Director

0001398344-24-000707.txt : 20240117 0001398344-24-000707.hdr.sgml : 20240117 20240117164746 ACCESSION NUMBER: 0001398344-24-000707 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240117 DATE AS OF CHANGE: 20240117 EFFECTIVENESS DATE: 20240117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Family Legacy, Inc. CENTRAL INDEX KEY: 0001706016 ORGANIZATION NAME: 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: 24539049 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 12-31-2023 12-31-2023 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 01-08-2024 0 117 261933875 INFORMATION TABLE 2 fp0086649-1_13fhr-table.xml AFLAC INC COM 001055102 206250 2500 SH SOLE 2500 0 0 ABBOTT LABS COM 002824100 968102 8795 SH SOLE 2134 0 0 AMAZON COM INC COM 023135106 4359362 28691 SH SOLE 11010 0 0 AMERICAN ELEC PWR CO INC COM 025537101 639611 7875 SH SOLE 1498 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 507766 3847 SH SOLE 460 0 0 AMGEN INC COM 031162100 3958045 13742 SH SOLE 8540 0 0 ELEVANCE HEALTH INC COM 036752103 3097240 6568 SH SOLE 2204 0 0 APPLE INC COM 037833100 8507571 44188 SH SOLE 21549 0 0 APPLIED MATLS INC COM 038222105 4741544 29256 SH SOLE 18612 0 0 BANK AMERICA CORP COM 060505104 1880279 55844 SH SOLE 15351 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1085250 2 SH SOLE 2 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1779733 4990 SH SOLE 952 0 0 BOEING CO COM 097023105 3056687 11727 SH SOLE 5506 0 0 THE CIGNA GROUP COM 125523100 1988961 6642 SH SOLE 1911 0 0 CSX CORP COM 126408103 2416829 69710 SH SOLE 19692 0 0 CVS HEALTH CORP COM 126650100 1503044 19036 SH SOLE 4481 0 0 CATERPILLAR INC COM 149123101 5733363 19391 SH SOLE 9893 0 0 CHEVRON CORP NEW COM 166764100 1071924 7186 SH SOLE 5198 0 0 CITIGROUP INC COM NEW 172967424 316387 6151 SH SOLE 3013 0 0 COCA COLA CO COM 191216100 4872291 82679 SH SOLE 56401 0 0 CONAGRA BRANDS INC COM 205887102 749409 26148 SH SOLE 18462 0 0 DANAHER CORPORATION COM 235851102 1245116 5382 SH SOLE 1536 0 0 DARDEN RESTAURANTS INC COM 237194105 385666 2347 SH SOLE 350 0 0 DEERE & CO COM 244199105 3112323 7783 SH SOLE 2092 0 0 DISNEY WALT CO COM 254687106 1287084 14255 SH SOLE 4410 0 0 DOLLAR GEN CORP NEW COM 256677105 524256 3856 SH SOLE 1156 0 0 ELECTRONIC ARTS INC COM 285512109 465975 3406 SH SOLE 1619 0 0 FIFTH THIRD BANCORP COM 316773100 227366 6592 SH SOLE 350 0 0 FIRST SOLAR INC COM 336433107 840899 4881 SH SOLE 2843 0 0 GALLAGHER ARTHUR J & CO COM 363576109 5570798 24772 SH SOLE 13771 0 0 GENERAL DYNAMICS CORP COM 369550108 2424288 9336 SH SOLE 4411 0 0 GENERAL ELECTRIC CO COM NEW 369604301 1763003 13813 SH SOLE 7041 0 0 HOME DEPOT INC COM 437076102 5432375 15676 SH SOLE 8496 0 0 INTUIT COM 461202103 1294363 2071 SH SOLE 807 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 298400 2566 SH SOLE 2566 0 0 ISHARES TR ISHARES SEMICDTR 464287523 1660337 2882 SH SOLE 531 0 0 ISHARES TR MRGSTR MD CP GRW 464288307 2818268 43728 SH SOLE 7424 0 0 ISHARES TR US AER DEF ETF 464288760 1525363 12049 SH SOLE 2102 0 0 JOHNSON & JOHNSON COM 478160104 4934499 31482 SH SOLE 18255 0 0 LAMB WESTON HLDGS INC COM 513272104 1205994 11157 SH SOLE 7458 0 0 ELI LILLY & CO COM 532457108 5654613 9700 SH SOLE 3828 0 0 LOCKHEED MARTIN CORP COM 539830109 3708059 8181 SH SOLE 3654 0 0 LOWES COS INC COM 548661107 5320169 23906 SH SOLE 11951 0 0 MCDONALDS CORP COM 580135101 1441637 4862 SH SOLE 1260 0 0 MICROSOFT CORP COM 594918104 8517035 22649 SH SOLE 10118 0 0 MONDELEZ INTL INC CL A 609207105 839953 11597 SH SOLE 4635 0 0 NORFOLK SOUTHN CORP COM 655844108 1460537 6179 SH SOLE 2473 0 0 NORTHROP GRUMMAN CORP COM 666807102 2644055 5648 SH SOLE 1917 0 0 NOVO-NORDISK A S ADR 670100205 1605854 15523 SH SOLE 4645 0 0 PAYCHEX INC COM 704326107 244176 2050 SH SOLE 275 0 0 PEPSICO INC COM 713448108 2632009 15497 SH SOLE 7317 0 0 PROCTER AND GAMBLE CO COM 742718109 3877509 26460 SH SOLE 8256 0 0 REALTY INCOME CORP COM 756109104 554076 9650 SH SOLE 4171 0 0 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 426232 14898 SH SOLE 0 0 0 RIO TINTO PLC SPONSORED ADR 767204100 1925388 25858 SH SOLE 11600 0 0 ROBERT HALF INC. COM 770323103 618309 7033 SH SOLE 2355 0 0 SCHWAB