Chief Compliance Officer

0001689144-20-000005.txt : 20200804 0001689144-20-000005.hdr.sgml : 20200804 20200804124417 ACCESSION NUMBER: 0001689144-20-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200804 DATE AS OF CHANGE: 20200804 EFFECTIVENESS DATE: 20200804 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Bridge, LLC CENTRAL INDEX KEY: 0001689144 IRS NUMBER: 475256614 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18977 FILM NUMBER: 201072257 BUSINESS ADDRESS: STREET 1: 4601 WESTOWN PARKWAY STREET 2: SUITE 220 CITY: WEST DES MOINES STATE: IA ZIP: 50266 BUSINESS PHONE: 515-421-4870 MAIL ADDRESS: STREET 1: 4601 WESTOWN PARKWAY STREET 2: SUITE 220 CITY: WEST DES MOINES STATE: IA ZIP: 50266 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001689144 XXXXXXXX 06-30-2020 06-30-2020 Legacy Bridge, LLC

4601 WESTOWN PARKWAY SUITE 220 WEST DES MOINES IA 50266

13F HOLDINGS REPORT 028-18977 N Suzie Stewart Chief Compliance Officer 5154214874 Suzie Stewart Des Moines IA 08-04-2020 0 288 90863 true INFORMATION TABLE 2 LegacyBridge13F_20200630.xml AT&T INC COM 00206R102 3 83 SH SOLE 83 0 0 ABBOTT LABS COM 002824100 369 4031 SH SOLE 4031 0 0 ABBVIE INC COM 00287Y109 742 7560 SH SOLE 7560 0 0 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 231 13500 SH SOLE 13500 0 0 ADOBE INC COM 00724F101 65 149 SH SOLE 149 0 0 ADVANCED MICRO DEVICES INC COM 007903107 1214 23080 SH SOLE 23080 0 0 AFFILIATED MANAGERS GROUP IN COM 008252108 13 175 SH SOLE 175 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1050 4870 SH SOLE 4870 0 0 ALLIANCEBERNSTEIN NATL MUNI COM 01864U106 61 4598 SH SOLE 4598 0 0 ALPHABET INC CAP STK CL C 02079K107 1018 720 SH SOLE 720 0 0 ALPHABET INC CAP STK CL A 02079K305 364 257 SH SOLE 257 0 0 AMAZON COM INC COM 023135106 1399 507 SH SOLE 507 0 0 AMERICAN EQTY INVT LIFE HLD COM 025676206 247 10000 SH SOLE 10000 0 0 AMERICAN EXPRESS CO 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SOLE 13832 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 706 9230 SH SOLE 9230 0 0 ISHARES TR RUS MD CP GR ETF 464287481 451 2850 SH SOLE 2850 0 0 ISHARES TR RUS MID CAP ETF 464287499 805 15010 SH SOLE 15010 0 0 ISHARES TR CORE S&P MCP ETF 464287507 36 200 SH SOLE 200 0 0 ISHARES TR S&P MC 400GR ETF 464287606 82 365 SH SOLE 365 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 192 1000 SH SOLE 1000 0 0 ISHARES TR RUS 1000 ETF 464287622 15 86 SH SOLE 86 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1080 11085 SH SOLE 11085 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 1269 6132 SH SOLE 6132 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 923 6448 SH SOLE 6448 0 0 ISHARES TR S&P MC 400VL ETF 464287705 53 400 SH SOLE 400 0 0 ISHARES TR CORE S&P SCP ETF 464287804 86 1255 SH SOLE 1255 0 0 ISHARES TR GLB INFRASTR ETF 464288372 12 317 SH SOLE 317 0 0 ISHARES TR GLOB UTILITS ETF 464288711 12 233 SH SOLE 233 0 0 ISHARES TR EAFE VALUE ETF 464288877 61 1525 SH SOLE 1525 0 0 ISHARES TR MSCI INDIA ETF 46429B598 141 4850 SH SOLE 4850 0 0 ISHARES TR MSCI MIN VOL ETF 46429B697 82 1358 SH SOLE 1358 