0001767802-23-000001.txt : 20230207 0001767802-23-000001.hdr.sgml : 20230207 20230207101903 ACCESSION NUMBER: 0001767802-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230207 DATE AS OF CHANGE: 20230207 EFFECTIVENESS DATE: 20230207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: My Legacy Advisors, LLC CENTRAL INDEX KEY: 0001767802 IRS NUMBER: 611909085 STATE OF INCORPORATION: OR FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22403 FILM NUMBER: 23593207 BUSINESS ADDRESS: STREET 1: 35 NW HAWTHORNE AVE CITY: BEND STATE: OR ZIP: 97703 BUSINESS PHONE: 541-330-0220 MAIL ADDRESS: STREET 1: 35 NW HAWTHORNE AVE CITY: BEND STATE: OR ZIP: 97703 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001767802 XXXXXXXX 12-31-2022 12-31-2022 My Legacy Advisors, LLC

35 NW HAWTHORNE AVE BEND OR 97703

13F HOLDINGS REPORT 028-22403 000290675 N Michael DeRosa 920-475-6728 Michael DeRosa Bend OR 02-07-2023 0 205 234463998 false INFORMATION TABLE 2 MyLegacyAdvisorsEWM13f.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1171052 4049 SH SOLE 0 0 0 4049 ADOBE SYSTEMS INCORPORATED COM 00724F101 1368243 3607 SH SOLE 0 0 0 3607 ALPHABET INC CAP STK CL A 02079K305 2040591 19475 SH SOLE 0 0 0 19475 ALTRIA GROUP INC COM 02209S103 673205 14351 SH SOLE 0 0 0 14351 AMAZON COM INC COM 023135106 1517558 14678 SH SOLE 0 0 0 14678 AMERICAN ELEC PWR CO INC COM 025537101 1282540 13924 SH SOLE 0 0 0 13924 AMERICAN EXPRESS CO COM 025816109 389557 2178 SH SOLE 0 0 0 2178 AMERICAN WTR WKS CO INC NEW COM 030420103 757679 4838 SH SOLE 0 0 0 4838 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1253526 21178 SH SOLE 0 0 0 21178 AON PLC SHS CL A G0403H108 784414 2501 SH SOLE 0 0 0 2501 APPLE INC COM 037833100 5956705 38555 SH SOLE 0 0 0 38555 ARES CAPITAL CORP COM 04010L103 936338 47554 SH SOLE 0 0 0 47554 ASML 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SOLE 0 0 0 14350 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 408827 8704 SH SOLE 0 0 0 8704 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 555904 10943 SH SOLE 0 0 0 10943 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 910377 11295 SH SOLE 0 0 0 11295 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2035498 44599 SH SOLE 0 0 0 44599 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 1057662 16685 SH SOLE 0 0 0 16685 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1194460 10840 SH SOLE 0 0 0 10840 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 491310 7725 SH SOLE 0 0 0 7725 VERIZON COMMUNICATIONS INC COM 92343V104 799939 19271 SH SOLE 0 0 0 19271 VERTEX PHARMACEUTICALS INC COM 92532F100 203791 677 SH SOLE 0 0 0 677 VISA INC COM CL A 92826C839 2450194 10647 SH SOLE 0 0 0 10647 WALMART INC COM 931142103 1080680 7626 SH SOLE 0 0 0 7626 WILLIAMS COS INC COM 969457100 844602 26328 SH SOLE 0 0 0 26328 WISDOMTREE TR EM EX ST-OWNED 97717X578 695876 24004 SH SOLE 0 0 0 24004 WISDOMTREE TR US 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WISDOMTREE TR INTL SMCAP DIV 97717W760 210204 3352 SH SOLE 0 0 0 3352 WISDOMTREE TR INTL EQUITY FD 97717W703 1216415 24188 SH SOLE 0 0 0 24188 WISDOMTREE TR FUTRE STRAT FD 97717W125 387964 11839 SH SOLE 0 0 0 11839 ZOETIS INC CL A 98978V103 737984 4398 SH SOLE 0 0 0 4398