0001398344-22-013942.txt : 20220722 0001398344-22-013942.hdr.sgml : 20220722 20220722152845 ACCESSION NUMBER: 0001398344-22-013942 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220722 DATE AS OF CHANGE: 20220722 EFFECTIVENESS DATE: 20220722 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Family Legacy, Inc. CENTRAL INDEX KEY: 0001706016 IRS NUMBER: 571025291 STATE OF INCORPORATION: SC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18022 FILM NUMBER: 221099854 BUSINESS ADDRESS: STREET 1: 900 PENDLETON STREET STREET 2: SUITE 200 CITY: GREENVILLE STATE: SC ZIP: 29601 BUSINESS PHONE: (864)233-0808 MAIL ADDRESS: STREET 1: 900 PENDLETON STREET STREET 2: SUITE 200 CITY: GREENVILLE STATE: SC ZIP: 29601 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001706016 XXXXXXXX 06-30-2022 06-30-2022 false Family Legacy, Inc.
900 PENDLETON STREET SUITE 200 GREENVILLE SC 29601
13F HOLDINGS REPORT 028-18022 N
Patrice L. Sebastian Director 864-233-0808 /s/ Patrice L. Sebastian Greenville SC 07-22-2022 0 109 210945
INFORMATION TABLE 2 fp0077758_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 961 8871 SH SOLE 0 0 8871 AMAZON COM INC COM 023135106 2707 24788 SH SOLE 0 0 24788 AMERICAN ELEC PWR CO INC COM 025537101 789 8358 SH SOLE 0 0 8358 AMERICAN WTR WKS CO INC NEW COM 030420103 521 3520 SH SOLE 0 0 3520 AMGEN INC COM 031162100 3381 13689 SH SOLE 0 0 13689 ELEVANCE HEALTH INC COM 036752103 2821 5903 SH SOLE 0 0 5903 APPLE INC COM 037833100 7056 48377 SH SOLE 0 0 48377 APPLIED MATLS INC COM 038222105 2461 27733 SH SOLE 0 0 27733 BK OF AMERICA CORP COM 060505104 1390 44337 SH SOLE 0 0 44337 BERKSHIRE HATHAWAY INC DEL CL A 084670108 833 2 SH SOLE 0 0 2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1130 4076 SH SOLE 0 0 4076 BOEING CO COM 097023105 1687 11468 SH SOLE 0 0 11468 CIGNA CORP NEW COM 125523100 1775 6355 SH SOLE 0 0 6355 CSX CORP COM 126408103 1938 68197 SH SOLE 0 0 68197 CVS HEALTH CORP COM 126650100 1563 16452 SH SOLE 0 0 16452 CATERPILLAR INC COM 149123101 3336 19119 SH SOLE 0 0 19119 CITIGROUP INC COM NEW 172967424 251 5445 SH SOLE 0 0 5445 COCA COLA CO COM 191216100 5127 81802 SH SOLE 0 0 81802 CONAGRA BRANDS INC COM 205887102 940 26406 SH SOLE 0 0 26406 DEERE & CO COM 244199105 2186 7385 SH SOLE 0 0 7385 DISNEY WALT CO COM 254687106 1026 10958 SH SOLE 0 0 10958 DOLLAR GEN CORP NEW COM 256677105 598 2416 SH SOLE 0 0 2416 ELECTRONIC ARTS INC COM 285512109 390 3194 SH SOLE 0 0 3194 GALLAGHER ARTHUR J & CO COM 363576109 4738 28749 SH SOLE 0 0 28749 GENERAL DYNAMICS CORP COM 369550108 1938 8948 SH SOLE 0 0 8948 GENERAL ELECTRIC CO COM NEW 369604301 541 8577 SH SOLE 0 0 8577 HOME DEPOT INC COM 437076102 4356 15279 SH SOLE 0 0 15279 INTEL CORP COM 458140100 2276 61158 SH SOLE 0 0 61158 INTUIT COM 461202103 631 1634 SH SOLE 0 0 1634 ISHARES TR RUS MDCP VAL ETF 464287473 272 2662 SH SOLE 0 0 2662 ISHARES TR MRGSTR MD CP GRW 464288307 1962 37229 SH SOLE 0 0 37229 ISHARES TR US AER DEF ETF 464288760 1278 12952 SH SOLE 0 0 12952 JOHNSON & JOHNSON COM 478160104 5204 29593 SH SOLE 0 0 29593 LAMB WESTON HLDGS INC COM 513272104 779 10507 SH SOLE 0 0 10507 LILLY ELI & CO COM 532457108 3521 10882 SH SOLE 0 0 10882 LOCKHEED MARTIN CORP COM 539830109 3022 7300 SH SOLE 0 0 7300 LOWES COS INC COM 548661107 4280 23648 SH SOLE 0 0 23648 MCDONALDS CORP COM 580135101 1225 4870 SH SOLE 0 0 4870 MICROSOFT CORP COM 594918104 5919 23335 SH SOLE 0 0 23335 MONDELEZ INTL INC CL A 609207105 741 11849 SH SOLE 0 0 11849 NORFOLK SOUTHN CORP COM 655844108 1322 5947 SH SOLE 0 0 5947 NORTHROP GRUMMAN CORP COM 666807102 2293 4891 SH SOLE 0 0 4891 PAYCHEX INC COM 704326107 238 2075 SH SOLE 0 0 2075 PEPSICO INC COM 713448108 2572 15176 SH SOLE 0 0 15176 PFIZER INC COM 717081103 1383 26581 SH SOLE 0 0 26581 PROCTER AND GAMBLE CO COM 742718109 3462 23919 SH SOLE 0 0 23919 REALTY INCOME CORP COM 756109104 680 9798 SH SOLE 0 0 9798 RIO TINTO PLC SPONSORED ADR 767204100 1315 22981 SH SOLE 0 0 22981 ROBERT