Chief Compliance Officer

0001085146-19-002490.txt : 20191009 0001085146-19-002490.hdr.sgml : 20191009 20191009155550 ACCESSION NUMBER: 0001085146-19-002490 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191009 DATE AS OF CHANGE: 20191009 EFFECTIVENESS DATE: 20191009 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: 191144484 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 false false 0001488921 XXXXXXXX 09-30-2019 09-30-2019 false Legacy Wealth Management, Inc

1715 AARON BRENNER DRIVE, SUITE 301 MEMPHIS TN 38120

13F HOLDINGS REPORT 028-13906 N Cathy Simmons Chief Compliance Officer 901-758-9006 /s/ Cathy Simmons Memphis TN 10-09-2019 0 12 610905 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P MCP ETF 464287507 89271 461990 SH SOLE 22873 0 439117 ISHARES TR CORE S&P SCP ETF 464287804 52698 676997 SH SOLE 14063 0 662934 ISHARES TR RUS 1000 ETF 464287622 191285 1162543 SH SOLE 52290 0 1110253 ISHARES TR RUS 1000 GRW ETF 464287614 288 1806 SH SOLE 0 0 1806 ISHARES TR RUSSELL 2000 ETF 464287655 17470 115435 SH SOLE 5239 0 110196 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 168497 5778341 SH SOLE 49442 0 5728899 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 540 7608 SH SOLE 0 0 7608 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2759 38899 SH SOLE 0 0 38899 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 79454 1405278 SH SOLE 0 0 1405278 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1947 27929 SH SOLE 0 0 27929 SPDR S&P 500 ETF TR TR UNIT 78462F103 2591 8732 SH SOLE 0 0 8732 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4105 27183 SH SOLE 0 0 27183