Vice President

0001765380-21-000012.txt : 20210202 0001765380-21-000012.hdr.sgml : 20210202 20210202141305 ACCESSION NUMBER: 0001765380-21-000012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210202 DATE AS OF CHANGE: 20210202 EFFECTIVENESS DATE: 20210202 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: 21580330 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 12-31-2020 12-31-2020 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 02-02-2021 0 142 353702 false INFORMATION TABLE 2 legacy13f2020q4.xml AMAZON.COM INC Stock 023135106 2131 654 SH SOLE 654 0 0 CERNER CORP Stock 156782104 203 2593 SH SOLE 2593 0 0 STARBUCKS CORP Stock 855244109 469 4387 SH SOLE 4386 0 0 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 317 5432 SH SOLE 5432 0 0 JOHNSON & JOHNSON COM Stock 478160104 1485 9438 SH SOLE 9437 0 0 COSTCO WHOLESALE CORP Stock 22160K105 247 655 SH SOLE 655 0 0 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 730 14127 SH SOLE 14127 0 0 TOYOTA MOTOR CORP SP ADR REP2COM ADR 892331307 218 1408 SH SOLE 1407 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 10823 77795 SH SOLE 77795 0 0 COCA COLA CO COM Stock 191216100 976 17798 SH SOLE 17798 0 0 ENTERPRISE PRODS PARTNERS L P Stock 293792107 217 11072 SH SOLE 11072 0 0 TRUIST FINL CORP COM Stock 89832Q109 1590 33349 SH SOLE 33349 0 0 UNITED PARCEL SERVICE INC Stock 911312106 490 2907 SH SOLE 2907 0 0 ISHARES MSCI USA ESG SELECT ETF ETF 464288802 387 4694 SH SOLE 4694 0 0 INTEL CORP COM Stock 458140100 1077 21652 SH SOLE 21652 0 0 CHICAGO MERCANTILE HLDGS INC Stock 12572Q105 274 1505 SH SOLE 1505 0 0 MEDTRONIC PLC SHS Stock G5960L103 564 4812 SH SOLE 4811 0 0 CLOROX CO DEL COM Stock 189054109 277 1375 SH SOLE 1375 0 0 NETFLIX COM INC Stock 64110L106 319 590 SH SOLE 590 0 0 PAYCHEX INC Stock 704326107 279 2994 SH SOLE 2994 0 0 MEDICAL PPTYS TRUST INC COM REIT 58463J304 273 12515 SH SOLE 12515 0 0 PEOPLES BK BRIDGEPORT CN Stock 712704105 237 18320 SH SOLE 18320 0 0 HESS CORP COM Stock 42809H107 274 5198 SH SOLE 5197 0 0 ISHARES MSCI EAFE ESG SELECT ETF ETF 46435G516 469 6426 SH SOLE 6425 0 0 ISHARES INTERNATIONAL DIVIDEND GROWTH ETF ETF 46435G524 7034 111476 SH SOLE 111475 0 0 MERCK & CO INC Stock 58933Y105 678 8292 SH SOLE 8291 0 0 SPDR S&P 500 ETF ETF 78462F103 922 2476 SH SOLE 2476 0 0 MASTERCARD INC Stock 57636Q104 627 1758 SH SOLE 1758 0 0 EMERSON ELEC CO COM Stock 291011104 331 4118 SH SOLE 4118 0 0 ALLSTATE CORP Stock 020002101 308 2799 SH SOLE 2799 0 0 VERIZON COMMUNICATIONS Stock 92343V104 738 12559 SH SOLE 12559 0 0 SNAP ON INC COM Stock 833034101 822 4803 SH SOLE 4803 0 0 PEPSICO INC COM Stock 713448108 602 4060 SH SOLE 4060 0 0 HONEYWELL INTL INC Stock 438516106 484 2276 SH SOLE 2276 0 0 ISHARES ESG AWARE MSCI USA ETF ETF 46435G425 1154 13418 SH SOLE 13418 0 0 US BANCORP DEL COM NEW Stock 902973304 1961 42113 SH SOLE 42112 0 0 BP PLC SPONSORED ADR ADR 055622104 263 12807 SH SOLE 12807 0 0 HOME DEPOT Stock 437076102 1002 3772 SH SOLE 3771 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 486 2761 SH SOLE 2761 0 0 ISHARES ESG AWARE USD CORPORATE BOND ETF ETF 46435G193 404 14272 SH SOLE 14271 0 0 DUPONT DE NEMOURS INC COM Stock 26614N102 270 3795 SH SOLE 3795 0 0 AMERISOURCEBERGEN CORP COM Stock 03073E105 245 2504 SH SOLE 2504 0 0 HENRY JACK & ASSOC INC Stock 