HALF INTL INC COM 770323103 424 5500 SH SOLE 0 0 5500 ROBLOX CORP CL A 771049103 316 8270 SH SOLE 0 0 8270 SCHWAB CHARLES CORP COM 808513105 331 5321 SH SOLE 0 0 5321 SOUTHERN CO COM 842587107 2653 36861 SH SOLE 0 0 36861 SOUTHWEST AIRLS CO COM 844741108 407 10556 SH SOLE 0 0 10556 STARBUCKS CORP COM 855244109 2296 29533 SH SOLE 0 0 29533 TORONTO DOMINION BK ONT COM NEW 891160509 1516 24425 SH SOLE 0 0 24425 TRANSDIGM GROUP INC COM 893641100 852 1573 SH SOLE 0 0 1573 UNION PAC CORP COM 907818108 1744 8443 SH SOLE 0 0 8443 UNITED PARCEL SERVICE INC CL B 911312106 625 3484 SH SOLE 0 0 3484 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3899 50208 SH SOLE 0 0 50208 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2563 33402 SH SOLE 0 0 33402 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2737 29908 SH SOLE 0 0 29908 VANGUARD INDEX FDS SM CP VAL ETF 922908611 753 4994 SH SOLE 0 0 4994 VANGUARD INDEX FDS MID CAP ETF 922908629 3189 16046 SH SOLE 0 0 16046 VULCAN MATLS CO COM 929160109 3729 25110 SH SOLE 0 0 25110 WALMART INC COM 931142103 2857 22840 SH SOLE 0 0 22840 WELLS FARGO CO NEW COM 949746101 507 12800 SH SOLE 0 0 12800 TERMINIX GLOBAL HOLDINGS INC COM 88087E100 414 10000 SH SOLE 0 0 10000 INVESCO QQQ TR UNIT SER 1 46090E103 3437 12006 SH SOLE 0 0 12006 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 5438 312551 SH SOLE 0 0 312551 ARK ETF TR NEXT GNRTN INTER 00214Q401 601 11588 SH SOLE 0 0 11588 ABBVIE INC COM 00287Y109 1695 11118 SH SOLE 0 0 11118 ACTIVISION BLIZZARD INC COM 00507V109 2112 27589 SH SOLE 0 0 27589 ALPHABET INC CAP STK CL A 02079K305 3740 1640 SH SOLE 0 0 1640 CAPITAL ONE FINL CORP COM 14040H105 792 7396 SH SOLE 0 0 7396 CISCO SYS INC COM 17275R102 1452 33882 SH SOLE 0 0 33882 COSTCO WHSL CORP NEW COM 22160K105 3427 6987 SH SOLE 0 0 6987 DUKE ENERGY CORP NEW COM NEW 26441C204 5046 46861 SH SOLE 0 0 46861 META PLATFORMS INC CL A 30303M102 1983 12144 SH SOLE 0 0 12144 FEDEX CORP COM 31428X106 324 1455 SH SOLE 0 0 1455 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 215 4869 SH SOLE 0 0 4869 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 415 8596 SH SOLE 0 0 8596 GENERAL MTRS CO COM 37045V100 252 7991 SH SOLE 0 0 7991 GSK PLC SPONSORED ADR 37733W105 332 8000 SH SOLE 0 0 8000 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 540 19471 SH SOLE 0 0 19471 ISHARES TR CORE DIV GRWTH 46434V621 3548 74206 SH SOLE 0 0 74206 JPMORGAN CHASE & CO COM 46625H100 3619 32033 SH SOLE 0 0 32033 MASTERCARD INCORPORATED CL A 57636Q104 634 1962 SH SOLE 0 0 1962 MEDICAL PPTYS TRUST INC COM 58463J304 2343 148189 SH SOLE 0 0 148189 MERCK & CO INC COM 58933Y105 3123 33360 SH SOLE 0 0 33360 NATIONAL HEALTH INVS INC COM 63633D104 939 15415 SH SOLE 0 0 15415 NOVARTIS AG SPONSORED ADR 66987V109 273 3250 SH SOLE 0 0 3250 ORACLE CORP COM 68389X105 2455 34873 SH SOLE 0 0 34873 PAYPAL HLDGS INC COM 70450Y103 1146 16044 SH SOLE 0 0 16044 PROLOGIS INC. COM 74340W103 1800 14886 SH SOLE 0 0 14886 PUBLIC STORAGE COM 74460D109 870 2831 SH SOLE 0 0 2831 SPDR S&P 500 ETF TR TR UNIT 78462F103 3525 9256 SH SOLE 0 0 9256 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2736 96668 SH SOLE 0 0 96668 SPDR SER TR S&P 600 SMCP VAL 78464A300 805 11200 SH SOLE 0 0 11200 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1242 17092 SH SOLE 0 0 17092 TRUIST FINL CORP COM 89832Q109 342 7245 SH SOLE 0 0 7245 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 858 27669 SH SOLE 0 0 27669 UNITEDHEALTH GROUP INC COM 91324P102 4017 7809 SH SOLE 0 0 7809 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 3663 133932 SH SOLE 0 0 133932 VERIZON COMMUNICATIONS INC COM 92343V104 1378 27135 SH SOLE 0 0 27135 VISA INC COM CL A 92826C839 3353 16373 SH SOLE 0 0 16373 WP CAREY INC COM 92936U109 201 2442 SH SOLE 0 0 2442 WASTE MGMT INC DEL COM 94106L109 1668 11047 SH SOLE 0 0 11047 MEDTRONIC PLC SHS G5960L103 624 7031 SH SOLE 0 0 7031 CHUBB LIMITED COM H1467J104 1355 7060 SH SOLE 0 0 7060