0001765380-20-000068.txt : 20200807 0001765380-20-000068.hdr.sgml : 20200807 20200807104237 ACCESSION NUMBER: 0001765380-20-000068 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200807 DATE AS OF CHANGE: 20200807 EFFECTIVENESS DATE: 20200807 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: 201084252 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 06-30-2020 06-30-2020 Legacy Financial Advisors, Inc.

117 EAST FOURTH STREET COVINGTON KY 41011

13F HOLDINGS REPORT 028-18306 N James Hadaway 5138325477 James Hadaway Cincinnati OH 08-07-2020 0 45 278266 false INFORMATION TABLE 2 legacy13f2020q2.xml ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 568 14198 SH SOLE 14198 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 12107 101253 SH SOLE 101253 0 0 COCA COLA CO COM Stock 191216100 705 15790 SH SOLE 15790 0 0 TRUIST FINL CORP COM Stock 89832Q109 1587 42261 SH SOLE 42261 0 0 INTEL CORP COM Stock 458140100 1064 17786 SH SOLE 17786 0 0 PEOPLES BK BRIDGEPORT CN Stock 712704105 212 18320 SH SOLE 18320 0 0 ISHARES INTERNATIONAL DIVIDEND GROWTH ETF ETF 46435G524 5305 103189 SH SOLE 103189 0 0 ISHARES MSCI USA ESG OPTIMIZED ETF ETF 46435G425 896 12799 SH SOLE 12799 0 0 US BANCORP DEL COM NEW Stock 902973304 1950 52971 SH SOLE 52971 0 0 BP PLC SPONSORED ADR ADR 055622104 380 16311 SH SOLE 16311 0 0 ISHARES ESG AWARE USD CORPORATE BOND ETF ETF 46435G193 355 12853 SH SOLE 12853 0 0 DUPONT DE NEMOURS INC COM Stock 26614N102 591 11126 SH SOLE 11126 0 0 ISHARES S&P SMALLCAP 600 ETF ETF 464287804 809 11845 SH SOLE 11845 0 0 WEYERHAEUSER CO REIT 962166104 270 12023 SH SOLE 12023 0 0 CSX CORP Stock 126408103 977 14004 SH SOLE 14004 0 0 COMCAST CORP NEW CL A Stock 20030N101 477 12237 SH SOLE 12237 0 0 MICROSOFT Stock 594918104 3104 15251 SH SOLE 15251 0 0 HARTFORD MUNICIPAL OPPORTUNITIES ETF ETF 41653L503 6274 150043 SH SOLE 150043 0 0 HARTFORD TOTAL RETURN BOND ETF ETF 41653L305 7979 190487 SH SOLE 190487 0 0 FIFTH THIRD BANCORP Stock 316773100 1257 65172 SH SOLE 65172 0 0 CORTEVA INC COM Stock 22052L104 350 13065 SH SOLE 13065 0 0 HUNTINGTON BANCSHARES INC COM Stock 446150104 245 27089 SH SOLE 27089 0 0 ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF ETF 464286533 15833 304479 SH SOLE 304479 0 0 ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD ETF 46429B689 29660 448981 SH SOLE 448981 0 0 INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF ETF 46138E297 238 12250 SH SOLE 12250 0 0 ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 100955 1665095 SH SOLE 1665095 0 0 INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF ETF 46138E230 2924 105958 SH SOLE 105958 0 0 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 32540 468608 SH SOLE 468608 0 0 FIRST FINL BANCORP OH COM Stock 320209109 707 50876 SH SOLE 50876 0 0 WP CAREY INC COM REIT 92936U109 2079 30726 SH SOLE 30726 0 0 ISHARES CORE MSCI EAFE ETF ETF 46432F842 10380 181603 SH SOLE 181603 0 0 ENBRIDGE INC COM Stock 29250N105 795 26130 SH SOLE 26130 0 0 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 4426 92984 SH SOLE 92984 0 0 CISCO SYS INC Stock 17275R102 612 13122 SH SOLE 13122 0 0 AT&T INC COM Stock 00206R102 347 11481 SH SOLE 11481 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 3135 33326 SH SOLE 33326 0 0 BK OF AMERICA CORP COM Stock 060505104 316 13299 SH SOLE 13299 0 0 PFIZER INC COM Stock 717081103 848 25931 SH SOLE 25931 0 0 ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 16151 429559 SH SOLE 429559 0 0 PNC FINL SVCS GROUP INC COM Stock 693475105 1823 17325 SH SOLE 17325 0 0 BARRICK GOLD CORP F Stock 067901108 533 19770 SH SOLE 19770 0 0 LOEWS CORP COM Stock 540424108 431 12556 SH SOLE 12556 0 0 EXXON MOBIL CORP COM Stock 30231G102 572 12780 SH SOLE 12780 0 0 ISHARES MSCI EAFE ETF ETF 464287465 820 13470 SH SOLE 13470 0 0 APPLE INC Stock 037833100 4679 12825 SH SOLE 12825 0 0