0001689144-23-000002.txt : 20230424 0001689144-23-000002.hdr.sgml : 20230424 20230424125419 ACCESSION NUMBER: 0001689144-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230424 DATE AS OF CHANGE: 20230424 EFFECTIVENESS DATE: 20230424 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: 23838934 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 X0202 13F-HR LIVE false true false 0001689144 XXXXXXXX 03-31-2023 03-31-2023 Legacy Bridge, LLC

4601 WESTOWN PARKWAY SUITE 220 WEST DES MOINES IA 50266

13F HOLDINGS REPORT 028-18977 000282261 801-107113 N Suzanne Stewart 5152775928 Suzanne Stewart Des Moines IA 04-24-2023 0 294 14334051 false INFORMATION TABLE 2 13F.xml ABBOTT LABS COM 002824100 360081 3556 SH SOLE 3556 0 0 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 254745 13500 SH SOLE 13500 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 644788 2256 SH SOLE 2256 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 61274 159 SH SOLE 138 0 21 ADVANCED MICRO DEVICES INC COM 007903107 2197777 22424 SH SOLE 21878 0 546 ALPHABET INC CAP STK CL A 02079K305 331936 3200 SH SOLE 3200 0 0 ALPHABET INC CAP STK CL C 02079K107 1370720 13180 SH SOLE 12900 0 280 AMAZON COM INC COM 023135106 905854 8770 SH SOLE 8530 0 240 AMERICAN EQTY INVT LIFE HLD COM 025676206 141582 3880 SH SOLE 3880 0 0 AMERICAN EXPRESS CO COM 025816109 142682 865 SH SOLE 865 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1294699 6336 SH SOLE 6306 0 30 AMERISOURCEBERGEN CORP COM 03073E105 17613 110 SH SOLE 110 0 0 AMGEN INC COM 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TR LATN AMER 40 ETF 464287390 30984 1298 SH SOLE 1298 0 0 ISHARES TR MSCI EAFE ETF 464287465 1125010 15730 SH SOLE 15480 0 250 ISHARES TR MSCI EMG MKT ETF 464287234 802380 20334 SH SOLE 20227 0 107 ISHARES TR MSCI INDIA ETF 46429B598 179088 4550 SH SOLE 4550 0 0 ISHARES TR MSCI UK ETF NEW 46435G334 129040 4000 SH SOLE 4000 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 21822 300 SH SOLE 300 0 0 ISHARES TR NATIONAL MUN ETF 464288414 172923 1605 SH SOLE 1605 0 0 ISHARES TR RUS 1000 ETF 464287622 19370 86 SH SOLE 86 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 244330 1000 SH SOLE 1000 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 1120038 4938 SH SOLE 4938 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1643555 11995 SH SOLE 11875 0 120 ISHARES TR RUS MD CP GR ETF 464287481 505692 5554 SH SOLE 5554 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 1179989 11111 SH SOLE 11111 0 0 ISHARES TR RUS MID CAP ETF 464287499 1403994 20080 SH SOLE 20080 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1374394 7704 SH SOLE 7704 0 0 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PROCTER AND GAMBLE CO COM 742718109 1034734 6959 SH SOLE 6959 0 0 PROGRESSIVE CORP COM 743315103 15880 111 SH SOLE 111 0 0 PRUDENTIAL FINL INC COM 744320102 135363 1636 SH SOLE 1636 0 0 PUBLIC STORAGE COM 74460D109 17827 59 SH SOLE 59 0 0 QORVO INC COM 74736K101 791434 7792 SH SOLE 7752 0 40 QUALCOMM INC COM 747525103 1258832 9867 SH SOLE 9822 0 45 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1975738 20175 SH SOLE 20085 0 90 RIO TINTO PLC SPONSORED ADR 767204100 760774 11090 SH SOLE 11090 0 0 ROBERT HALF INTL INC COM 770323103 1189375 14762 SH SOLE 14656 0 106 ROCKWELL AUTOMATION INC COM 773903109 892382 3041 SH SOLE 3016 0 25 RPM INTL INC COM 749685103 1124786 12893 SH SOLE 12893 0 0 SALESFORCE INC COM 79466L302 968734 4849 SH SOLE 4739 0 110 SCHLUMBERGER LTD COM STK 806857108 31866 649 SH SOLE 649 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 10789 440 SH SOLE 440 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 672858 19335 SH SOLE 19335 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 136612 2800 SH SOLE 2800 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 120325 2565 SH SOLE 2565 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 98093 2050 SH SOLE 2050 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 10170 139 SH SOLE 139 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 