0001420506-23-001490.txt : 20230811
0001420506-23-001490.hdr.sgml : 20230811
20230811135855
ACCESSION NUMBER: 0001420506-23-001490
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230811
DATE AS OF CHANGE: 20230811
EFFECTIVENESS DATE: 20230811
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: 231163041
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
X0202
13F-HR
LIVE
false
true
false
0001908065
XXXXXXXX
06-30-2023
06-30-2023
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
08-11-2023
0
27
39527953
false
INFORMATION TABLE
2
Form13F_InfoTable.xml
INFORMATION TABLE FOR NEW LEGACY GROUP, LLC (6477)
APPLE INC
COM
037833100
1105629
5700
SH
SOLE
0
5700
0
EATON VANCE TAX-MANAGED DIVE
COM
27828N102
467250
37500
SH
SOLE
0
37500
0
GLOBAL X FDS
GLB X MLP ENRG I
37954Y293
1089134
26200
SH
SOLE
0
26200
0
ISHARES TR
MSCI EAFE ETF
464287465
507500
7000
SH
SOLE
0
7000
0
ISHARES TR
INTRM GOV CR ETF
464288612
905520
8800
SH
SOLE
0
8800
0
ISHARES TR
IBOXX HI YD ETF
464288513
2747562
36600
SH
SOLE
0
36600
0
ISHARES TR
3 7 YR TREAS BD
464288661
391884
3400
SH
SOLE
0
3400
0
ISHARES TR
ISHS 5-10YR INVT
464288638
455130
9000
SH
SOLE
0
9000
0
ISHARES TR
ISHS 1-5YR INVS
464288646
411394
8200
SH
SOLE
0
8200
0
ISHARES TR
EXPANDED TECH
464287515
358017
1035
SH
SOLE
0
1035
0
ISHARES TR
CORE S&P SCP ETF
464287804
597900
6000
SH
SOLE
0
6000
0
ISHARES TR
RUS 1000 VAL ETF
464287598
1678522
10635
SH
SOLE
0
10635
0
ISHARES TR
RUS 2000 VAL ETF
464287630
844800
6000
SH
SOLE
0
6000
0
ISHARES TR
RUS 2000 GRW ETF
464287648
209276
862
SH
SOLE
0
862
0
ISHARES TR
US CONSUM DISCRE
464287580
298908
4200
SH
SOLE
0
4200
0
ISHARES TR
USD INV GRDE ETF
464288620
380684
7600
SH
SOLE
0
7600
0
META PLATFORMS INC
CL A
30303M102
8767239
30550
SH
SOLE
0
30550
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
272097
2050
SH
SOLE
0
2050
0
SPDR GOLD TR
GOLD SHS
78463V107
1247890
7000
SH
SOLE
0
7000
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
8150741
18387
SH
SOLE
0
18387
0
SPDR SER TR
S&P BIOTECH
78464A870
233376
2805
SH
SOLE
0
2805
0
SPDR SER TR
COMP SOFTWARE
78464A599
306570
2299
SH
SOLE
0
2299
0
UBER TECHNOLOGIES INC
COM
90353T100
3267278
75684
SH
SOLE
0
75684
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2088206
51332
SH
SOLE
0
51332
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
312346
1923
SH
SOLE
0
1923
0
WISDOMTREE TR
US HIGH DIVIDEND
97717W208
795700
10000
SH
SOLE
0
10000
0
WISDOMTREE TR
EUROPE HEDGED EQ
97717X701
1637400
20000
SH
SOLE
0
20000
0