0001420506-22-000448.txt : 20220214
0001420506-22-000448.hdr.sgml : 20220214
20220214160246
ACCESSION NUMBER: 0001420506-22-000448
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220214
DATE AS OF CHANGE: 20220214
EFFECTIVENESS DATE: 20220214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: New Legacy Group, LLC
CENTRAL INDEX KEY: 0001908065
IRS NUMBER: 272606820
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22079
FILM NUMBER: 22631205
BUSINESS ADDRESS:
STREET 1: 275 MADISON AVE
STREET 2: 39TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10016
BUSINESS PHONE: 212-616-8020
MAIL ADDRESS:
STREET 1: 275 MADISON AVE
STREET 2: 39TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10016
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001908065
XXXXXXXX
12-31-2021
12-31-2021
false
New Legacy Group, LLC
275 Madison Ave
39th Floor
New York
NY
10016
13F HOLDINGS REPORT
028-22079
N
Adam Geiger
President
212-616-8020
Adam Geiger, President
New York
NY
02-14-2022
0
35
517476
false
INFORMATION TABLE
2
Form13F_InfoTable.xml
INFORMATION TABLE FOR NEW LEGACY GROUP, LLC
APPLE INC
COM
037833100
1225
6900
SH
SOLE
0
6900
0
ARK ETF TR
GENOMIC REV ETF
00214Q302
233
3800
SH
SOLE
0
3800
0
EATON VANCE TAX-MANAGED DIVE
COM
27828N102
564
37500
SH
SOLE
0
37500
0
GLOBAL X FDS
E COMMERCE ETF
37954Y467
228
8300
SH
SOLE
0
8300
0
GLOBAL X FDS
GLB X MLP ENRG I
37954Y293
925
26200
SH
SOLE
0
26200
0
ISHARES TR
ISHS 1-5YR INVS
464288646
442
8200
SH
SOLE
0
8200
0
ISHARES TR
USD INV GRDE ETF
464288620
454
7600
SH
SOLE
0
7600
0
ISHARES TR
US CONSUM DISCRE
464287580
353
4200
SH
SOLE
0
4200
0
ISHARES TR
RUS 2000 GRW ETF
464287648
253
862
SH
SOLE
0
862
0
ISHARES TR
RUS 2000 VAL ETF
464287630
996
6000
SH
SOLE
0
6000
0
ISHARES TR
CORE S&P SCP ETF
464287804
687
6000
SH
SOLE
0
6000
0
ISHARES TR
EXPANDED TECH
464287515
471
1186
SH
SOLE
0
1186
0
ISHARES TR
RUS 1000 VAL ETF
464287598
1786
10635
SH
SOLE
0
10635
0
ISHARES TR
ISHS 5-10YR INVT
464288638
533
9000
SH
SOLE
0
9000
0
ISHARES TR
IBOXX HI YD ETF
464288513
3080
35400
SH
SOLE
0
35400
0
ISHARES TR
3 7 YR TREAS BD
464288661
437
3400
SH
SOLE
0
3400
0
ISHARES TR
INTRM GOV CR ETF
464288612
1183
10400
SH
SOLE
0
10400
0
ISHARES TR
MSCI EAFE ETF
464287465
551
7000
SH
SOLE
0
7000
0
ISHARES TR
CHINA LG-CAP ETF
464287184
209
5700
SH
SOLE
0
5700
0
META PLATFORMS INC
CL A
30303M102
9936
29540
SH
SOLE
0
29540
0
PHASEBIO PHARMACEUTICALS INC
COM
717224109
628
240575
SH
SOLE
240575
0
0
RIVIAN AUTOMOTIVE INC
COM CL A
76954A103
472283
4554760
SH
SOLE
4554760
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
268
1900
SH
SOLE
0
1900
0
SPDR GOLD TR
GOLD SHS
78463V107
1197
7000
SH
SOLE
0
7000
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
8312
17500
SH
SOLE
0
17500
0
SPDR SER TR
S&P BIOTECH
78464A870
314
2805
SH
SOLE
0
2805
0
SPDR SER TR
S&P BIOTECH
78464A870
302
2700
SH
SOLE
0
2700
0
SPDR SER TR
COMP SOFTWARE
78464A599
402
2431
SH
SOLE
0
2431
0
UBER TECHNOLOGIES INC
COM
90353T100
3173
75684
SH
SOLE
0
75684
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1632
33000
SH
SOLE
0
33000
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1434
29000
SH
SOLE
0
29000
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
330
1923
SH
SOLE
0
1923
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
227
1323
SH
SOLE
0
1323
0
WISDOMTREE TR
EUROPE HEDGED EQ
97717X701
1603
20000
SH
SOLE
0
20000
0
WISDOMTREE TR
US HIGH DIVIDEND
97717W208
825
10000
SH
SOLE
0
10000
0