0001104659-24-060537.txt : 20240513 0001104659-24-060537.hdr.sgml : 20240513 20240513161309 ACCESSION NUMBER: 0001104659-24-060537 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LEGACY FINANCIAL GROUP, INC. CENTRAL INDEX KEY: 0001965579 ORGANIZATION NAME: IRS NUMBER: 202227620 STATE OF INCORPORATION: OK FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23107 FILM NUMBER: 24939203 BUSINESS ADDRESS: STREET 1: 2508 E 21ST STREET CITY: TULSA STATE: OK ZIP: 74114 BUSINESS PHONE: 918-665-0826 MAIL ADDRESS: STREET 1: 2508 E 21ST STREET CITY: TULSA STATE: OK ZIP: 74114 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001965579 XXXXXXXX 03-31-2024 03-31-2024 false LEGACY FINANCIAL GROUP, INC.

2508 E 21st Street Tulsa OK 74114

13F HOLDINGS REPORT 028-23107 N Kevin King 918-665-0826 /s/ Kevin King Tulsa OK 05-13-2024 0 74 254050169 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 204753 1801 SH SOLE 0 0 1801 ABBVIE INC COM 00287Y109 670322 3681 SH SOLE 0 0 3681 ALPHABET INC CAP STK CL C 02079K107 1554022 10206 SH SOLE 0 0 10206 ALPHABET INC CAP STK CL A 02079K305 536405 3554 SH SOLE 0 0 3554 AMAZON COM INC COM 023135106 845982 4690 SH SOLE 0 0 4690 AMERICAN CENTY ETF TR US EQT ETF 025072885 18107316 202316 SH SOLE 0 0 202316 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 865904 13475 SH SOLE 0 0 13475 AMERICAN CENTY ETF TR US SML CP VALU 025072877 580837 6198 SH SOLE 0 0 6198 APPLE INC COM 037833100 5998323 34980 SH SOLE 0 0 34980 ARK ETF TR INNOVATION ETF 00214Q104 422024 8427 SH SOLE 0 0 8427 BANCFIRST CORP COM 05945F103 699134 7942 SH SOLE 0 0 7942 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2539941 6040 SH SOLE 0 0 6040 CATERPILLAR INC COM 149123101 396065 1081 SH SOLE 0 0 1081 CHEVRON CORP NEW COM 166764100 395249 2506 SH SOLE 0 0 2506 CISCO SYS INC COM 17275R102 250117 5012 SH SOLE 0 0 5012 CONOCOPHILLIPS COM 20825C104 227240 1785 SH SOLE 0 0 1785 CSX CORP COM 126408103 278246 7506 SH SOLE 0 0 7506 DEXCOM INC COM 252131107 235790 1700 SH SOLE 0 0 1700 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 19530620 611287 SH SOLE 0 0 611287 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 17888924 437382 SH SOLE 0 0 437382 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 17186839 568724 SH SOLE 0 0 568724 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 14927353 317333 SH SOLE 0 0 317333 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 11007815 432697 SH SOLE 0 0 432697 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 10751746 340137 SH SOLE 0 0 340137 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 10341880 283029 SH SOLE 0 0 283029 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 9234205 169653 SH SOLE 0 0 169653 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 7936720 139290 SH SOLE 0 0 139290 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 7887548 188023 SH SOLE 0 0 188023 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 6029529 243913 SH SOLE 0 0 243913 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 4712195 97987 SH SOLE 0 0 97987 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 3774475 125858 SH SOLE 0 0 125858 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 3280784 146660 SH SOLE 0 0 146660 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1874190 30064 SH SOLE 0 0 30064 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 1849103 61432 SH SOLE 0 0 61432 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1749022 68616 SH SOLE 0 0 68616 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 841876 31472 SH SOLE 0 0 31472 DIMENSIONAL ETF TRUST ULTRASHORT FIXED 25434V591 208551 4124 SH SOLE 0 0 4124 DISNEY WALT CO COM 254687106 288989 2362 SH SOLE 0 0 2362 ENTERPRISE PRODS PARTNERS L COM 293792107 355698 12190 SH SOLE 0 0 12190 ETF SER SOLUTIONS CLEARSHS ULTRA 26922A453 930648 9293 SH SOLE 0 0 9293 EXXON MOBIL CORP COM 30231G102 368574 3171 SH SOLE 0 0 3171 INVESCO QQQ TR UNIT SER 1 46090E103 386733 871 SH SOLE 0 0 871 ISHARES TR SHRT NAT MUN ETF 464288158 5249640 50125 SH SOLE 0 0 50125 ISHARES TR RUS 1000 GRW ETF 464287614 3360051 9969 SH SOLE 0 0 9969 ISHARES TR CORE S&P500 ETF 464287200 701850 1335 SH SOLE 0 0 1335 ISHARES TR DOW JONES US ETF 464287846 270526 2112 SH SOLE 0 0 2112 ISHARES TR ISHARES SEMICDTR 464287523 203328 900 SH SOLE 0 0 900 JOHNSON & JOHNSON COM 478160104 352880 2231 SH SOLE 0 0 2231 JPMORGAN CHASE & CO COM 46625H100 318277 1589 SH SOLE 0 0 1589 MCDONALDS CORP COM 580135101 219083 777 SH SOLE 0 0 777 MERCK & CO INC COM 58933Y105 224579 1702 SH SOLE 0 0 1702 META PLATFORMS INC CL A 30303M102 340877 702 SH SOLE 0 0 702 MICROSOFT CORP COM 594918104 2302924 5474 SH SOLE 0 0 5474 NVIDIA CORPORATION COM 67066G104 1282228 1419 SH SOLE 0 0 1419 OGE ENERGY CORP COM 670837103 528752 15416 SH SOLE 0 0 15416 ONEOK INC NEW COM 682680103 3393659 42331 SH SOLE 0 0 42331 PHILIP MORRIS INTL INC COM 718172109 251772 2748 SH SOLE 0 0 2748 PHILLIPS 66 COM 718546104 322433 1974 SH SOLE 0 0 1974 PROCTER AND GAMBLE CO COM 742718109 220608 1360 SH SOLE 0 0 1360 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 6070203 97812 SH SOLE 0 0 97812 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 283872 1363 SH SOLE 0 0 1363 SPDR S&P 500 ETF TR TR UNIT 78462F103 427948 818 SH SOLE 0 0 818 TESLA INC COM 88160R101 253489 1442 SH SOLE 0 0 1442 UNITEDHEALTH GROUP INC COM 91324P102 226078 457 SH SOLE 0 0 457 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 5796648 117842 SH SOLE 0 0 117842 VANGUARD INDEX FDS GROWTH ETF 922908736 25240224 73330 SH SOLE 0 0 73330 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3748540 43346 SH SOLE 0 0 43346 VANGUARD INDEX FDS LARGE CAP ETF 922908637 367792 1534 SH SOLE 0 0 1534 VANGUARD INDEX FDS TOTAL STK MKT 922908769 270816 1042 SH SOLE 0 0 1042 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2152488 44946 SH SOLE 0 0 44946 VANGUARD WORLD FD INF TECH ETF 92204A702 203079 387 SH SOLE 0 0 387 VISA INC COM CL A 92826C839 206009 738 SH SOLE 0 0 738 WALMART INC COM 931142103 562385 9347 SH SOLE 0 0 9347 WILLIAMS COS INC COM 969457100 545444 13997 SH SOLE 0 0 13997