0001689144-23-000003.txt : 20230711 0001689144-23-000003.hdr.sgml : 20230711 20230711155925 ACCESSION NUMBER: 0001689144-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230711 DATE AS OF CHANGE: 20230711 EFFECTIVENESS DATE: 20230711 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: 231082167 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 X0202 13F-HR LIVE false true false 0001689144 XXXXXXXX 06-30-2023 06-30-2023 Legacy Bridge, LLC

4601 WESTOWN PARKWAY SUITE 220 WEST DES MOINES IA 50266

13F HOLDINGS REPORT 028-18977 N Suzie Stewart 5152775928 Suzie Stewart West Des Moines IA 07-11-2023 0 292 149806688 true INFORMATION TABLE 2 13F.xml ABBOTT LABS COM 002824100 409480 3756 SH SOLE 3756 0 0 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 247995 13500 SH SOLE 13500 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 696157 2256 SH SOLE 2256 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 119314 244 SH SOLE 223 0 21 ADVANCED MICRO DEVICES INC COM 007903107 2350989 20639 SH SOLE 20153 0 486 ALPHABET INC CAP STK CL A 02079K305 432117 3610 SH SOLE 3610 0 0 ALPHABET INC CAP STK CL C 02079K107 1611321 13320 SH SOLE 13040 0 280 AMAZON COM INC COM 023135106 2248710 17250 SH SOLE 17010 0 240 AMERICAN EQTY INVT LIFE HLD COM 025676206 202187 3880 SH SOLE 3880 0 0 AMERICAN EXPRESS CO COM 025816109 150683 865 SH SOLE 865 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1122137 5786 SH SOLE 5756 0 30 AMERISOURCEBERGEN CORP COM 03073E105 21168 110 SH SOLE 110 0 0 AMGEN INC COM 031162100 2221 10 SH 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1298 SH SOLE 1298 0 0 ISHARES TR MSCI EAFE ETF 464287465 1296300 17880 SH SOLE 17630 0 250 ISHARES TR MSCI EMG MKT ETF 464287234 804414 20334 SH SOLE 20227 0 107 ISHARES TR MSCI INDIA ETF 46429B598 225055 5150 SH SOLE 5150 0 0 ISHARES TR MSCI UK ETF NEW 46435G334 129400 4000 SH SOLE 4000 0 0 ISHARES TR NATIONAL MUN ETF 464288414 171302 1605 SH SOLE 1605 0 0 ISHARES TR RUS 1000 ETF 464287622 20962 86 SH SOLE 86 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 206385 750 SH SOLE 750 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 1137591 4688 SH SOLE 4688 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1527680 10850 SH SOLE 10730 0 120 ISHARES TR RUS MD CP GR ETF 464287481 698056 7224 SH SOLE 7224 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 1220433 11111 SH SOLE 11111 0 0 ISHARES TR RUS MID CAP ETF 464287499 1510261 20680 SH SOLE 20680 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1606590 8579 SH SOLE 8579 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 346057 4910 SH SOLE 4910 0 0 ISHARES TR S&P 500 VAL ETF 464287408 112995 701 SH SOLE 701 0 0 ISHARES TR S&P MC 400GR ETF 464287606 109500 1460 SH SOLE 1460 0 0 ISHARES TR S&P MC 400VL ETF 464287705 126950 1185 SH SOLE 1185 0 0 ISHARES TR SELECT DIVID ETF 464287168 39655 350 SH SOLE 350 0 0 ISHARES TR TIPS BD ETF 464287176 3014 28 SH SOLE 28 0 0 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 1732383 31310 SH SOLE 31310 0 0 JACOBS SOLUTIONS INC COM 46982L108 1147170 9649 SH SOLE 9574 0 75 JEFFERIES FINL GROUP INC COM 47233W109 14297 431 SH SOLE 431 0 0 JOHNSON CTLS INTL PLC SHS G51502105 1773071 26021 SH SOLE 25881 0 140 JPMORGAN CHASE & CO COM 46625H100 1250639 8599 SH SOLE 8449 0 150 KEYCORP COM 493267108 695033 75220 SH SOLE 74845 0 375 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 1318995 23740 SH SOLE 23740 0 0 KOHLS CORP COM 500255104 13830 600 SH SOLE 600 0 0 KRAFT HEINZ CO COM 500754106 42600 1200 SH SOLE 1200 0 0 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 4277 322 SH SOLE 322 0 0 LAM RESEARCH CORP COM 512807108 19286 30 SH SOLE 30 0 0 LAS VEGAS SANDS CORP COM 517834107 7250 125 SH SOLE 125 0 0 LEGG MASON ETF INVT CLRBRDG AL CP GW 524682101 8434 200 SH SOLE 200 0 0 LIBERTY BROADBAND CORP COM SER A 530307107 3269 41 SH SOLE 41 0 0 LILLY ELI & CO COM 532457108 2491691 5313 SH SOLE 5273 0 40 LINDE PLC SHS G54950103 52971 139 SH SOLE 139 0 0 LOCKHEED MARTIN CORP COM 539830109 511022 1110 SH SOLE 1101 0 9 LOWES COS INC COM 548661107 1884595 8350 SH SOLE 8315 0 35 LULULEMON ATHLETICA INC COM 550021109 1042011 2753 SH SOLE 2743 0 10 MANULIFE FINL CORP COM 56501R106 35173 1860 SH SOLE 1860 0 0 MARATHON OIL CORP COM 565849106 63904 2776 SH