0001085146-20-002511.txt : 20201014 0001085146-20-002511.hdr.sgml : 20201014 20201014121739 ACCESSION NUMBER: 0001085146-20-002511 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201014 DATE AS OF CHANGE: 20201014 EFFECTIVENESS DATE: 20201014 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: 201238601 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 09-30-2020 09-30-2020 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 10-14-2020 0 13 654442 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ISHARES TR RUSSELL 2000 ETF 464287655 12682 84665 SH SOLE 4528 0 80137 ISHARES TR RUS 1000 ETF 464287622 198649 1061442 SH SOLE 47586 0 1013856 ISHARES TR CORE S&P SCP ETF 464287804 19624 279413 SH SOLE 1518 0 277895 ISHARES TR RUS 1000 GRW ETF 464287614 276 1274 SH SOLE 0 0 1274 ISHARES TR CORE S&P MCP ETF 464287507 73649 397433 SH SOLE 14007 0 383426 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 174986 5305831 SH SOLE 36330 0 5269501 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 311 3900 SH SOLE 0 0 3900 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1892 23464 SH SOLE 0 0 23464 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 62664 1129494 SH SOLE 16044 0 1113450 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 23423 342840 SH SOLE 9888 0 332952 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 78968 685663 SH SOLE 17151 0 668512 SPDR S&P 500 ETF TR TR UNIT 78462F103 2808 8384 SH SOLE 0 0 8384 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4510 26483 SH SOLE 0 0 26483