0001085146-21-001956.txt : 20210714 0001085146-21-001956.hdr.sgml : 20210714 20210713204144 ACCESSION NUMBER: 0001085146-21-001956 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210714 DATE AS OF CHANGE: 20210713 EFFECTIVENESS DATE: 20210714 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: 211089094 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 06-30-2021 06-30-2021 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 07-13-2021 0 16 797378 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ISHARES TR CORE S&P MCP ETF 464287507 90731 337629 SH SOLE 0 0 337629 ISHARES TR CORE S&P SCP ETF 464287804 30399 269061 SH SOLE 0 0 269061 ISHARES TR CORE S&P500 ETF 464287200 534 1241 SH SOLE 0 0 1241 ISHARES TR RUS 1000 ETF 464287622 223271 922301 SH SOLE 0 0 922301 ISHARES TR RUS 1000 GRW ETF 464287614 386 1420 SH SOLE 0 0 1420 ISHARES TR RUSSELL 2000 ETF 464287655 14694 64063 SH SOLE 0 0 64063 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 201799 4730400 SH SOLE 0 0 4730400 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 212 3886 SH SOLE 0 0 3886 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 503 4826 SH SOLE 0 0 4826 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 99785 683644 SH SOLE 0 0 683644 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3189 30674 SH SOLE 0 0 30674 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 92521 1182071 SH SOLE 0 0 1182071 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 29395 282159 SH SOLE 0 0 282159 SPDR S&P 500 ETF TR TR UNIT 78462F103 3740 8736 SH SOLE 0 0 8736 VANGUARD INDEX FDS GROWTH ETF 922908736 318 1110 SH SOLE 0 0 1110 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5901 26483 SH SOLE 0 0 26483