0001772483-23-000002.txt : 20230419
0001772483-23-000002.hdr.sgml : 20230419
20230419144758
ACCESSION NUMBER: 0001772483-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230419
DATE AS OF CHANGE: 20230419
EFFECTIVENESS DATE: 20230419
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: 23829787
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
03-31-2023
03-31-2023
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
04-19-2023
0
158
335806775
false
INFORMATION TABLE
2
march202313f.xml
5TH THIRD BANCORP
COM
316773100
417955
15689
SH
SOLE
NONE
15616
0
73
ALBEMARLE CORP
COM
012653101
6985085
31601
SH
SOLE
NONE
31556
0
45
ALPHABET INC
CAP STK CL A
02079K305
5666770
54630
SH
SOLE
NONE
54020
0
610
AMER EXPRESS CO
COM
025816109
5236833
31748
SH
SOLE
NONE
30794
0
954
AUTOMATIC DATA PROCESSING
COM
053015103
225747
1014
SH
SOLE
NONE
514
0
500
AbbVie Inc
COM
00287Y109
569588
3574
SH
SOLE
NONE
3299
0
275
Accenture PLC
SHS CLASS A
G1151C101
595628
2084
SH
SOLE
NONE
1234
0
850
Adobe Inc
COM
00724F101
2092944
5431
SH
SOLE
NONE
5295
0
136
Align Technology Inc
COM
016255101
4668604
13972
SH
SOLE
NONE
13790
0
182
Ally Financial Inc
COM
02005N100
2003973
78618
SH
SOLE
NONE
78343
0
275
Alphabet Inc
CAP STK CL C
02079K107
1243112
11953
SH
SOLE
NONE
11144
0
809
Amazon.com Inc
COM
023135106
3070915
29731
SH
SOLE
NONE
27219
0
2512
American Tower Corp
COM
03027X100
833299
4078
SH
SOLE
NONE
3502
0
576
Ameriprise Financial Inc
COM
03076C106
531778
1735
SH
SOLE
NONE
1735
0
0
Amgen Inc
COM
031162100
1071920
4434
SH
SOLE
NONE
4434
0
0
Amphenol Corp
CL A
032095101
561743
6874
SH
SOLE
NONE
1714
0
5160
Apple Inc
COM
037833100
20655044
125258
SH
SOLE
NONE
121073
0
4185
Archer-Daniels-Midland Co
COM
039483102
519702
6524
SH
SOLE
NONE
6495
0
29
BROWN-FORMAN CORP
CL B
115637209
2610133
40612
SH
SOLE
NONE
40442
0
170
Berkshire Hathaway Inc
CL B NEW
084670702
1381437
4474
SH
SOLE
NONE
4343
0
131
BlackRock Fund Advisors
7-10 YR TRSY BD
464287440
253945
2562
SH
SOLE
NONE
2562
0
0
BlackRock Fund Advisors
MSCI EAFE ETF
464287465
1864097
26064
SH
SOLE
NONE
26064
0
0
BlackRock Fund Advisors
RUS MD CP GR ETF
464287481
343259
3770
SH
SOLE
NONE
3770
0
0
BlackRock Fund Advisors
RUS MID CAP ETF
464287499
1800440
25750
SH
SOLE
NONE
24450
0
1300
BlackRock Fund Advisors
CORE S&P MCP ETF
464287507
5200326
20788
SH
SOLE
NONE
20788
0
0
BlackRock Fund Advisors
RUS 1000 ETF
464287622
1639224
7278
SH
SOLE
NONE
7278
0
0
BlackRock Fund Advisors
RUS 2000 GRW ETF
464287648
676377
2982
SH
SOLE
NONE
2982
0
0
BlackRock Fund Advisors
RUSSELL 3000 ETF
464287689
5525779
23473
SH
SOLE
NONE
23473
0
0
BlackRock Fund Advisors
CORE S&P SCP ETF
464287804
7067320
73085
SH
SOLE
NONE
73085
0
0
BlackRock Fund Advisors
MSCI USA MIN VOL
46429B697
310236
4265
SH
SOLE
NONE
4265
0
0
BlackRock Fund Advisors
MSCI USA MMENTM
46432F396
286422
2060
SH
SOLE
NONE
2060
0
0
BlackRock Fund Advisors
RUSEL 2500 ETF
46435G268
378258
6900
SH
SOLE
NONE
6900
0
0
BlackRock Inc
COM
09247X101
