0000870156-21-000024.txt : 20210426 0000870156-21-000024.hdr.sgml : 20210426 20210426102322 ACCESSION NUMBER: 0000870156-21-000024 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210426 DATE AS OF CHANGE: 20210426 EFFECTIVENESS DATE: 20210426 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Financial Group LLC CENTRAL INDEX KEY: 0001834011 IRS NUMBER: 320012744 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20485 FILM NUMBER: 21852203 BUSINESS ADDRESS: STREET 1: 6000 GRAND AVE STREET 2: SUITE B CITY: DES MOINES STATE: IA ZIP: 50312 BUSINESS PHONE: 5152553306 MAIL ADDRESS: STREET 1: 6000 GRAND AVE STREET 2: SUITE B CITY: DES MOINES STATE: IA ZIP: 50312 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001834011 XXXXXXXX 03-31-2021 03-31-2021 Legacy Financial Group LLC

6000 GRAND AVE SUITE B DES MOINES IA 50312

13F HOLDINGS REPORT 028-20485 N Chad Terry 515-255-3306 Chad Terry Des Moines IA 04-23-2021 0 60 287757 false INFORMATION TABLE 2 aci_13f.xml ISHARES TRUST CORE S&P US GWT ETF CORE S&P US GWT ETF 464287671 38386 422802 SH SOLE 1621 421182 0 SPDR SERIES TRUST S&P DIVID ETF S&P DIVID ETF 78464A763 34167 289478 SH SOLE 989 288489 0 VANGUARD SMALL CP ETF SMALL CP ETF 922908751 27023 126230 SH SOLE 459 125771 0 ISHARES TRUST 5-10 YEAR INVESTMENT GRADE 5-10 YEAR INVESTMENT GRADE 464288638 25882 436972 SH SOLE 1013 435959 0 ISHARES TRUST 0-5YR HI YL CP ETF 0-5YR HI YL CP ETF 46434V407 12555 274067 SH SOLE 379 273689 0 VANGUARD MID CAP ETF MID CAP ETF 922908629 11527 52076 SH SOLE 219 51858 0 ISHARES TRUST TIPS BD ETF TIPS BD ETF 464287176 11415 90954 SH SOLE 0 90954 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2023 CB ETF BULSHS 2023 CB ETF 46138J866 9784 449422 SH SOLE 2492 446930 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2025 HY ETF BULSHS 2025 HY ETF 46138J817 9120 371498 SH SOLE 2738 368760 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2022 HY ETF BULSHS 2022 HY ETF 46138J874 9043 387285 SH SOLE 2786 384499 0 WISDOMTREE TRUST EM EX ST-OWNED ETF EM EX ST-OWNED ETF 97717X578 8783 215854 SH SOLE 1068 214787 0 VANGUARD INTL BD IDX ETF INTL BD IDX ETF 92203J407 7723 135210 SH SOLE 326 134884 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2024 CB ETF BULSHS 2024 CB ETF 46138J841 7283 328496 SH SOLE 2520 325976 0 SPDR SERIES TRUST PORTFOLIO LN COR ETF PORTFOLIO LN COR ETF 78464A367 5744 190385 SH SOLE 0 190386 0 SPDR S&P500 ETF TRUST TR UNIT ETF TR UNIT ETF 78462F103 4890 12337 SH SOLE 0 12337 0 ISHARES TRUST CRE U S REIT ETF CRE U S REIT ETF 464288521 3771 71966 SH SOLE 304 71662 0 SPDR SERIES TRUST BLMBRG BRC CNVRT ETF BLMBRG BRC CNVRT ETF 78464A359 3635 43605 SH SOLE 190 43416 0 VANGUARD FTSE DEV MKT ETF FTSE DEV MKT ETF 921943858 3608 73469 SH SOLE 0 73469 0 ISHARES TRUST CORE S&P TTL STK ETF CORE S&P TTL STK ETF 464287150 3575 39030 SH SOLE 0 39030 0 MICROSOFT CORP COM COM 594918104 3029 12849 SH SOLE 99 12750 0 VANGUARD TOTAL STK MKT ETF TOTAL STK MKT ETF 922908769 2888 13970 SH SOLE 94 13877 0 CASEY'S GENERAL STORES INC COM COM 147528103 2691 12446 SH SOLE 191 12255 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2021 HY ETF BULSHS 2021 HY ETF 46138J809 2645 114717 SH SOLE 0 114717 0 BERKSHIRE HATHAWAY INC COM CL B COM CL