Director

0001398344-23-019271.txt : 20231013 0001398344-23-019271.hdr.sgml : 20231013 20231013161354 ACCESSION NUMBER: 0001398344-23-019271 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231013 DATE AS OF CHANGE: 20231013 EFFECTIVENESS DATE: 20231013 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: 231325223 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 09-30-2023 09-30-2023 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 10-10-2023 0 113 239312338 INFORMATION TABLE 2 fp0085626-1_13fhr-table.xml ABBOTT LABS COM 002824100 851828 8795 SH SOLE 2134 0 6661 AMAZON COM INC COM 023135106 3640844 28641 SH SOLE 11065 0 17576 AMERICAN ELEC PWR CO INC COM 025537101 736407 9790 SH SOLE 1498 0 8292 AMERICAN WTR WKS CO INC NEW COM 030420103 476993 3852 SH SOLE 480 0 3372 AMGEN INC COM 031162100 3695250 13749 SH SOLE 8553 0 5196 ELEVANCE HEALTH INC COM 036752103 2859434 6567 SH SOLE 2213 0 4355 APPLE INC COM 037833100 7623802 44529 SH SOLE 21636 0 22893 APPLIED MATLS INC COM 038222105 4043591 29206 SH SOLE 18671 0 10535 BANK AMERICA CORP COM 060505104 1514141 55301 SH SOLE 15503 0 39798 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1062954 2 SH SOLE 2 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1723126 4919 SH SOLE 927 0 3992 BOEING CO COM 097023105 2193212 11442 SH SOLE 5511 0 5932 THE CIGNA GROUP COM 125523100 1904076 6656 SH SOLE 1928 0 4728 CSX CORP COM 126408103 2143014 69692 SH SOLE 19705 0 49987 CVS HEALTH CORP COM 126650100 1329827 19047 SH SOLE 4511 0 14536 CATERPILLAR INC COM 149123101 5291856 19384 SH SOLE 9934 0 9450 CITIGROUP INC COM NEW 172967424 250918 6101 SH SOLE 3013 0 3088 COCA COLA CO COM 191216100 4619654 82523 SH SOLE 56425 0 26098 CONAGRA BRANDS INC COM 205887102 721975 26330 SH SOLE 18612 0 7718 DANAHER CORPORATION COM 235851102 1296851 5227 SH SOLE 1518 0 3709 DARDEN RESTAURANTS INC COM 237194105 232039 1620 SH SOLE 342 0 1278 DEERE & CO COM 244199105 2926709 7755 SH SOLE 2104 0 5651 DISNEY WALT CO COM 254687106 1260490 15552 SH SOLE 4471 0 11081 DOLLAR GEN CORP NEW COM 256677105 384828 3637 SH SOLE 1165 0 2472 ELECTRONIC ARTS INC COM 285512109 409721 3403 SH SOLE 1626 0 1777 FIRST SOLAR INC COM 336433107 715682 4429 SH SOLE 2830 0 1599 GALLAGHER ARTHUR J & CO COM 363576109 5889782 25840 SH SOLE 14796 0 11045 GENERAL DYNAMICS CORP COM 369550108 2062541 9334 SH SOLE 4421 0 4913 GENERAL ELECTRIC CO COM NEW 369604301 1516565 13718 SH SOLE 7065 0 6654 HOME DEPOT INC COM 437076102 4728358 15649 SH SOLE 8499 0 7150 INTUIT COM 461202103 1046324 2048 SH SOLE 814 0 1234 ISHARES TR RUS MDCP VAL ETF 464287473 267736 2566 SH SOLE 2566 0 0 ISHARES TR MRGSTR MD CP GRW 464288307 2606708 45628 SH SOLE 8088 0 37540 ISHARES TR US AER DEF ETF 464288760 1248886 11785 SH SOLE 2115 0 9670 JOHNSON & JOHNSON COM 478160104 4872469 31284 SH SOLE 18280 0 13004 LAMB WESTON HLDGS INC COM 513272104 1016072 10989 SH SOLE 7433 0 3556 ELI LILLY & CO COM 532457108 5456203 10158 SH SOLE 4061 0 6097 LOCKHEED MARTIN CORP COM 539830109 3305307 8082 SH SOLE 3649 0 4434 LOWES COS INC COM 548661107 4960067 23865 SH SOLE 11963 0 11902 MCDONALDS CORP COM 580135101 1278465 4853 SH SOLE 1258 0 3595 MICROSOFT CORP COM 594918104 7337884 23240 SH SOLE 10486 0 12754 MONDELEZ INTL INC CL A 609207105 802386 11562 SH SOLE 4650 0 6912 NORFOLK SOUTHN CORP COM 655844108 1212452 6157 SH SOLE 2473 0 3683 NORTHROP GRUMMAN CORP COM 666807102 2449657 5565 SH SOLE 1917 0 3648 PAYCHEX INC COM 704326107 236427 2050 SH SOLE 275 0 1775 PEPSICO INC COM 713448108 2557356 15093 SH SOLE 7307 0 7786 PFIZER INC COM 717081103 1087732 32793 SH SOLE 23162 0 9631 PROCTER AND GAMBLE CO COM 742718109 3843763 26352 SH SOLE 8311 0 18041 REALTY INCOME CORP COM 756109104 495531 9923 SH SOLE 4444 0 5479 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 551971 14898 SH SOLE 0 0 14898 RIO TINTO PLC SPONSORED ADR 767204100 1659287 26073 SH SOLE 11838 0 14235 ROBERT HALF INC. COM 770323103 513519 7008 SH SOLE 2355 0 4653 SCHWAB CHARLES CORP COM 808513105 346419 6310 SH SOLE 5139 0 1171 SOUTHERN CO COM 842587107 2433102 37594 SH SOLE 23057 0 14537 SOUTHWEST AIRLS CO COM 844741108 231124 8538 SH SOLE 4300 0 4238 STARBUCKS CORP COM 