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 225 2200 SH SOLE 2200 0 0 ISHARES INC MSCI TAIWAN ETF 46434G772 69 1725 SH SOLE 1725 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 41 750 SH SOLE 750 0 0 ISHARES TR MSCI UK ETF NEW 46435G334 103 4000 SH SOLE 4000 0 0 JBG SMITH PPTYS COM 46590V100 22 740 SH SOLE 740 0 0 JPMORGAN CHASE & CO COM 46625H100 591 6278 SH SOLE 6278 0 0 JEFFERIES FINL GROUP INC COM 47233W109 7 431 SH SOLE 431 0 0 JOHNSON & JOHNSON COM 478160104 61 432 SH SOLE 432 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 352 2360 SH SOLE 2360 0 0 KEYCORP COM 493267108 4 300 SH SOLE 300 0 0 KOHLS CORP COM 500255104 12 600 SH SOLE 600 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 917 5404 SH SOLE 5404 0 0 LEGG MASON ETF INVT TR CLRBRG GWT ETF 524682101 7 200 SH SOLE 200 0 0 LIBERTY BROADBAND CORP COM SER A 530307107 5 41 SH SOLE 41 0 0 LILLY ELI & CO COM 532457108 11 65 SH SOLE 65 0 0 LOCKHEED MARTIN CORP COM 539830109 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INC COM 58933Y105 111 1436 SH SOLE 1436 0 0 MEREDITH CORP COM 589433101 0 1 SH SOLE 1 0 0 MICROSOFT CORP COM 594918104 1963 9646 SH SOLE 9646 0 0 MICRON TECHNOLOGY INC COM 595112103 563 10925 SH SOLE 10925 0 0 MONDELEZ INTL INC CL A 609207105 743 14529 SH SOLE 14529 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 770 11115 SH SOLE 11115 0 0 MOODYS CORP COM 615369105 7 25 SH SOLE 25 0 0 MORGAN STANLEY COM NEW 617446448 343 7094 SH SOLE 7094 0 0 NETFLIX INC COM 64110L106 40 88 SH SOLE 88 0 0 NEW YORK CMNTY BANCORP INC COM 649445103 19 1870 SH SOLE 1870 0 0 NEWMONT CORP COM 651639106 49 800 SH SOLE 800 0 0 NIKE INC CL B 654106103 380 3875 SH SOLE 3875 0 0 NOKIA CORP SPONSORED ADR 654902204 0 15 SH SOLE 15 0 0 NORTHERN TR CORP COM 665859104 214 2700 SH SOLE 2700 0 0 NOVARTIS AG SPONSORED ADR 66987V109 49 560 SH SOLE 560 0 0 NVIDIA CORPORATION COM 67066G104 1514 3985 SH SOLE 3985 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 8 20 SH SOLE 20 0 0 OAKTREE SPECIALTY LENDING CO COM 67401P108 25 5500 SH SOLE 5500 0 0 OAKTREE STRATEGIC INCOME COR COM 67402D104 13 1980 SH SOLE 1980 0 0 ORACLE CORP COM 68389X105 24 430 SH SOLE 430 0 0 OTIS WORLDWIDE CORP COM 68902V107 171 3005 SH SOLE 3005 0 0 PGIM ETF TR ULTRA SHORT 69344A107 45 900 SH SOLE 900 0 0 PNC FINL SVCS GROUP INC COM 693475105 320 3041 SH SOLE 3041 0 0 PPG INDS INC COM 693506107 149 1405 SH SOLE 1405 0 0 PALO ALTO NETWORKS INC COM 697435105 516 2246 SH SOLE 2246 0 0 PARKER HANNIFIN CORP COM 701094104 487 2656 SH SOLE 2656 0 0 PAYPAL HLDGS INC COM 70450Y103 1193 6849 SH SOLE 6849 0 0 PENSKE AUTOMOTIVE GRP INC COM 70959W103 12 300 SH SOLE 300 0 0 PEPSICO INC COM 713448108 426 3220 SH SOLE 3220 0 0 PFIZER INC COM 717081103 135 4126 SH SOLE 4126 0 0 PHILLIPS 66 COM 718546104 487 6777 SH SOLE 6777 0 0 PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 22 1350 SH SOLE 1350 0 0 POST HLDGS INC COM 737446104 5 58 SH SOLE 58 0 0 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 190 4570 SH SOLE 4570 0 0 PROCTER AND GAMBLE CO COM 742718109 864 7224 SH SOLE 7224 0 0 PROGRESSIVE CORP OHIO COM 743315103 9 