0001689144-22-000002.txt : 20220428 0001689144-22-000002.hdr.sgml : 20220428 20220427174718 ACCESSION NUMBER: 0001689144-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220428 DATE AS OF CHANGE: 20220427 EFFECTIVENESS DATE: 20220428 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Bridge, LLC CENTRAL INDEX KEY: 0001689144 IRS NUMBER: 475256614 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18977 FILM NUMBER: 22861237 BUSINESS ADDRESS: STREET 1: 4601 WESTOWN PARKWAY STREET 2: SUITE 220 CITY: WEST DES MOINES STATE: IA ZIP: 50266 BUSINESS PHONE: 515-421-4870 MAIL ADDRESS: STREET 1: 4601 WESTOWN PARKWAY STREET 2: SUITE 220 CITY: WEST DES MOINES STATE: IA ZIP: 50266 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001689144 XXXXXXXX 03-31-2022 03-31-2022 Legacy Bridge, LLC

4601 WESTOWN PARKWAY SUITE 220 WEST DES MOINES IA 50266

13F HOLDINGS REPORT 028-18977 N Suzie Stewart 15154214874 Suzie Stewart West Des Moines IA X1 04-27-2022 0 307 484109 true INFORMATION TABLE 2 13F.xml AT&T INC COM 00206R102 2 83 SH SOLE 83 0 0 ABBOTT LABS COM 002824100 430 3636 SH SOLE 3636 0 0 ABBVIE INC COM 00287Y109 1657 10222 SH SOLE 10146 0 76 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 251 13500 SH SOLE 13500 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 77 169 SH SOLE 148 0 21 ADVANCED MICRO DEVICES INC COM 007903107 2540 23229 SH SOLE 22973 0 256 ALPHABET INC CAP STK CL C 02079K107 1712 613 SH SOLE 599 0 14 ALPHABET INC CAP STK CL A 02079K305 476 171 SH SOLE 171 0 0 AMAZON COM INC COM 023135106 1415 434 SH SOLE 422 0 12 AMERICAN EQTY INVT LIFE HLD COM 025676206 265 6630 SH SOLE 6630 0 0 AMERICAN EXPRESS CO COM 025816109 162 865 SH SOLE 865 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1592 6336 SH SOLE 6266 0 70 AMERISOURCEBERGEN CORP COM 03073E105 17 110 SH SOLE 110 0 0 AMGEN INC COM 031162100 2 10 SH SOLE 10 0 0 APPLE INC COM 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ISHARES INC MSCI HONG KG ETF 464286871 370 16375 SH SOLE 16375 0 0 ISHARES TR SELECT DIVID ETF 464287168 45 350 SH SOLE 350 0 0 ISHARES TR TIPS BD ETF 464287176 16 127 SH SOLE 127 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 929 20584 SH SOLE 20477 0 107 ISHARES TR S&P 500 GRWT ETF 464287309 449 5885 SH SOLE 5885 0 0 ISHARES TR LATN AMER 40 ETF 464287390 39 1298 SH SOLE 1298 0 0 ISHARES TR S&P 500 VAL ETF 464287408 101 651 SH SOLE 651 0 0 ISHARES TR MSCI EAFE ETF 464287465 1179 16014 SH SOLE 15764 0 250 ISHARES TR RUS MDCP VAL ETF 464287473 1329 11111 SH SOLE 11111 0 0 ISHARES TR RUS MD CP GR ETF 464287481 608 6054 SH SOLE 6054 0 0 ISHARES TR RUS MID CAP ETF 464287499 1567 20080 SH SOLE 20080 0 0 ISHARES TR CORE S&P MCP ETF 464287507 107 400 SH SOLE 400 0 0 ISHARES TR S&P MC 400GR ETF 464287606 113 1460 SH SOLE 1460 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 278 1000 SH SOLE 1000 0 0 ISHARES TR RUS 1000 ETF 464287622 22 86 SH SOLE 86 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 2147 13305 SH SOLE 13185 0 120 ISHARES TR RUS 2000 GRW ETF 464287648 1436 5613 SH SOLE 5613 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1588 7734 SH SOLE 7734 0 0 ISHARES TR S&P MC 400VL ETF 464287705 130 1185 SH SOLE 1185 0 0 ISHARES TR CORE S&P SCP ETF 464287804 139 1293 SH SOLE 1293 0 0 ISHARES TR GLB INFRASTR ETF 464288372 16 317 SH SOLE 317 0 0 ISHARES TR NATIONAL