855244109 2729707 29908 SH SOLE 11712 0 18196 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2581544 29707 SH SOLE 15770 0 13938 THERMO FISHER SCIENTIFIC INC COM 883556102 1111065 2195 SH SOLE 746 0 1449 TORONTO DOMINION BK ONT COM NEW 891160509 1574353 26126 SH SOLE 8765 0 17361 TRANSDIGM GROUP INC COM 893641100 1684574 1998 SH SOLE 504 0 1494 UNION PAC CORP COM 907818108 1767820 8682 SH SOLE 3055 0 5626 UNITED PARCEL SERVICE INC CL B 911312106 556293 3569 SH SOLE 884 0 2685 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3853908 53297 SH SOLE 9158 0 44140 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2282160 30360 SH SOLE 4254 0 26106 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2565527 33909 SH SOLE 10260 0 23649 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1742859 10928 SH SOLE 1945 0 8983 VANGUARD INDEX FDS MID CAP ETF 922908629 3887506 18668 SH SOLE 3393 0 15276 VULCAN MATLS CO COM 929160109 5281781 26145 SH SOLE 14896 0 11249 WALMART INC COM 931142103 3775994 23610 SH SOLE 11792 0 11818 WELLS FARGO CO NEW COM 949746101 523008 12800 SH SOLE 12000 0 800 INVESCO QQQ TR UNIT SER 1 46090E103 3860455 10775 SH SOLE 2464 0 8311 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 4929120 308649 SH SOLE 72493 0 236156 ARK ETF TR NEXT GNRTN INTER 00214Q401 526637 9724 SH SOLE 2115 0 7609 ABBVIE INC COM 00287Y109 1657971 11123 SH SOLE 2850 0 8273 ACTIVISION BLIZZARD INC COM 00507V109 2569394 27442 SH SOLE 13653 0 13789 ALPHABET INC CAP STK CL A 02079K305 4615040 35267 SH SOLE 13943 0 21324 CAPITAL ONE FINL CORP COM 14040H105 772903 7964 SH SOLE 4099 0 3865 CISCO SYS INC COM 17275R102 1779879 33108 SH SOLE 21824 0 11284 COMCAST CORP NEW CL A 20030N101 206447 4656 SH SOLE 1220 0 3436 COSTCO WHSL CORP NEW COM 22160K105 3890668 6887 SH SOLE 2482 0 4405 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1716587 52624 SH SOLE 12702 0 39922 DUKE ENERGY CORP NEW COM NEW 26441C204 4372034 49536 SH SOLE 29577 0 19959 FEDEX CORP COM 31428X106 381265 1439 SH SOLE 393 0 1046 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 265475 5804 SH SOLE 3612 0 2192 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 404611 8565 SH SOLE 5142 0 3423 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 726261 10674 SH SOLE 5680 0 4994 GENERAL MTRS CO COM 37045V100 449302 13628 SH SOLE 2986 0 10642 GSK PLC SPONSORED ADR 37733W204 232000 6400 SH SOLE 6400 0 0 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 879594 34780 SH SOLE 11685 0 23095 ISHARES TR CORE DIV GRWTH 46434V621 3492571 70514 SH SOLE 16361 0 54154 ISHARES TR CORE MSCI PAC 46434V696 1215972 21870 SH SOLE 4253 0 17617 JPMORGAN CHASE & CO COM 46625H100 4923514 33951 SH SOLE 17825 0 16126 MASTERCARD INCORPORATED CL A 57636Q104 894027 2258 SH SOLE 866 0 1392 MEDICAL PPTYS TRUST INC COM 58463J304 905919 166224 SH SOLE 84547 0 81677 MERCK & CO INC COM 58933Y105 3727788 36210 SH SOLE 22412 0 13798 NATIONAL HEALTH INVS INC COM 63633D104 714058 13903 SH SOLE 10858 0 3045 NOVARTIS AG SPONSORED ADR 66987V109 331045 3250 SH SOLE 3250 0 0 NVIDIA CORPORATION COM 67066G104 240984 554 SH SOLE 37 0 517 ORACLE CORP COM 68389X105 3659586 34550 SH SOLE 20574 0 13977 PROLOGIS INC. COM 74340W103 1856766 16547 SH SOLE 4914 0 11633 PUBLIC STORAGE COM 74460D109 792141 3006 SH SOLE 620 0 2386 SPDR S&P 500 ETF TR TR UNIT 78462F103 3617313 8462 SH SOLE 1867 0 6595 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3529977 113834 SH SOLE 22368 0 91466 SPDR SER TR S&P DIVID ETF 78464A763 311562 2709 SH SOLE 1713 0 996 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1870345 23811 SH SOLE 5445 0 18366 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 839218 33027 SH SOLE 11641 0 21386 UNITEDHEALTH GROUP INC COM 91324P102 3988832 7911 SH SOLE 2260 0 5651 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 3762999 139061 SH SOLE 34368 0 104694 VISA INC COM CL A 92826C839 4028944 17516 SH SOLE 7905 0 9612 WP CAREY INC COM 92936U109 482918 8930 SH SOLE 1498 0 7432 WASTE MGMT INC DEL COM 94106L109 2104276 13804 SH SOLE 3575 0 10229 MEDTRONIC PLC SHS G5960L103 444112 5668 SH SOLE 2316 0 3352 CHUBB LIMITED COM H1467J104 1500414 7207 SH SOLE 1994 0 5213