426281101 211 1301 SH SOLE 1301 0 0 MSC INDL DIRECT INC CL A Stock 553530106 385 4562 SH SOLE 4562 0 0 ISHARES S&P SMALLCAP 600 ETF ETF 464287804 954 10392 SH SOLE 10392 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 708 3054 SH SOLE 3054 0 0 ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF ETF 46435G326 385 6247 SH SOLE 6247 0 0 ADOBE SYS INC Stock 00724F101 335 670 SH SOLE 670 0 0 GOOGLE INC Stock 02079K305 813 464 SH SOLE 464 0 0 EASTMAN CHEMICAL CO Stock 277432100 226 2255 SH SOLE 2255 0 0 UNILEVER PLC SPON ADR NEW ADR 904767704 213 3529 SH SOLE 3528 0 0 CSX CORP Stock 126408103 1233 13581 SH SOLE 13581 0 0 COMCAST CORP NEW CL A Stock 20030N101 437 8350 SH SOLE 8349 0 0 MICROSOFT Stock 594918104 3450 15515 SH SOLE 15514 0 0 V F CORP COM Stock 918204108 316 3694 SH SOLE 3694 0 0 HARTFORD MUNICIPAL OPPORTUNITIES ETF ETF 41653L503 8608 205879 SH SOLE 205879 0 0 BOEING CO COM Stock 097023105 409 1909 SH SOLE 1908 0 0 NEXTERA ENERGY INC COM Stock 65339F101 457 5931 SH SOLE 5931 0 0 NIKE INC CLASS B Stock 654106103 810 5727 SH SOLE 5726 0 0 TESLA MOTORS INC Stock 88160R101 529 750 SH SOLE 750 0 0 HARTFORD TOTAL RETURN BOND ETF ETF 41653L305 12850 307850 SH SOLE 307850 0 0 FIFTH THIRD BANCORP Stock 316773100 1745 63302 SH SOLE 63301 0 0 HUNTINGTON BANCSHARES INC COM Stock 446150104 350 27675 SH SOLE 27674 0 0 LILLY ELI & CO COM Stock 532457108 242 1435 SH SOLE 1435 0 0 AIR PRODS & CHEMS INC COM Stock 009158106 254 928 SH SOLE 928 0 0 DUKE ENERGY CORP NEW COM NEW Stock 26441C204 207 2263 SH SOLE 2263 0 0 CHIPOTLE MEXICAN GRILL INC Stock 169656105 218 157 SH SOLE 157 0 0 ISHARES MSCI GLOBAL MIN VOL FACTOR ETF ETF 464286525 307 3164 SH SOLE 3164 0 0 ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF ETF 464286533 1595 26109 SH SOLE 26108 0 0 VISA INC Stock 92826C839 1129 5166 SH SOLE 5166 0 0 ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD ETF 46429B689 23204 316087 SH SOLE 316086 0 0 ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 84055 1238301 SH SOLE 1238300 0 0 INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF ETF 46138E230 2576 85905 SH SOLE 85905 0 0 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 68019 788906 SH SOLE 788905 0 0 FACEBOOK INC CL A Stock 30303M102 877 3212 SH SOLE 3212 0 0 ASML HOLDING N V N Y REGISTRY SHS ADR N07059210 216 443 SH SOLE 443 0 0 INGREDION INC COM Stock 457187102 271 3445 SH SOLE 3445 0 0 AVAGO TECHNOLOGIES LTD Stock 11135F101 280 639 SH SOLE 639 0 0 NOVARTIS AG ADR ADR 66987V109 355 3761 SH SOLE 3761 0 0 ISHARES CORE MSCI EAFE ETF ETF 46432F842 13526 195767 SH SOLE 195767 0 0 ACCENTURE LTD BERMUDA CL A Stock G1151C101 305 1169 SH SOLE 1169 0 0 ENBRIDGE INC COM Stock 29250N105 326 10198 SH SOLE 10198 0 0 NVIDIA CORP Stock 67066G104 612 1172 SH SOLE 1172 0 0 INVESTORS BANCORP INC NEW COM Stock 46146L101 215 20354 SH SOLE 20354 0 0 ABBVIE INC COM Stock 00287Y109 491 4601 SH SOLE 4600 0 0 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 1042 16791 SH SOLE 16790 0 0 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR 874039100 378 3469 SH SOLE 3468 0 0 QUALCOMM INC COM Stock 747525103 340 2235 SH SOLE 2235 0 0 MCDONALDS CORP COM Stock 580135101 540 2514 SH SOLE 2514 0 0 QUEST DIAGNOSTICS INC Stock 74834L100 287 2410 SH SOLE 2409 0 0 DOVER CORP COM Stock 260003108 384 3043 SH SOLE 3043 