0001085146-15-002168.txt : 20151110
0001085146-15-002168.hdr.sgml : 20151110
20151105205513
ACCESSION NUMBER: 0001085146-15-002168
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150930
FILED AS OF DATE: 20151106
DATE AS OF CHANGE: 20151105
EFFECTIVENESS DATE: 20151106
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: 151202282
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
09-30-2015
09-30-2015
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
11-05-2015
0
7
261862
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ISHARES TR
CORE S&P MCP ETF
464287507
47532
347938
SH
SOLE
35576
0
312362
ISHARES TR
RUS 1000 ETF
464287622
163214
1524652
SH
SOLE
104214
0
1420438
ISHARES TR
RUSSELL 2000 ETF
464287655
21711
198818
SH
SOLE
13898
0
184920
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1164
25431
SH
SOLE
0
0
25431
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
22920
588897
SH
SOLE
0
0
588897
SPDR S&P 500 ETF TR
TR UNIT
78462f103
2736
14277
SH
SOLE
0
0
14277
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2585
26183
SH
SOLE
0
0
26183