0001085146-22-003345.txt : 20221012 0001085146-22-003345.hdr.sgml : 20221012 20221011200356 ACCESSION NUMBER: 0001085146-22-003345 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221012 DATE AS OF CHANGE: 20221011 EFFECTIVENESS DATE: 20221012 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: 221305228 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 09-30-2022 09-30-2022 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 10-11-2022 0 19 962867 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ISHARES TR CORE S&P MCP ETF 464287507 69604 317450 SH SOLE 0 0 317450 ISHARES TR CORE S&P SCP ETF 464287804 31873 365562 SH SOLE 0 0 365562 ISHARES TR CORE S&P500 ETF 464287200 458 1276 SH SOLE 0 0 1276 ISHARES TR RUS 1000 ETF 464287622 164826 835282 SH SOLE 0 0 835282 ISHARES TR RUS 1000 GRW ETF 464287614 393 1870 SH SOLE 0 0 1870 ISHARES TR RUS 1000 VAL ETF 464287598 205 1509 SH SOLE 0 0 1509 ISHARES TR RUSSELL 2000 ETF 464287655 10100 61242 SH SOLE 0 0 61242 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 17084 372362 SH SOLE 0 0 372362 J P MORGAN EXCHANGE TRADED F SHORT DURA CORE 46641Q274 52075 1149045 SH SOLE 0 0 1149045 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 183052 3649362 SH SOLE 0 0 3649362 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 312896 9040638 SH SOLE 0 0 9040638 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 320 7073 SH SOLE 0 0 7073 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 649 15459 SH SOLE 0 0 15459 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 602 10780 SH SOLE 0 0 10780 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2346 55387 SH SOLE 0 0 55387 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 86763 1433383 SH SOLE 0 0 1433383 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 21248 562128 SH SOLE 0 0 562128 SPDR S&P 500 ETF TR TR UNIT 78462F103 3525 9868 SH SOLE 0 0 9868 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4848 27015 SH SOLE 0 0 27015