0001085146-22-000195.txt : 20220119 0001085146-22-000195.hdr.sgml : 20220119 20220118184607 ACCESSION NUMBER: 0001085146-22-000195 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220119 DATE AS OF CHANGE: 20220118 EFFECTIVENESS DATE: 20220119 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: 22536302 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 12-31-2021 12-31-2021 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 01-17-2022 0 19 872065 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ISHARES S&P GSCI COMMODITY- UNIT BEN INT 46428R107 188 11000 SH SOLE 0 0 11000 ISHARES TR CORE S&P MCP ETF 464287507 92417 326468 SH SOLE 0 0 326468 ISHARES TR CORE S&P SCP ETF 464287804 36738 320831 SH SOLE 0 0 320831 ISHARES TR CORE S&P500 ETF 464287200 712 1493 SH SOLE 0 0 1493 ISHARES TR RUS 1000 ETF 464287622 233591 883374 SH SOLE 0 0 883374 ISHARES TR RUS 1000 GRW ETF 464287614 434 1420 SH SOLE 0 0 1420 ISHARES TR RUSSELL 2000 ETF 464287655 13867 62337 SH SOLE 0 0 62337 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 229692 4931121 SH SOLE 0 0 4931121 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 241 4466 SH SOLE 0 0 4466 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 644 5695 SH SOLE 0 0 5695 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 110888 677181 SH SOLE 0 0 677181 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3694 32454 SH SOLE 0 0 32454 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 107055 1331030 SH SOLE 0 0 1331030 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 28267 276047 SH SOLE 0 0 276047 SPDR S&P 500 ETF TR TR UNIT 78462F103 4954 10431 SH SOLE 0 0 10431 VANGUARD BD INDEX FDS INTERMED TERM 921937819 754 8600 SH SOLE 0 0 8600 VANGUARD INDEX FDS GROWTH ETF 922908736 357 1114 SH SOLE 0 0 1114 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7247 30017 SH SOLE 0 0 30017 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 325 5350 SH SOLE 0 0 5350