CHARLES CORP COM 808513105 434128 6310 SH SOLE 5139 0 0 SOUTHERN CO COM 842587107 2632185 37538 SH SOLE 23012 0 0 SOUTHWEST AIRLS CO COM 844741108 214145 7415 SH SOLE 4300 0 0 STARBUCKS CORP COM 855244109 2878208 29978 SH SOLE 11674 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3133959 30134 SH SOLE 15747 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1221381 2301 SH SOLE 753 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 1691716 26179 SH SOLE 8726 0 0 TRANSDIGM GROUP INC COM 893641100 2090111 2066 SH SOLE 506 0 0 UNION PAC CORP COM 907818108 2133831 8688 SH SOLE 3052 0 0 UNITED PARCEL SERVICE INC CL B 911312106 554857 3529 SH SOLE 844 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4146190 54284 SH SOLE 9195 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2299374 29854 SH SOLE 4241 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3239669 36664 SH SOLE 10637 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1845707 10256 SH SOLE 1729 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 4452320 19138 SH SOLE 3392 0 0 VULCAN MATLS CO COM 929160109 5820500 25640 SH SOLE 14359 0 0 WALMART INC COM 931142103 3729415 23656 SH SOLE 11746 0 0 WELLS FARGO CO NEW COM 949746101 630016 12800 SH SOLE 12000 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 3953657 9654 SH SOLE 2175 0 0 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 4742234 281271 SH SOLE 71696 0 0 ABBVIE INC COM 00287Y109 1724172 11126 SH SOLE 2830 0 0 ALPHABET INC CAP STK CL A 02079K305 4845195 34685 SH SOLE 13850 0 0 AMERICAN TOWER CORP NEW COM 03027X100 257113 1191 SH SOLE 47 0 0 CAPITAL ONE FINL CORP COM 14040H105 1038335 7919 SH SOLE 4039 0 0 CISCO SYS INC COM 17275R102 1670589 33068 SH SOLE 21794 0 0 COMCAST CORP NEW CL A 20030N101 204166 4656 SH SOLE 1220 0 0 COSTCO WHSL CORP NEW COM 22160K105 4448692 6740 SH SOLE 2458 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1857277 54053 SH SOLE 12773 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 4838400 49860 SH SOLE 29542 0 0 FEDEX CORP COM 31428X106 362802 1434 SH SOLE 388 0 0 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 256748 5573 SH SOLE 3381 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 412846 8544 SH SOLE 5121 0 0 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 919416 11891 SH SOLE 5755 0 0 GENERAL MTRS CO COM 37045V100 447384 12455 SH SOLE 2867 0 0 GSK PLC SPONSORED ADR 37733W204 237184 6400 SH SOLE 6400 0 0 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 950834 35334 SH SOLE 11658 0 0 ISHARES TR CORE DIV GRWTH 46434V621 3909373 72638 SH SOLE 16448 0 0 ISHARES TR CORE MSCI PAC 46434V696 1372420 23062 SH SOLE 4257 0 0 JPMORGAN CHASE & CO COM 46625H100 5776186 33958 SH SOLE 17773 0 0 MASTERCARD INCORPORATED CL A 57636Q104 963127 2258 SH SOLE 866 0 0 MEDICAL PPTYS TRUST INC COM 58463J304 808307 164625 SH SOLE 84215 0 0 MERCK & CO INC COM 58933Y105 3948260 36216 SH SOLE 22372 0 0 NATIONAL HEALTH INVS INC COM 63633D104 536328 9603 SH SOLE 7058 0 0 NOVARTIS AG SPONSORED ADR 66987V109 328153 3250 SH SOLE 3250 0 0 NVIDIA CORPORATION COM 67066G104 308795 624 SH SOLE 37 0 0 ORACLE CORP COM 68389X105 3566325 33826 SH SOLE 19504 0 0 PROLOGIS INC. COM 74340W103 2217344 16634 SH SOLE 4885 0 0 PUBLIC STORAGE COM 74460D109 906155 2971 SH SOLE 585 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 3799475 7994 SH SOLE 1732 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3875853 113962 SH SOLE 21824 0 0 SPDR SER TR S&P DIVID ETF 78464A763 338544 2709 SH SOLE 1713 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 2100356 24554 SH SOLE 5484 0 0 TRUIST FINL CORP COM 89832Q109 248988 6744 SH SOLE 2118 0 0 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 981470 33543 SH SOLE 11518 0 0 UNITEDHEALTH GROUP INC COM 91324P102 4106659 7800 SH SOLE 2237 0 0 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 4018620 139632 SH SOLE 33981 0 0 VISA INC COM CL A 92826C839 4555965 17499 SH SOLE 7879 0 0 WP CAREY INC COM 92936U109 594682 9176 SH SOLE 1459 0 0 WASTE MGMT INC DEL COM 94106L109 2510487 14017 SH SOLE 3637 0 0 MEDTRONIC PLC SHS G5960L103 293897 3568 SH SOLE 2216 0 0 CHUBB LIMITED COM H1467J104 1627718 7202 SH SOLE 1989 0 0