0001085146-18-000161.txt : 20180118 0001085146-18-000161.hdr.sgml : 20180118 20180118131605 ACCESSION NUMBER: 0001085146-18-000161 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180118 DATE AS OF CHANGE: 20180118 EFFECTIVENESS DATE: 20180118 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: 18533584 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 12-31-2017 12-31-2017 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 01-18-2018 0 11 415620 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P MCP ETF 464287507 66970 352880 SH SOLE 17687 0 335193 ISHARES TR CORE S&P SCP ETF 464287804 806 10493 SH SOLE 382 0 10111 ISHARES TR RUS 1000 ETF 464287622 267184 1797889 SH SOLE 60826 0 1737063 ISHARES TR RUSSELL 2000 ETF 464287655 28484 186833 SH SOLE 6181 0 180652 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 3089 117620 SH SOLE 0 0 117620 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 283 4381 SH SOLE 0 0 4381 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2059 32282 SH SOLE 0 0 32282 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 39529 742058 SH SOLE 0 0 742058 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1052 15084 SH SOLE 0 0 15084 SPDR S&P 500 ETF TR TR UNIT 78462F103 2570 9630 SH SOLE 0 0 9630 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3594 26183 SH SOLE 0 0 26183