0001085146-24-000404.txt : 20240123 0001085146-24-000404.hdr.sgml : 20240123 20240123140326 ACCESSION NUMBER: 0001085146-24-000404 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240123 DATE AS OF CHANGE: 20240123 EFFECTIVENESS DATE: 20240123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Wealth Management, Inc CENTRAL INDEX KEY: 0001488921 ORGANIZATION NAME: 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: 24551968 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 12-31-2023 12-31-2023 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 01-23-2024 0 22 1262895560 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 BBG0078X1341 124609263 2706544 SH SOLE 0 0 2706544 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 BBG00JGMYXN7 16175871 415405 SH SOLE 0 0 415405 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 222369 543 SH SOLE 0 0 543 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 214009 3296 SH SOLE 0 0 3296 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 86302582 311393 SH SOLE 0 0 311393 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 47225371 436262 SH SOLE 0 0 436262 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 659392 1381 SH SOLE 0 0 1381 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 3745497 37738 SH SOLE 0 0 37738 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 209105506 797321 SH SOLE 0 0 797321 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 437777 1444 SH SOLE 0 0 1444 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 248536 1504 SH SOLE 0 0 1504 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 12056409 60069 SH SOLE 0 0 60069 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 BBG00N6W8XF5 109053828 2316105 SH SOLE 0 0 2316105 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 BBG00GP26NW0 63391442 1262024 SH SOLE 0 0 1262024 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 BBG00HXSKY16 396759000 8613960 SH SOLE 0 0 8613960 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 603216 12939 SH SOLE 0 0 12939 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 885487 15906 SH SOLE 0 0 15906 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 48409248 858320 SH SOLE 0 0 858320 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 105544680 1401284 SH SOLE 0 0 1401284 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 26766540 566608 SH SOLE 0 0 566608 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 4075783 8575 SH SOLE 0 0 8575 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 6403754 26995 SH SOLE 0 0 26995