0001085146-17-001553.txt : 20170725 0001085146-17-001553.hdr.sgml : 20170725 20170725083739 ACCESSION NUMBER: 0001085146-17-001553 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170725 DATE AS OF CHANGE: 20170725 EFFECTIVENESS DATE: 20170725 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: 17979375 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 06-30-2017 06-30-2017 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 07-24-2017 0 10 413729 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P MCP ETF 464287507 84496 485744 SH SOLE 25401 0 460343 ISHARES TR CORE S&P SCP ETF 464287804 697 9938 SH SOLE 416 0 9522 ISHARES TR RUS 1000 ETF 464287622 246355 1821214 SH SOLE 63134 0 1758080 ISHARES TR RUSSELL 2000 ETF 464287655 26292 186575 SH SOLE 6445 0 180130 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 218 3731 SH SOLE 0 0 3731 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1904 32964 SH SOLE 0 0 32964 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 47408 984395 SH SOLE 0 0 984395 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 882 13804 SH SOLE 0 0 13804 SPDR S&P 500 ETF TR TR UNIT 78462F103 2219 9175 SH SOLE 0 0 9175 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3258 26183 SH SOLE 0 0 26183