0001085146-15-000890.txt : 20150410
0001085146-15-000890.hdr.sgml : 20150410
20150409203734
ACCESSION NUMBER: 0001085146-15-000890
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150331
FILED AS OF DATE: 20150410
DATE AS OF CHANGE: 20150409
EFFECTIVENESS DATE: 20150410
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: 15762390
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
true
false
0001488921
XXXXXXXX
03-31-2015
03-31-2015
false
Legacy Wealth Management, Inc
1715 AARON BRENNER DRIVE, SUITE 301
MEMPHIS
TN
38120
13F HOLDINGS REPORT
028-13906
N
Cathy Simmons
Chief Compliance Officer
901-758-9006
/s/ Cathy Simmons
Memphis
TN
04-08-2015
0
7
240635
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ISHARES TR
CORE S&P MCP ETF
464287507
23748
156260
SH
SOLE
11888
0
144372
ISHARES TR
RUS 1000 ETF
464287622
177742
1534240
SH
SOLE
107612
0
1426628
ISHARES TR
RUSSELL 2000 ETF
464287655
24572
197574
SH
SOLE
13923
0
183651
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1306
26345
SH
SOLE
0
0
26345
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
8670
200928
SH
SOLE
0
0
200928
SPDR S&P 500 ETF TR
TR UNIT
78462f103
1789
8665
SH
SOLE
0
0
8665
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2808
26183
SH
SOLE
0
0
26183