Chief Compliance Officer

0001085146-24-005129.txt : 20241025 0001085146-24-005129.hdr.sgml : 20241025 20241024175434 ACCESSION NUMBER: 0001085146-24-005129 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241025 DATE AS OF CHANGE: 20241024 EFFECTIVENESS DATE: 20241025 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Wealth Management, Inc CENTRAL INDEX KEY: 0001488921 ORGANIZATION NAME: 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: 241393660 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 X0202 13F-HR LIVE false false false 0001488921 XXXXXXXX 09-30-2024 09-30-2024 false Legacy Wealth Management, Inc

1715 AARON BRENNER DRIVE, SUITE 301 MEMPHIS TN 38120

13F HOLDINGS REPORT 028-13906 000108619 801-18073 N Cathy Simmons Chief Compliance Officer 901-758-9006 /s/ Cathy Simmons Memphis TN 10-24-2024 0 44 1543192180 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 BBG001S5PQL7 435640 2338 SH SOLE 0 0 2338 APPLE INC COM 037833100 BBG001S5N8V8 756551 3247 SH SOLE 0 0 3247 AT&T INC COM 00206R102 BBG001S5VWH2 2054096 93368 SH SOLE 0 0 93368 BROADCOM INC COM 11135F101 BBG00KHY5SY8 325680 1888 SH SOLE 0 0 1888 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 204060 5951 SH SOLE 0 0 5951 ELI LILLY & CO COM 532457108 BBG001S5STL8 331584 374 SH SOLE 0 0 374 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 BBG0078X1341 137287331 2937256 SH SOLE 0 0 2937256 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 BBG00JGMYXN7 17353139 440435 SH SOLE 0 0 440435 HOME DEPOT INC COM 437076102 BBG001S5RTW7 252034 622 SH SOLE 0 0 622 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 248104 508 SH SOLE 0 0 508 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 55006621 757354 SH SOLE 0 0 757354 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 87824682 1409254 SH SOLE 0 0 1409254 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 55861235 477610 SH SOLE 0 0 477610 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 290608404 503811 SH SOLE 0 0 503811 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 3900212 38513 SH SOLE 0 0 38513 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 245726101 781596 SH SOLE 0 0 781596 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 472979 1260 SH SOLE 0 0 1260 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 285459 1504 SH SOLE 0 0 1504 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 13098954 59301 SH SOLE 0 0 59301 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 BBG00N6W8XF5 145640582 3019083 SH SOLE 0 0 3019083 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 BBG00GP26NW0 70102399 1381600 SH SOLE 0 0 1381600 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 211488 1305 SH SOLE 0 0 1305 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 461959 807 SH SOLE 0 0 807 MICROSOFT CORP COM 594918104 BBG001S5TD05 729359 1695 SH SOLE 0 0 1695 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 565668 4658 SH SOLE 0 0 4658 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 214248 1237 SH SOLE 0 0 1237 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 BBG00HXSKY16 198646399 3592809 SH SOLE 0 0 3592809 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 511505 10764 SH SOLE 0 0 10764 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 826777 12429 SH SOLE 0 0 12429 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 52727049 777112 SH SOLE 0 0 777112 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 114271615 1375275 SH SOLE 0 0 1375275 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 28355789 550598 SH SOLE 0 0 550598 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 355905 3937 SH SOLE 0 0 3937 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 578600 12767 SH SOLE 0 0 12767 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 378900 1891 SH SOLE 0 0 1891 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 344616 4152 SH SOLE 0 0 4152 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 687083 4461 SH SOLE 0 0 4461 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 820412 3634 SH SOLE 0 0 3634 SOUTHERN CO COM 842587107 BBG001S5W777 433766 4810 SH SOLE 0 0 4810 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 5717267 9965 SH SOLE 0 0 9965 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 321574 550 SH SOLE 0 0 550 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 357021 677 SH SOLE 0 0 677 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 7643904 26995 SH SOLE 0 0 26995 VISA INC COM CL A 92826C839 BBG001SRCFY3 255429 929 SH SOLE 0 0 929