD INDEX FDS STK MRK ETF 922908769 1490 21681 SH Sole 0 0 21681
VANGUARD INTL EQUITY INDEX F MSCI EMR MKT ETF 922042858 16960 346466 SH Sole 15100 0 331366