0001085146-16-004149.txt : 20160804 0001085146-16-004149.hdr.sgml : 20160804 20160804154155 ACCESSION NUMBER: 0001085146-16-004149 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20160804 DATE AS OF CHANGE: 20160804 EFFECTIVENESS DATE: 20160804 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: 161807164 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 06-30-2016 06-30-2016 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 08-04-2016 0 9 338379 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P MCP ETF 464287507 60058 402024 SH SOLE 28677 0 373347 ISHARES TR CORE S&P SCP ETF 464287804 520 4470 SH SOLE 255 0 4215 ISHARES TR RUS 1000 ETF 464287622 219395 1876937 SH SOLE 92513 0 1784424 ISHARES TR RUSSELL 2000 ETF 464287655 23160 201427 SH SOLE 10590 0 190837 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1578 31697 SH SOLE 0 0 31697 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 28261 672723 SH SOLE 0 0 672723 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 674 12481 SH SOLE 0 0 12481 SPDR S&P 500 ETF TR TR UNIT 78462F103 1927 9198 SH SOLE 0 0 9198 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2806 26183 SH SOLE 0 0 26183