0001085146-25-002331.txt : 20250425 0001085146-25-002331.hdr.sgml : 20250425 20250424185431 ACCESSION NUMBER: 0001085146-25-002331 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250425 DATE AS OF CHANGE: 20250424 EFFECTIVENESS DATE: 20250425 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Wealth Management, Inc CENTRAL INDEX KEY: 0001488921 ORGANIZATION NAME: EIN: 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: 25869304 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 03-31-2025 03-31-2025 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 901-758-9006 /s/ Cathy Simmons Memphis TN 04-24-2025 0 40 1500698583 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 BBG001S5PQL7 388891 2044 SH SOLE 0 0 2044 APPLE INC COM 037833100 BBG001S5N8V8 652618 2938 SH SOLE 0 0 2938 AT&T INC COM 00206R102 BBG001S5VWH2 544362 19249 SH SOLE 0 0 19249 BROADCOM INC COM 11135F101 BBG00KHY5SY8 204432 1221 SH SOLE 0 0 1221 CME GROUP INC COM 12572Q105 BBG001S86547 228945 863 SH SOLE 0 0 863 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 BBG0078X1341 141358257 3096566 SH SOLE 0 0 3096566 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 BBG00JGMYXN7 19720967 512899 SH SOLE 0 0 512899 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 240273 512 SH SOLE 0 0 512 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 54532007 781149 SH SOLE 0 0 781149 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 78494850 1345242 SH SOLE 0 0 1345242 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 51875091 496080 SH SOLE 0 0 496080 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 285218721 507597 SH SOLE 0 0 507597 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 3606030 36454 SH SOLE 0 0 36454 ISHARES TR EXPANDED TECH 464287515 BBG001S7W2J1 252465 2837 SH SOLE 0 0 2837 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 232609662 758328 SH SOLE 0 0 758328 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 460029 1274 SH SOLE 0 0 1274 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 287320 1527 SH SOLE 0 0 1527 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 11669527 58497 SH SOLE 0 0 58497 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 BBG00N6W8XF5 152120022 3233844 SH SOLE 0 0 3233844 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 BBG00GP26NW0 73236256 1446499 SH SOLE 0 0 1446499 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 326796 567 SH SOLE 0 0 567 MICROSOFT CORP COM 594918104 BBG001S5TD05 568340 1514 SH SOLE 0 0 1514 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 415421 3833 SH SOLE 0 0 3833 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 BBG00HXSKY16 185573780 6893528 SH SOLE 0 0 6893528 SCHWAB STRATEGIC TR MUN BD ETF 808524649 BBG019GV63H2 307231 12110 SH SOLE 0 0 12110 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 911277 39347 SH SOLE 0 0 39347 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 795167 36933 SH SOLE 0 0 36933 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 50969450 2308399 SH SOLE 0 0 2308399 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 110119105 4203019 SH SOLE 0 0 4203019 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 25995845 1109511 SH SOLE 0 0 1109511 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 352911 3659 SH SOLE 0 0 3659 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 785653 15773 SH SOLE 0 0 15773 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 340619 1725 SH SOLE 0 0 1725 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 371762 4552 SH SOLE 0 0 4552 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 742169 5083 SH SOLE 0 0 5083 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 753033 3647 SH SOLE 0 0 3647 SOUTHERN CO COM 842587107 BBG001S5W777 380949 4143 SH SOLE 0 0 4143 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 5588676 9991 SH SOLE 0 0 9991 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 7419306 26995 SH SOLE 0 0 26995 VISA INC COM CL A 92826C839 BBG001SRCFY3 280368 800 SH SOLE 0 0 800