111 SH SOLE 111 0 0 PRUDENTIAL FINL INC COM 744320102 21 350 SH SOLE 350 0 0 QORVO INC COM 74736K101 883 7987 SH SOLE 7987 0 0 QUALCOMM INC COM 747525103 516 5652 SH SOLE 5652 0 0 RPM INTL INC COM 749685103 806 10741 SH SOLE 10741 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 574 9308 SH SOLE 9308 0 0 REDWOOD TR INC COM 758075402 14 1975 SH SOLE 1975 0 0 RENEWABLE ENERGY GROUP INC COM NEW 75972A301 42 1701 SH SOLE 1701 0 0 RIO TINTO PLC SPONSORED ADR 767204100 472 8395 SH SOLE 8395 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 58 1759 SH SOLE 1759 0 0 ROYAL GOLD INC COM 780287108 25 200 SH SOLE 200 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 215 697 SH SOLE 697 0 0 SPDR SER TR S&P BIOTECH 78464A870 66 594 SH SOLE 594 0 0 SSR MNG INC COM 784730103 32 1500 SH SOLE 1500 0 0 SALESFORCE COM INC COM 79466L302 789 4212 SH SOLE 4212 0 0 SCHLUMBERGER LTD COM 806857108 5 292 SH SOLE 292 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 75 1025 SH SOLE 1025 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 25 340 SH SOLE 340 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 3 50 SH SOLE 50 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 825 15685 SH SOLE 15685 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 344 5265 SH SOLE 5265 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 11 440 SH SOLE 440 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5 100 SH SOLE 100 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 464 15585 SH SOLE 15585 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 144 2565 SH SOLE 2565 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 276 5340 SH SOLE 5340 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 6 100 SH SOLE 100 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 13 132 SH SOLE 132 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 27 1175 SH SOLE 1175 0 0 SEMTECH CORP COM 816850101 500 9575 SH SOLE 9575 0 0 SKECHERS U S A INC CL A 830566105 296 9429 SH SOLE 9429 0 0 SOUTHERN CO COM 842587107 31 600 SH SOLE 600 0 0 SQUARE INC CL A 852234103 597 5690 SH SOLE 5690 0 0 STARBUCKS CORP COM 855244109 22 295 SH SOLE 295 0 0 STRYKER CORPORATION COM 863667101 435 2415 SH SOLE 2415 0 0 SUNCOR ENERGY INC NEW COM 867224107 16 970 SH SOLE 970 0 0 SYSCO CORP COM 871829107 16 295 SH SOLE 295 0 0 TJX COS INC NEW COM 872540109 340 6725 SH SOLE 6725 0 0 T-MOBILE US INC COM 872590104 705 6767 SH SOLE 6767 0 0 T-MOBILE US INC RIGHT 07/27/2020 872590112 1 6682 SH SOLE 6682 0 0 TARGET CORP COM 87612E106 1283 10697 SH SOLE 10697 0 0 TEGNA INC COM 87901J105 13 1200 SH SOLE 1200 0 0 TELEPHONE & DATA SYS INC COM NEW 879433829 12 600 SH SOLE 600 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 832 2296 SH SOLE 2296 0 0 3M CO COM 88579Y101 16 100 SH SOLE 100 0 0 TORTOISE MIDSTRM ENERGY FD I COM 89148B200 27 1555 SH SOLE 1555 0 0 TRACTOR SUPPLY CO COM 892356106 9 70 SH SOLE 70 0 0 TRAVELERS COMPANIES INC COM 89417E109 13 110 SH SOLE 110 0 0 US BANCORP DEL COM NEW 902973304 182 4954 SH SOLE 4954 0 0 ULTA BEAUTY INC COM 90384S303 79 390 SH SOLE 390 0 0 UNDER ARMOUR INC CL