Director

0001398344-23-014131.txt : 20230807 0001398344-23-014131.hdr.sgml : 20230807 20230804174015 ACCESSION NUMBER: 0001398344-23-014131 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230807 DATE AS OF CHANGE: 20230804 EFFECTIVENESS DATE: 20230807 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: 231145126 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 06-30-2023 06-30-2023 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 08-03-2023 0 114 248452490 INFORMATION TABLE 2 fp0084563-1_13fhr-table.xml ABBOTT LABS COM 002824100 958867 8795 SH SOLE 0 0 8795 AMAZON COM INC COM 023135106 3704831 28420 SH SOLE 0 0 28420 AMERICAN ELEC PWR CO INC COM 025537101 821375 9755 SH SOLE 0 0 9755 AMERICAN WTR WKS CO INC NEW COM 030420103 541308 3792 SH SOLE 0 0 3792 AMGEN INC COM 031162100 3044839 13714 SH SOLE 0 0 13714 ELEVANCE HEALTH INC COM 036752103 2892137 6510 SH SOLE 0 0 6510 APPLE INC COM 037833100 8753275 45127 SH SOLE 0 0 45127 APPLIED MATLS INC COM 038222105 4221456 29206 SH SOLE 0 0 29206 BANK AMERICA CORP COM 060505104 1560610 54396 SH SOLE 0 0 54396 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1035620 02 SH SOLE 0 0 2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1611225 4725 SH SOLE 0 0 4725 BOEING CO COM 097023105 2384746 11294 SH SOLE 0 0 11294 THE CIGNA GROUP COM 125523100 1838886 6553 SH SOLE 0 0 6553 CSX CORP COM 126408103 2375219 69655 SH SOLE 0 0 69655 CVS HEALTH CORP COM 126650100 1290416 18667 SH SOLE 0 0 18667 CATERPILLAR INC COM 149123101 4772407 19396 SH SOLE 0 0 19396 CITIGROUP INC COM NEW 172967424 273275 5936 SH SOLE 0 0 5936 COCA COLA CO COM 191216100 4962145 82400 SH SOLE 0 0 82400 CONAGRA BRANDS INC COM 205887102 887080 26307 SH SOLE 0 0 26307 DANAHER CORPORATION COM 235851102 1221620 5090 SH SOLE 0 0 5090 DEERE & CO COM 244199105 3124961 7712 SH SOLE 0 0 7712 DISNEY WALT CO COM 254687106 1422052 15928 SH SOLE 0 0 15928 DOLLAR GEN CORP NEW COM 256677105 573909 3380 SH SOLE 0 0 3380 ELECTRONIC ARTS INC COM 285512109 428140 3301 SH SOLE 0 0 3301 FIRST SOLAR INC COM 336433107 816817 4297 SH SOLE 0 0 4297 GALLAGHER ARTHUR J & CO COM 363576109 5714597 26026 SH SOLE 0 0 26026 GENERAL DYNAMICS CORP COM 369550108 2006496 9326 SH SOLE 0 0 9326 GENERAL ELECTRIC CO COM NEW 369604301 1489219 13557 SH SOLE 0 0 13557 HOME DEPOT INC COM 437076102 4846747 15602 SH SOLE 0 0 15602 INTUIT COM 461202103 917435 2002 SH SOLE 0 0 2002 ISHARES TR RUS MDCP VAL ETF 464287473 287561 2618 SH SOLE 0 0 2618 ISHARES TR MRGSTR MD CP GRW 464288307 2838625 46581 SH SOLE 0 0 46581 ISHARES TR US AER DEF ETF 464288760 1405089 12043 SH SOLE 0 0 12043 JOHNSON & JOHNSON COM 478160104 5159880 31174 SH SOLE 0 0 31174 LAMB WESTON HLDGS INC COM 513272104 1264371 10999 SH SOLE 0 0 10999 LEMAITRE VASCULAR INC COM 525558201 201840 3000 SH SOLE 0 0 3000 LILLY ELI & CO COM 532457108 4925212 10502 SH SOLE 0 0 10502 LOCKHEED MARTIN CORP COM 539830109 3666340 7964 SH SOLE 0 0 7964 LOWES COS INC COM 548661107 5365303 23772 SH SOLE 0 0 23772 MCDONALDS CORP COM 580135101 1450247 4860 SH SOLE 0 0 4860 MICROSOFT CORP COM 594918104 8001681 23497 SH SOLE 0 0 23497 MONDELEZ INTL INC CL A 609207105 846232 11602 SH SOLE 0 0 11602 NORFOLK SOUTHN CORP COM 655844108 1393841 6147 SH SOLE 0 0 6147 NORTHROP GRUMMAN CORP COM 666807102 2489580 5462 SH SOLE 0 0 5462 PAYCHEX INC COM 704326107 229893 2055 SH SOLE 0 0 2055 PEPSICO INC COM 713448108 2728289 14730 SH SOLE 0 0 14730 PFIZER INC COM 717081103 1246156 33974 SH SOLE 0 0 33974 PROCTER AND GAMBLE CO COM 742718109 3976562 26206 SH SOLE 0 0 26206 REALTY INCOME CORP COM 756109104 582207 9738 SH SOLE 0 0 9738 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 581171 14898 SH SOLE 0 0 14898 RIO TINTO PLC SPONSORED ADR 767204100 1648370 25820 SH SOLE 0 0 25820 ROBERT HALF INTL INC COM 770323103 529822 7044 SH SOLE 0 0 7044 SCHWAB CHARLES CORP COM 808513105 349149 6160 SH SOLE 0 0 6160 SOUTHERN CO COM 842587107 2643106 37624 SH SOLE 0 0 37624 SOUTHWEST AIRLS CO COM 844741108 308256 8513 SH SOLE 0 0 8513 STARBUCKS CORP COM 855244109 2953460 29815 