0001772483-23-000001.txt : 20230403
0001772483-23-000001.hdr.sgml : 20230403
20230403153807
ACCESSION NUMBER: 0001772483-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230403
DATE AS OF CHANGE: 20230403
EFFECTIVENESS DATE: 20230403
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Legacy Trust
CENTRAL INDEX KEY: 0001772483
IRS NUMBER: 900138321
STATE OF INCORPORATION: MI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23169
FILM NUMBER: 23792406
BUSINESS ADDRESS:
STREET 1: 99 MONROE AVE, NW
STREET 2: SUITE 600
CITY: GRAND RAPIDS
STATE: MI
ZIP: 49503
BUSINESS PHONE: 616-454-2852
MAIL ADDRESS:
STREET 1: 99 MONROE AVE, NW
STREET 2: SUITE 600
CITY: GRAND RAPIDS
STATE: MI
ZIP: 49503
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001772483
XXXXXXXX
12-31-2022
12-31-2022
Legacy Trust
99 MONROE AVE, NW
SUITE 600
GRAND RAPIDS
MI
49503
13F HOLDINGS REPORT
028-23169
N
Melanie VanderHoff
SVP, Director of Operations and Risk Management
6165886888
Melanie VanderHoff
Grand Rapids
MI
04-03-2023
0
151
323940376
false
INFORMATION TABLE
2
legacytrust13f12312022.xml
5TH THIRD BANCORP
COM
316773100
514756
15689
SH
SOLE
NONE
15616
0
73
ALBEMARLE CORP
COM
012653101
6859499
31631
SH
SOLE
NONE
31631
0
0
ALPHABET INC
CAP STK CL A
02079K305
4713776
53426
SH
SOLE
NONE
52916
0
510
AMER EXPRESS CO
COM
025816109
4716476
31922
SH
SOLE
NONE
31009
0
913
AbbVie Inc
COM
00287Y109
543656
3364
SH
SOLE
NONE
3089
0
275
Abbott Laboratories
COM
002824100
216177
1969
SH
SOLE
NONE
1941
0
28
Accenture PLC
SHS CLASS A
G1151C101
469638
1760
SH
SOLE
NONE
1254
0
506
Adobe Inc
COM
00724F101
1840819
5470
SH
SOLE
NONE
5334
0
136
Align Technology Inc
COM
016255101
2968839
14077
SH
SOLE
NONE
13960
0
117
Ally Financial Inc
COM
02005N100
1726781
70625
SH
SOLE
NONE
70625
0
0
Alphabet Inc
CAP STK CL C
02079K107
1077626
12145
SH
SOLE
NONE
11336
0
809
Amazon.com Inc
COM
023135106
2231040
26560
SH
SOLE
NONE
24793
0
1767
American Tower Corp
COM
03027X100
816508
3854
SH
SOLE
NONE
3478
0
376
Ameriprise Financial Inc
COM
03076C106
540227
1735
SH
SOLE
NONE
1735
0
0
Amgen Inc
COM
031162100
1177940
4485
SH
SOLE
NONE
4485
0
0
Amphenol Corp
CL A
032095101
404075
5307
SH
SOLE
NONE
2125
0
3182
Apple Inc
COM
037833100
16257361
125124
SH
SOLE
NONE
120894
0
4230
Archer-Daniels-Midland Co
COM
039483102
605753
6524
SH
SOLE
NONE
6495
0
29
BROWN-FORMAN CORP
CL B
115637209
2718167
41385
SH
SOLE
NONE
41057
0
328
Berkshire Hathaway Inc
CL B NEW
084670702
1393448
4511
SH
SOLE
NONE
4380
0
131
BlackRock Inc
COM
09247X101
568321
802
SH
SOLE
NONE
614
0
188
CHENIERE ENERGY IN
COM NEW
16411R208
5637896
37596
SH
SOLE
NONE
37396
0
200
CISCO SYSTEMS
COM
17275R102
299084
6278
SH
SOLE
NONE
6278
0
0
CME Group Inc
COM
12572Q105
332284
1976
SH
SOLE
NONE
1097
0
879
COLGATE-PALMOLIVE
COM
194162103
505911
6421
SH
SOLE
NONE
6421
0
0
CUMMINS INC
COM
231021106
4340868
17916
SH
SOLE
NONE
17827
0
89
Caterpillar Inc
COM
149123101
252496
1054
SH
SOLE
NONE
1045
0
9
Chevron Corp
COM
166764100