536634
802
SH
SOLE
NONE
614
0
188
CARRIER GLOBAL CORP
COM
14448C104
219234
4792
SH
SOLE
NONE
4781
0
11
CHENIERE ENERGY IN
COM NEW
16411R208
5890458
37376
SH
SOLE
NONE
37086
0
290
CISCO SYSTEMS
COM
17275R102
302515
5787
SH
SOLE
NONE
5787
0
0
CME Group Inc
COM
12572Q105
366952
1916
SH
SOLE
NONE
1037
0
879
COLGATE-PALMOLIVE
COM
194162103
482538
6421
SH
SOLE
NONE
6421
0
0
CUMMINS INC
COM
231021106
4245375
17772
SH
SOLE
NONE
17623
0
149
Caterpillar Inc
COM
149123101
241197
1054
SH
SOLE
NONE
995
0
59
Chevron Corp
COM
166764100
536470
3288
SH
SOLE
NONE
3138
0
150
Chewy Inc
CL A
16679L109
2679324
71678
SH
SOLE
NONE
70519
0
1159
Coca-Cola Co/The
COM
191216100
374351
6035
SH
SOLE
NONE
4942
0
1093
Costco Wholesale Corp
COM
22160K105
5544075
11158
SH
SOLE
NONE
10711
0
447
DEERE & CO
COM
244199105
491740
1191
SH
SOLE
NONE
824
0
367
Dollar Tree Inc
COM
256746108
241451
1682
SH
SOLE
NONE
1370
0
312
Dropbox Inc
CL A
26210C104
2767987
128029
SH
SOLE
NONE
127554
0
475
DuPont de Nemours Inc
COM
26614N102
3509409
48898
SH
SOLE
NONE
48723
0
175
ECOLAB INC
COM
278865100
1458154
8809
SH
SOLE
NONE
8209
0
600
ESTEE LAUDER COS
CL A
518439104
205548
834
SH
SOLE
NONE
605
0
229
Edwards Lifesciences Corp
COM
28176E108
1348416
16299
SH
SOLE
NONE
15720
0
579
Elevance Health Inc
COM
036752103
2379977
5176
SH
SOLE
NONE
5176
0
0
Eli Lilly & Co
COM
532457108
393216
1145
SH
SOLE
NONE
1144
0
1
Expedia Group Inc
COM NEW
30212P303
2569840
26485
SH
SOLE
NONE
26360
0
125
Exxon Mobil Corp
COM
30231G102
710487
6479
SH
SOLE
NONE
6479
0
0
FACEBOOK INC
CL A
30303M102
3559320
16794
SH
SOLE
NONE
16708
0
86
FEDEX CORP
COM
31428X106
911218
3988
SH
SOLE
NONE
3701
0
287
FIRST TRUST ADVISORS LP
US EQTY OPPT ETF
336920103
279802
3329
SH
SOLE
NONE
3329
0
0
FISERV INC
COM
337738108
846369
7488
SH
SOLE
NONE
4425
0
3063
FORD MOTOR CO
COM
345370860
88666
7037
SH
SOLE
NONE
7002
0
35
Fastenal Co
COM
311900104
259290
4807
SH
SOLE
NONE
1877
0
2930
First Trust Advisors LP
SHS
33734H106
369512
9201
SH
SOLE
NONE
9201
0
0
Fortinet Inc
COM
34959E109
437639
6585
SH
SOLE
NONE
5944
0
641
GEN DYNAMICS CORP
COM
369550108
383849
1682
SH
SOLE
NONE
1682
0
0
GOLDMAN SACHS GRP
COM
38141G104
5049924
15438
SH
SOLE
NONE
15408
0
30
Gentex Corp
COM
371901109
2991754
106734
SH
SOLE
NONE
106446
0
288
Home Depot Inc/The
COM
437076102
2481664
8409
SH
SOLE
NONE
8403
0
6
Honeywell International Inc
COM
438516106
468053
2449
SH
SOLE
NONE
2449
0
0
Huntington Bancshares Inc/OH
COM
446150104
326984
29195
SH
SOLE
NONE
29195
0
0
IDEXX Laboratories Inc
COM
45168D104
607597
1215
SH
SOLE
NONE
118
0
1097
ILLINOIS TOOL WKS
COM
452308109
311373
1279
SH
SOLE
NONE
1279
0
0
INTERCONTINENTAL EXCHANGE
COM
45866F104
472017
4526
SH
SOLE
NONE
4526
0
0
ISHARES
SELECT DIVID ETF
464287168
486531
4152
SH
SOLE
NONE
4152
0
0
ISHARES
CORE S&P500 ETF
464287200
8335058
20276
SH
SOLE
NONE
19640
0
636
ISHARES
RUS 2000 VAL ETF
464287630
676057
4934
SH
SOLE
NONE
4934
0
0
ISHARES
RUSSELL 2000 ETF
464287655
5574822
31249
SH
SOLE