SOLE 2636 0 140 MARATHON PETE CORP COM 56585A102 84419 724 SH SOLE 724 0 0 MARKEL GROUP INC COM 570535104 9683 7 SH SOLE 7 0 0 MASCO CORP COM 574599106 37297 650 SH SOLE 650 0 0 MASTERCARD INCORPORATED CL A 57636Q104 226148 575 SH SOLE 575 0 0 MCDONALDS CORP COM 580135101 724540 2428 SH SOLE 2428 0 0 MEDTRONIC PLC SHS G5960L103 228179 2590 SH SOLE 2590 0 0 MERCK & CO INC COM 58933Y105 320900 2781 SH SOLE 2781 0 0 META PLATFORMS INC CL A 30303M102 394598 1375 SH SOLE 1375 0 0 MICRON TECHNOLOGY INC COM 595112103 768049 12170 SH SOLE 12170 0 0 MICROSOFT CORP COM 594918104 3078482 9040 SH SOLE 9015 0 25 MONDELEZ INTL INC CL A 609207105 986952 13531 SH SOLE 13531 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 1376493 23964 SH SOLE 23864 0 100 MOODYS CORP COM 615369105 8693 25 SH SOLE 25 0 0 MORGAN STANLEY COM NEW 617446448 930690 10898 SH SOLE 10898 0 0 NETFLIX INC COM 64110L106 31275 71 SH SOLE 61 0 10 NEWMONT CORP COM 651639106 9599 225 SH SOLE 225 0 0 NEXTERA ENERGY INC COM 65339F101 1132663 15265 SH SOLE 15140 0 125 NIKE INC CL B 654106103 530880 4810 SH SOLE 4810 0 0 NOKIA CORP SPONSORED ADR 654902204 63 15 SH SOLE 15 0 0 NORTHERN TR CORP COM 665859104 200178 2700 SH SOLE 2700 0 0 NOVARTIS AG SPONSORED ADR 66987V109 29466 292 SH SOLE 292 0 0 NOVOCURE LTD ORD SHS G6674U108 22825 550 SH SOLE 550 0 0 NVIDIA CORPORATION COM 67066G104 2522469 5963 SH SOLE 5915 0 48 NXP SEMICONDUCTORS N V COM N6596X109 1552498 7585 SH SOLE 7545 0 40 ORACLE CORP COM 68389X105 51209 430 SH SOLE 430 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 53497 56 SH SOLE 56 0 0 ORGANON & CO COMMON STOCK 68622V106 2976 143 SH SOLE 143 0 0 OTIS WORLDWIDE CORP COM 68902V107 231070 2596 SH SOLE 2585 0 11 PALO ALTO NETWORKS INC COM 697435105 1508532 5904 SH SOLE 5904 0 0 PARKER-HANNIFIN CORP COM 701094104 1280112 3282 SH SOLE 3266 0 16 PAYPAL HLDGS INC COM 70450Y103 249504 3739 SH SOLE 3722 0 17 PEPSICO INC COM 713448108 982778 5306 SH SOLE 5306 0 0 PFIZER INC COM 717081103 396621 10813 SH SOLE 10813 0 0 PHILLIPS 66 COM 718546104 15357 161 SH SOLE 161 0 0 PIONEER NAT RES CO COM 723787107 973746 4700 SH SOLE 4670 0 30 POST HLDGS INC COM 737446104 5026 58 SH SOLE 58 0 0 PPG INDS INC COM 693506107 94764 639 SH SOLE 639 0 0 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 295397 3895 SH SOLE 3895 0 0 PROCTER AND GAMBLE CO COM 742718109 1055959 6959 SH SOLE 6959 0 0 PROGRESSIVE CORP COM 743315103 14694 111 SH SOLE 111 0 0 PRUDENTIAL FINL INC COM 744320102 144328 1636 SH SOLE 1636 0 0 PUBLIC STORAGE COM 74460D109 17221 59 SH SOLE 59 0 0 QORVO INC COM 74736K101 795018 7792 SH SOLE 7752 0 40 QUALCOMM INC COM 747525103 1220994 10257 SH SOLE 10212 0 45 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1970172 20112 SH SOLE 20022 0 90 RIO TINTO PLC SPONSORED ADR 767204100 707986 11090 SH SOLE 11090 0 0 ROBERT HALF INTL INC COM 770323103 1107239 14720 SH SOLE 14614 0 106 ROCKWELL AUTOMATION INC COM 773903109 1015036 3081 SH SOLE 3056 0 25 RPM INTL INC COM 749685103 1067159 11893 SH SOLE 11893 0 0 SALESFORCE INC COM 79466L302 1050808 4974 SH SOLE 4864 0 110 SCHLUMBERGER LTD COM STK 806857108 30062 612 SH SOLE 612 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 10838 440 SH SOLE 440 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 689293 19335 SH SOLE 19335 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 110538 2300 SH SOLE 2300 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 118401 2565 SH SOLE 2565 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 105985 2050 SH SOLE 2050 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 10095 139 SH SOLE 139 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 3355 50 SH SOLE 50 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 114167 2180 SH SOLE 2180 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1066871 15020 SH SOLE 14720 0 300 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 533484 12180 SH SOLE 11780 0 400 SELECT SECTOR SPDR TR ENERGY 81369Y506 16234 200 SH SOLE 200 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 70623 2095 SH SOLE 2095 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 17521 132 SH SOLE 132 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 32196 300 SH SOLE 300 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 23204 280 SH