LEGACY WEALTH MANAGEMENT, INC Information

1715 AARON BRENNER DRIVE, SUITE 301, MEMPHIS, Tennessee, 38120, (901) 758-9006

Report Date: 03/31/2014

Position Statistics

Total Positions 7
New Positions 0
Increased Positions 2
Decreased Positions 4
Positions with Activity 6
Sold Out Positions 2
Total Mkt Value (in $ millions) 215

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 81.43%
Healthcare
Services
Technology
Transportation
Utilities

7 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES RUS 1000 ETF 149,841 33,776 29.10 1,353,321
ISHARES TR CORE MSCITOTAL 39,929 28,532 250.34 667,372
ISHARES RUSSELL 2000 ETF 20,891 -429 (2.01) 182,092
VANGUARD INDEX FDS TOTAL STK MKT 2,682 New 26,183
SPDR S&P 500 ETF TR TR UNIT 1,711 -167 (8.89) 8,633
ISHARES TR CORE HIGH DV ETF -36,584 Sold Out 0
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF -19,657 Sold Out 0


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