0001085146-21-001235.txt : 20210420 0001085146-21-001235.hdr.sgml : 20210420 20210420151343 ACCESSION NUMBER: 0001085146-21-001235 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210420 DATE AS OF CHANGE: 20210420 EFFECTIVENESS DATE: 20210420 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: 21837566 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 03-31-2021 03-31-2021 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 04-20-2021 0 15 748990 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ISHARES TR CORE S&P MCP ETF 464287507 90421 347398 SH SOLE 0 0 347398 ISHARES TR CORE S&P SCP ETF 464287804 28325 260989 SH SOLE 0 0 260989 ISHARES TR CORE S&P500 ETF 464287200 415 1043 SH SOLE 0 0 1043 ISHARES TR RUS 1000 ETF 464287622 212353 948724 SH SOLE 0 0 948724 ISHARES TR RUS 1000 GRW ETF 464287614 310 1274 SH SOLE 0 0 1274 ISHARES TR RUSSELL 2000 ETF 464287655 14434 65330 SH SOLE 0 0 65330 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 185985 4718046 SH SOLE 0 0 4718046 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 398 4118 SH SOLE 0 0 4118 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 89900 692708 SH SOLE 0 0 692708 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2029 21124 SH SOLE 0 0 21124 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 86524 1162487 SH SOLE 0 0 1162487 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 28659 287535 SH SOLE 0 0 287535 SPDR S&P 500 ETF TR TR UNIT 78462F103 3476 8770 SH SOLE 0 0 8770 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5526 26737 SH SOLE 0 0 26737 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 235 4782 SH SOLE 0 0 4782