0001085146-14-000926.txt : 20140430 0001085146-14-000926.hdr.sgml : 20140430 20140429182308 ACCESSION NUMBER: 0001085146-14-000926 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140430 DATE AS OF CHANGE: 20140429 EFFECTIVENESS DATE: 20140430 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: 14795372 BUSINESS ADDRESS: STREET 1: 1715 AARON BRENNER DRIVE, SUITE 301 CITY: MEMPHIS STATE: TN ZIP: 38120 BUSINESS PHONE: 901-758-9006 MAIL ADDRESS: STREET 1: 1715 AARON BRENNER DRIVE, SUITE 301 CITY: MEMPHIS STATE: TN ZIP: 38120 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001488921 XXXXXXXX 03-31-2014 03-31-2014 false Legacy Wealth Management, Inc

1715 AARON BRENNER DRIVE, SUITE 301 MEMPHIS TN 38120

13F HOLDINGS REPORT 028-13906 N Cathy Simmons 901-758-9006 /s/ Cathy Simmons Memphis TN 04-28-2014 0 5 205712 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES RUS 1000 ETF 464287622 141787 1353321 SH SOLE 92579 0 1260742 ISHARES RUSSELL 2000 ETF 464287655 21185 182092 SH SOLE 12331 0 169761 ISHARES TR CORE MSCITOTAL 46432f834 38574 667372 SH SOLE 45228 0 622144 SPDR S&P 500 ETF TR TR UNIT 78462f103 1614 8633 SH SOLE 0 0 8633 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2552 26183 SH SOLE 0 0 26183