0001085146-12-000357.txt : 20120214 0001085146-12-000357.hdr.sgml : 20120214 20120213211524 ACCESSION NUMBER: 0001085146-12-000357 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20111231 FILED AS OF DATE: 20120214 DATE AS OF CHANGE: 20120213 EFFECTIVENESS DATE: 20120214 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: 12602042 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 legacy4q2011.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: December 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 February 13, 2012 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: 6 Form 13F Information Table Value Total: $166,669 (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 17260 443356 SH Sole 19578 423778 ISHARES TR RUSSELL 1000 464287622 92038 1326776 SH Sole 53799 1272977 ISHARES TR RUSSELL 2000 464287655 39562 536436 SH Sole 24428 512008 SPDR S&P 500 ETF TR TR UNIT 78462f103 1926 15346 SH Sole 2284 13062 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1801 28014 SH Sole 28014 VANGUARD INTL EQUITY INDEX F MSCI EMR MKT ETF 922042858 14082 368531 SH Sole 20347 348184