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
Chief Compliance Officer
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
CORE S&P TTL STK ETF
464287150
2771
28164
SH
SOLE
NA
0
28164
0
ISHARES TRUST TIPS BD ETF
TIPS BD ETF
464287176
16333
127908
SH
SOLE
NA
0
127908
0
ISHARES TRUST IBOXX INV CP ETF
IBOXX INV CP ETF
464287242
1708
12842
SH
SOLE
NA
111
12731
0
ISHARES TRUST CORE S&P US GWT ETF
CORE S&P US GWT ETF
464287671
47856
467301
SH
SOLE
NA
1393
465908
0
ISHARES TRUST S&P MC 400VL ETF
S&P MC 400VL ETF
464287705
1718
16674
SH
SOLE
NA
0
16674
0
ISHARES TRUST CORE S&P SCP ETF
CORE S&P SCP ETF
464287804
2335
21388
SH
SOLE
NA
151
21237
0
ISHARES TRUST SP SMCP600VL ETF
SP SMCP600VL ETF
464287879
1829
18166
SH
SOLE
NA
0
18166
0
ISHARES TRUST S&P SML 600 GWT ETF
S&P SML 600 GWT ETF
464287887
1362
10473
SH
SOLE
NA
0
10473
0
ISHARES TRUST IBOXX HI YD ETF
IBOXX HI YD ETF
464288513
1342
15340
SH
SOLE
NA
161
15178
0
ISHARES TRUST CRE U S REIT ETF
CRE U S REIT ETF
464288521
6161
105055
SH
SOLE
NA
300
104756
0
ISHARES TRUST 5-10 YEAR INVESTMENT GRADE
5-10 YEAR INVESTMENT GRADE
464288638
25741
428588
SH
SOLE
NA
759
427829
0
ISHARES TRUST AGGRES ALLOC ETF
AGGRES ALLOC ETF
464289859
2003
28699
SH
SOLE
NA
0
28699
0
ISHARES TRUST GRWT ALLOCAT ETF
GRWT ALLOCAT ETF
464289867
1157
20857
SH
SOLE
NA
0
20857
0
ISHARES TRUST MODERT ALLOC ETF
MODERT ALLOC ETF
464289875
862
19258
SH
SOLE
NA
0
19258
0
ISHARES TRUST CONSER ALLOC ETF
CONSER ALLOC ETF
464289883
860
21780
SH
SOLE
NA
0
21780
0
ISHARES TRUST 0-5YR HI YL CP ETF
0-5YR HI YL CP ETF
46434V407
17052
373133
SH
SOLE
NA
368
372765
0
KRAFT HEINZ CO COM
COM
500754106
410
11125
SH
SOLE
NA
0
11125
0
MP MATERIALS CORP COM CL A
COM CL A
553368101
378
11734
SH
SOLE
NA
0
11734
0
MEREDITH CORP COM
COM
589433101
713
12797
SH
SOLE
NA
0
12797
0
MICROSOFT CORP COM
COM
594918104
2844
10089
SH
SOLE
NA
108
9980
0
MICROVISION INC WASHINGTON COM
COM
594960304
308
27862
SH
SOLE
NA
0
27862
0
SPDR SERIES TRUST BLMBRG BRC CNVRT ETF
BLMBRG BRC CNVRT ETF
78464A359
8910
104390
SH
SOLE
NA
109
104281
0
SPDR SERIES TRUST PORTFOLIO LN COR ETF
PORTFOLIO LN COR ETF
78464A367
833
26568
SH
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
27855
0
VANGUARD ENERGY ETF
ENERGY ETF
92204A306
997
13498
SH
SOLE
NA
241
13257
0
VANGUARD MID CAP ETF
MID CAP ETF
922908629
16071
67877
SH
SOLE
NA
190
67687
0
VANGUARD SMALL CP ETF
SMALL CP ETF
922908751
31601
144513
SH
SOLE
NA
431
144082
0
VANGUARD TOTAL STK MKT ETF
TOTAL STK MKT ETF
922908769
2951
13291
SH
SOLE
NA
95
13196
0
WELLS FARGO & COMPANY COM
COM
949746101
834
17963
SH
SOLE
NA
408
17555
0
WISDOMTREE TRUST US SMALLCAP FUND ETF
US SMALLCAP FUND ETF
97717W562
575
11889
SH
SOLE
NA
372
11518
0
WISDOMTREE TRUST EM EX ST-OWNED ETF
EM EX ST-OWNED ETF
97717X578
11223
300712
SH
SOLE
NA
1039
299672
0