0001767802-23-000004.txt : 20231020
0001767802-23-000004.hdr.sgml : 20231020
20231020102123
ACCESSION NUMBER: 0001767802-23-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231020
DATE AS OF CHANGE: 20231020
EFFECTIVENESS DATE: 20231020
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: 231336283
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
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35 NW HAWTHORNE AVE
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OR
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13F COMBINATION REPORT
028-22403
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801-112049
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CITY NATIONAL ROCHDALE, LLC
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SOLE
0
0
0
6260
UNITEDHEALTH GROUP INC
COM
91324P102
3207876
6034
SH
SOLE
0
0
0
6034
UNUM GROUP
COM
91529Y106
445385
8830
SH
SOLE
0
0
0
8830
US BANCORP DEL
COM NEW
902973304
612982
18717
SH
SOLE
0
0
0
18717
VANECK ETF TRUST
HIGH YLD MUNIETF
92189H409
223769
4703
SH
SOLE
0
0
0
4703
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
480430
7061
SH
SOLE
0
0
0
7061
VANGUARD INDEX FDS
VALUE ETF
922908744
1491900
10943
SH
SOLE
0
0
0
10943
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
758272
3592
SH
SOLE
0
0
0
3592
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
273917
699
SH
SOLE
0
0
0
699
VANGUARD INDEX FDS
GROWTH ETF
922908736
1378983
5034
SH
SOLE
0
0
0
5034
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
613650
4802
SH
SOLE
0
0
0
4802
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
3235675
68292
SH
SOLE
0
0
0
68292
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
682398
9246
SH
SOLE
0
0
0
9246
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
483865
11369
SH
SOLE
0
0
0
11369
VANGUARD WHITEHALL FDS
INTL HIGH ETF
921946794
1006192
16590
SH
SOLE
0
0
0
16590
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
1031797
10096
SH
SOLE
0
0
0
10096
VERIZON COMMUNICATIONS INC
COM
92343V104
854839
27069
SH
SOLE
0
0
0
27069
VERTEX PHARMACEUTICALS INC
COM
92532F100
446880
1225
SH
SOLE
0
0
0
1225
VISA INC
COM CL A
92826C839
2137959
9144
SH
SOLE
0
0
0
9144
WALMART INC
COM
931142103
1255131
7807
SH
SOLE
0
0
0
7807
WENDYS CO
COM
95058W100
341865
17750
SH
SOLE
0
0
0
17750
WHIRLPOOL CORP
COM
963320106
267470
2071
SH
SOLE
0
0
0
2071
WILLIAMS COS INC
COM
969457100
1102657
31000
SH
SOLE
0
0
0
31000
WISDOMTREE TR
US QTLY DIV GRT
97717X669
429659
6779
SH
SOLE
0
0
0
6779
WISDOMTREE TR
EM EX ST-OWNED
97717X578
681810
26103
SH
SOLE
0
0
0
26103
WISDOMTREE TR
US TOTAL DIVIDND
97717W109
2125012
35542
SH
SOLE
0
0
0
35542
WISDOMTREE TR
YIELD ENHANCD US
97717X511
2945802
72432
SH
SOLE
0
0
0
72432
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
584903
13085
SH
SOLE
0
0
0
13085
WISDOMTREE TR
US HGH YLD CORP
97717X172
806903
19108
SH
SOLE
0
0
0
19108
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
475940
12836
SH
SOLE
0
0
0
12836
WISDOMTREE TR
MORTGAGE PLUS BD
97717Y725
384672
9478
SH
SOLE
0
0
0
9478
WISDOMTREE TR
US MULTIFACTOR
97717Y857
1272122
33276
SH
SOLE
0
0
0
33276
WISDOMTREE TR
US LARGECAP FUND
97717W588
461151
10087
SH
SOLE
0
0
0
10087
WISDOMTREE TR
US S CAP QTY DIV
97717X651
421145
10634
SH
SOLE
0
0
0
10634
WISDOMTREE TR
INTL QULTY DIV
97717X131
1551697
49701
SH
SOLE
0
0
0
49701
WISDOMTREE TR
US ESG FUND
97717W596
366191
8309
SH
SOLE
0
0
0
8309
WISDOMTREE TR
INTL ESG FUND
97717Y709
244950
9292
SH
SOLE
0
0
0
9292
WISDOMTREE TR
US MIDCAP DIVID
97717W505
882844
22071
SH
SOLE
0
0
0
22071
WISDOMTREE TR
INTL SMCAP DIV
97717W760
202751
3668
SH
SOLE
0
0
0
3668
WISDOMTREE TR
FUTRE STRAT FD
97717W125
713708
20376
SH
SOLE
0
0
0
20376
ZOETIS INC
CL A
98978V103
771976
4594
SH
SOLE
0
0
0
4594