LEGACY WEALTH MANAGEMENT, INC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 5
New Positions 0
Increased Positions 2
Decreased Positions 2
Positions with Activity 4
Sold Out Positions 0
Total Mkt Value (in $ millions) 207

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 81.71%
Healthcare
Services
Technology
Transportation
Utilities

5 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR RUS 1000 ETF 144,895 -1,047 (0.72) 1,343,615
ISHARES TR CORE MSCITOTAL 37,933 -1,175 (3.01) 647,319
ISHARES TR RUSSELL 2000 ETF 20,277 30 .15 182,363
VANGUARD INDEX FDS TOTAL STK MKT 2,611 New 26,183
SPDR S&P 500 ETF TR TR UNIT 1,668 1 .05 8,637