276774
1542
SH
SOLE
NONE
1392
0
150
Chewy Inc
CL A
16679L109
2574984
69444
SH
SOLE
NONE
68684
0
760
Coca-Cola Co/The
COM
191216100
2982100
46881
SH
SOLE
NONE
45963
0
918
Costco Wholesale Corp
COM
22160K105
5128778
11235
SH
SOLE
NONE
10817
0
418
DEERE & CO
COM
244199105
409895
956
SH
SOLE
NONE
824
0
132
Dollar Tree Inc
COM
256746108
237902
1682
SH
SOLE
NONE
1370
0
312
Dropbox Inc
CL A
26210C104
2905237
129814
SH
SOLE
NONE
129814
0
0
DuPont de Nemours Inc
COM
26614N102
3341869
48694
SH
SOLE
NONE
48664
0
30
ECOLAB INC
COM
278865100
1291699
8874
SH
SOLE
NONE
8274
0
600
ESTEE LAUDER COS
CL A
518439104
219329
884
SH
SOLE
NONE
655
0
229
Edwards Lifesciences Corp
COM
28176E108
1238377
16598
SH
SOLE
NONE
15970
0
628
Elevance Health Inc
COM
036752103
2655133
5176
SH
SOLE
NONE
5176
0
0
Eli Lilly & Co
COM
532457108
428033
1170
SH
SOLE
NONE
1144
0
26
Expedia Group Inc
COM NEW
30212P303
2276286
25985
SH
SOLE
NONE
25985
0
0
Exxon Mobil Corp
COM
30231G102
627386
5688
SH
SOLE
NONE
5688
0
0
FACEBOOK INC
CL A
30303M102
2031460
16881
SH
SOLE
NONE
16798
0
83
FEDEX CORP
COM
31428X106
716702
4138
SH
SOLE
NONE
3851
0
287
FIRST TRUST ADVISORS LP
US EQTY OPPT ETF
336920103
261926
3329
SH
SOLE
NONE
3329
0
0
FISERV INC
COM
337738108
641997
6352
SH
SOLE
NONE
4839
0
1513
FORD MOTOR CO
COM
345370860
85260
7331
SH
SOLE
NONE
7296
0
35
First Trust Advisors LP
SHS
33734H106
367212
9201
SH
SOLE
NONE
9201
0
0
First Trust ETFs/USA
COM SHS
33735B108
244870
2788
SH
SOLE
NONE
2788
0
0
Fortinet Inc
COM
34959E109
329225
6734
SH
SOLE
NONE
5944
0
790
GEN DYNAMICS CORP
COM
369550108
417321
1682
SH
SOLE
NONE
1682
0
0
GOLDMAN SACHS GRP
COM
38141G104
5294233
15418
SH
SOLE
NONE
15418
0
0
Gentex Corp
COM
371901109
2908236
106646
SH
SOLE
NONE
106358
0
288
Home Depot Inc/The
COM
437076102
2657646
8414
SH
SOLE
NONE
8408
0
6
Honeywell International Inc
COM
438516106
484104
2259
SH
SOLE
NONE
2259
0
0
Huntington Bancshares Inc/OH
COM
446150104
411650
29195
SH
SOLE
NONE
29195
0
0
IDEXX Laboratories Inc
COM
45168D104
314945
772
SH
SOLE
NONE
115
0
657
ILLINOIS TOOL WKS
COM
452308109
281764
1279
SH
SOLE
NONE
1279
0
0
INTERCONTINENTAL EXCHANGE
COM
45866F104
478172
4661
SH
SOLE
NONE
4661
0
0
ISHARES
SELECT DIVID ETF
464287168
500731
4152
SH
SOLE
NONE
4152
0
0
ISHARES
CORE S&P500 ETF
464287200
8272426
21531
SH
SOLE
NONE
20895
0
636
ISHARES
RUS 2000 VAL ETF
464287630
653968
4716
SH
SOLE
NONE
4716
0
0
ISHARES
RUSSELL 2000 ETF
464287655
5385806
30889
SH
SOLE
NONE
30889
0
0
ISHARES
SP SMCP600VL ETF
464287879
282878
3098
SH
SOLE
NONE
3098
0
0
ISHARES
CORE MSCI EAFE
46432F842
1705887
27675
SH
SOLE
NONE
27675
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
1721080
46149
SH
SOLE
NONE
46149
0
0
ISHARES TRUST
RUS 1000 VAL ETF
464287598
719428
4744
SH
SOLE
NONE
4744
0
0
ISHARES/USA
RUS 1000 GRW ETF
464287614
2591019
12094
SH
SOLE
NONE
12094
0
0
ISHARES/USA
S&P SML 600 GWT
464287887
980303
9071
SH
SOLE
NONE
9071
0
0
Illumina Inc
COM
452327109
292381
1446
SH
SOLE
NONE
