0001085146-23-001620.txt : 20230411 0001085146-23-001620.hdr.sgml : 20230411 20230411152552 ACCESSION NUMBER: 0001085146-23-001620 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230411 DATE AS OF CHANGE: 20230411 EFFECTIVENESS DATE: 20230411 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: 23813272 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 03-31-2023 03-31-2023 false Legacy Wealth Management, Inc

1715 AARON BRENNER DRIVE, SUITE 301 MEMPHIS TN 38120

13F HOLDINGS REPORT 028-13906 000108619 N Cathy Simmons 901-758-9006 /s/ Cathy Simmons Memphis TN 04-11-2023 0 19 1118402317 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE FEDEX CORP COM 31428X106 BBG001S5R3M5 294981 1291 SH SOLE 0 0 1291 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 BBG00JGMYXN7 15439901 404133 SH SOLE 0 0 404133 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 80214267 320652 SH SOLE 0 0 320652 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 37701648 389883 SH SOLE 0 0 389883 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 542788 1320 SH SOLE 0 0 1320 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 183504400 814742 SH SOLE 0 0 814742 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 329601 1349 SH SOLE 0 0 1349 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 228999 1504 SH SOLE 0 0 1504 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 10853105 60836 SH SOLE 0 0 60836 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 BBG00N6W8XF5 95460480 2014359 SH SOLE 0 0 2014359 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 BBG00GP26NW0 179846818 3574062 SH SOLE 0 0 3574062 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 BBG00HXSKY16 343511217 8685492 SH SOLE 0 0 8685492 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 306041 6524 SH SOLE 0 0 6524 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 826082 17264 SH SOLE 0 0 17264 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 44159295 912948 SH SOLE 0 0 912948 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 90999298 1341183 SH SOLE 0 0 1341183 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 24356698 580890 SH SOLE 0 0 580890 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 4317018 10545 SH SOLE 0 0 10545 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 5509680 26995 SH SOLE 0 0 26995