0000870156-21-000037.txt : 20210720 0000870156-21-000037.hdr.sgml : 20210720 20210720104509 ACCESSION NUMBER: 0000870156-21-000037 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210720 DATE AS OF CHANGE: 20210720 EFFECTIVENESS DATE: 20210720 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: 211099848 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 06-30-2021 06-30-2021 Legacy Financial Group LLC

6000 GRAND AVE SUITE B DES MOINES IA 50312

13F HOLDINGS REPORT 028-20485 N Chad Terry 5152553306 Chad Terry Des Moines IA 07-19-2021 0 64 331089 false INFORMATION TABLE 2 aci_13f.xml ISHARES TRUST CORE S&P US GWT ETF CORE S&P US GWT ETF 464287671 45773 453289 SH SOLE 1504 451784 0 SPDR SERIES TRUST S&P DIVID ETF S&P DIVID ETF 78464A763 42101 344302 SH SOLE 858 343444 0 VANGUARD SMALL CP ETF SMALL CP ETF 922908751 31154 138288 SH SOLE 451 137836 0 ISHARES TRUST 5-10 YEAR INVESTMENT GRADE 5-10 YEAR INVESTMENT GRADE 464288638 24138 398843 SH SOLE 787 398056 0 ISHARES TRUST 0-5YR HI YL CP ETF 0-5YR HI YL CP ETF 46434V407 15392 334176 SH SOLE 375 333800 0 VANGUARD MID CAP ETF MID CAP ETF 922908629 15134 63761 SH SOLE 207 63553 0 ISHARES TRUST TIPS BD ETF TIPS BD ETF 464287176 14607 114104 SH SOLE 0 114104 0 WISDOMTREE TRUST EM EX ST-OWNED ETF EM EX ST-OWNED ETF 97717X578 11255 267519 SH SOLE 1067 266452 0 VANGUARD SHORT TRM BOND ETF SHORT TRM BOND ETF 921937827 9893 120415 SH SOLE 160 120255 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2025 HY ETF BULSHS 2025 HY ETF 46138J817 9477 383354 SH SOLE 2607 380747 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2022 HY ETF BULSHS 2022 HY ETF 46138J874 9440 404286 SH SOLE 2695 401591 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2023 CB ETF BULSHS 2023 CB ETF 46138J866 9133 420305 SH SOLE 2448 417857 0 VANGUARD INTL BD IDX ETF INTL BD IDX ETF 92203J407 9089 159182 SH SOLE 321 158860 0 SPDR SERIES TRUST BLMBRG BRC CNVRT ETF BLMBRG BRC CNVRT ETF 78464A359 7911 91212 SH SOLE 112 91100 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2024 CB ETF BULSHS 2024 CB ETF 46138J841 7454 335896 SH SOLE 2410 333485 0 ISHARES TRUST CRE U S REIT ETF CRE U S REIT ETF 464288521 4365 74813 SH SOLE 313 74500 0 VANGUARD FTSE DEV MKT ETF FTSE DEV MKT ETF 921943858 3362 65261 SH SOLE 0 65261 0 ISHARES TRUST CORE S&P TTL STK ETF CORE S&P TTL STK ETF 464287150 3024 30621 SH SOLE 0 30621 0 VANGUARD TOTAL STK MKT ETF TOTAL STK MKT ETF 922908769 3000 13463 SH SOLE 94 13368 0 MICROSOFT CORP COM COM 594918104 2983 11012 SH 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0 APPLE INC COM COM 037833100 1597 11657 SH SOLE 0 11657 0 ISHARES TRUST MICRO-CAP ETF MICRO-CAP ETF 464288869 1540 10094 SH SOLE 0 10094 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2022 CB ETF BULSHS 2022 CB ETF 46138J882 1529 70810 SH SOLE 0 70810 0 SELECT SECTOR SPDR TRUST SBI MATERIALS ETF SBI MATERIALS ETF 81369Y100 1528 18563 SH SOLE 0 18563 0 SPDR SERIES TRUST BLOOMBERG SRT TR ETF BLOOMBERG SRT TR ETF 78468R408 1513 54854 SH SOLE 577 54276 0 SELECT SECTOR SPDR TRUST FINANCIAL ETF FINANCIAL ETF 81369Y605 1504 40989 SH SOLE 0 40989 0 ISHARES TRUST IBOXX HI YD ETF IBOXX HI YD ETF 464288513 1375 15615 SH SOLE 192 15422 0 ISHARES TRUST AGGRES ALLOC ETF AGGRES ALLOC ETF 464289859 1347 19062 SH SOLE 0 19062 0 SPDR SERIES TRUST PORTFOLIO LN COR ETF PORTFOLIO LN COR ETF 78464A367 1283 40372 SH SOLE 0 40372 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2021 HY ETF BULSHS 2021 HY ETF 46138J809 1031 44792 SH SOLE 0 44792 0 VANECK VECTORS ETF TRUST FALLEN ANGEL HG ETF FALLEN ANGEL HG ETF 92189F437 1012 30746 SH SOLE 559 30187 0 ISHARES TRUST CONSER ALLOC ETF CONSER ALLOC ETF 464289883 888 22303 SH SOLE 0 22303 0 ISHARES TRUST MODERT ALLOC ETF MODERT ALLOC ETF 464289875 881 19549 SH SOLE 0 19549 0 ISHARES TRUST GRWT ALLOCAT ETF GRWT ALLOCAT ETF 464289867 827 14767 SH SOLE 0 14767 0 WISDOMTREE TRUST US SMALLCAP FUND ETF US SMALLCAP FUND ETF 97717W562 756 15309 SH SOLE 356 14953 0 HIGHLAND FDS I HI LD IBOXX SRLN ETF HI LD IBOXX SRLN ETF 430101774 705 43705 SH SOLE 567 43137 0 SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETF PORTFOLIO S&P 400 MID CAP ETF 78464A847 621 13144 SH SOLE 0 13144 0 WELLS FARGO & COMPANY COM COM 949746101 580 12809 SH SOLE 0 12809 0 ANNALY CAPITAL MANAGEMENT INC COM USD0.01 COM USD0.01 035710409 561 63222 SH SOLE 1317 61905 0 MEREDITH CORP COM COM 589433101 553 12733 SH SOLE 0 12733 0 KRAFT HEINZ CO COM COM 500754106 500 12262 SH SOLE 0 12262 0 TAPESTRY INC COM COM 876030107 494 11359 SH SOLE 0 11359 0 FREEPORT-MCMORAN INC COM CL B COM CL B 35671D857 484 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