B 084670702 2633 10306 SH SOLE 126 10180 0 VANGUARD GROWTH ETF GROWTH ETF 922908736 2626 10217 SH SOLE 88 10129 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2022 CB ETF BULSHS 2022 CB ETF 46138J882 2604 120340 SH SOLE 0 120341 0 ISHARES TRUST CORE S&P SCP ETF CORE S&P SCP ETF 464287804 2407 22178 SH SOLE 152 22026 0 SSGA ACTIVE ETF TR MULT ASS RLRTN ETF MULT ASS RLRTN ETF 78467V103 1901 71334 SH SOLE 0 71335 0 VANGUARD FTSE EMR MKT ETF FTSE EMR MKT ETF 922042858 1862 35772 SH SOLE 0 35772 0 ISHARES TRUST MICRO-CAP ETF MICRO-CAP ETF 464288869 1775 12079 SH SOLE 0 12080 0 AT&T INC COM COM 00206R102 1723 56905 SH SOLE 716 56189 0 APPLE INC COM COM 037833100 1651 13514 SH SOLE 0 13514 0 FLEXSHARES TRUST IBOXX 3R TARGT ETF IBOXX 3R TARGT ETF 33939L506 1633 61911 SH SOLE 975 60936 0 SPDR SERIES TRUST BLOOMBERG SRT TR ETF BLOOMBERG SRT TR ETF 78468R408 1493 54639 SH SOLE 569 54070 0 VANGUARD MCAP VL IDXVIP ETF MCAP VL IDXVIP ETF 922908512 1459 10818 SH SOLE 0 10818 0 SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETF PORTFOLIO S&P 400 MID CAP ETF 78464A847 1323 28907 SH SOLE 0 28907 0 WISDOMTREE TRUST US SMALLCAP FUND ETF US SMALLCAP FUND ETF 97717W562 1103 23269 SH SOLE 0 23270 0 PRINCIPAL FINANCIAL GROUP COM COM 74251V102 863 14391 SH SOLE 0 14392 0 VANGUARD ENERGY ETF ENERGY ETF 92204A306 835 12274 SH SOLE 236 12039 0 ISHARES TRUST MODERT ALLOC ETF MODERT ALLOC ETF 464289875 780 17914 SH SOLE 0 17914 0 VANECK VECTORS ETF TRUST FALLEN ANGEL HG ETF FALLEN ANGEL HG ETF 92189F437 770 24119 SH SOLE 561 23559 0 ISHARES TRUST CONSER ALLOC ETF CONSER ALLOC ETF 464289883 767 19836 SH SOLE 0 19837 0 HIGHLAND FDS I HI LD IBOXX SRLN ETF HI LD IBOXX SRLN ETF 430101774 688 42712 SH SOLE 555 42157 0 ISHARES TRUST GRWT ALLOCAT ETF GRWT ALLOCAT ETF 464289867 681 12715 SH SOLE 0 12715 0 ISHARES TRUST AGGRES ALLOC ETF AGGRES ALLOC ETF 464289859 678 10127 SH SOLE 0 10127 0 KRAFT HEINZ CO COM COM 500754106 612 15311 SH SOLE 0 15311 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2024 HY ETF BULSHS 2024 HY ETF 46138J833 510 20401 SH SOLE 0 20402 0 ANNALY CAPITAL MANAGEMENT INC COM USD0.01 COM USD0.01 035710409 500 58184 SH SOLE 0 58185 0 MICROVISION INC WASHINGTON COM COM 594960304 480 25862 SH SOLE 0 25862 0 ETF MANAGERS TRUST ETFMG ALTR HRVST ETFMG ALTR HRVST 26924G508 478 20876 SH SOLE 0 20877 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2021 CB ETF BULSHS 2021 CB ETF 46138J700 471 22306 SH SOLE 0 22307 0 WELLS FARGO & COMPANY COM COM 949746101 455 11638 SH SOLE 0 11638 0 SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF PORTFOLIO DEVLPD ETF 78463X889 440 12450 SH SOLE 0 12451 0 FORD MOTOR CO COM COM 345370860 421 34391 SH SOLE 955 33436 0 INVESCO EXCHANGE TRADED FUND T KBW PREM YIELD ETF KBW PREM YIELD ETF 46138E594 375 16739 SH SOLE 0 16739 0 GENERAL ELECTRIC CO COM COM 369604103 374 28520 SH SOLE 0 28520 0 MEREDITH CORP COM COM 589433101 356 11970 SH SOLE 0 11970 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2025 CB ETF BULSHS 2025 CB ETF 46138J825 344 15520 SH SOLE 0 15520 0 INVESCO EXCHANGE TRADED SELF I INVSCO BLSH 26 ETF INVSCO BLSH 26 ETF 46138J635 276 10773 SH SOLE 0 10773 0 ISHARES SILVER TRUST ISHARES ETF ISHARES ETF 46428Q109 243 10713 SH SOLE 0 10713 0