0001085146-24-000556.txt : 20240130 0001085146-24-000556.hdr.sgml : 20240130 20240130143052 ACCESSION NUMBER: 0001085146-24-000556 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240130 DATE AS OF CHANGE: 20240130 EFFECTIVENESS DATE: 20240130 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy CG, LLC CENTRAL INDEX KEY: 0001904825 ORGANIZATION NAME: IRS NUMBER: 752799286 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22450 FILM NUMBER: 24577417 BUSINESS ADDRESS: STREET 1: 5340 LEGACY DRIVE, STE 165 CITY: PLANO STATE: TX ZIP: 75024 BUSINESS PHONE: 972-599-4750 MAIL ADDRESS: STREET 1: 5340 LEGACY DRIVE, STE 165 CITY: PLANO STATE: TX ZIP: 75024 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001904825 XXXXXXXX 12-31-2023 12-31-2023 false Legacy CG, LLC
5340 LEGACY DRIVE, STE 165 PLANO TX 75024
13F HOLDINGS REPORT 028-22450 000108541 801-57457 N
Steve Wachs CCO 972-599-4750 /s/Steve Wachs Plano TX 01-30-2024 0 37 263498953 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3940017 11228 SH SOLE 197 0 11031 ALPHABET INC CAP STK CL C 02079K107 6007000 42624 SH SOLE 702 0 41922 AMAZON COM INC COM 023135106 8454701 55645 SH SOLE 660 0 54985 AMERICAN CENTY ETF TR MULTISECTOR 025072398 15971334 366315 SH SOLE 2100 0 364215 AMGEN INC COM 031162100 6380219 22152 SH SOLE 345 0 21807 APPLE INC COM 037833100 3728729 19367 SH SOLE 291 0 19076 APPLIED MATLS INC COM 038222105 4420945 27278 SH SOLE 413 0 26865 AUTOMATIC DATA PROCESSING IN COM 053015103 3799974 16311 SH SOLE 279 0 16032 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4988603 13987 SH SOLE 223 0 13764 CATERPILLAR INC COM 149123101 4380055 14814 SH SOLE 259 0 14555 CSX CORP COM 126408103 3627765 104637 SH SOLE 1500 0 103137 DIAMONDBACK ENERGY INC COM 25278X109 4970159 32049 SH SOLE 492 0 31557 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1208235 35164 SH SOLE 0 0 35164 EXXON MOBIL CORP COM 30231G102 244651 2447 SH SOLE 0 0 2447 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740F433 21103053 663785 SH SOLE 7320 0 656465 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 13140459 337454 SH SOLE 0 0 337454 INNOVATOR ETFS TR US SML CP PWR B 45782C284 10042516 370812 SH SOLE 4385 0 366427 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 4852724 237239 SH SOLE 1234 0 236005 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 4877747 252733 SH SOLE 1313 0 251420 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 4849003 249242 SH SOLE 1310 0 247932 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 4936294 243407 SH SOLE 1265 0 242142 JPMORGAN CHASE & CO COM 46625H100 5442179 31994 SH SOLE 535 0 31459 KEURIG DR PEPPER INC COM 49271V100 5295314 158923 SH SOLE 2550 0 156373 LOWES COS INC COM 548661107 5107077 22948 SH SOLE 396 0 22552 MERCK & CO INC COM 58933Y105 5131789 47072 SH SOLE 735 0 46337 MICROSOFT CORP COM 594918104 6284004 16711 SH SOLE 248 0 16463 MOTOROLA SOLUTIONS INC COM NEW 620076307 4694785 14995 SH SOLE 225 0 14770 ORACLE CORP COM 68389X105 3359843 31868 SH SOLE 421 0 31447 PACER FDS TR PACER US SMALL 69374H857 15634980 325525 SH SOLE 4810 0 320715 PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF 74255Y870 15405596 329461 SH SOLE 4675 0 324786 SPDR SER TR BLOOMBERG 3-12 M 78468R523 11980734 120871 SH SOLE 0 0 120871 SPDR SER TR PORTFOLIO INTRMD 78464A375 1012707 30847 SH SOLE 0 0 30847 TE CONNECTIVITY LTD SHS H84989104 4302292 30621 SH SOLE 449 0 30172 UNITEDHEALTH GROUP INC COM 91324P102 4931444 9367 SH SOLE 151 0 9216 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 17864462 210492 SH SOLE 2565 0 207927 VICTORY PORTFOLIOS II SHORT TRM BD ETF 92647N535 14699002 296411 SH SOLE 215 0 296196 VISA INC COM CL A 92826C839 6428562 24692 SH SOLE 378 0 24314