0001689144-21-000002.txt : 20210429
0001689144-21-000002.hdr.sgml : 20210429
20210429110417
ACCESSION NUMBER: 0001689144-21-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210429
DATE AS OF CHANGE: 20210429
EFFECTIVENESS DATE: 20210429
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: 21868109
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
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03-31-2021
03-31-2021
Legacy Bridge, LLC
4601 WESTOWN PARKWAY
SUITE 220
WEST DES MOINES
IA
50266
13F HOLDINGS REPORT
028-18977
N
Suzie Stewart
CCO
5154214874
Suzie Steawrt
West Des Moines IA
X1
04-29-2021
0
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PPG INDS INC
COM
693506107
211
1405
SH
SOLE
1405
0
0
PALO ALTO NETWORKS INC
COM
697435105
666
2067
SH
SOLE
2067
0
0
PARKER-HANNIFIN CORP
COM
701094104
1025
3249
SH
SOLE
3249
0
0
PAYPAL HLDGS INC
COM
70450Y103
1548
6373
SH
SOLE
6373
0
0
PENSKE AUTOMOTIVE GRP INC
COM
70959W103
24
300
SH
SOLE
300
0
0
PEPSICO INC
COM
713448108
681
4817
SH
SOLE
4817
0
0
PFIZER INC
COM
717081103
377
10416
SH
SOLE
10416
0
0
PIEDMONT OFFICE REALTY TR IN
COM CL A
720190206
23
1350
SH
SOLE
1350
0
0
POST HLDGS INC
COM
737446104
6
58
SH
SOLE
58
0
0
PRINCIPAL FINANCIAL GROUP IN
COM
74251V102
274
4570
SH
SOLE
4570
0
0
PROCTER AND GAMBLE CO
COM
742718109
1116
8244
SH
SOLE
8244
0
0
PROGRESSIVE CORP
COM
743315103
11
111
SH
SOLE
111
0
0
PRUDENTIAL FINL INC
COM
744320102
82
900
SH
SOLE
900
0
0
QORVO INC
COM
74736K101
1541
8437
SH
SOLE
8437
0
0
QUALCOMM INC
COM
747525103
1293
9752
SH
SOLE
9752
0
0
RPM INTL INC
COM
749685103
1107
12048
SH
SOLE
12048
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
907
11738
SH
SOLE
11738
0
0
REDWOOD TR INC
COM
758075402
21
1975
SH
SOLE
1975
0
0
RENEWABLE ENERGY GROUP INC
COM NEW
75972A301
3
51
SH
SOLE
51
0
0
RIO TINTO PLC
SPONSORED ADR
767204100
681
8770
SH
SOLE
8770
0
0
ROBERT HALF INTL INC
COM
770323103
1358
17390
SH
SOLE
17390
0
0
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
63
1600
SH
SOLE
1600
0
0
ROYAL GOLD INC
COM
780287108
22
200
SH
SOLE
200
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
276
697
SH
SOLE
697
0
0
SPDR SER TR
S&P BIOTECH
78464A870
40
297
SH
SOLE
297
0
0
SSR MNG INC
COM
784730103
21
1500
SH
SOLE
1500
0
0
SALESFORCE COM INC
COM
79466L302
1049
4949
SH
SOLE
4949
0
0
SCHLUMBERGER LTD
COM
806857108
6
218
SH
SOLE
218
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
99
1025
SH
SOLE
1025
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
91
945
SH
SOLE
945
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
1167
15685
SH
SOLE
15685
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
525
5265
SH
SOLE
5265
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
14
440
SH
SOLE
440
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
7
100
SH
SOLE
100
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
586
15585
SH
SOLE
15585
0
0
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
138
2565
SH
SOLE
2565
0
0
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
274
5340
SH
SOLE
5340
0
0
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
8
100
SH
SOLE
100
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
15
132
SH
SOLE
132
0
0
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
40
1175
SH
SOLE
1175
0
0
SEMTECH CORP
COM
816850101
750
10875
SH
SOLE
10875
0
0
SKECHERS U S A INC
CL A
830566105
384
9217
SH
SOLE
9217
0
0
SOUTHERN CO
COM
842587107
107
1720
SH
SOLE
1720
0
0
SQUARE INC
CL A
852234103
1167
5139
SH
SOLE
5139
0
0
STARBUCKS CORP
COM
855244109
32
295
SH
SOLE
295
0
0
STRYKER CORPORATION
COM
863667101
704
2890
SH
SOLE
2890
0
0
SUNCOR ENERGY INC NEW
COM
867224107
20
970
SH
SOLE
970
0
0
SYSCO CORP
COM
871829107
23
295
SH
SOLE
295
0
0
TJX COS INC NEW
COM
872540109
491
7425
SH
SOLE
7425
0
0
T-MOBILE US INC
COM
872590104
1057
8439
SH
SOLE
8439
0
0
TARGET CORP
COM
87612E106
2204
11126
SH
SOLE
11126
0
0
TEGNA INC
COM
87901J105
23
1200
SH
SOLE
1200