0 0 CISCO SYS INC Stock 17275R102 783 17505 SH SOLE 17505 0 0 ISHARES TR RUSSELL MIDCAP INDEX FD ETF 464287499 515 7518 SH SOLE 7518 0 0 ADVANCED MICRO DEVICES INC COM Stock 007903107 225 2451 SH SOLE 2451 0 0 SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF ETF 78468R804 244 2036 SH SOLE 2036 0 0 AUTODESK INC Stock 052769106 295 968 SH SOLE 968 0 0 AT&T INC COM Stock 00206R102 274 9518 SH SOLE 9518 0 0 GENERAL ELECTRIC CO COM Stock 369604103 324 29963 SH SOLE 29962 0 0 MOTOROLA SOLUTIONS INC COM NEW Stock 620076307 390 2293 SH SOLE 2293 0 0 ISHARES S&P 500 INDEX ETF 464287200 2231 5944 SH SOLE 5944 0 0 UNION PAC CORP COM Stock 907818108 600 2880 SH SOLE 2879 0 0 CINTAS CORP Stock 172908105 944 2670 SH SOLE 2670 0 0 SALESFORCE COM Stock 79466L302 245 1099 SH SOLE 1099 0 0 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 294 631 SH SOLE 631 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 4339 34144 SH SOLE 34144 0 0 CHEVRON CORP NEW COM Stock 166764100 481 5700 SH SOLE 5700 0 0 ISHARES AMT-FREE MUNI BOND ETF ETF 464288414 227 1939 SH SOLE 1939 0 0 DANAHER CORP Stock 235851102 246 1107 SH SOLE 1107 0 0 TJX COS INC NEW COM Stock 872540109 229 3360 SH SOLE 3360 0 0 BK OF AMERICA CORP COM Stock 060505104 347 11469 SH SOLE 11469 0 0 WALMART INC COM Stock 931142103 722 5008 SH SOLE 5007 0 0 INTL BUSINESS MACHINES Stock 459200101 255 2022 SH SOLE 2022 0 0 ORACLE CORPORATION Stock 68389X105 397 6143 SH SOLE 6142 0 0 RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 466 6515 SH SOLE 6514 0 0 TEXAS INSTRS INC COM Stock 882508104 652 3971 SH SOLE 3970 0 0 TARGET CORP COM Stock 87612E106 231 1309 SH SOLE 1308 0 0 PFIZER INC COM Stock 717081103 825 22410 SH SOLE 22409 0 0 MORGAN STANLEY Stock 617446448 239 3484 SH SOLE 3483 0 0 3M CO COM Stock 88579Y101 224 1281 SH SOLE 1281 0 0 GILEAD SCIENCES INC Stock 375558103 348 5981 SH SOLE 5981 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 848 484 SH SOLE 484 0 0 AMGEN INC Stock 031162100 613 2670 SH SOLE 2670 0 0 APPLIED MATLS INC COM Stock 038222105 227 2633 SH SOLE 2633 0 0 ISHARES CORE S&P U.S. GROWTH ETF ETF 464287671 485 5471 SH SOLE 5471 0 0 ISHARES AGGREGATE BOND ETF ETF 464287226 429 3632 SH SOLE 3632 0 0 ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 35524 792602 SH SOLE 792601 0 0 CRANE CO COM Stock 224399105 235 3026 SH SOLE 3026 0 0 PHILIP MORRIS INTL INC Stock 718172109 237 2867 SH SOLE 2866 0 0 PNC FINL SVCS GROUP INC COM Stock 693475105 2606 17529 SH SOLE 17529 0 0 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 228 3671 SH SOLE 3671 0 0 ISHARES RUSSELL 3000 ETF ETF 464287689 900 4025 SH SOLE 4025 0 0 DOMINION RESOURCES INC Stock 25746U109 292 3877 SH SOLE 3877 0 0 EXXON MOBIL CORP COM Stock 30231G102 646 15669 SH SOLE 15669 0 0 UNITEDHEALTH GROUP Stock 91324P102 1041 2970 SH SOLE 2970 0 0 LOWES COS INC COM Stock 548661107 259 1612 SH SOLE 1612 0 0 DEERE & CO COM Stock 244199105 213 791 SH SOLE 791 0 0 PAYPAL HLDGS INC COM Stock 70450Y103 364 1556 SH SOLE 1556 0 0 ISHARES CORE S&P MID CAP ETF ETF 464287507 1396 6076 SH SOLE 6076 0 0 ISHARES MSCI EAFE ETF ETF 464287465 1053 14334 SH SOLE 14334 0 0 APPLE INC Stock 037833100 7036 53009 SH SOLE 53008 0 0 ABBOTT LABS COM Stock 002824100 526 4813 SH SOLE 4813 0 0 DISNEY WALT CO COM Stock 254687106 620 3420 SH SOLE 3420 0 0