NONE
30749
0
500
ISHARES
SP SMCP600VL ETF
464287879
289942
3098
SH
SOLE
NONE
3098
0
0
ISHARES
SHORT TREAS BD
464288679
260117
2354
SH
SOLE
NONE
2354
0
0
ISHARES
CORE MSCI EAFE
46432F842
1850074
27675
SH
SOLE
NONE
27675
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
1772422
45011
SH
SOLE
NONE
45011
0
0
ISHARES TRUST
1 3 YR TREAS BD
464287457
267020
3250
SH
SOLE
NONE
3250
0
0
ISHARES TRUST
RUS 1000 VAL ETF
464287598
718058
4716
SH
SOLE
NONE
4716
0
0
ISHARES/USA
RUS 1000 GRW ETF
464287614
2770458
11339
SH
SOLE
NONE
11339
0
0
ISHARES/USA
S&P SML 600 GWT
464287887
847418
7708
SH
SOLE
NONE
7708
0
0
Illumina Inc
COM
452327109
309989
1333
SH
SOLE
NONE
1325
0
8
Incyte Corp
COM
45337C102
4058828
56162
SH
SOLE
NONE
56012
0
150
Intel Corp
COM
458140100
949750
29071
SH
SOLE
NONE
29071
0
0
Intuit Inc
COM
461202103
2936682
6587
SH
SOLE
NONE
6193
0
394
Intuitive Surgical Inc
COM NEW
46120E602
2889877
11312
SH
SOLE
NONE
11047
0
265
Invesco ETFs/USA
FTSE RAFI 1500
46137V597
231151
1405
SH
SOLE
NONE
1405
0
0
Invesco ETFs/USA
S&P MIDCP LOW
46138E198
231294
4414
SH
SOLE
NONE
4414
0
0
Invesco ETFs/USA
S&P SMLCP LOW
46138G102
235890
5570
SH
SOLE
NONE
5570
0
0
JB Hunt Transport Services Inc
COM
445658107
225466
1285
SH
SOLE
NONE
1285
0
0
JPMorgan Chase & Co
COM
46625H100
4817170
36967
SH
SOLE
NONE
36863
0
104
Johnson & Johnson
COM
478160104
5913250
38150
SH
SOLE
NONE
37632
0
518
LENNAR CORP
CL A
526057104
5628115
53545
SH
SOLE
NONE
53420
0
125
LULULEMON ATHLETIC
COM
550021109
3600018
9885
SH
SOLE
NONE
9735
0
150
Laboratory Corp of America Hol
COM NEW
50540R409
287922
1255
SH
SOLE
NONE
1255
0
0
Linde PLC
None
G54950103
384586
1082
SH
SOLE
NONE
7
0
1075
MASTERCARD INC
CL A
57636Q104
754803
2077
SH
SOLE
NONE
1615
0
462
MCDONALD'S CORP
COM
580135101
589418
2108
SH
SOLE
NONE
2108
0
0
MICROSOFT CORP
COM
594918104
12732770
44165
SH
SOLE
NONE
42312
0
1853
Merck & Co Inc
COM
58933Y105
649617
6106
SH
SOLE
NONE
5803
0
303
NEXTERA ENERGY
COM
65339F101
1107794
14372
SH
SOLE
NONE
14096
0
276
NIKE INC
CL B
654106103
4963241
40470
SH
SOLE
NONE
40370
0
100
NVIDIA Corp
COM
67066G104
1074692
3869
SH
SOLE
NONE
3656
0
213
ORACLE CORP
COM
68389X105
1857564
19991
SH
SOLE
NONE
18434
0
1557
PEPSICO INC
COM
713448108
1931286
10594
SH
SOLE
NONE
10584
0
10
Pacer Advisors Inc
TRENDP US LAR CP
69374H105
291350
7653
SH
SOLE
NONE
7653
0
0
Pacer Advisors Inc
TRENDP US MID CP
69374H204
303530
9560
SH
SOLE
NONE
9560
0
0
Pacer Advisors Inc
TRENDPILOT 100
69374H303
251561
4583
SH
SOLE
NONE
4583
0
0
Pacer Advisors Inc
TRENDPILOT INTL
69374H683
336128
12800
SH
SOLE
NONE
12800
0
0
Palo Alto Networks Inc
COM
697435105
7438717
37242
SH
SOLE
NONE
37167
0
75
PayPal Holdings Inc
COM
70450Y103
2762925
36383
SH
SOLE
NONE
35470
0
913
Pfizer Inc
COM
717081103
653290
16012
SH
SOLE
NONE
12798
0
3214
Pfizer Inc
CL A
98978V103
2466141
14817
SH
SOLE
NONE
11719
0
3098
ProShare Advisors LLC
RUSS 2000 DIVD
74347B698
236835
3880
SH
SOLE
NONE
3880
0
0
Procter & Gamble Co/The
COM
