Director

0001398344-23-009880.txt : 20230515 0001398344-23-009880.hdr.sgml : 20230515 20230515172600 ACCESSION NUMBER: 0001398344-23-009880 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23924518 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 X0202 13F-HR LIVE false false false 0001706016 XXXXXXXX 03-31-2023 03-31-2023 false Family Legacy, Inc.

900 PENDLETON STREET SUITE 200 GREENVILLE SC 29601

13F HOLDINGS REPORT 028-18022 000110945 801-49710 N Patrice L. Sebastian Director 864-233-0808 /s/ Patrice L. Sebastian Greenville SC 04-14-2023 0 111 233756403 INFORMATION TABLE 2 fp0083062-2_13fhr-table.xml ABBOTT LABS COM 002824100 891628 8805 SH SOLE 0 0 8805 AMAZON COM INC COM 023135106 2922900 28298 SH SOLE 0 0 28298 AMERICAN ELEC PWR CO INC COM 025537101 886338 9741 SH SOLE 0 0 9741 AMERICAN WTR WKS CO INC NEW COM 030420103 555490 3792 SH SOLE 0 0 3792 AMGEN INC COM 031162100 3321465 13739 SH SOLE 0 0 13739 ELEVANCE HEALTH INC COM 036752103 3000523 6526 SH SOLE 0 0 6526 APPLE INC COM 037833100 8118398 49232 SH SOLE 0 0 49232 APPLIED MATLS INC COM 038222105 3603727 29339 SH SOLE 0 0 29339 BANK AMERICA CORP COM 060505104 1555097 54374 SH SOLE 0 0 54374 BERKSHIRE HATHAWAY INC DEL CL A 084670108 931200 2 SH SOLE 0 0 2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1389156 4499 SH SOLE 0 0 4499 BOEING CO COM 097023105 2399089 11294 SH SOLE 0 0 11294 THE CIGNA GROUP COM 125523100 1684794 6593 SH SOLE 0 0 6593 CSX CORP COM 126408103 2108869 70437 SH SOLE 0 0 70437 CVS HEALTH CORP COM 126650100 1379306 18562 SH SOLE 0 0 18562 CATERPILLAR INC COM 149123101 4507937 19699 SH SOLE 0 0 19699 CITIGROUP INC COM NEW 172967424 275976 5886 SH SOLE 0 0 5886 COCA COLA CO COM 191216100 5120284 82545 SH SOLE 0 0 82545 CONAGRA BRANDS INC COM 205887102 988288 26312 SH SOLE 0 0 26312 DANAHER CORPORATION COM 235851102 1281129 5083 SH SOLE 0 0 5083 DEERE & CO COM 244199105 3205739 7764 SH SOLE 0 0 7764 DISNEY WALT CO COM 254687106 1585659 15836 SH SOLE 0 0 15836 DOLLAR GEN CORP NEW COM 256677105 693531 3295 SH SOLE 0 0 3295 ELECTRONIC ARTS INC COM 285512109 397605 3301 SH SOLE 0 0 3301 GALLAGHER ARTHUR J & CO COM 363576109 5014356 26211 SH SOLE 0 0 26211 GENERAL DYNAMICS CORP COM 369550108 2128979 9329 SH SOLE 0 0 9329 GENERAL ELECTRIC CO COM NEW 369604301 1305688 13658 SH SOLE 0 0 13658 HOME DEPOT INC COM 437076102 4599854 15586 SH SOLE 0 0 15586 INTUIT COM 461202103 885980 1987 SH SOLE 0 0 1987 ISHARES TR RUS MDCP VAL ETF 464287473 278032 2618 SH SOLE 0 0 2618 ISHARES TR MRGSTR MD CP GRW 464288307 2604858 45255 SH SOLE 0 0 45255 ISHARES TR US AER DEF ETF 464288760 1360623 11823 SH SOLE 0 0 11823 JOHNSON & JOHNSON COM 478160104 4822763 31115 SH SOLE 0 0 31115 LAMB WESTON HLDGS INC COM 513272104 1161040 11108 SH SOLE 0 0 11108 LILLY ELI & CO COM 532457108 3776878 10998 SH SOLE 0 0 10998 LOCKHEED MARTIN CORP COM 539830109 3790220 8018 SH SOLE 0 0 8018 LOWES COS INC COM 548661107 4774050 23874 SH SOLE 0 0 23874 MCDONALDS CORP COM 580135101 1354393 4844 SH SOLE 0 0 4844 MICROSOFT CORP COM 594918104 7089308 24590 SH SOLE 0 0 24590 MONDELEZ INTL INC CL A 609207105 817590 11727 SH SOLE 0 0 11727 NORFOLK SOUTHN CORP COM 655844108 1309050 6175 SH SOLE 0 0 6175 NORTHROP GRUMMAN CORP COM 666807102 2511757 5440 SH SOLE 0 0 5440 PAYCHEX INC COM 704326107 237201 2070 SH SOLE 0 0 2070 PEPSICO INC COM 713448108 2686371 14736 SH SOLE 0 0 14736 PFIZER INC COM 717081103 1388786 34039 SH SOLE 0 0 34039 PROCTER AND GAMBLE CO COM 742718109 3905403 26265 SH SOLE 0 0 26265 REALTY INCOME CORP COM 756109104 620063 9793 SH SOLE 0 0 9793 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 543926 14898 SH SOLE 0 0 14898 RIO TINTO PLC SPONSORED ADR 767204100 1790615 26102 SH SOLE 0 0 26102 ROBERT HALF INTL INC COM 770323103 567828 7048 SH SOLE 0 0 7048 SCHWAB CHARLES CORP COM 808513105 318523 6081 SH SOLE 0 0 6081 SOUTHERN CO COM 842587107 2624856 37724 SH SOLE 0 0 37724 SOUTHWEST AIRLS CO COM 844741108 290745 8935 SH SOLE 0 0 8935 STARBUCKS CORP COM 855244109 