0001085146-17-000986.txt : 20170419 0001085146-17-000986.hdr.sgml : 20170419 20170418205737 ACCESSION NUMBER: 0001085146-17-000986 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170419 DATE AS OF CHANGE: 20170418 EFFECTIVENESS DATE: 20170419 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: 17767997 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 03-31-2017 03-31-2017 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 04-17-2017 0 10 398342 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P MCP ETF 464287507 82103 479516 SH SOLE 34891 0 444625 ISHARES TR CORE S&P SCP ETF 464287804 602 8691 SH SOLE 428 0 8263 ISHARES TR RUS 1000 ETF 464287622 236399 1801132 SH SOLE 88981 0 1712151 ISHARES TR RUSSELL 2000 ETF 464287655 25514 185584 SH SOLE 9328 0 176256 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 205 3591 SH SOLE 0 0 3591 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1847 32819 SH SOLE 0 0 32819 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 45498 961304 SH SOLE 0 0 961304 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 833 13229 SH SOLE 0 0 13229 SPDR S&P 500 ETF TR TR UNIT 78462F103 2164 9182 SH SOLE 0 0 9182 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3177 26183 SH SOLE 0 0 26183