0001754960-23-000039.txt : 20230126 0001754960-23-000039.hdr.sgml : 20230126 20230126165610 ACCESSION NUMBER: 0001754960-23-000039 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230126 DATE AS OF CHANGE: 20230126 EFFECTIVENESS DATE: 20230126 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: 23558449 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 X0202 13F-HR LIVE false false false 0001834011 XXXXXXXX 12-31-2022 12-31-2022 Legacy Financial Group LLC

6000 GRAND AVE SUITE B DES MOINES IA 50312

13F HOLDINGS REPORT 028-20485 000154927 801-79803 N Aryn Sands 844-844-3453 Aryn Sands Reno NV 01-26-2023 0 45 333762540 false INFORMATION TABLE 2 InformationTableOutput.xml AT&T INCCOM00206R102661054 35907 SH SOLE 34987 921 0 AMAZON COM INCCOM0231351061275792 15188 SH SOLE 14826 362 0 FIRST TR EXCHNG TRADED FD VICBOE VEST FD DEP33740U7035294948 269189 SH SOLE 264466 4723 0 FORD MTR CO DELCOM345370860234937 20201 SH SOLE 19589 612 0 INVESCO EXCH TRD SLF IDX FDBULETSHS 202746138J585252054 11792 SH SOLE 11792 0 0 INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 2646138J63510785630 479042 SH SOLE 475680 3362 0 INVESCO EXCH TRD SLF IDX FDBULSHS 2027 CB46138J7836265410 329845 SH SOLE 327026 2819 0 INVESCO EXCH TRD SLF IDX FDBULSHS 2025 HY46138J81711462860 518447 SH SOLE 514973 3474 0 INVESCO EXCH TRD SLF IDX FDBULSHS 2024 CB46138J84111090284 541383 SH SOLE 537700 3683 0 INVESCO EXCH TRD SLF IDX FDBULSHS 2023 CB46138J8665730991 273164 SH SOLE 271300 1865 0 ISHARES TRCORE S&P TTL STK4642871502125176 25061 SH SOLE 24911 150 0 ISHARES TRTIPS BD ETF46428717614386427 135160 SH SOLE 135017 143 0 ISHARES TRCORE S&P US VLU4642876631788030 25315 SH SOLE 25315 0 0 ISHARES TRCORE S&P US GWT46428767136661293 449721 SH SOLE 448304 1418 0 ISHARES TRU.S. TECH ETF4642877211065954 14310 SH SOLE 14310 0 0 ISHARES TRU.S. ENERGY ETF4642877961107617 23825 SH SOLE 23825 0 0 ISHARES TRCRE U S REIT ETF46428852112135793 245415 SH SOLE 244667 748 0 ISHARES TRISHS 5-10YR INVT46428863819607254 396026 SH SOLE 395622 404 0 ISHARES TREAFE VALUE ETF4642888771628652 35498 SH SOLE 35498 0 0 ISHARES TREAFE GRWTH ETF4642888851080930 12905 SH SOLE 12905 0 0 ISHARES TRAGGRES ALLOC ETF4642898593864896 64684 SH SOLE 64506 178 0 ISHARES TRGRWT ALLOCAT ETF4642898671389519 29464 SH SOLE 29464 0 0 ISHARES TRMODERT ALLOC ETF464289875590827 15544 SH SOLE 15544 0 0 ISHARES TRCONSER ALLOC ETF464289883424553 12632 SH SOLE 12632 0 0 ISHARES TRUS TREAS BD ETF46429B2671142157 50271 SH SOLE 50271 0 0 ISHARES TRMSCI USA MIN VOL46429B6971087302 15080 SH SOLE 15080 0 0 ISHARES TR0-5YR HI YL CP46434V40716408997 401296 SH SOLE 400945 351 0 ISHARES TRCORE TOTAL USD46434V6131705468 37958 SH SOLE 37958 0 0 ISHARES TRUS INFRASTRUC46435U7131089366 30043 SH SOLE 30043 0 0 NUSHARES ETF TRNUVEEN ESG LRGVL67092P300415263 12128 SH SOLE 12128 0 0 NUSHARES ETF TRNUVEEN ESG INTL67092P805335942 13021 SH SOLE 13021 0 0 NUSHARES ETF TRNUVEEN ESG US67092P870702334 32262 SH SOLE 32262 0 0 SPDR SER TRBBG CONV SEC ETF78464A3597772041 120796 SH SOLE 120682 115 0 SPDR SER TRPORTFOLIO LN COR78464A367232672 10364 SH SOLE 10364 0 0 SPDR SER TRS&P DIVID ETF78464A76357122475 456578 SH SOLE 455014 1564 0 SSGA ACTIVE ETF TRMULT ASS RLRTN78467V103916759 33288 SH SOLE 33288 0 0 VANGUARD BD INDEX FDSSHORT TRM BOND92193782711665343 154959 SH SOLE 154797 162 0 VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT92194385813438749 320199 SH SOLE 319850 348 0 VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J4077433772 156731 SH SOLE 156568 164 0 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858522058 13393 SH SOLE 13393 0 0 VANGUARD INDEX FDSS&P 500 ETF SHS9229083636460610 18388 SH SOLE 18388 0 0 VANGUARD INDEX FDSMID CAP ETF92290862912509010 61376 SH SOLE 61270 105 0 VANGUARD INDEX FDSSMALL CP ETF92290875127698825 150914 SH SOLE 150395 519 0 WELLS FARGO CO NEWCOM949746101709117 17174 SH SOLE 16775 399 0 WISDOMTREE TREM EX ST-OWNED97717X57813483399 505375 SH SOLE 503778 1597 0