742718109
842031
5663
SH
SOLE
NONE
5611
0
52
QUALCOMM Inc
COM
747525103
4847147
37993
SH
SOLE
NONE
37208
0
785
ROPER INDUSTRIES INC
COM
776696106
1998088
4534
SH
SOLE
NONE
4486
0
48
Raytheon Technologies Corp
COM
75513E101
5226230
53367
SH
SOLE
NONE
53231
0
136
SPDR GOLD TRUST
GOLD SHS
78463V107
505870
2761
SH
SOLE
NONE
2761
0
0
SSGA Funds Management Inc
S&P DIVID ETF
78464A763
362223
2928
SH
SOLE
NONE
2928
0
0
STARBUCKS CORP
COM
855244109
1913285
18374
SH
SOLE
NONE
18374
0
0
STATE STREET ETF/USA
UTSER1 S&PDCRP
78467Y107
509752
1112
SH
SOLE
NONE
1112
0
0
Splunk Inc
COM
848637104
2261617
23588
SH
SOLE
NONE
23463
0
125
State Street ETF/USA
TR UNIT
78462F103
12152333
29684
SH
SOLE
NONE
29684
0
0
State Street ETF/USA
S&P 600 SMCP GRW
78464A201
254438
3450
SH
SOLE
NONE
3450
0
0
State Street ETF/USA
BLOOMBERG 1-3 MO
78468R663
259759
2829
SH
SOLE
NONE
2829
0
0
State Street ETF/USA
SSGA US LRG ETF
78468R804
351302
2568
SH
SOLE
NONE
2568
0
0
Stryker Corp
COM
863667101
5715680
20022
SH
SOLE
NONE
19977
0
45
Sun Communities Inc
COM
866674104
3528058
25043
SH
SOLE
NONE
25043
0
0
TJX Cos Inc/The
COM
872540109
4676838
59684
SH
SOLE
NONE
57793
0
1891
TRAVELERS CO INC
COM
89417E109
229004
1336
SH
SOLE
NONE
1336
0
0
TSMC
SPONSORED ADS
874039100
4080415
43866
SH
SOLE
NONE
42170
0
1696
Take-Two Interactive Software
COM
874054109
2100754
17609
SH
SOLE
NONE
17509
0
100
Target Corp
COM
87612E106
251426
1518
SH
SOLE
NONE
1518
0
0
Thermo Fisher Scientific Inc
COM
883556102
2304904
3999
SH
SOLE
NONE
3756
0
243
Toro Co/The
COM
891092108
482323
4339
SH
SOLE
NONE
4339
0
0
UFP INDUSTRIES INC
COM
90278Q108
1023971
12885
SH
SOLE
NONE
12744
0
141
US Bancorp
COM NEW
902973304
3067386
85087
SH
SOLE
NONE
84887
0
200
Union Pacific Corp
COM
907818108
692737
3442
SH
SOLE
NONE
3434
0
8
United Rentals Inc
COM
911363109
8737194
22077
SH
SOLE
NONE
21657
0
420
UnitedHealth Group Inc
COM
91324P102
392250
830
SH
SOLE
NONE
413
0
417
VANGUARD ETF/USA
DIV APP ETF
921908844
246878
1603
SH
SOLE
NONE
1603
0
0
VANGUARD ETF/USA
TOTAL STK MKT
922908769
541886
2655
SH
SOLE
NONE
2655
0
0
VERIZON COMMUN
COM
92343V104
320881
8251
SH
SOLE
NONE
8251
0
0
VISA INC
COM CL A
92826C839
8960006
39741
SH
SOLE
NONE
37375
0
2366
Valero Energy Corp
COM
91913Y100
1427410
10225
SH
SOLE
NONE
9004
0
1221
Vanguard ETF/USA
INTERMED TERM
921937819
806154
10505
SH
SOLE
NONE
10505
0
0
Vanguard ETF/USA
ALLWRLD EX US
922042775
204897
3832
SH
SOLE
NONE
2532
0
1300
Vanguard Group Inc/The
VAN FTSE DEV MKT
921943858
862566
19096
SH
SOLE
NONE
13516
0
5580
Vanguard Group Inc/The
LARGE CAP ETF
922908637
296094
1585
SH
SOLE
NONE
1585
0
0
Vanguard Group Inc/The
VALUE ETF
922908744
257713
1866
SH
SOLE
NONE
1866
0
0
Verrica Pharmaceuticals Inc
COM
92511W108
121875
18750
SH
SOLE
NONE
18750
0
0
WW Grainger Inc
COM
384802104
6647017
9650
SH
SOLE
NONE
9626
0
24
WYNN RESORTS LTD
COM
983134107
3564222
31849
SH
SOLE
NONE
31724
0
125
Walt Disney Co/The
COM
254687106
2204262
22014
SH
SOLE
NONE
22014
0
0