SH SOLE 0 0 29815 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2966486 29394 SH SOLE 0 0 29394 THERMO FISHER SCIENTIFIC INC COM 883556102 1110299 2128 SH SOLE 0 0 2128 TORONTO DOMINION BK ONT COM NEW 891160509 1615647 26055 SH SOLE 0 0 26055 TRANSDIGM GROUP INC COM 893641100 1749891 1957 SH SOLE 0 0 1957 UNION PAC CORP COM 907818108 1773346 8667 SH SOLE 0 0 8667 UNITED PARCEL SERVICE INC CL B 911312106 624498 3484 SH SOLE 0 0 3484 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3926778 52197 SH SOLE 0 0 52197 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2291030 30317 SH SOLE 0 0 30317 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2859372 34219 SH SOLE 0 0 34219 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1874098 11331 SH SOLE 0 0 11331 VANGUARD INDEX FDS MID CAP ETF 922908629 4155581 18875 SH SOLE 0 0 18875 VULCAN MATLS CO COM 929160109 5879777 26081 SH SOLE 0 0 26081 WALMART INC COM 931142103 3671524 23359 SH SOLE 0 0 23359 WELLS FARGO CO NEW COM 949746101 546304 12800 SH SOLE 0 0 12800 INVESCO QQQ TR UNIT SER 1 46090E103 4099502 11097 SH SOLE 0 0 11097 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 4928507 308610 SH SOLE 0 0 308610 ARK ETF TR NEXT GNRTN INTER 00214Q401 628694 10727 SH SOLE 0 0 10727 ABBVIE INC COM 00287Y109 1507607 11190 SH SOLE 0 0 11190 ACTIVISION BLIZZARD INC COM 00507V109 2316986 27485 SH SOLE 0 0 27485 ALPHABET INC CAP STK CL A 02079K305 4262756 35612 SH SOLE 0 0 35612 AMERICAN TOWER CORP NEW COM 03027X100 209649 1081 SH SOLE 0 0 1081 CAPITAL ONE FINL CORP COM 14040H105 868503 7941 SH SOLE 0 0 7941 CISCO SYS INC COM 17275R102 1715511 33156 SH SOLE 0 0 33156 COSTCO WHSL CORP NEW COM 22160K105 3826603 7108 SH SOLE 0 0 7108 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1574477 47929 SH SOLE 0 0 47929 DUKE ENERGY CORP NEW COM NEW 26441C204 4370235 48699 SH SOLE 0 0 48699 FEDEX CORP COM 31428X106 345615 1394 SH SOLE 0 0 1394 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 262921 5804 SH SOLE 0 0 5804 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 408294 8565 SH SOLE 0 0 8565 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 800621 9855 SH SOLE 0 0 9855 GENERAL MTRS CO COM 37045V100 523929 13587 SH SOLE 0 0 13587 GSK PLC SPONSORED ADR 37733W204 228096 6400 SH SOLE 0 0 6400 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 808261 30443 SH SOLE 0 0 30443 ISHARES TR CORE DIV GRWTH 46434V621 3698244 71769 SH SOLE 0 0 71769 ISHARES TR CORE MSCI PAC 46434V696 1292520 22506 SH SOLE 0 0 22506 JPMORGAN CHASE & CO COM 46625H100 4936174 33940 SH SOLE 0 0 33940 MASTERCARD INCORPORATED CL A 57636Q104 851163 2164 SH SOLE 0 0 2164 MEDICAL PPTYS TRUST INC COM 58463J304 1487930 160684 SH SOLE 0 0 160684 MERCK & CO INC COM 58933Y105 4170539 36143 SH SOLE 0 0 36143 NATIONAL HEALTH INVS INC COM 63633D104 729791 13922 SH SOLE 0 0 13922 NOVARTIS AG SPONSORED ADR 66987V109 327958 3250 SH SOLE 0 0 3250 NVIDIA CORPORATION COM 67066G104 225047 532 SH SOLE 0 0 532 ORACLE CORP COM 68389X105 4079424 34255 SH SOLE 0 0 34255 PROLOGIS INC. COM 74340W103 1993503 16256 SH SOLE 0 0 16256 PUBLIC STORAGE COM 74460D109 871554 2986 SH SOLE 0 0 2986 SPDR S&P 500 ETF TR TR UNIT 78462F103 3855489 8698 SH SOLE 0 0 8698 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3698464 113659 SH SOLE 0 0 113659 SPDR SER TR S&P DIVID ETF 78464A763 338566 2762 SH SOLE 0 0 2762 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 2003136 24172 SH SOLE 0 0 24172 TRUIST FINL CORP COM 89832Q109 211630 6973 SH SOLE 0 0 6973 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 820199 32821 SH SOLE 0 0 32821 UNITEDHEALTH GROUP INC COM 91324P102 3818381 7944 SH SOLE 0 0 7944 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 3774458 135919 SH SOLE 0 0 135919 VISA INC COM CL A 92826C839 4146373 17460 SH SOLE 0 0 17460 WP CAREY INC COM 92936U109 574252 8500 SH SOLE 0 0 8500 WASTE MGMT INC DEL COM 94106L109 2364039 13632 SH SOLE 0 0 13632 MEDTRONIC PLC SHS G5960L103 499314 5668 SH SOLE 0 0 5668 CHUBB LIMITED COM H1467J104 1388991 7213 SH SOLE 0 0 7213