0001420506-22-002248.txt : 20221114
0001420506-22-002248.hdr.sgml : 20221114
20221114141726
ACCESSION NUMBER: 0001420506-22-002248
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221114
DATE AS OF CHANGE: 20221114
EFFECTIVENESS DATE: 20221114
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: 221383732
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
09-30-2022
09-30-2022
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
11-14-2022
0
27
38778
false
INFORMATION TABLE
2
Form13F_InfoTable.xml
INFORMATION TABLE FOR NEW LEGACY GROUP, LLC
APPLE INC
COM
037833100
788
5700
SH
SOLE
0
5700
0
EATON VANCE TAX-MANAGED DIVE
COM
27828N102
407
37500
SH
SOLE
0
37500
0
GLOBAL X FDS
GLB X MLP ENRG I
37954Y293
982
26200
SH
SOLE
0
26200
0
ISHARES TR
ISHS 1-5YR INVS
464288646
404
8200
SH
SOLE
0
8200
0
ISHARES TR
USD INV GRDE ETF
464288620
365
7600
SH
SOLE
0
7600
0
ISHARES TR
US CONSUM DISCRE
464287580
244
4200
SH
SOLE
0
4200
0
ISHARES TR
RUS 2000 VAL ETF
464287630
774
6000
SH
SOLE
0
6000
0
ISHARES TR
RUS 1000 VAL ETF
464287598
1446
10635
SH
SOLE
0
10635
0
ISHARES TR
EXPANDED TECH
464287515
259
1035
SH
SOLE
0
1035
0
ISHARES TR
CORE S&P SCP ETF
464287804
523
6000
SH
SOLE
0
6000
0
ISHARES TR
ISHS 5-10YR INVT
464288638
435
9000
SH
SOLE
0
9000
0
ISHARES TR
IBOXX HI YD ETF
464288513
2613
36600
SH
SOLE
0
36600
0
ISHARES TR
MSCI EAFE ETF
464287465
392
7000
SH
SOLE
0
7000
0
ISHARES TR
3 7 YR TREAS BD
464288661
389
3400
SH
SOLE
0
3400
0
ISHARES TR
INTRM GOV CR ETF
464288612
997
9800
SH
SOLE
0
9800
0
META PLATFORMS INC
CL A
30303M102
4145
30550
SH
SOLE
0
30550
0
RIVIAN AUTOMOTIVE INC
COM CL A
76954A103
9107
276710
SH
SOLE
0
276710
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
248
2050
SH
SOLE
0
2050
0
SPDR GOLD TR
GOLD SHS
78463V107
1083
7000
SH
SOLE
0
7000
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
6568
18387
SH
SOLE
0
18387
0
SPDR SER TR
S&P BIOTECH
78464A870
222
2805
SH
SOLE
0
2805
0
SPDR SER TR
COMP SOFTWARE
78464A599
246
2299
SH
SOLE
0
2299
0
UBER TECHNOLOGIES INC
COM
90353T100
2006
75684
SH
SOLE
0
75684
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1873
51332
SH
SOLE
0
51332
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
260
1923
SH
SOLE
0
1923
0
WISDOMTREE TR
EUROPE HEDGED EQ
97717X701
1244
20000
SH
SOLE
0
20000
0
WISDOMTREE TR
US HIGH DIVIDEND
97717W208
758
10000
SH
SOLE
0
10000
0