0001689144-22-000004.txt : 20221102 0001689144-22-000004.hdr.sgml : 20221102 20221102153857 ACCESSION NUMBER: 0001689144-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221102 DATE AS OF CHANGE: 20221102 EFFECTIVENESS DATE: 20221102 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: 221353775 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 09-30-2022 09-30-2022 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 11-02-2022 0 289 125365 true INFORMATION TABLE 2 LegacyBridge13F_20220930.xml 3M CO COM 88579Y101 11 100 SH SOLE 100 0 0 ABBOTT LABS COM 002824100 344 3556 SH SOLE 3556 0 0 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 215 13500 SH SOLE 13500 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 557 2165 SH SOLE 2165 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 44 159 SH SOLE 138 0 21 ADVANCED MICRO DEVICES INC COM 007903107 1650 26049 SH SOLE 25753 0 296 ALPHABET INC CAP STK CL A 02079K305 161 1680 SH SOLE 1680 0 0 ALPHABET INC CAP STK CL C 02079K107 1143 11885 SH SOLE 11605 0 280 AMAZON COM INC COM 023135106 974 8620 SH SOLE 8380 0 240 AMERICAN EQTY INVT LIFE HLD COM 025676206 173 4630 SH SOLE 4630 0 0 AMERICAN EXPRESS CO COM 025816109 117 865 SH SOLE 865 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1360 6336 SH SOLE 6306 0 30 AMERISOURCEBERGEN CORP COM 03073E105 15 110 SH SOLE 110 0 0 AMGEN INC COM 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RUS 1000 GRW ETF 464287614 210 1000 SH SOLE 1000 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 1020 4938 SH SOLE 4938 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1708 13245 SH SOLE 13125 0 120 ISHARES TR RUS MD CP GR ETF 464287481 436 5554 SH SOLE 5554 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 1067 11111 SH SOLE 11111 0 0 ISHARES TR RUS MID CAP ETF 464287499 1248 20080 SH SOLE 20080 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1275 7734 SH SOLE 7734 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 277 4785 SH SOLE 4785 0 0 ISHARES TR S&P 500 VAL ETF 464287408 84 651 SH SOLE 651 0 0 ISHARES TR S&P MC 400GR ETF 464287606 92 1460 SH SOLE 1460 0 0 ISHARES TR S&P MC 400VL ETF 464287705 107 1185 SH SOLE 1185 0 0 ISHARES TR SELECT DIVID ETF 464287168 38 350 SH SOLE 350 0 0 ISHARES TR TIPS BD ETF 464287176 3 28 SH SOLE 28 0 0 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 1635 31910 SH SOLE 31910 0 0 JACOBS SOLUTIONS INC COM 46982L108 1046 9645 SH SOLE 9570 0 75 JEFFERIES FINL GROUP INC COM 47233W109 13 431 SH SOLE 431 0 0 JOHNSON & JOHNSON COM 478160104 1225 7499 SH SOLE 7459 0 40 JOHNSON CTLS INTL PLC SHS G51502105 1225 24890 SH SOLE 24750 0 140 JPMORGAN CHASE & CO COM 46625H100 857 8198 SH SOLE 8048 0 150 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 1162 23740 SH SOLE 23740 0 0 KOHLS CORP COM 500255104 15 600 SH SOLE 600 0 0 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 3 322 SH SOLE 322 0 0 LAM RESEARCH CORP COM 512807108 11 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 7 200 SH SOLE 200 0 0 LIBERTY BROADBAND CORP COM SER A 530307107 3 41 SH SOLE 41 0 0 LILLY ELI & CO COM 532457108 21 65 SH SOLE 65 0 0 LOCKHEED MARTIN CORP COM 539830109 420 1086 SH SOLE 1077 0 9 LOWES COS INC COM 548661107 1459 7770 SH SOLE 7735 0 35 LULULEMON ATHLETICA INC COM 550021109 735 2628 SH SOLE 2618 0 10 MANULIFE FINL CORP COM 56501R106 29 1860 SH SOLE 1860 0 0 MARATHON OIL CORP COM 565849106 48 2130 SH SOLE 1990 0 140 MARATHON PETE CORP COM 56585A102 51 515 SH SOLE 515 0 0 MARKEL CORP COM 570535104 8 7 SH SOLE 7 0 0 MASCO CORP COM 574599106 30 650 SH SOLE 650 0 0 MASTERCARD INCORPORATED CL A 57636Q104 163 575 SH SOLE 575 0 0 MCDONALDS CORP COM 580135101 508 2201 SH SOLE 2201 0 0 MEDTRONIC PLC SHS G5960L103 123 1520 SH SOLE 1520 0 0 MERCK & CO INC COM 58933Y105 131 1526 SH SOLE 1526 0 0 META