MUN ETF 464288414 176 1605 SH SOLE 1605 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 1061 20505 SH SOLE 19580 0 925 ISHARES TR GLOB UTILITS ETF 464288711 15 233 SH SOLE 233 0 0 ISHARES TR EAFE VALUE ETF 464288877 77 1525 SH SOLE 1525 0 0 ISHARES TR MSCI INDIA ETF 46429B598 203 4550 SH SOLE 4550 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 23 300 SH SOLE 300 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 108 1030 SH SOLE 1030 0 0 ISHARES INC CORE MSCI EMKT 46434G103 13 239 SH SOLE 239 0 0 ISHARES INC MSCI TAIWAN ETF 46434G772 84 1375 SH SOLE 1375 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 31 500 SH SOLE 500 0 0 ISHARES TR MSCI UK ETF NEW 46435G334 135 4000 SH SOLE 4000 0 0 JPMORGAN CHASE & CO COM 46625H100 1118 8198 SH SOLE 7998 0 200 J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM 46641Q332 1959 31910 SH SOLE 31910 0 0 JACOBS ENGR GROUP INC COM 469814107 1332 9665 SH SOLE 9590 0 75 JEFFERIES FINL GROUP INC COM 47233W109 14 431 SH SOLE 431 0 0 JOHN HANCOCK EXCHANGE TRADED MULTFCTR EMRNG 47804J834 2 63 SH SOLE 63 0 0 JOHNSON & JOHNSON COM 478160104 1329 7499 SH SOLE 7459 0 40 KEYCORP COM 493267108 7 300 SH SOLE 300 0 0 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 1198 23740 SH SOLE 23740 0 0 KOHLS CORP COM 500255104 36 600 SH SOLE 600 0 0 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 4 322 SH SOLE 322 0 0 LAM RESEARCH CORP COM 512807108 16 30 SH SOLE 30 0 0 LAS VEGAS SANDS CORP COM 517834107 5 125 SH SOLE 125 0 0 LEGG MASON ETF INVT TR CLRBRDG AL CP GW 524682101 9 200 SH SOLE 200 0 0 LIBERTY BROADBAND CORP COM SER A 530307107 5 41 SH SOLE 41 0 0 LILLY ELI & CO COM 532457108 19 65 SH SOLE 65 0 0 LOCKHEED MARTIN CORP COM 539830109 479 1086 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651639106 34 425 SH SOLE 425 0 0 NEXTERA ENERGY INC COM 65339F101 1299 15330 SH SOLE 15205 0 125 NIKE INC CL B 654106103 658 4890 SH SOLE 4890 0 0 NOKIA CORP SPONSORED ADR 654902204 0 15 SH SOLE 15 0 0 NORTHERN TR CORP COM 665859104 314 2700 SH SOLE 2700 0 0 NOVARTIS AG SPONSORED ADR 66987V109 26 292 SH SOLE 292 0 0 NVIDIA CORPORATION COM 67066G104 2461 9019 SH SOLE 8951 0 68 OREILLY AUTOMOTIVE INC COM 67103H107 14 20 SH SOLE 20 0 0 OKTA INC CL A 679295105 792 5245 SH SOLE 5215 0 30 ORACLE CORP COM 68389X105 36 430 SH SOLE 430 0 0 ORGANON & CO COMMON STOCK 68622V106 5 143 SH SOLE 143 0 0 OTIS WORLDWIDE CORP COM 68902V107 232 3011 SH SOLE 3000 0 11 PGIM ETF TR ULTRA SHORT 69344A107 44 900 SH SOLE 900 0 0 PNC FINL SVCS GROUP INC COM 693475105 1277 6921 SH SOLE 6921 0 0 PPG INDS INC COM 693506107 184 1405 SH SOLE 1405 0 0 PALO ALTO NETWORKS INC COM 697435105 1452 2332 SH SOLE 2332 0 0 PARKER-HANNIFIN CORP COM 701094104 968 3411 SH SOLE 3370 0 41 PAYPAL HLDGS INC COM 70450Y103 482 4166 SH SOLE 4149 0 17 PEPSICO INC COM 713448108 799 4772 SH SOLE 4772 0 0 PFIZER INC COM 717081103 539 10416 SH SOLE 10416 0 0 POST HLDGS INC COM 737446104 4 58 SH SOLE 0 0 58 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 286 3895 SH SOLE 3895 0 0 PROCTER AND GAMBLE CO COM 742718109 1140 7459 SH SOLE 7459 0 0 PROGRESSIVE CORP COM 743315103 13 111 SH SOLE 111 0 0 PRUDENTIAL FINL INC COM 744320102 106 900 SH SOLE 900 0 0 QORVO INC COM 74736K101 974 7852 SH SOLE 7812 0 40 QUALCOMM INC COM 747525103 1458 9542 SH SOLE 9497 0 45 RPM INTL INC COM 749685103 