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
1186
2599
SH
SOLE
2599
0
0
3M CO
COM
88579Y101
19
100
SH
SOLE
100
0
0
TRACTOR SUPPLY CO
COM
892356106
12
70
SH
SOLE
70
0
0
TRAVELERS COMPANIES INC
COM
89417E109
17
110
SH
SOLE
110
0
0
US BANCORP DEL
COM NEW
902973304
327
5904
SH
SOLE
5904
0
0
ULTA BEAUTY INC
COM
90384S303
113
365
SH
SOLE
365
0
0
UNDER ARMOUR INC
CL C
904311206
18
1000
SH
SOLE
1000
0
0
UNION PAC CORP
COM
907818108
750
3405
SH
SOLE
3405
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
319
1877
SH
SOLE
1877
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
1335
3589
SH
SOLE
3589
0
0
VALERO ENERGY CORP
COM
91913Y100
161
2250
SH
SOLE
2250
0
0
VANECK VECTORS ETF TR
JP MORGAN MKTS
92189H300
17
570
SH
SOLE
570
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
3064
48864
SH
SOLE
48864
0
0
VANGUARD ADMIRAL FDS INC
500 VAL IDX FD
921932703
45
327
SH
SOLE
327
0
0
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
4
50
SH
SOLE
50
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
4
50
SH
SOLE
50
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
1561
31791
SH
SOLE
31791
0
0
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
18
140
SH
SOLE
140
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
94
1552
SH
SOLE
1552
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1113
21381
SH
SOLE
21381
0
0
VANGUARD INTL EQUITY INDEX F
FTSE PACIFIC ETF
922042866
54
660
SH
SOLE
660
0
0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
419
6809
SH
SOLE
6809
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
1272
15416
SH
SOLE
15416
0
0
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
92206C714
145
1090
SH
SOLE
1090
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
2828
30395
SH
SOLE
30395
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
35
639
SH
SOLE
639
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
569
1562
SH
SOLE
1562
0
0
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
136
1010
SH
SOLE
1010
0
0
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
177
826
SH
SOLE
826
0
0
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
129
470
SH
SOLE
470
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
125
757
SH
SOLE
757
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
10
47
SH
SOLE
47
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
31
235
SH
SOLE
235
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
10
47
SH
SOLE
47
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
124
600
SH
SOLE
600
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
772
13272
SH
SOLE
13272
0
0
VIATRIS INC
COM
92556V106
10
710
SH
SOLE
710
0
0
VISA INC
COM CL A
92826C839
1301
6145
SH
SOLE
6145
0
0
VORNADO RLTY TR
SH BEN INT
929042109
12
268
SH
SOLE
268
0
0
WALMART INC
COM
931142103
925
6808
SH
SOLE
6808
0
0
WATSCO INC
COM
942622200
10
40
SH
SOLE
40
0
0
WELLS FARGO CO NEW
COM
949746101
188
4817
SH
SOLE
4817
0
0
WEST BANCORPORATION INC
CAP STK
95123P106
11116
461429
SH
SOLE
461429
0
0
WILLIAMS SONOMA INC
COM
969904101
1684
9397
SH
SOLE
9397
0
0
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
77
1500
SH
SOLE
1500
0
0
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
138
3100
SH
SOLE
3100
0
0
WORKDAY INC
CL A
98138H101
1209
4865
SH
SOLE
4865
0
0
WORKIVA INC
COM CL A
98139A105
851
9637
SH
SOLE
9637
0
0
XILINX INC
COM
983919101
623
5030
SH
SOLE
5030
0
0
YAMANA GOLD INC
COM
98462Y100
11
2432
SH
SOLE
2432
0
0
ARCH CAP GROUP LTD
ORD
G0450A105
12
313
SH
SOLE
313
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
751
2720
SH
SOLE
2720
0
0
EATON CORP PLC
SHS
G29183103
1183
8552
SH
SOLE
8552
0
0
INTERNATIONAL GAME TECHNOLOG
SHS USD
G4863A108
0
18
SH
SOLE
18
0
0
JOHNSON CTLS INTL PLC
SHS
G51502105
1611
27005
SH
SOLE
27005
0
0
MEDTRONIC PLC
SHS
G5960L103
154
1300
SH
SOLE
1300
0
0
NOVOCURE LTD
ORD SHS
G6674U108
73
550
SH
SOLE
550
0
0
ALCON AG
ORD SHS
H01301128
3
46
SH
SOLE
46
0
0
NXP SEMICONDUCTORS N V
COM
N6596X109
1561
7755
SH
SOLE
7755
0
0