0001085146-23-003891.txt : 20231025 0001085146-23-003891.hdr.sgml : 20231025 20231024213004 ACCESSION NUMBER: 0001085146-23-003891 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231025 DATE AS OF CHANGE: 20231024 EFFECTIVENESS DATE: 20231025 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: 231343753 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 09-30-2023 09-30-2023 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 10-24-2023 0 19 1144192026 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 BBG0078X1341 120780149 2772731 SH SOLE 0 0 2772731 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 BBG00JGMYXN7 15013304 407876 SH SOLE 0 0 407876 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 77956948 312641 SH SOLE 0 0 312641 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 38929349 412693 SH SOLE 0 0 412693 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 567260 1321 SH SOLE 0 0 1321 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 188726271 803398 SH SOLE 0 0 803398 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 358821 1349 SH SOLE 0 0 1349 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 228337 1504 SH SOLE 0 0 1504 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 10662519 60329 SH SOLE 0 0 60329 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 BBG00N6W8XF5 100446116 2248626 SH SOLE 0 0 2248626 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 BBG00GP26NW0 61763056 1230830 SH SOLE 0 0 1230830 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 BBG00HXSKY16 355722073 8613125 SH SOLE 0 0 8613125 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 320137 7238 SH SOLE 0 0 7238 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 801887 16086 SH SOLE 0 0 16086 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 44883516 887026 SH SOLE 0 0 887026 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 92792202 1371043 SH SOLE 0 0 1371043 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 24173563 583621 SH SOLE 0 0 583621 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 4332510 10135 SH SOLE 0 0 10135 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 5734008 26995 SH SOLE 0 0 26995