SOLE 280 0 0 SHELL PLC SPON ADS 780259305 96608 1600 SH SOLE 1600 0 0 SKECHERS U S A INC CL A 830566105 420227 7980 SH SOLE 7908 0 72 SOUTHERN CO COM 842587107 167266 2381 SH SOLE 2381 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 286803 647 SH SOLE 647 0 0 SPDR SER TR NUVEEN BLMBRG SH 78468R739 40322 857 SH SOLE 857 0 0 SPDR SER TR S&P BIOTECH 78464A870 24711 297 SH SOLE 297 0 0 STARBUCKS CORP COM 855244109 29223 295 SH SOLE 295 0 0 STRYKER CORPORATION COM 863667101 901847 2956 SH SOLE 2956 0 0 SUNCOR ENERGY INC NEW COM 867224107 35155 1199 SH SOLE 1199 0 0 SYSCO CORP COM 871829107 24115 325 SH SOLE 325 0 0 TE CONNECTIVITY LTD SHS H84989104 7008 50 SH SOLE 50 0 0 TEXAS INSTRS INC COM 882508104 36004 200 SH SOLE 200 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1150981 2206 SH SOLE 2194 0 12 TJX COS INC NEW COM 872540109 483303 5700 SH SOLE 5700 0 0 T-MOBILE US INC COM 872590104 1162593 8370 SH SOLE 8370 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 6822 110 SH SOLE 110 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 5707 99 SH SOLE 99 0 0 TRACTOR SUPPLY CO COM 892356106 1686551 7628 SH SOLE 7588 0 40 ULTA BEAUTY INC COM 90384S303 171768 365 SH SOLE 365 0 0 UNILEVER PLC SPON ADR NEW 904767704 4692 90 SH SOLE 90 0 0 UNION PAC CORP COM 907818108 746863 3650 SH SOLE 3650 0 0 UNITED PARCEL SERVICE INC CL B 911312106 329641 1839 SH SOLE 1839 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1446727 3010 SH SOLE 2869 0 141 US BANCORP DEL COM NEW 902973304 138273 4185 SH SOLE 4185 0 0 VALERO ENERGY CORP COM 91913Y100 1085025 9250 SH SOLE 9250 0 0 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 14570 570 SH SOLE 570 0 0 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 113973 732 SH SOLE 732 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3762 50 SH SOLE 50 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3779 50 SH SOLE 50 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 163793 796 SH SOLE 796 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 266382 1925 SH SOLE 1925 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 117566 534 SH SOLE 534 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6852 82 SH SOLE 82 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 621917 1527 SH SOLE 1527 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 251078 1518 SH SOLE 1518 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 9348 47 SH SOLE 47 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 107978 470 SH SOLE 470 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 132168 600 SH SOLE 600 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 33394 235 SH SOLE 235 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 84445 1552 SH SOLE 1552 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 824015 20256 SH SOLE 20256 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 4998 81 SH SOLE 81 0 0 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 4184 60 SH SOLE 60 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 15468 140 SH SOLE 140 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 109687 1900 SH SOLE 1900 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 156415 2260 SH SOLE 2260 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 1386522 24724 SH SOLE 24184 0 540 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1476652 31976 SH SOLE 31776 0 200 VITESSE ENERGY INC COMMON STOCK 92852X103 1120 50 SH SOLE 50 0 0 VULCAN MATLS CO COM 929160109 28180 125 SH SOLE 125 0 0 WALMART INC COM 931142103 1683870 10713 SH SOLE 10713 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 251 20 SH SOLE 20 0 0 WASTE MGMT INC DEL COM 94106L109 1192263 6875 SH SOLE 6845 0 30 WATSCO INC COM 942622200 15259 40 SH SOLE 40 0 0 WELLS FARGO CO NEW COM 949746101 294663 6904 SH SOLE 6904 0 0 WEST BANCORPORATION INC CAP STK 95123P106 5767559 313284 SH SOLE 313284 0 0 WILLIAMS SONOMA INC COM 969904101 919529 7348 SH SOLE 7348 0 0 WISDOMTREE TR EMER MKT HIGH FD 97717W315 118637 3100 SH SOLE 3100 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 69795 1500 SH SOLE 1500 0 0 WORKDAY INC CL A 98138H101 681511 3017 SH SOLE 3001 0 16 WORKIVA INC COM CL A 98139A105 2067155 20334 SH SOLE 20334 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 19656 135 SH SOLE 135 0 0