PLATFORMS INC CL A 30303M102 208 1535 SH SOLE 1535 0 0 MICRON TECHNOLOGY INC COM 595112103 605 12070 SH SOLE 12070 0 0 MICROSOFT CORP COM 594918104 1984 8520 SH SOLE 8495 0 25 MONDELEZ INTL INC CL A 609207105 731 13331 SH SOLE 13331 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 1047 12040 SH SOLE 11990 0 50 MOODYS CORP COM 615369105 6 25 SH SOLE 25 0 0 MORGAN STANLEY COM NEW 617446448 693 8769 SH SOLE 8769 0 0 NETFLIX INC COM 64110L106 17 71 SH SOLE 61 0 10 NEWMONT CORP COM 651639106 9 225 SH SOLE 225 0 0 NEXTERA ENERGY INC COM 65339F101 1179 15030 SH SOLE 14905 0 125 NIKE INC CL B 654106103 400 4810 SH SOLE 4810 0 0 NOKIA CORP SPONSORED ADR 654902204 0 15 SH SOLE 15 0 0 NORTHERN TR CORP COM 665859104 231 2700 SH SOLE 2700 0 0 NOVARTIS AG SPONSORED ADR 66987V109 22 292 SH SOLE 292 0 0 NOVOCURE LTD ORD SHS G6674U108 42 550 SH SOLE 550 0 0 NVIDIA CORPORATION COM 67066G104 827 6809 SH SOLE 6751 0 58 NXP SEMICONDUCTORS N V COM N6596X109 1119 7585 SH SOLE 7545 0 40 ORACLE CORP COM 68389X105 26 430 SH SOLE 430 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 14 20 SH SOLE 20 0 0 ORGANON & CO COMMON STOCK 68622V106 3 143 SH SOLE 143 0 0 OTIS WORLDWIDE CORP COM 68902V107 186 2911 SH SOLE 2900 0 11 PALO ALTO NETWORKS INC COM 697435105 1133 6918 SH SOLE 6918 0 0 PARKER-HANNIFIN CORP COM 701094104 839 3461 SH SOLE 3445 0 16 PAYPAL HLDGS INC COM 70450Y103 342 3972 SH SOLE 3955 0 17 PEPSICO INC COM 713448108 737 4517 SH SOLE 4517 0 0 PFIZER INC COM 717081103 456 10416 SH SOLE 10416 0 0 PGIM ETF TR PGIM ULTRA SH BD 69344A107 44 900 SH SOLE 900 0 0 PNC FINL SVCS GROUP INC COM 693475105 1034 6921 SH SOLE 6921 0 0 POST HLDGS INC COM 737446104 5 58 SH SOLE 58 0 0 PPG INDS INC COM 693506107 137 1239 SH SOLE 1239 0 0 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 281 3895 SH SOLE 3895 0 0 PROCTER AND GAMBLE CO COM 742718109 879 6959 SH SOLE 6959 0 0 PROGRESSIVE CORP COM 743315103 13 111 SH SOLE 111 0 0 PRUDENTIAL FINL INC COM 744320102 83 965 SH SOLE 965 0 0 QORVO INC COM 74736K101 619 7792 SH SOLE 7752 0 40 QUALCOMM INC COM 747525103 1084 9592 SH SOLE 9547 0 45 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1607 19625 SH SOLE 19535 0 90 RIO TINTO PLC SPONSORED ADR 767204100 600 10890 SH SOLE 10890 0 0 ROBERT HALF INTL INC COM 770323103 1129 14762 SH SOLE 14656 0 106 ROCKWELL AUTOMATION INC COM 773903109 1018 4734 SH SOLE 4709 0 25 RPM INTL INC COM 749685103 1074 12893 SH SOLE 12893 0 0 SALESFORCE INC COM 79466L302 697 4849 SH SOLE 4739 0 110 SCHLUMBERGER LTD COM STK 806857108 7 192 SH SOLE 192 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 10 440 SH SOLE 440 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 544 19335 SH SOLE 19335 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 180 3732 SH SOLE 3732 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 116 2565 SH SOLE 2565 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 86 2050 SH SOLE 2050 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 9 139 SH SOLE 139 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 3 50 SH SOLE 50 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 92 2180 SH SOLE 2180 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 944 15595 SH SOLE 15295 0 300 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 390 10330 SH SOLE 9930 0 400 SELECT SECTOR SPDR TR ENERGY 81369Y506 14 200 SH SOLE 200 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 64 2095 SH SOLE 2095 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 16 132 SH SOLE 132 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 25 300 SH SOLE 300 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 19 280 SH SOLE 280 0 0 SEMTECH CORP COM 816850101 309 10515 SH SOLE 10515 0 0 SHELL PLC SPON ADS 780259305 80 1600 SH SOLE 1600 0 0 SKECHERS U S A INC CL A 830566105 267 