1050 12893 SH SOLE 12893 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1944 19625 SH SOLE 19455 0 170 RENEWABLE ENERGY GROUP INC COM NEW 75972A301 3 51 SH SOLE 0 0 51 RIO TINTO PLC SPONSORED ADR 767204100 876 10890 SH SOLE 10790 0 100 ROBERT HALF INTL INC COM 770323103 1686 14762 SH SOLE 14656 0 106 ROCKWELL AUTOMATION INC COM 773903109 1326 4734 SH SOLE 4709 0 25 SHELL PLC SPON ADS 780259305 88 1600 SH SOLE 1600 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 292 647 SH SOLE 647 0 0 SPDR SER TR S&P BIOTECH 78464A870 27 297 SH SOLE 297 0 0 SPDR SER TR NUVEEN BLMBRG SH 78468R739 41 857 SH SOLE 857 0 0 SALESFORCE COM INC COM 79466L302 1036 4879 SH SOLE 4769 0 110 SCHLUMBERGER LTD COM STK 806857108 8 192 SH SOLE 192 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 109 2050 SH SOLE 2050 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 117 2180 SH SOLE 2180 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 4 50 SH SOLE 50 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1183 15595 SH SOLE 15295 0 300 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 489 10330 SH SOLE 9930 0 400 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 12 440 SH SOLE 440 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 11 139 SH SOLE 139 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 710 19335 SH SOLE 19335 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 130 2565 SH SOLE 2565 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 185 3732 SH SOLE 3732 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 25 280 SH SOLE 280 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 18 132 SH SOLE 132 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 15 200 SH SOLE 200 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 80 2095 SH SOLE 2095 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 31 300 SH SOLE 300 0 0 SEMTECH CORP COM 816850101 764 11015 SH SOLE 11015 0 0 SKECHERS U S A INC CL A 830566105 358 8775 SH SOLE 8703 0 72 SOUTHERN CO COM 842587107 125 1720 SH SOLE 1720 0 0 STARBUCKS CORP COM 855244109 27 295 SH SOLE 295 0 0 STRYKER CORPORATION COM 863667101 785 2935 SH SOLE 2935 0 0 SUNCOR ENERGY INC NEW COM 867224107 39 1199 SH SOLE 1199 0 0 SYSCO CORP COM 871829107 27 325 SH SOLE 325 0 0 TJX COS INC NEW COM 872540109 450 7425 SH SOLE 7425 0 0 T-MOBILE US INC COM 872590104 1070 8334 SH SOLE 8334 0 0 TARGET CORP COM 87612E106 1797 8469 SH SOLE 8386 0 83 THERMO FISHER SCIENTIFIC INC COM 883556102 1210 2048 SH SOLE 2036 0 12 3M CO COM 88579Y101 15 100 SH SOLE 100 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 9 110 SH SOLE 110 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 5 99 SH SOLE 99 0 0 TRACTOR SUPPLY CO COM 892356106 16 70 SH SOLE 70 0 0 US BANCORP DEL COM NEW 902973304 273 5134 SH SOLE 5134 0 0 ULTA BEAUTY INC COM 90384S303 145 365 SH SOLE 365 0 0 UNDER ARMOUR INC CL C 904311206 16 1000 SH SOLE 1000 0 0 UNILEVER PLC SPON ADR NEW 904767704 4 90 SH SOLE 90 0 0 UNION PAC CORP COM 907818108 985 3605 SH SOLE 3605 0 0 UNITED PARCEL SERVICE INC CL B 911312106 390 1817 SH SOLE 1817 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1798 3526 SH SOLE 3515 0 11 VALERO ENERGY CORP COM 91913Y100 1144 11270 SH SOLE 11270 0 0 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 15 570 SH SOLE 570 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 