1446
0
0
Incyte Corp
COM
45337C102
4528602
56382
SH
SOLE
NONE
56382
0
0
Intel Corp
COM
458140100
768347
29071
SH
SOLE
NONE
29071
0
0
Intuit Inc
COM
461202103
2462206
6326
SH
SOLE
NONE
6182
0
144
Invesco Capital Management LLC
S&P MIDCP LOW
46138E198
236105
4414
SH
SOLE
NONE
4414
0
0
Invesco Capital Management LLC
S&P SMLCP LOW
46138G102
248728
5570
SH
SOLE
NONE
5570
0
0
Invesco ETFs/USA
FTSE RAFI 1500
46137V597
222566
1405
SH
SOLE
NONE
1405
0
0
JB Hunt Transport Services Inc
COM
445658107
224053
1285
SH
SOLE
NONE
1285
0
0
JPMorgan Chase & Co
COM
46625H100
4952581
36932
SH
SOLE
NONE
36918
0
14
Johnson & Johnson
COM
478160104
6731602
38107
SH
SOLE
NONE
37659
0
448
LENNAR CORP
CL A
526057104
4851705
53610
SH
SOLE
NONE
53610
0
0
Laboratory Corp of America Hol
COM NEW
50540R409
295527
1255
SH
SOLE
NONE
1255
0
0
MASTERCARD INC
CL A
57636Q104
753531
2167
SH
SOLE
NONE
1610
0
557
MCDONALD'S CORP
COM
580135101
557102
2114
SH
SOLE
NONE
2108
0
6
MICROSOFT CORP
COM
594918104
10540569
43952
SH
SOLE
NONE
43067
0
885
Merck & Co Inc
COM
58933Y105
655271
5906
SH
SOLE
NONE
5603
0
303
NEXTERA ENERGY
COM
65339F101
1201499
14372
SH
SOLE
NONE
14096
0
276
NIKE INC
CL B
654106103
4689761
40080
SH
SOLE
NONE
40080
0
0
NVIDIA Corp
COM
67066G104
580760
3974
SH
SOLE
NONE
3752
0
222
ORACLE CORP
COM
68389X105
1674934
20491
SH
SOLE
NONE
18434
0
2057
PEPSICO INC
COM
713448108
1946250
10773
SH
SOLE
NONE
10724
0
49
Pacer ETFs/USA
TRENDP US LAR CP
69374H105
286911
7653
SH
SOLE
NONE
7653
0
0
Pacer ETFs/USA
TRENDP US MID CP
69374H204
298368
9560
SH
SOLE
NONE
9560
0
0
Pacer ETFs/USA
TRENDPILOT 100
69374H303
225621
4583
SH
SOLE
NONE
4583
0
0
Pacer ETFs/USA
TRENDPILOT INTL
69374H683
310400
12800
SH
SOLE
NONE
12800
0
0
Palo Alto Networks Inc
COM
697435105
5235820
37522
SH
SOLE
NONE
37522
0
0
PayPal Holdings Inc
COM
70450Y103
2453387
34448
SH
SOLE
NONE
33685
0
763
Pfizer Inc
COM
717081103
769574
15019
SH
SOLE
NONE
11305
0
3714
Pfizer Inc
CL A
98978V103
2068260
14113
SH
SOLE
NONE
11883
0
2230
ProShares ETFs/USA
RUSS 2000 DIVD
74347B698
238116
3880
SH
SOLE
NONE
3880
0
0
Procter & Gamble Co/The
COM
742718109
613363
4047
SH
SOLE
NONE
3920
0
127
QUALCOMM Inc
COM
747525103
4172553
37953
SH
SOLE
NONE
37268
0
685
ROPER INDUSTRIES INC
COM
776696106
2017860
4670
SH
SOLE
NONE
4544
0
126
Raytheon Technologies Corp
COM
75513E101
5461790
54120
SH
SOLE
NONE
54109
0
11
SPDR GOLD TRUST
GOLD SHS
78463V107
509090
3001
SH
SOLE
NONE
3001
0
0
SSGA Funds Management Inc
S&P DIVID ETF
78464A763
366322
2928
SH
SOLE
NONE
2928
0
0
STARBUCKS CORP
COM
855244109
1876269
18914
SH
SOLE
NONE
18914
0
0
STATE STREET ETF/USA
UTSER1 S&PDCRP
78467Y107
470243
1062
SH
SOLE
NONE
1062
0
0
Splunk Inc
COM
848637104
1893377
21993
SH
SOLE
NONE
21993
0
0
State Street ETF/USA
TR UNIT
78462F103
11493551
30054
SH
SOLE
NONE
30054
0
0
State Street Global Advisors Inc
S&P 600 SMCP GRW
78464A201
249228
3450
SH
SOLE
NONE
3450
0
0
State Street Global Advisors Inc
SSGA US LRG ETF
78468R804
348298
2568