3113039 29896 SH SOLE 0 0 29896 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2718999 29230 SH SOLE 0 0 29230 THERMO FISHER SCIENTIFIC INC COM 883556102 1211537 2102 SH SOLE 0 0 2102 TORONTO DOMINION BK ONT COM NEW 891160509 1560008 26044 SH SOLE 0 0 26044 TRANSDIGM GROUP INC COM 893641100 1436510 1949 SH SOLE 0 0 1949 UNION PAC CORP COM 907818108 1752880 8710 SH SOLE 0 0 8710 UNITED PARCEL SERVICE INC CL B 911312106 682642 3519 SH SOLE 0 0 3519 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4027462 52482 SH SOLE 0 0 52482 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2423259 31681 SH SOLE 0 0 31681 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2747909 33091 SH SOLE 0 0 33091 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1649945 10393 SH SOLE 0 0 10393 VANGUARD INDEX FDS MID CAP ETF 922908629 3774754 17897 SH SOLE 0 0 17897 VULCAN MATLS CO COM 929160109 4566814 26619 SH SOLE 0 0 26619 WALMART INC COM 931142103 3466485 23510 SH SOLE 0 0 23510 WELLS FARGO CO NEW COM 949746101 478464 12800 SH SOLE 0 0 12800 INVESCO QQQ TR UNIT SER 1 46090E103 3880987 12093 SH SOLE 0 0 12093 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 4861604 304612 SH SOLE 0 0 304612 ARK ETF TR NEXT GNRTN INTER 00214Q401 557744 10404 SH SOLE 0 0 10404 ABBVIE INC COM 00287Y109 1787787 11218 SH SOLE 0 0 11218 ACTIVISION BLIZZARD INC COM 00507V109 2364424 27625 SH SOLE 0 0 27625 ALPHABET INC CAP STK CL A 02079K305 3700360 35673 SH SOLE 0 0 35673 AMERICAN TOWER CORP NEW COM 03027X100 220279 1078 SH SOLE 0 0 1078 CAPITAL ONE FINL CORP COM 14040H105 763603 7941 SH SOLE 0 0 7941 CISCO SYS INC COM 17275R102 1739784 33281 SH SOLE 0 0 33281 COSTCO WHSL CORP NEW COM 22160K105 3542000 7129 SH SOLE 0 0 7129 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 347601 10785 SH SOLE 0 0 10785 DUKE ENERGY CORP NEW COM NEW 26441C204 4700775 48728 SH SOLE 0 0 48728 FEDEX CORP COM 31428X106 318554 1394 SH SOLE 0 0 1394 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 261532 5781 SH SOLE 0 0 5781 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 410964 8585 SH SOLE 0 0 8585 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 540086 6584 SH SOLE 0 0 6584 GENERAL MTRS CO COM 37045V100 495371 13505 SH SOLE 0 0 13505 GSK PLC SPONSORED ADR 37733W204 227712 6400 SH SOLE 0 0 6400 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 872311 32452 SH SOLE 0 0 32452 ISHARES TR CORE DIV GRWTH 46434V621 3560489 71224 SH SOLE 0 0 71224 JPMORGAN CHASE & CO COM 46625H100 4423231 33944 SH SOLE 0 0 33944 MASTERCARD INCORPORATED CL A 57636Q104 785750 2162 SH SOLE 0 0 2162 MEDICAL PPTYS TRUST INC COM 58463J304 1308267 159157 SH SOLE 0 0 159157 MERCK & CO INC COM 58933Y105 3848315 36172 SH SOLE 0 0 36172 NATIONAL HEALTH INVS INC COM 63633D104 728413 14122 SH SOLE 0 0 14122 NOVARTIS AG SPONSORED ADR 66987V109 299000 3250 SH SOLE 0 0 3250 ORACLE CORP COM 68389X105 3234171 34806 SH SOLE 0 0 34806 PAYPAL HLDGS INC COM 70450Y103 1016457 13385 SH SOLE 0 0 13385 PROLOGIS INC. COM 74340W103 2027543 16250 SH SOLE 0 0 16250 PUBLIC STORAGE COM 74460D109 902190 2986 SH SOLE 0 0 2986 SPDR S&P 500 ETF TR TR UNIT 78462F103 3635916 8881 SH SOLE 0 0 8881 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3783929 117806 SH SOLE 0 0 117806 SPDR SER TR S&P DIVID ETF 78464A763 341687 2762 SH SOLE 0 0 2762 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1859983 23060 SH SOLE 0 0 23060 TRUIST FINL CORP COM 89832Q109 246723 7235 SH SOLE 0 0 7235 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 918345 32658 SH SOLE 0 0 32658 UNITEDHEALTH GROUP INC COM 91324P102 3791602 8023 SH SOLE 0 0 8023 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 3795861 135470 SH SOLE 0 0 135470 VISA INC COM CL A 92826C839 3945524 17500 SH SOLE 0 0 17500 WP CAREY INC COM 92936U109 645865 8339 SH SOLE 0 0 8339 WASTE MGMT INC DEL COM 94106L109 2229683 13665 SH SOLE 0 0 13665 MEDTRONIC PLC SHS G5960L103 456598 5664 SH SOLE 0 0 5664 CHUBB LIMITED COM H1467J104 1402812 7224 SH SOLE 0 0 7224