0001085146-21-000352.txt : 20210129 0001085146-21-000352.hdr.sgml : 20210129 20210129112341 ACCESSION NUMBER: 0001085146-21-000352 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210129 DATE AS OF CHANGE: 20210129 EFFECTIVENESS DATE: 20210129 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: 21569394 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 12-31-2020 12-31-2020 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 01-28-2021 0 13 753329 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ISHARES TR CORE S&P MCP ETF 464287507 87001 378546 SH SOLE 9334 0 369212 ISHARES TR CORE S&P SCP ETF 464287804 25691 279556 SH SOLE 1876 0 277680 ISHARES TR RUS 1000 ETF 464287622 220408 1040445 SH SOLE 39733 0 1000712 ISHARES TR RUS 1000 GRW ETF 464287614 307 1274 SH SOLE 0 0 1274 ISHARES TR RUSSELL 2000 ETF 464287655 14971 76358 SH SOLE 3507 0 72851 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 199369 5332147 SH SOLE 38084 0 5294063 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 393 4316 SH SOLE 0 0 4316 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 87481 681266 SH SOLE 13521 0 667745 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2104 23139 SH SOLE 0 0 23139 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 78099 1145482 SH SOLE 18147 0 1127335 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 29066 326586 SH SOLE 6136 0 320450 SPDR S&P 500 ETF TR TR UNIT 78462F103 3284 8784 SH SOLE 0 0 8784 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5155 26483 SH SOLE 0 0 26483