Chief Compliance Officer

0001767802-23-000002.txt : 20230411 0001767802-23-000002.hdr.sgml : 20230411 20230411110303 ACCESSION NUMBER: 0001767802-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230411 DATE AS OF CHANGE: 20230411 EFFECTIVENESS DATE: 20230411 FILER: COMPANY DATA: COMPANY CONFORMED NAME: My Legacy Advisors, LLC CENTRAL INDEX KEY: 0001767802 IRS NUMBER: 611909085 STATE OF INCORPORATION: OR FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22403 FILM NUMBER: 23812682 BUSINESS ADDRESS: STREET 1: 35 NW HAWTHORNE AVE CITY: BEND STATE: OR ZIP: 97703 BUSINESS PHONE: 541-330-0220 MAIL ADDRESS: STREET 1: 35 NW HAWTHORNE AVE CITY: BEND STATE: OR ZIP: 97703 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001767802 XXXXXXXX 03-31-2023 03-31-2023 My Legacy Advisors, LLC

35 NW HAWTHORNE AVE BEND OR 97703

13F COMBINATION REPORT 028-22403 000290675 0001009289 CITY NATIONAL ROCHDALE, LLC 0000350894 SEI INVESTMENTS CO N Michael DeRosa Chief Compliance Officer 9204756728 Bend, Oregon Michael DeRosa OR 04-11-2023 2 203 233246085 false 1 0001009289 CITY NATIONAL ROCHDALE, LLC 2 0000350894 SEI INVESTMENTS CO INFORMATION TABLE 2 MyLegacyAdvisorsEWM.xml ABBVIE INC COM 00287Y109 394007 2443 SH SOLE 0 0 0 2443 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1141649 4053 SH SOLE 0 0 0 4053 ADOBE SYSTEMS INCORPORATED COM 00724F101 1340579 3563 SH SOLE 0 0 0 3563 ALPHABET INC CAP STK CL A 02079K305 2110812 19831 SH SOLE 0 0 0 19831 ALTRIA GROUP INC COM 02209S103 643960 14471 SH SOLE 0 0 0 14471 AMAZON COM INC COM 023135106 1550430 15175 SH SOLE 0 0 0 15175 AMERICAN ELEC PWR CO INC COM 025537101 1382790 14642 SH SOLE 0 0 0 14642 AMERICAN EXPRESS CO COM 025816109 364338 2261 SH SOLE 0 0 0 2261 AMERICAN WTR WKS CO INC NEW COM 030420103 751552 4948 SH SOLE 0 0 0 4948 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 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