0001765380-24-000115.txt : 20240213 0001765380-24-000115.hdr.sgml : 20240213 20240213135905 ACCESSION NUMBER: 0001765380-24-000115 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Financial Advisors, Inc. CENTRAL INDEX KEY: 0001730810 ORGANIZATION NAME: IRS NUMBER: 204972254 STATE OF INCORPORATION: KY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-18306 FILM NUMBER: 24624530 BUSINESS ADDRESS: STREET 1: 117 EAST FOURTH STREET CITY: COVINGTON STATE: KY ZIP: 41011 BUSINESS PHONE: 859-655-3865 MAIL ADDRESS: STREET 1: 117 EAST FOURTH STREET CITY: COVINGTON STATE: KY ZIP: 41011 13F-HR/A 1 primary_doc.xml X0202 13F-HR/A LIVE false true false 0001730810 XXXXXXXX 12-31-2023 12-31-2023 true 1 RESTATEMENT Legacy Financial Advisors, Inc.

117 EAST FOURTH STREET COVINGTON KY 41011

13F HOLDINGS REPORT 028-18306 000158675 801-72637 N Jonathan G Kasting 513-977-8234 Jonathan G Kasting Cincinnati OH 02-13-2024 0 299 520640345 INFORMATION TABLE 2 13flegacyq42023.xml WISDOMTREE US QUALITY DIVIDEND GROWTH FUND ETF 97717X669 50574621 719616 SH SOLE 719616 0 0 ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 45551482 583769 SH SOLE 583768 0 0 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 24662651 234369 SH SOLE 234369 0 0 WISDOMTREE INTERNATIONAL EQUITY FUND ETF 97717W703 19249733 366592 SH SOLE 366591 0 0 WISDOMTREE U.S. QUALITY GROWTH FUND ETF 97717Y477 18620637 509040 SH SOLE 509040 0 0 WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND ETF 97717W844 16312951 441010 SH SOLE 441009 0 0 WISDOMTREE EMERGING MARKETS EX-CHINA FUND ETF 97717Y535 16275748 550653 SH SOLE 550652 0 0 ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD ETF 46429B689 15974550 230380 SH SOLE 230380 0 0 APPLE INC Stock 037833100 14479594 75207 SH SOLE 75206 0 0 MICROSOFT 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