0001085146-24-001945.txt : 20240422 0001085146-24-001945.hdr.sgml : 20240422 20240422165618 ACCESSION NUMBER: 0001085146-24-001945 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240422 DATE AS OF CHANGE: 20240422 EFFECTIVENESS DATE: 20240422 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy CG, LLC CENTRAL INDEX KEY: 0001904825 ORGANIZATION NAME: IRS NUMBER: 752799286 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22450 FILM NUMBER: 24861829 BUSINESS ADDRESS: STREET 1: 5340 LEGACY DRIVE, STE 165 CITY: PLANO STATE: TX ZIP: 75024 BUSINESS PHONE: 972-599-4750 MAIL ADDRESS: STREET 1: 5340 LEGACY DRIVE, STE 165 CITY: PLANO STATE: TX ZIP: 75024 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001904825 XXXXXXXX 03-31-2024 03-31-2024 false Legacy CG, LLC

5340 LEGACY DRIVE, STE 165 PLANO TX 75024

13F HOLDINGS REPORT 028-22450 000108541 801-57457 N Steve Wachs 972-599-4750 /s/Steve Wachs Plano TX 04-22-2024 0 42 275752454 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4226216 12193 SH SOLE 209 0 11984 ALPHABET INC CAP STK CL C 02079K107 6605952 43386 SH SOLE 716 0 42670 AMAZON COM INC COM 023135106 9862818 54678 SH SOLE 660 0 54018 AMERICAN CENTY ETF TR MULTISECTOR 025072398 17691564 407620 SH SOLE 3053 0 404567 AMGEN INC COM 031162100 6321571 22234 SH SOLE 345 0 21889 APPLE INC COM 037833100 4033381 23521 SH SOLE 404 0 23117 APPLIED MATLS INC COM 038222105 5686998 27576 SH SOLE 413 0 27163 AUTOMATIC DATA PROCESSING IN COM 053015103 412820 1653 SH SOLE 0 0 1653 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6401996 15224 SH SOLE 257 0 14967 CARRIER GLOBAL CORPORATION COM 14448C104 3990566 68649 SH SOLE 1215 0 67434 CATERPILLAR INC COM 149123101 5602348 15289 SH SOLE 259 0 15030 CSX CORP COM 126408103 3874482 104518 SH SOLE 1500 0 103018 DIAMONDBACK ENERGY INC COM 25278X109 6273864 31659 SH SOLE 492 0 31167 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1267581 34492 SH SOLE 0 0 34492 EXXON MOBIL CORP COM 30231G102 284439 2447 SH SOLE 0 0 2447 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 5123639 286077 SH SOLE 0 0 286077 HARBOR ETF TRUST INTERNATNAL COMP 41151J885 4172915 152593 SH SOLE 4950 0 147643 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 11015568 283614 SH SOLE 0 0 283614 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C508 14352001 366965 SH SOLE 3905 0 363060 INNOVATOR ETFS TRUST US SML CP PWR B 45782C474 16283216 460368 SH SOLE 6560 0 453808 INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 46138J577 4772018 260766 SH SOLE 0 0 260766 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 497757 24364 SH SOLE 1234 0 23130 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 5072324 264046 SH SOLE 1313 0 262733 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 5036889 261114 SH SOLE 1310 0 259804 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 5113615 254789 SH SOLE 1265 0 253524 JPMORGAN CHASE & CO COM 46625H100 6267788 31292 SH SOLE 504 0 30788 KEURIG DR PEPPER INC COM 49271V100 336818 10982 SH SOLE 0 0 10982 LOWES COS INC COM 548661107 5294054 20783 SH SOLE 312 0 20471 MERCK & CO INC COM 58933Y105 6211546 47075 SH SOLE 735 0 46340 MICROSOFT CORP COM 594918104 6651583 15810 SH SOLE 231 0 15579 MOTOROLA SOLUTIONS INC COM NEW 620076307 5452493 15360 SH SOLE 239 0 15121 ORACLE CORP COM 68389X105 4506761 35879 SH SOLE 693 0 35186 PACER FDS TR PACER US SMALL 69374H857 16797070 341682 SH SOLE 6425 0 335257 PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF 74255Y870 18614867 362439 SH SOLE 5275 0 357164 SPDR SER TR BLOOMBERG 3-12 M 78468R523 9109656 91628 SH SOLE 0 0 91628 SPDR SER TR PORTFOLIO INTRMD 78464A375 804011 24595 SH SOLE 0 0 24595 TE CONNECTIVITY LTD SHS H84989104 4488394 30903 SH SOLE 449 0 30454 UNITEDHEALTH GROUP INC COM 91324P102 4741205 9584 SH SOLE 151 0 9433 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 7646091 85051 SH SOLE 0 0 85051 VICTORY PORTFOLIOS II SHORT TRM BD ETF 92647N535 14058725 282134 SH SOLE 417 0 281717 VISA INC COM CL A 92826C839 6508704 23322 SH SOLE 341 0 22981 WALMART INC COM 931142103 4286150 71234 SH SOLE 1458 0 69776