0001085146-21-002805.txt : 20211015 0001085146-21-002805.hdr.sgml : 20211015 20211015155353 ACCESSION NUMBER: 0001085146-21-002805 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211015 DATE AS OF CHANGE: 20211015 EFFECTIVENESS DATE: 20211015 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: 211326028 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 09-30-2021 09-30-2021 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 10-15-2021 0 17 796937 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ISHARES TR CORE S&P MCP ETF 464287507 87479 332530 SH SOLE 0 0 332530 ISHARES TR CORE S&P SCP ETF 464287804 32298 295800 SH SOLE 0 0 295800 ISHARES TR CORE S&P500 ETF 464287200 580 1346 SH SOLE 0 0 1346 ISHARES TR RUS 1000 ETF 464287622 218310 903188 SH SOLE 0 0 903188 ISHARES TR RUS 1000 GRW ETF 464287614 389 1420 SH SOLE 0 0 1420 ISHARES TR RUSSELL 2000 ETF 464287655 13695 62606 SH SOLE 0 0 62606 PIMCO ETF TR ACTIVE BD ETF 72201R775 285 2581 SH SOLE 0 0 2581 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 204057 4790079 SH SOLE 0 0 4790079 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 289 5329 SH SOLE 0 0 5329 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 580 5582 SH SOLE 0 0 5582 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 100962 681762 SH SOLE 0 0 681762 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3633 34918 SH SOLE 0 0 34918 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 96237 1255371 SH SOLE 0 0 1255371 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 28047 280187 SH SOLE 0 0 280187 SPDR S&P 500 ETF TR TR UNIT 78462F103 3892 9069 SH SOLE 0 0 9069 VANGUARD INDEX FDS GROWTH ETF 922908736 323 1114 SH SOLE 0 0 1114 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5881 26483 SH SOLE 0 0 26483