0001720969-24-000003.txt : 20240730 0001720969-24-000003.hdr.sgml : 20240730 20240730161601 ACCESSION NUMBER: 0001720969-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240730 DATE AS OF CHANGE: 20240730 EFFECTIVENESS DATE: 20240730 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Advisors, LLC CENTRAL INDEX KEY: 0001720969 ORGANIZATION NAME: IRS NUMBER: 061659806 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18155 FILM NUMBER: 241157621 BUSINESS ADDRESS: STREET 1: 401 PLYMOUTH ROAD STREET 2: SUITE 150 CITY: PLYMOUTH MEETING STATE: PA ZIP: 19462 BUSINESS PHONE: 610.943.3014 MAIL ADDRESS: STREET 1: 401 PLYMOUTH ROAD STREET 2: SUITE 150 CITY: PLYMOUTH MEETING STATE: PA ZIP: 19462 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001720969 XXXXXXXX 06-30-2024 06-30-2024 false Legacy Advisors, LLC

401 Plymouth Road Suite 150 Plymouth Meeting PA 19462

13F COMBINATION REPORT 028-18155 000139830 801-66582 0001350585 028-11563 000111335 801-60111 Coho Partners, Ltd. 0000884541 028-03125 000110901 801-17958 TRILLIUM ASSET MANAGEMENT, LLC 0001329883 028-11465 000135405 801-64257 Sterling Capital Management LLC 0001207017 028-10469 000122836 801-61701 LAZARD ASSET MANAGEMENT LLC 0001106129 028-03495 000105281 801-32726 JENSEN INVESTMENT MANAGEMENT INC 0000932859 028-04558 000114310 801-60485 PARAMETRIC PORTFOLIO ASSOCIATES LLC 0001442056 028-13334 000146019 801-68723 CONFLUENCE INVESTMENT MANAGEMENT LLC 0000897378 028-03434 000105161 801-23386 CONGRESS ASSET MANAGEMENT CO /MA N Matthew Sgro 610-943-3016 /s/Matthew Sgro Plymouth Meeting PA 07-30-2024 0 328 822638613 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 249855 2445 SH SOLE 2445 0 0 ABBOTT LABS COM 002824100 3237004 31152 SH SOLE 31152 0 0 ABBVIE INC COM 00287Y109 3408445 19872 SH SOLE 19872 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4934107 16262 SH SOLE 16262 0 0 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INC COM 91324P102 5885145 11556 SH SOLE 11556 0 0 US BANCORP DEL COM NEW 902973304 1253888 31199 SH SOLE 31199 0 0 V F CORP COM 918204108 251816 18653 SH SOLE 18653 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 456004 6329 SH SOLE 6329 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2362818 9433 SH SOLE 9433 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 982801 4490 SH SOLE 4490 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 336894 2087 SH SOLE 2087 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 3356228 13810 SH SOLE 13810 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 931297 2487 SH SOLE 2487 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 406451 1514 SH SOLE 1514 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10339920 20601 SH SOLE 20601 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 379053 5677 SH SOLE 5677 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 341079 1859 SH SOLE 1859 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 3143801 52136 SH SOLE 52136 0 0 VANGUARD 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