0001398344-22-022036.txt : 20221114 0001398344-22-022036.hdr.sgml : 20221114 20221114124728 ACCESSION NUMBER: 0001398344-22-022036 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221382950 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 09-30-2022 09-30-2022 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 11-09-2022 0 108 198919
INFORMATION TABLE 2 fp0080348-1_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 858 8871 SH SOLE 0 0 8871 ABBVIE INC COM 00287Y109 1510 11252 SH SOLE 0 0 11252 ACTIVISION BLIZZARD INC COM 00507V109 2051 27589 SH SOLE 0 0 27589 ALPHABET INC CAP STK CL A 02079K305 3171 33152 SH SOLE 0 0 33152 AMAZON COM INC COM 023135106 2899 25658 SH SOLE 0 0 25658 AMERICAN ELEC PWR CO INC COM 025537101 742 8583 SH SOLE 0 0 8583 AMERICAN WTR WKS CO INC NEW COM 030420103 492 3781 SH SOLE 0 0 3781 AMGEN INC COM 031162100 3067 13606 SH SOLE 0 0 13606 APPLE INC COM 037833100 6592 47702 SH SOLE 0 0 47702 APPLIED MATLS INC COM 038222105 2296 28028 SH SOLE 0 0 28028 ARK ETF TR NEXT GNRTN INTER 00214Q401 528 11562 SH SOLE 0 0 11562 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1086 4066 SH SOLE 0 0 4066 BERKSHIRE HATHAWAY INC DEL CL A 084670108 813 2 SH SOLE 0 0 2 BK OF AMERICA CORP COM 060505104 1437 47576 SH SOLE 0 0 47576 BOEING CO COM 097023105 1355 11187 SH SOLE 0 0 11187 CAPITAL ONE FINL CORP COM 14040H105 676 7333 SH SOLE 0 0 7333 CATERPILLAR INC COM 149123101 3104 18917 SH SOLE 0 0 18917 CHUBB LIMITED COM H1467J104 1284 7060 SH SOLE 0 0 7060 CIGNA CORP NEW COM 125523100 1774 6392 SH SOLE 0 0 6392 CISCO SYS INC COM 17275R102 1347 33670 SH SOLE 0 0 33670 CITIGROUP INC COM NEW 172967424 227 5445 SH SOLE 0 0 5445 COCA COLA CO COM 191216100 4587 81881 SH SOLE 0 0 81881 CONAGRA BRANDS INC COM 205887102 861 26381 SH SOLE 0 0 26381 COSTCO WHSL CORP NEW COM 22160K105 3269 6922 SH SOLE 0 0 6922 CSX CORP COM 126408103 1825 68510 SH SOLE 0 0 68510 CVS HEALTH CORP COM 126650100 1571 16477 SH SOLE 0 0 16477 DEERE & CO COM 244199105 2557 7658 SH SOLE 0 0 7658 DISNEY WALT CO COM 254687106 1063 11274 SH SOLE 0 0 11274 DOLLAR GEN CORP NEW COM 256677105 617 2570 SH SOLE 0 0 2570 DUKE ENERGY CORP NEW COM NEW 26441C204 4364 46918 SH SOLE 0 0 46918 ELECTRONIC ARTS INC COM 285512109 378 3265 SH SOLE 0 0 3265 ELEVANCE HEALTH INC COM 036752103 2735 6021 SH SOLE 0 0 6021 FEDEX CORP COM 31428X106 218 1465 SH SOLE 0 0 1465 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 5365 321269 SH SOLE 0 0 321269 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 255 5781 SH SOLE 0 0 5781 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 408 8617 SH SOLE 0 0 8617 GALLAGHER ARTHUR J & CO COM 363576109 4410 25755 SH SOLE 0 0 25755 GENERAL DYNAMICS CORP COM 369550108 1892 8916 SH SOLE 0 0 8916 GENERAL ELECTRIC CO COM NEW 369604301 550 8877 SH SOLE 0 0 8877 GENERAL MTRS CO COM 37045V100 276 8600 SH SOLE 0 0 8600 HOME DEPOT INC COM 437076102 4116 14918 SH SOLE 0 0 14918 INTUIT COM 461202103 664 1715 SH SOLE 0 0 1715 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 551 21486 SH SOLE 0 0 21486 INVESCO QQQ TR UNIT SER 1 46090E103 3287 12300 SH SOLE 0 0 12300 ISHARES TR RUS MDCP VAL ETF 464287473 256 2662 SH SOLE 0 0 2662 ISHARES TR CORE DIV GRWTH 46434V621 3363 75627 SH SOLE 0 0 75627 ISHARES TR MRGSTR MD CP GRW 464288307 1888 37479 SH SOLE 0 0 37479 ISHARES TR US AER DEF ETF 464288760 1183 12976 SH SOLE 0 0 12976 JOHNSON & JOHNSON COM 478160104 4898 29981 SH SOLE 0 0 29981 JPMORGAN CHASE & CO COM 46625H100 3394 32481 SH SOLE 0 0 32481 LAMB WESTON HLDGS INC COM 513272104 812 10497 SH SOLE 0 0 10497 LILLY ELI & CO COM 532457108 3570 