0001085146-11-000851.txt : 20110810
0001085146-11-000851.hdr.sgml : 20110810
20110809215152
ACCESSION NUMBER: 0001085146-11-000851
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20110630
FILED AS OF DATE: 20110810
DATE AS OF CHANGE: 20110809
EFFECTIVENESS DATE: 20110810
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: 111022461
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
lega2q2011.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: June 30, 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 August 09, 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: 8
Form 13F Information Table Value Total: $221,263 (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
------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
ISHARES INC MSCI PAC J IDX 464286665 20655 433843 SH Sole 19468 0 414375
ISHARES TR RUSSELL MCP GR 464287481 1009 16325 SH Sole 0 0 16325
ISHARES TR RUSSELL1000VAL 464287598 32953 482609 SH Sole 19114 0 463495
ISHARES TR RUSSELL 1000 464287622 101219 1369864 SH Sole 56613 0 1313251
ISHARES TR RUSSELL 2000 464287655 45054 544129 SH Sole 24318 0 519811
SPDR S&P 500 ETF TR TR UNIT 78462f103 1645 12465 SH Sole 0 0 12465
VANGUARD INDEX FDS STK MRK ETF 922908769 1483 21681 SH Sole 0 0 21681
VANGUARD INTL EQUITY INDEX F MSCI EMR MKT ETF 922042858 17245 354686 SH Sole 16228 0 338458