0001765380-20-000055.txt : 20200512 0001765380-20-000055.hdr.sgml : 20200512 20200512133810 ACCESSION NUMBER: 0001765380-20-000055 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200512 DATE AS OF CHANGE: 20200512 EFFECTIVENESS DATE: 20200512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Financial Advisors, Inc. CENTRAL INDEX KEY: 0001730810 IRS NUMBER: 204972254 STATE OF INCORPORATION: KY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18306 FILM NUMBER: 20868442 BUSINESS ADDRESS: STREET 1: 117 EAST FOURTH STREET CITY: COVINGTON STATE: KY ZIP: 41011 BUSINESS PHONE: 859-655-3865 MAIL ADDRESS: STREET 1: 117 EAST FOURTH STREET CITY: COVINGTON STATE: KY ZIP: 41011 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001730810 XXXXXXXX 03-31-2020 03-31-2020 Legacy Financial Advisors, Inc.

117 EAST FOURTH STREET COVINGTON KY 41011

13F HOLDINGS REPORT 028-18306 N James Hadaway 5138325477 James Hadaway Cincinnati OH 05-12-2020 0 55 269740 false INFORMATION TABLE 2 legacy13f2020q1.xml ABB LTD SPONSORED ADR ADR 000375204 352 18771 SH SOLE 18771 0 0 AGNICO EAGLE MINES LTD COM Stock 008474108 819 13949 SH SOLE 13949 0 0 APPLE INC Stock 037833100 3773 12840 SH SOLE 12840 0 0 AT&T INC COM Stock 00206R102 387 12714 SH SOLE 12714 0 0 BARRICK GOLD CORP F Stock 067901108 733 28507 SH SOLE 28507 0 0 BK OF AMERICA CORP COM Stock 060505104 302 12547 SH SOLE 12547 0 0 BP PLC SPONSORED ADR ADR 055622104 339 14264 SH SOLE 14264 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH Stock 112585104 594 17577 SH SOLE 17577 0 0 CISCO SYS INC Stock 17275R102 471 11118 SH SOLE 11118 0 0 COCA COLA CO COM Stock 191216100 645 14048 SH SOLE 14048 0 0 COMCAST CORP NEW CL A Stock 20030N101 590 15678 SH SOLE 15678 0 0 CORTEVA INC COM Stock 22052L104 482 18395 SH SOLE 18395 0 0 CSX CORP Stock 126408103 917 13847 SH SOLE 13847 0 0 DUPONT DE NEMOURS INC COM Stock 26614N102 733 15588 SH SOLE 15588 0 0 ENBRIDGE INC COM Stock 29250N105 1095 35684 SH SOLE 35684 0 0 EQUITY COMWLTH COM SH BEN INT REIT 294628102 470 13835 SH SOLE 13835 0 0 EXXON MOBIL CORP COM Stock 30231G102 519 11169 SH SOLE 11169 0 0 FIFTH THIRD BANCORP Stock 316773100 1220 65276 SH SOLE 65276 0 0 FIRST FINL BANCORP OH COM Stock 320209109 782 50876 SH SOLE 50876 0 0 GENERAL ELECTRIC CO COM Stock 369604103 205 30097 SH SOLE 30097 0 0 HARTFORD MUNICIPAL OPPORTUNITIES ETF ETF 41653L503 5251 131102 SH SOLE 131102 0 0 HARTFORD TOTAL RETURN BOND ETF ETF 41653L305 7209 176353 SH SOLE 176353 0 0 HD SUPPLY HLDGS INC COM Stock 40416M105 382 12856 SH SOLE 12856 0 0 HUNTINGTON BANCSHARES INC COM Stock 446150104 249 26947 SH SOLE 26947 0 0 INTEL CORP COM Stock 458140100 1098 18299 SH SOLE 18299 0 0 INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF ETF 46138E297 396 21142 SH SOLE 21142 0 0 INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF ETF 46138E230 4814 179636 SH SOLE 179636 0 0 ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 10371 285072 SH SOLE 285072 0 0 ISHARES CORE MSCI EAFE ETF ETF 46432F842 6543 123384 SH SOLE 123384 0 0 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 2061 47203 SH SOLE 47203 0 0 ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF ETF 46435G326 754 15894 SH SOLE 15894 0 0 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 25062 386992 SH SOLE 386992 0 0 ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF ETF 464286533 15205 300612 SH SOLE 300612 0 0 ISHARES ESG USD CORPORATE BOND ETF ETF 46435G193 338 12668 SH SOLE 12668 0 0 ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD ETF 46429B689 30462 472798 SH SOLE 472798 0 0 ISHARES INTERNATIONAL DIVIDEND GROWTH ETF ETF 46435G524 2965 61394 SH SOLE 61394 0 0 ISHARES MSCI EAFE ETF ETF 464287465 762 13470 SH SOLE 13470 0 0 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 520 14198 SH SOLE 14198 0 0 ISHARES MSCI USA ESG OPTIMIZED ETF ETF 46435G425 841 12920 SH SOLE 12920 0 0 ISHARES S&P SMALLCAP 600 ETF ETF 464287804 749 11829 SH SOLE 11829 0 0 ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 109174 1848222 SH SOLE 1848222 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 3054 31891 SH SOLE 31891 0 0 LOEWS CORP COM Stock 540424108 631 18191 SH SOLE 18191 0 0 MICROSOFT Stock 594918104 2530 14116 SH SOLE 14116 0 0 PEOPLES BK BRIDGEPORT CN Stock 712704105 232 18320 SH SOLE 18320 0 0 PFIZER INC COM Stock 717081103 787 20508 SH SOLE 20508 0 0 PNC FINL SVCS GROUP INC COM Stock 693475105 1854 17380 SH SOLE 17380 0 0 PROCTER & GAMBLE CO COM Stock 742718109 11750 99683 SH SOLE 99683 0 0 ROYAL DUTCH SHELL PLC SPON ADR B ADR 780259107 343 10726 SH SOLE 10726 0 0 SANOFI SA ADR 80105N105 585 12484 SH SOLE 12484 0 0 SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF ETF 78468R804 1579 16053 SH SOLE 16053 0 0 TRUIST FINL CORP COM Stock 89832Q109 1596 42771 SH SOLE 42771 0 0 US BANCORP DEL COM NEW Stock 902973304 1882 51549 SH SOLE 51549 0 0 WEYERHAEUSER CO Stock 962166104 262 11990 SH SOLE 11990 0 0 WP CAREY INC COM REIT 92936U109 2021 30726 SH SOLE 30726 0 0