0001085146-22-001602.txt : 20220427 0001085146-22-001602.hdr.sgml : 20220427 20220427171617 ACCESSION NUMBER: 0001085146-22-001602 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220427 DATE AS OF CHANGE: 20220427 EFFECTIVENESS DATE: 20220427 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: 22860947 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 03-31-2022 03-31-2022 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 04-26-2022 0 16 837964 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ISHARES TR CORE S&P MCP ETF 464287507 85794 319723 SH SOLE 0 0 319723 ISHARES TR CORE S&P SCP ETF 464287804 36137 334974 SH SOLE 0 0 334974 ISHARES TR CORE S&P500 ETF 464287200 677 1493 SH SOLE 0 0 1493 ISHARES TR RUS 1000 ETF 464287622 213432 853489 SH SOLE 0 0 853489 ISHARES TR RUS 1000 GRW ETF 464287614 380 1368 SH SOLE 0 0 1368 ISHARES TR RUSSELL 2000 ETF 464287655 12733 62032 SH SOLE 0 0 62032 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 211602 4805853 SH SOLE 0 0 4805853 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 29308 579553 SH SOLE 0 0 579553 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 588 11014 SH SOLE 0 0 11014 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 102588 1371136 SH SOLE 0 0 1371136 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 5057 93904 SH SOLE 0 0 93904 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 102198 1347190 SH SOLE 0 0 1347190 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 26101 551126 SH SOLE 0 0 551126 SPDR S&P 500 ETF TR TR UNIT 78462F103 4623 10235 SH SOLE 0 0 10235 VANGUARD INDEX FDS GROWTH ETF 922908736 595 2068 SH SOLE 0 0 2068 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6151 27015 SH SOLE 0 0 27015