0001085146-16-004508.txt : 20161018 0001085146-16-004508.hdr.sgml : 20161018 20161018094859 ACCESSION NUMBER: 0001085146-16-004508 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161018 DATE AS OF CHANGE: 20161018 EFFECTIVENESS DATE: 20161018 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: 161940005 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 09-30-2016 09-30-2016 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 10-18-2016 0 12 366817 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE MSCI EAFE 46432F842 350 6347 SH SOLE 537 0 5810 ISHARES TR CORE S&P MCP ETF 464287507 76300 493184 SH SOLE 36405 0 456779 ISHARES TR CORE S&P SCP ETF 464287804 536 4317 SH SOLE 231 0 4086 ISHARES TR CORE S&P TTL STK 464287150 215 4332 SH SOLE 0 0 4332 ISHARES TR RUS 1000 ETF 464287622 218183 1811248 SH SOLE 92172 0 1719076 ISHARES TR RUSSELL 2000 ETF 464287655 24140 194347 SH SOLE 10458 0 183889 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 211 4026 SH SOLE 0 0 4026 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1636 31698 SH SOLE 0 0 31698 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 39596 909828 SH SOLE 0 0 909828 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 745 12942 SH SOLE 0 0 12942 SPDR S&P 500 ETF TR TR UNIT 78462F103 1990 9201 SH SOLE 0 0 9201 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2915 26183 SH SOLE 0 0 26183