8405 SH SOLE 8333 0 72 SOUTHERN CO COM 842587107 117 1720 SH SOLE 1720 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 231 647 SH SOLE 647 0 0 SPDR SER TR NUVEEN BLMBRG SH 78468R739 39 857 SH SOLE 857 0 0 SPDR SER TR S&P BIOTECH 78464A870 24 297 SH SOLE 297 0 0 STARBUCKS CORP COM 855244109 25 295 SH SOLE 295 0 0 STRYKER CORPORATION COM 863667101 594 2935 SH SOLE 2935 0 0 SUNCOR ENERGY INC NEW COM 867224107 34 1199 SH SOLE 1199 0 0 SYSCO CORP COM 871829107 23 325 SH SOLE 325 0 0 TARGET CORP COM 87612E106 1239 8350 SH SOLE 8302 0 48 TE CONNECTIVITY LTD SHS H84989104 6 50 SH SOLE 50 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1039 2048 SH SOLE 2036 0 12 TJX COS INC NEW COM 872540109 461 7425 SH SOLE 7425 0 0 T-MOBILE US INC COM 872590104 1100 8199 SH SOLE 8199 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 7 110 SH SOLE 110 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 5 99 SH SOLE 99 0 0 TRACTOR SUPPLY CO COM 892356106 1392 7490 SH SOLE 7450 0 40 ULTA BEAUTY INC COM 90384S303 146 365 SH SOLE 365 0 0 UNILEVER PLC SPON ADR NEW 904767704 4 90 SH SOLE 90 0 0 UNION PAC CORP COM 907818108 702 3605 SH SOLE 3605 0 0 UNITED PARCEL SERVICE INC CL B 911312106 289 1792 SH SOLE 1792 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1559 3086 SH SOLE 3075 0 11 US BANCORP DEL COM NEW 902973304 207 5134 SH SOLE 5134 0 0 VALERO ENERGY CORP COM 91913Y100 1034 9680 SH SOLE 9680 0 0 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 13 570 SH SOLE 570 0 0 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 91 732 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 INDEX FDS MCAP GR IDXVIP 922908538 136 796 SH SOLE 796 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 117 960 SH SOLE 960 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 100 534 SH SOLE 534 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 7 82 SH SOLE 82 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 480 1462 SH SOLE 1462 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 89 618 SH SOLE 618 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 8 47 SH SOLE 47 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 92 470 SH SOLE 470 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 108 600 SH SOLE 600 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 29 235 SH SOLE 235 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 69 1552 SH SOLE 1552 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 739 20256 SH SOLE 20256 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 4 81 SH SOLE 81 0 0 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 38 660 SH SOLE 660 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 13 140 SH SOLE 140 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 110 1900 SH SOLE 1900 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 135 2260 SH SOLE 2260 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 2085 45549 SH SOLE 45009 0 540 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1065 29291 SH SOLE 29091 0 200 VULCAN MATLS CO COM 929160109 20 125 SH SOLE 125 0 0 WALMART INC COM 931142103 1389 10713 SH SOLE 10713 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 0 20 SH SOLE 20 0 0 WASTE MGMT INC DEL COM 94106L109 6 40 SH SOLE 40 0 0 WATSCO INC COM 942622200 10 40 SH SOLE 40 0 0 WELLS FARGO CO NEW COM 949746101 258 6417 SH SOLE 6417 0 0 WEST BANCORPORATION INC CAP STK 95123P106 6644 319284 SH SOLE 319284 0 0 WILLIAMS SONOMA INC COM 969904101 854 7248 SH SOLE 7248 0 0 WISDOMTREE TR EMER MKT HIGH FD 97717W315 101 3100 SH SOLE 3100 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 60 1500 SH SOLE 1500 0 0 WORKDAY INC CL A 98138H101 459 3017 SH SOLE 3001 0 16 WORKIVA INC COM CL A 98139A105 658 8454 SH SOLE 8454 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 14 135 SH SOLE 135 0 0