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