2754 46099 SH SOLE 45559 0 540 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 110 732 SH SOLE 732 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4 50 SH SOLE 50 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 4 50 SH SOLE 50 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1421 29591 SH SOLE 29391 0 200 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 17 140 SH SOLE 140 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 89 1552 SH SOLE 1552 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 934 20256 SH SOLE 20256 0 0 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 49 660 SH SOLE 660 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 5 81 SH SOLE 81 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 113 1900 SH SOLE 1900 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1101 14096 SH SOLE 13796 0 300 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 165 2260 SH SOLE 2260 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2245 26090 SH SOLE 25880 0 210 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 607 1462 SH SOLE 1462 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 144 960 SH SOLE 960 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 177 796 SH SOLE 796 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 9 82 SH SOLE 82 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 117 470 SH SOLE 470 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 109 618 SH SOLE 618 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 127 534 SH SOLE 534 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 35 235 SH SOLE 235 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 10 47 SH SOLE 47 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 137 600 SH SOLE 600 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 591 11609 SH SOLE 11609 0 0 VIATRIS INC COM 92556V106 8 710 SH SOLE 710 0 0 VISA INC COM CL A 92826C839 1158 5223 SH SOLE 5202 0 21 VULCAN MATLS CO COM 929160109 23 125 SH SOLE 90 0 35 WALMART INC COM 931142103 1599 10738 SH SOLE 10738 0 0 WASTE MGMT INC DEL COM 94106L109 6 40 SH SOLE 40 0 0 WATSCO INC COM 942622200 12 40 SH SOLE 40 0 0 WELLS FARGO CO NEW COM 949746101 311 6417 SH SOLE 6417 0 0 WEST BANCORPORATION INC CAP STK 95123P106 8924 327979 SH SOLE 327979 0 0 WILLIAMS SONOMA INC COM 969904101 1083 7468 SH SOLE 7468 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 80 1500 SH SOLE 1500 0 0 WISDOMTREE TR EMER MKT HIGH FD 97717W315 136 3100 SH SOLE 3100 0 0 WORKDAY INC CL A 98138H101 1115 4655 SH SOLE 4630 0 25 WORKIVA INC COM CL A 98139A105 998 8454 SH SOLE 8454 0 0 ZIMVIE INC COM 98888T107 0 13 SH SOLE 13 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 17 135 SH SOLE 135 0 0 ARCH CAP GROUP LTD ORD G0450A105 15 313 SH SOLE 313 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 848 2515 SH SOLE 2515 0 0 EATON CORP PLC SHS G29183103 1309 8626 SH SOLE 8626 0 0 INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 0 18 SH SOLE 18 0 0 JOHNSON CTLS INTL PLC SHS G51502105 1609 24540 SH SOLE 24400 0 140 MEDTRONIC PLC SHS G5960L103 152 1370 SH SOLE 1370 0 0 NOVOCURE LTD ORD SHS G6674U108 46 550 SH SOLE 550 0 0 ALCON AG ORD SHS H01301128 2 30 SH SOLE 30 0 0 TE CONNECTIVITY LTD SHS H84989104 7 50 SH SOLE 50 0 0 NXP SEMICONDUCTORS N V COM N6596X109 1418 7660 SH SOLE 7620 0 40