0001765380-20-000091.txt : 20201109
0001765380-20-000091.hdr.sgml : 20201109
20201109100926
ACCESSION NUMBER: 0001765380-20-000091
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201109
DATE AS OF CHANGE: 20201109
EFFECTIVENESS DATE: 20201109
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: 201296441
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
09-30-2020
09-30-2020
Legacy Financial Advisors, Inc.
117 EAST FOURTH STREET
COVINGTON
KY
41011
13F HOLDINGS REPORT
028-18306
N
James Hadaway
Vice President
513-832-5477
James Hadaway
Cincinnati
OH
11-09-2020
0
135
327822
false
INFORMATION TABLE
2
legacy13f2020q3.xml
AMAZON.COM INC
Stock
023135106
1883
598
SH
SOLE
598
0
0
CERNER CORP
Stock
156782104
219
3031
SH
SOLE
3031
0
0
STARBUCKS CORP
Stock
855244109
350
4068
SH
SOLE
4068
0
0
PUBLIC SVC ENTERPRISE GRP INC COM
Stock
744573106
270
4916
SH
SOLE
4916
0
0
JOHNSON & JOHNSON COM
Stock
478160104
1378
9259
SH
SOLE
9259
0
0
COSTCO WHOLESALE CORP
Stock
22160K105
234
660
SH
SOLE
660
0
0
ISHARES MSCI EMERGING MARKETS ETF
ETF
464287234
626
14198
SH
SOLE
14198
0
0
PROCTER AND GAMBLE CO COM
Stock
742718109
12961
93252
SH
SOLE
93252
0
0
COCA COLA CO COM
Stock
191216100
842
17054
SH
SOLE
17054
0
0
TRUIST FINL CORP COM
Stock
89832Q109
1590
41784
SH
SOLE
41784
0
0
UNITED PARCEL SERVICE INC
Stock
911312106
553
3318
SH
SOLE
3318
0
0
ISHARES MSCI USA ESG SELECT ETF
ETF
464288802
330
2243
SH
SOLE
2243
0
0
INTEL CORP COM
Stock
458140100
1000
19319
SH
SOLE
19319
0
0
CHICAGO MERCANTILE HLDGS INC
Stock
12572Q105
247
1476
SH
SOLE
1476
0
0
MEDTRONIC PLC SHS
Stock
G5960L103
513
4939
SH
SOLE
4939
0
0
CLOROX CO DEL COM
Stock
189054109
288
1368
SH
SOLE
1368
0
0
NETFLIX COM INC
Stock
64110L106
290
580
SH
SOLE
580
0
0
PAYCHEX INC
Stock
704326107
208
2606
SH
SOLE
2606
0
0
MEDICAL PPTYS TRUST INC COM
REIT
58463J304
199
11267
SH
SOLE
11267
0
0
PEOPLES BK BRIDGEPORT CN
Stock
712704105
189
18320
SH
SOLE
18320
0
0
HESS CORP COM
Stock
42809H107
214
5220
SH
SOLE
5220
0
0
ISHARES MSCI EAFE ESG SELECT ETF
ETF
46435G516
383
6037
SH
SOLE
6037
0
0
ISHARES INTERNATIONAL DIVIDEND GROWTH ETF
ETF
46435G524
5596
102456
SH
SOLE
102456
0
0
MERCK & CO INC
Stock
58933Y105
711
8566
SH
SOLE
8566
0
0
SPDR S&P 500 ETF
ETF
78462F103
755
2253
SH
SOLE
2253
0
0
MASTERCARD INC
Stock
57636Q104
555
1641
SH
SOLE
1641
0
0
EMERSON ELEC CO COM
Stock
291011104
248
3783
SH
SOLE
3783
0
0
ALLSTATE CORP
Stock
020002101
263
2795
SH
SOLE
2795
0
0
PROASSURANCE CORP COM
Stock
74267C106
156
10000
SH
SOLE
10000
0
0
VERIZON COMMUNICATIONS
Stock
92343V104
705
11858
SH
SOLE
11858
0
0
SNAP ON INC COM
Stock
833034101
693
4710
SH
SOLE
4710
0
0
PEPSICO INC COM
Stock
713448108
712
5138
SH
SOLE
5138
0
0
HONEYWELL INTL INC
Stock
438516106
325
1973
SH
SOLE
1973
0
0
ISHARES ESG AWARE MSCI USA ETF
ETF
46435G425
965
12667
SH
SOLE
12667
0
0
US BANCORP DEL COM NEW
Stock
902973304
2018
56302
SH
SOLE
56302
0
0
BP PLC SPONSORED ADR
ADR
055622104
224
12843
SH
SOLE
12843
0
0
HOME DEPOT
Stock
437076102
1029
3704
SH
SOLE
3704
0
0
AUTOMATIC DATA PROCESSING INC COM
Stock
053015103
394
2827
SH
SOLE
2827
0
0
ISHARES ESG AWARE USD CORPORATE BOND ETF
ETF
46435G193
368
13278
SH
SOLE
13278
0
0
DUPONT DE NEMOURS INC COM
Stock
26614N102
276
4974
SH
SOLE