3279 50 SH SOLE 50 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 105447 2180 SH SOLE 2180 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1024196 15095 SH SOLE 14795 0 300 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 433137 10330 SH SOLE 9930 0 400 SELECT SECTOR SPDR TR ENERGY 81369Y506 16566 200 SH SOLE 200 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 67355 2095 SH SOLE 2095 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 17089 132 SH SOLE 132 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 30354 300 SH SOLE 300 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 22585 280 SH SOLE 280 0 0 SEMTECH CORP COM 816850101 253833 10515 SH SOLE 10515 0 0 SHELL PLC SPON ADS 780259305 92064 1600 SH SOLE 1600 0 0 SKECHERS U S A INC CL A 830566105 379210 7980 SH SOLE 7908 0 72 SOUTHERN CO COM 842587107 165670 2381 SH SOLE 2381 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 264876 647 SH SOLE 647 0 0 SPDR SER TR NUVEEN BLMBRG SH 78468R739 40751 857 SH SOLE 857 0 0 SPDR SER TR S&P BIOTECH 78464A870 22635 297 SH SOLE 297 0 0 STARBUCKS CORP COM 855244109 30719 295 SH SOLE 295 0 0 STRYKER CORPORATION COM 863667101 843850 2956 SH SOLE 2956 0 0 SUNCOR ENERGY INC NEW COM 867224107 37229 1199 SH SOLE 1199 0 0 SYSCO CORP COM 871829107 25100 325 SH SOLE 325 0 0 TARGET CORP COM 87612E106 1454894 8784 SH SOLE 8736 0 48 TE CONNECTIVITY LTD SHS H84989104 6558 50 SH SOLE 50 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1232856 2139 SH SOLE 2127 0 12 TJX COS INC NEW COM 872540109 481914 6150 SH SOLE 6150 0 0 T-MOBILE US INC COM 872590104 1212311 8370 SH SOLE 8370 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 6589 110 SH SOLE 110 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 5846 99 SH SOLE 99 0 0 TRACTOR SUPPLY CO COM 892356106 1769382 7528 SH SOLE 7488 0 40 ULTA BEAUTY INC COM 90384S303 199170 365 SH SOLE 365 0 0 UNILEVER PLC SPON ADR NEW 904767704 4674 90 SH SOLE 90 0 0 UNION PAC CORP COM 907818108 734599 3650 SH SOLE 3650 0 0 UNITED PARCEL SERVICE INC CL B 911312106 356748 1839 SH SOLE 1839 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1517014 3210 SH SOLE 3069 0 141 US BANCORP DEL COM NEW 902973304 179710 4985 SH SOLE 4985 0 0 VALERO ENERGY CORP COM 91913Y100 1291300 9250 SH SOLE 9250 0 0 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 14393 570 SH SOLE 570 0 0 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 107385 732 SH SOLE 732 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3837 50 SH SOLE 50 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3825 50 SH SOLE 50 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 155133 796 SH SOLE 796 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 128708 960 SH SOLE 960 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 112632 534 SH SOLE 534 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6810 82 SH SOLE 82 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 549815 1462 SH SOLE 1462 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 98114 618 SH SOLE 618 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 8910 47 SH SOLE 47 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 101713 470 SH SOLE 470 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 122460 600 SH SOLE 600 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 32456 235 SH SOLE 235 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 82986 1552 SH SOLE 1552 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 818343 20256 SH SOLE 20256 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 4937 81 SH SOLE 81 0 0 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 44762 660 SH SOLE 660 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 15294 140 SH SOLE 140 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 111226 1900 SH SOLE 1900 0 0 VANGUARD SCOTTSDALE FDS VNG 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865775 8454 SH SOLE 8454 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 17442 135 SH SOLE 135 0 0