SH
SOLE
NONE
2568
0
0
Stryker Corp
COM
863667101
4986374
20395
SH
SOLE
NONE
20395
0
0
Sun Communities Inc
COM
866674104
20741149
145043
SH
SOLE
NONE
145043
0
0
TJX Cos Inc/The
COM
872540109
4858704
61039
SH
SOLE
NONE
59298
0
1741
TRAVELERS CO INC
COM
89417E109
244299
1303
SH
SOLE
NONE
1303
0
0
TSMC
SPONSORED ADS
874039100
3226162
43310
SH
SOLE
NONE
41677
0
1633
Take-Two Interactive Software
COM
874054109
1615473
15514
SH
SOLE
NONE
15514
0
0
Target Corp
COM
87612E106
226243
1518
SH
SOLE
NONE
1518
0
0
Thermo Fisher Scientific Inc
COM
883556102
2225889
4042
SH
SOLE
NONE
3796
0
246
Toro Co/The
COM
891092108
510419
4509
SH
SOLE
NONE
4509
0
0
UFP INDUSTRIES INC
COM
90278Q108
1021136
12885
SH
SOLE
NONE
12744
0
141
US Bancorp
COM NEW
902973304
3682777
84448
SH
SOLE
NONE
84448
0
0
Union Pacific Corp
COM
907818108
708594
3422
SH
SOLE
NONE
3414
0
8
United Rentals Inc
COM
911363109
8221931
23133
SH
SOLE
NONE
22753
0
380
UnitedHealth Group Inc
COM
91324P102
360522
680
SH
SOLE
NONE
413
0
267
VANGUARD ETF/USA
DIV APP ETF
921908844
243416
1603
SH
SOLE
NONE
1603
0
0
VANGUARD ETF/USA
TOTAL STK MKT
922908769
412014
2155
SH
SOLE
NONE
2155
0
0
VERIZON COMMUN
COM
92343V104
326587
8289
SH
SOLE
NONE
8251
0
38
VISA INC
COM CL A
92826C839
8182420
39384
SH
SOLE
NONE
37828
0
1556
Valero Energy Corp
COM
91913Y100
4230400
33347
SH
SOLE
NONE
32276
0
1071
Vanguard ETF/USA
MIDCP 400 GRTH
921932869
252286
1490
SH
SOLE
NONE
1490
0
0
Vanguard ETF/USA
INTERMED TERM
921937819
795596
10705
SH
SOLE
NONE
10705
0
0
Vanguard ETF/USA
VAN FTSE DEV MKT
921943858
645331
15376
SH
SOLE
NONE
13516
0
1860
Vanguard ETF/USA
VALUE ETF
922908744
261930
1866
SH
SOLE
NONE
1866
0
0
Vanguard Group Inc/The
LARGE CAP ETF
922908637
276107
1585
SH
SOLE
NONE
1585
0
0
WW Grainger Inc
COM
384802104
5487406
9865
SH
SOLE
NONE
9861
0
4
WYNN RESORTS LTD
COM
983134107
2692151
32644
SH
SOLE
NONE
32644
0
0
Walt Disney Co/The
COM
254687106
1718226
19777
SH
SOLE
NONE
19760
0
17
iShares ETFs/USA
MSCI EAFE ETF
464287465
1663777
25347
SH
SOLE
NONE
25347
0
0
iShares ETFs/USA
RUS MD CP GR ETF
464287481
315172
3770
SH
SOLE
NONE
3770
0
0
iShares ETFs/USA
RUS MID CAP ETF
464287499
1673772
24815
SH
SOLE
NONE
24815
0
0
iShares ETFs/USA
CORE S&P MCP ETF
464287507
5182977
21427
SH
SOLE
NONE
21427
0
0
iShares ETFs/USA
S&P MC 400GR ETF
464287606
450165
6591
SH
SOLE
NONE
6591
0
0
iShares ETFs/USA
RUS 1000 ETF
464287622
1705844
8103
SH
SOLE
NONE
8103
0
0
iShares ETFs/USA
RUS 2000 GRW ETF
464287648
608379
2836
SH
SOLE
NONE
2836
0
0
iShares ETFs/USA
RUSSELL 3000 ETF
464287689
5135886
23273
SH
SOLE
NONE
23273
0
0
iShares ETFs/USA
S&P MC 400VL ETF
464287705
314597
3121
SH
SOLE
NONE
3121
0
0
iShares ETFs/USA
CORE S&P SCP ETF
464287804
6898972
72897
SH
SOLE
NONE
72897
0
0
iShares ETFs/USA
MSCI USA MIN VOL
46429B697
307507
4265
SH
SOLE
NONE
4265
0
0
iShares ETFs/USA
MSCI USA MMENTM
46432F396
300616
2060
SH
SOLE
NONE
2060
0
0
iShares ETFs/USA
RUSEL 2500 ETF
46435G268
393236
7400
SH
SOLE
NONE
7400
0
0