4974
0
0
AMERISOURCEBERGEN CORP COM
Stock
03073E105
220
2274
SH
SOLE
2274
0
0
MSC INDL DIRECT INC CL A
Stock
553530106
264
4176
SH
SOLE
4176
0
0
ISHARES S&P SMALLCAP 600 ETF
ETF
464287804
781
11123
SH
SOLE
11123
0
0
BERKSHIRE HATHAWAY INC DEL CL B NEW
Stock
084670702
742
3484
SH
SOLE
3484
0
0
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
ETF
46435G326
348
6446
SH
SOLE
6446
0
0
ADOBE SYS INC
Stock
00724F101
348
710
SH
SOLE
710
0
0
GOOGLE INC
Stock
02079K305
730
498
SH
SOLE
498
0
0
CSX CORP
Stock
126408103
1055
13582
SH
SOLE
13582
0
0
COMCAST CORP NEW CL A
Stock
20030N101
435
9393
SH
SOLE
9393
0
0
MICROSOFT
Stock
594918104
3292
15651
SH
SOLE
15651
0
0
V F CORP COM
Stock
918204108
241
3425
SH
SOLE
3425
0
0
HARTFORD MUNICIPAL OPPORTUNITIES ETF
ETF
41653L503
6626
161101
SH
SOLE
161101
0
0
BOEING CO COM
Stock
097023105
246
1490
SH
SOLE
1490
0
0
NEXTERA ENERGY INC COM
Stock
65339F101
366
1320
SH
SOLE
1320
0
0
NIKE INC CLASS B
Stock
654106103
703
5599
SH
SOLE
5599
0
0
HARTFORD TOTAL RETURN BOND ETF
ETF
41653L305
8577
207378
SH
SOLE
207378
0
0
FIFTH THIRD BANCORP
Stock
316773100
1340
62871
SH
SOLE
62871
0
0
HUNTINGTON BANCSHARES INC COM
Stock
446150104
251
27423
SH
SOLE
27423
0
0
LILLY ELI & CO COM
Stock
532457108
214
1444
SH
SOLE
1444
0
0
AIR PRODS & CHEMS INC COM
Stock
009158106
278
933
SH
SOLE
933
0
0
DUKE ENERGY CORP NEW COM NEW
Stock
26441C204
407
4596
SH
SOLE
4596
0
0
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF
ETF
464286525
578
6287
SH
SOLE
6287
0
0
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
ETF
464286533
16315
295674
SH
SOLE
295674
0
0
VISA INC
Stock
92826C839
946
4733
SH
SOLE
4733
0
0
ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD
ETF
46429B689
30515
447892
SH
SOLE
447892
0
0
INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF
ETF
46138E297
239
11859
SH
SOLE
11859
0
0
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
ETF
46429B697
104599
1641282
SH
SOLE
1641282
0
0
INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF
ETF
46138E230
2962
104084
SH
SOLE
104084
0
0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETF
464287150
34412
455844
SH
SOLE
455844
0
0
FACEBOOK INC CL A
Stock
30303M102
776
2963
SH
SOLE
2963
0
0
INGREDION INC COM
Stock
457187102
280
3699
SH
SOLE
3699
0
0
FIRST FINL BANCORP OH COM
Stock
320209109
131
10876
SH
SOLE
10876
0
0
AVAGO TECHNOLOGIES LTD
Stock
11135F101
216
594
SH
SOLE
594
0
0
BARCLAYS PLC ADR
ADR
06738E204
73
14546
SH
SOLE
14546
0
0
MITSUBISHI UFJ FINL GROUP INC SPONSORED
ADR
606822104
64
16041
SH
SOLE
16041
0
0
NOVARTIS AG ADR
ADR
66987V109
241
2768
SH
SOLE
2768
0
0
ISHARES CORE MSCI EAFE ETF
ETF
46432F842
10815
179419
SH
SOLE
179419
0
0
ACCENTURE LTD BERMUDA CL A
Stock
G1151C101
231
1020
SH
SOLE
1020
0
0
KROGER CO COM
Stock
501044101
213
6292
SH
SOLE
6292
0
0
ENBRIDGE INC COM
Stock
29250N105
400
13692
SH
SOLE
13692
0
0
NVIDIA CORP
Stock
67066G104
551
1018
SH
SOLE
1018
0
0
INVESTORS BANCORP INC NEW COM
Stock
46146L101
134
18448
SH
SOLE
18448
0
0
ABBVIE INC COM
Stock
00287Y109
367
4186
SH
SOLE
4186
0
0
ISHARES CORE MSCI EMERGING MARKETS ETF
ETF
46434G103
5172
97948
SH
SOLE
97948
0
0
MACYS INC COM
Stock
55616P104
143
25021
SH
SOLE
25021
0
0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
