0001754960-24-000049.txt : 20240122
0001754960-24-000049.hdr.sgml : 20240122
20240122153557
ACCESSION NUMBER: 0001754960-24-000049
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240122
DATE AS OF CHANGE: 20240122
EFFECTIVENESS DATE: 20240122
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Legacy Financial Group LLC
CENTRAL INDEX KEY: 0001834011
ORGANIZATION NAME:
IRS NUMBER: 320012744
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20485
FILM NUMBER: 24548624
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
12-31-2023
12-31-2023
Legacy Financial Group LLC
6000 GRAND AVE
SUITE B
DES MOINES
IA
50312
13F HOLDINGS REPORT
028-20485
000154927
801-79803
N
Aryn Sands
Agent
844-844-3453
Aryn Sands
Reno
NV
01-22-2024
0
29
22048000
false
INFORMATION TABLE
2
InformationTableOutput.xml
AMAZON COM INCCOM023135106277000
1820
SH
SOLE
0
1820
0
BERKSHIRE HATHAWAY INC DELCL B NEW084670702243000
682
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SOLE
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682
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CASEYS GEN STORES INCCOM147528103393000
1429
SH
SOLE
0
1429
0
DEERE & COCOM244199105350000
875
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SOLE
0
875
0
INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 2646138J635421000
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SOLE
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18203
0
INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 2846138J643267000
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INVESCO EXCH TRD SLF IDX FDBULSHS 2027 CB46138J783423000
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INVESCO EXCH TRD SLF IDX FDBULSHS 2025 HY46138J817428000
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18831
0
ISHARES TRTIPS BD ETF464287176897000
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ISHARES TRCORE S&P US GWT4642876712890000
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ISHARES TRU.S. TECH ETF464287721221000
1800
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0
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ISHARES TRCRE U S REIT ETF464288521650000
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ISHARES TRMBS ETF464288588255000
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ISHARES TRISHS 5-10YR INVT4642886381147000
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ISHARES TREAFE GRWTH ETF464288885201000
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VANGUARD BD INDEX FDSSHORT TRM BOND921937827675000
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VANGUARD BD INDEX FDSTOTAL BND MRKT921937835447000
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VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT9219438581019000
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SOLE
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VANGUARD INDEX FDSS&P 500 ETF SHS9229083632438000
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SOLE
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VANGUARD INDEX FDSMID CAP ETF922908629313000
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SOLE
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VANGUARD INDEX FDSSMALL CP ETF9229087511653000
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WISDOMTREE TREM EX ST-OWNED97717X578948000
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