11040 SH SOLE 0 0 11040 LOCKHEED MARTIN CORP COM 539830109 2827 7318 SH SOLE 0 0 7318 LOWES COS INC COM 548661107 4301 22899 SH SOLE 0 0 22899 MASTERCARD INCORPORATED CL A 57636Q104 572 2010 SH SOLE 0 0 2010 MCDONALDS CORP COM 580135101 1119 4852 SH SOLE 0 0 4852 MEDICAL PPTYS TRUST INC COM 58463J304 1819 153370 SH SOLE 0 0 153370 MEDTRONIC PLC SHS G5960L103 568 7031 SH SOLE 0 0 7031 MERCK & CO INC COM 58933Y105 2909 33776 SH SOLE 0 0 33776 META PLATFORMS INC CL A 30303M102 1068 7871 SH SOLE 0 0 7871 MICROSOFT CORP COM 594918104 5451 23404 SH SOLE 0 0 23404 MONDELEZ INTL INC CL A 609207105 650 11849 SH SOLE 0 0 11849 NATIONAL HEALTH INVS INC COM 63633D104 845 14940 SH SOLE 0 0 14940 NORFOLK SOUTHN CORP COM 655844108 1251 5967 SH SOLE 0 0 5967 NORTHROP GRUMMAN CORP COM 666807102 2303 4897 SH SOLE 0 0 4897 NOVARTIS AG SPONSORED ADR 66987V109 247 3250 SH SOLE 0 0 3250 ORACLE CORP COM 68389X105 2143 35084 SH SOLE 0 0 35084 PAYCHEX INC COM 704326107 233 2075 SH SOLE 0 0 2075 PAYPAL HLDGS INC COM 70450Y103 1379 16022 SH SOLE 0 0 16022 PEPSICO INC COM 713448108 2331 14277 SH SOLE 0 0 14277 PFIZER INC COM 717081103 1196 27329 SH SOLE 0 0 27329 PROCTER AND GAMBLE CO COM 742718109 3103 24581 SH SOLE 0 0 24581 PROLOGIS INC. COM 74340W103 1534 15099 SH SOLE 0 0 15099 PUBLIC STORAGE COM 74460D109 829 2831 SH SOLE 0 0 2831 REALTY INCOME CORP COM 756109104 570 9798 SH SOLE 0 0 9798 RIO TINTO PLC SPONSORED ADR 767204100 1299 23599 SH SOLE 0 0 23599 ROBERT HALF INTL INC COM 770323103 431 5640 SH SOLE 0 0 5640 SCHWAB CHARLES CORP COM 808513105 382 5321 SH SOLE 0 0 5321 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1173 17244 SH SOLE 0 0 17244 SOUTHERN CO COM 842587107 2489 36606 SH SOLE 0 0 36606 SOUTHWEST AIRLS CO COM 844741108 321 10421 SH SOLE 0 0 10421 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2531 98098 SH SOLE 0 0 98098 SPDR S&P 500 ETF TR TR UNIT 78462F103 3357 9398 SH SOLE 0 0 9398 SPDR SER TR S&P 600 SMCP VAL 78464A300 753 11220 SH SOLE 0 0 11220 SPDR SER TR S&P DIVID ETF 78464A763 214 1922 SH SOLE 0 0 1922 STARBUCKS CORP COM 855244109 2517 29874 SH SOLE 0 0 29874 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1682 24528 SH SOLE 0 0 24528 TERMINIX GLOBAL HOLDINGS INC COM 88087E100 383 10000 SH SOLE 0 0 10000 TORONTO DOMINION BK ONT COM NEW 891160509 1497 24406 SH SOLE 0 0 24406 TRANSDIGM GROUP INC COM 893641100 840 1600 SH SOLE 0 0 1600 TRUIST FINL CORP COM 89832Q109 315 7229 SH SOLE 0 0 7229 UNION PAC CORP COM 907818108 1642 8429 SH SOLE 0 0 8429 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 914 27619 SH SOLE 0 0 27619 UNITED PARCEL SERVICE INC CL B 911312106 574 3554 SH SOLE 0 0 3554 UNITEDHEALTH GROUP INC COM 91324P102 3927 7777 SH SOLE 0 0 7777 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 3617 137900 SH SOLE 0 0 137900 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2486 33220 SH SOLE 0 0 33220 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3788 51557 SH SOLE 0 0 51557 VANGUARD INDEX FDS MID CAP ETF 922908629 3106 16525 SH SOLE 0 0 16525 VANGUARD INDEX FDS SM CP VAL ETF 922908611 721 5028 SH SOLE 0 0 5028 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2478 30906 SH SOLE 0 0 30906 VERIZON COMMUNICATIONS INC COM 92343V104 954 25133 SH SOLE 0 0 25133 VISA INC COM CL A 92826C839 2945 16576 SH SOLE 0 0 16576 VULCAN MATLS CO COM 929160109 3987 25281 SH SOLE 0 0 25281 WALMART INC COM 931142103 2987 23027 SH SOLE 0 0 23027 WASTE MGMT INC DEL COM 94106L109 1909 11915 SH SOLE 0 0 11915 WELLS FARGO CO NEW COM 949746101 515 12800 SH SOLE 0 0 12800 WP CAREY INC COM 92936U109 445 6371 SH SOLE 0 0 6371