ADR
874039100
264
3258
SH
SOLE
3258
0
0
QUALCOMM INC COM
Stock
747525103
212
1800
SH
SOLE
1800
0
0
MCDONALDS CORP COM
Stock
580135101
524
2386
SH
SOLE
2386
0
0
QUEST DIAGNOSTICS INC
Stock
74834L100
266
2320
SH
SOLE
2320
0
0
DOVER CORP COM
Stock
260003108
327
3022
SH
SOLE
3022
0
0
CISCO SYS INC
Stock
17275R102
612
15531
SH
SOLE
15531
0
0
ISHARES TR RUSSELL MIDCAP INDEX FD
ETF
464287499
534
9315
SH
SOLE
9315
0
0
COTY INC COM CL A
Stock
222070203
82
30467
SH
SOLE
30467
0
0
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF
ETF
78468R804
352
3246
SH
SOLE
3246
0
0
AT&T INC COM
Stock
00206R102
244
8575
SH
SOLE
8575
0
0
GENERAL ELECTRIC CO COM
Stock
369604103
173
27751
SH
SOLE
27751
0
0
MOTOROLA SOLUTIONS INC COM NEW
Stock
620076307
360
2293
SH
SOLE
2293
0
0
ISHARES S&P 500 INDEX
ETF
464287200
1894
5636
SH
SOLE
5636
0
0
UBS AG NEW F
Stock
H42097107
127
11425
SH
SOLE
11425
0
0
UNION PAC CORP COM
Stock
907818108
532
2702
SH
SOLE
2702
0
0
CINTAS CORP
Stock
172908105
886
2662
SH
SOLE
2662
0
0
SALESFORCE COM
Stock
79466L302
228
907
SH
SOLE
907
0
0
THERMO FISHER SCIENTIFIC INC COM
Stock
883556102
261
591
SH
SOLE
591
0
0
JPMORGAN CHASE & CO COM
Stock
46625H100
3234
33597
SH
SOLE
33597
0
0
CHEVRON CORP NEW COM
Stock
166764100
264
3661
SH
SOLE
3661
0
0
ISHARES AMT-FREE MUNI BOND ETF
ETF
464288414
225
1939
SH
SOLE
1939
0
0
DANAHER CORP
Stock
235851102
207
960
SH
SOLE
960
0
0
BK OF AMERICA CORP COM
Stock
060505104
317
13147
SH
SOLE
13147
0
0
WALMART INC COM
Stock
931142103
702
5016
SH
SOLE
5016
0
0
INTL BUSINESS MACHINES
Stock
459200101
338
2778
SH
SOLE
2778
0
0
ORACLE CORPORATION
Stock
68389X105
324
5431
SH
SOLE
5431
0
0
RAYTHEON TECHNOLOGIES CORP COM
Stock
75513E101
343
5966
SH
SOLE
5966
0
0
TEXAS INSTRS INC COM
Stock
882508104
530
3714
SH
SOLE
3714
0
0
PFIZER INC COM
Stock
717081103
892
24308
SH
SOLE
24308
0
0
GILEAD SCIENCES INC
Stock
375558103
354
5600
SH
SOLE
5600
0
0
ALPHABET INC CAP STK CL C
Stock
02079K107
705
480
SH
SOLE
480
0
0
AMGEN INC
Stock
031162100
648
2548
SH
SOLE
2548
0
0
AGNICO EAGLE MINES LTD COM
Stock
008474108
230
2884
SH
SOLE
2884
0
0
ISHARES CORE S&P U.S. GROWTH ETF
ETF
464287671
438
5471
SH
SOLE
5471
0
0
ISHARES CORE DIVIDEND GROWTH ETF
ETF
46434V621
16976
426647
SH
SOLE
426647
0
0
PHILIP MORRIS INTL INC
Stock
718172109
203
2708
SH
SOLE
2708
0
0
PNC FINL SVCS GROUP INC COM
Stock
693475105
1916
17434
SH
SOLE
17434
0
0
BRISTOL-MYERS SQUIBB CO COM
Stock
110122108
237
3939
SH
SOLE
3939
0
0
ISHARES RUSSELL 3000 ETF
ETF
464287689
800
4090
SH
SOLE
4090
0
0
BARRICK GOLD CORP F
Stock
067901108
249
8861
SH
SOLE
8861
0
0
DOMINION RESOURCES INC
Stock
25746U109
312
3950
SH
SOLE
3950
0
0
EXXON MOBIL CORP COM
Stock
30231G102
465
13548
SH
SOLE
13548
0
0
UNITEDHEALTH GROUP
Stock
91324P102
903
2897
SH
SOLE
2897
0
0
LOWES COS INC COM
Stock
548661107
233
1404
SH
SOLE
1404
0
0
PAYPAL HLDGS INC COM
Stock
70450Y103
308
1565
SH
SOLE
1565
0
0
ISHARES CORE S&P MID CAP ETF
ETF
464287507
1192
6434
SH
SOLE
6434
0
0
ISHARES MSCI EAFE ETF
ETF
464287465
839
13174
SH
SOLE
13174
0
0
APPLE INC
Stock
037833100
6100
52670
SH
SOLE
52670
0
0
ABBOTT LABS COM
Stock
002824100
485
4453
SH
SOLE
4453
0
0
DISNEY WALT CO COM DISNEY
Stock
254687106
378
3047
SH
SOLE
3047
0
0