0000870156-21-000053.txt : 20211022 0000870156-21-000053.hdr.sgml : 20211022 20211022165440 ACCESSION NUMBER: 0000870156-21-000053 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211022 DATE AS OF CHANGE: 20211022 EFFECTIVENESS DATE: 20211022 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: 211341265 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 09-30-2021 09-30-2021 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 10-22-2021 0 59 334305 false INFORMATION TABLE 2 aci_13f.xml AT&T INC COM COM 00206R102 1525 56459 SH SOLE NA 738 55721 0 ANNALY CAPITAL MANAGEMENT INC COM USD0.01 COM USD0.01 035710409 542 64399 SH SOLE NA 1314 63085 0 APPLE INC COM COM 037833100 1560 11022 SH SOLE NA 0 11022 0 BERKSHIRE HATHAWAY INC COM CL B COM CL B 084670702 2812 10301 SH SOLE NA 126 10175 0 CASEY'S GENERAL STORES INC COM COM 147528103 2061 10935 SH SOLE NA 208 10727 0 CLEVELAND CLIFFS INC COM COM 185899101 341 17196 SH SOLE NA 0 17196 0 ETF MANAGERS TRUST ETFMG ALTR HRVST ETFMG ALTR HRVST 26924G508 289 20084 SH SOLE NA 0 20084 0 FLEXSHARES TRUST IBOXX 3R TARGT ETF IBOXX 3R TARGT ETF 33939L506 1595 60639 SH SOLE NA 963 59676 0 FORD MOTOR CO COM COM 345370860 300 21173 SH SOLE NA 814 20359 0 HIGHLAND FDS I HI LD IBOXX SRLN ETF HI LD IBOXX SRLN ETF 430101774 701 43829 SH SOLE NA 569 43260 0 INVESCO EXCHANGE TRADED FUND T KBW PREM YIELD ETF KBW PREM YIELD ETF 46138E594 395 17050 SH SOLE NA 0 17050 0 INVESCO EXCHANGE TRADED SELF I INVSCO BLSH 26 ETF INVSCO BLSH 26 ETF 46138J635 2094 81559 SH SOLE NA 0 81559 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2021 HY ETF BULSHS 2021 HY ETF 46138J809 360 15641 SH SOLE NA 0 15641 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2025 HY ETF BULSHS 2025 HY ETF 46138J817 9795 398506 SH SOLE NA 2628 395878 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2025 CB ETF BULSHS 2025 CB ETF 46138J825 253 11377 SH SOLE NA 0 11377 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2024 CB ETF BULSHS 2024 CB ETF 46138J841 7749 350495 SH SOLE NA 2417 348078 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2023 CB ETF BULSHS 2023 CB ETF 46138J866 9082 419094 SH SOLE NA 2495 416600 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2022 HY ETF BULSHS 2022 HY ETF 46138J874 8270 355840 SH SOLE NA 2616 353223 0 INVESCO EXCHANGE TRADED SELF I BULSHS 2022 CB ETF BULSHS 2022 CB ETF 46138J882 844 39207 SH SOLE NA 0 39207 0 ISHARES TRUST CORE S&P TTL STK ETF 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SOLE NA 0 26568 0 SPDR SERIES TRUST S&P DIVID ETF S&P DIVID ETF 78464A763 41903 356467 SH SOLE NA 1103 355364 0 SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETF PORTFOLIO S&P 400 MID CAP ETF 78464A847 538 11663 SH SOLE NA 0 11663 0 SSGA ACTIVE ETF TR MULT ASS RLRTN ETF MULT ASS RLRTN ETF 78467V103 1881 65847 SH SOLE NA 0 65847 0 SPDR SERIES TRUST BLOOMBERG SRT TR ETF BLOOMBERG SRT TR ETF 78468R408 1483 54141 SH SOLE NA 576 53565 0 SELECT SECTOR SPDR TRUST SBI MATERIALS ETF SBI MATERIALS ETF 81369Y100 1286 16257 SH SOLE NA 0 16257 0 VANECK ETF TRUST FALLEN ANGEL HIGH YLD BD EF FALLEN ANGEL HIGH YLD BD EF 92189F437 1224 37028 SH SOLE NA 579 36450 0 VANGUARD SHORT TRM BOND ETF SHORT TRM BOND ETF 921937827 11354 138569 SH SOLE NA 154 138415 0 VANGUARD FTSE DEV MKT ETF FTSE DEV MKT ETF 921943858 3139 62174 SH SOLE NA 0 62174 0 VANGUARD TOTAL INT BD ETF TOTAL INT BD ETF 92203J407 9798 172016 SH SOLE NA 312 171705 0 VANGUARD FTSE EMR MKT ETF FTSE EMR MKT ETF 922042858 1393 27855 SH SOLE NA 0 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