C 904311206 9 1000 SH SOLE 1000 0 0 UNION PAC CORP COM 907818108 404 2390 SH SOLE 2390 0 0 UNITED PARCEL SERVICE INC CL B 911312106 221 1990 SH SOLE 1990 0 0 UNITEDHEALTH GROUP INC COM 91324P102 954 3234 SH SOLE 3234 0 0 VALERO ENERGY CORP COM 91913Y100 211 3583 SH SOLE 3583 0 0 VANECK VECTORS ETF TR JP MORGAN MKTS 92189H300 18 570 SH SOLE 570 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 610 12400 SH SOLE 12400 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 5 50 SH SOLE 50 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 4 50 SH SOLE 50 0 0 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 1060 27322 SH SOLE 27322 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 14 140 SH SOLE 140 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 74 1552 SH SOLE 1552 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 860 21722 SH SOLE 21722 0 0 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 42 660 SH SOLE 660 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 424 6809 SH SOLE 6809 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 186 2251 SH SOLE 2251 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 69 1278 SH SOLE 1278 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 84 297 SH SOLE 297 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 104 1085 SH SOLE 1085 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 111 675 SH SOLE 675 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 94 470 SH SOLE 470 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 89 832 SH SOLE 832 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 8 47 SH SOLE 47 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 23 235 SH SOLE 235 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 7 47 SH SOLE 47 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 94 600 SH SOLE 600 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 404 7332 SH SOLE 7332 0 0 VISA INC COM CL A 92826C839 1136 5880 SH SOLE 5880 0 0 VORNADO RLTY TR SH BEN INT 929042109 10 268 SH SOLE 268 0 0 WALMART INC COM 931142103 659 5501 SH SOLE 5501 0 0 WATSCO INC COM 942622200 7 40 SH SOLE 40 0 0 WELLS FARGO CO NEW COM 949746101 129 5047 SH SOLE 5047 0 0 WEST BANCORPORATION INC CAP STK 95123P106 8142 465529 SH SOLE 465529 0 0 WILLIAMS SONOMA INC COM 969904101 657 8012 SH SOLE 8012 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 59 1500 SH SOLE 1500 0 0 WISDOMTREE TR EMER MKT HIGH FD 97717W315 112 3100 SH SOLE 3100 0 0 WISDOMTREE TR BLMBG US BULL 97717W471 863 31285 SH SOLE 31285 0 0 WORKDAY INC CL A 98138H101 813 4340 SH SOLE 4340 0 0 WORKIVA INC COM CL A 98139A105 580 10841 SH SOLE 10841 0 0 XILINX INC COM 983919101 507 5155 SH SOLE 5155 0 0 YAMANA GOLD INC COM 98462Y100 13 2432 SH SOLE 2432 0 0 ARCH CAP GROUP LTD ORD G0450A105 9 313 SH SOLE 313 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 477 2220 SH SOLE 2220 0 0 EATON CORP PLC SHS G29183103 586 6702 SH SOLE 6702 0 0 INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 0 18 SH SOLE 18 0 0 NOVOCURE LTD ORD SHS G6674U108 33 550 SH 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