0001398344-22-008724.txt : 20220504 0001398344-22-008724.hdr.sgml : 20220504 20220504110842 ACCESSION NUMBER: 0001398344-22-008724 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220504 DATE AS OF CHANGE: 20220504 EFFECTIVENESS DATE: 20220504 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy CG, LLC CENTRAL INDEX KEY: 0001904825 IRS NUMBER: 752799286 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22450 FILM NUMBER: 22890409 BUSINESS ADDRESS: STREET 1: 5340 LEGACY DRIVE, STE 165 CITY: PLANO STATE: TX ZIP: 75024 BUSINESS PHONE: 972-599-4750 MAIL ADDRESS: STREET 1: 5340 LEGACY DRIVE, STE 165 CITY: PLANO STATE: TX ZIP: 75024 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001904825 XXXXXXXX 12-31-2021 12-31-2021 false Legacy CG, LLC

5340 LEGACY DRIVE, STE 165 PLANO TX 75024

13F HOLDINGS REPORT 028-22450 N Steve Wachs 972-599-4750 /s/ Steve Wachs Plano TX 02-15-2022 0 55 166230 INFORMATION TABLE 2 fp0072972_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 3117 22144 SH SOLE 235 0 21909 ADAPTHEALTH CORP COMMON STOCK 00653Q102 359 14658 SH SOLE 0 0 14658 AIR PRODS & CHEMS INC COM 009158106 2394 7867 SH SOLE 93 0 7774 ALPHABET INC CAP STK CL C 02079K107 3226 1115 SH SOLE 15 0 1100 ALPHABET INC CAP STK CL A 02079K305 52 18 SH SOLE 0 0 18 AMAZON COM INC COM 023135106 5902 1770 SH SOLE 12 0 1758 AMERICAN CENTY ETF TR QUALITY DIVRSFED 025072406 5541 107725 SH SOLE 0 0 107725 AMERICAN TOWER CORP NEW COM 03027X100 2434 8321 SH SOLE 78 0 8243 AMPLIFY ETF TR BLOCKCHAIN LDR 032108607 229 5710 SH SOLE 0 0 5710 APPLE INC COM 037833100 3708 20883 SH SOLE 256 0 20627 APPLIED MATLS INC COM 038222105 3163 20103 SH SOLE 323 0 19780 AUTOZONE INC COM 053332102 3010 1436 SH SOLE 20 0 1416 BAXTER INTL INC COM 071813109 2247 26173 SH SOLE 402 0 25771 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3389 11335 SH SOLE 150 0 11185 EQUINIX INC COM 29444U700 2106 2490 SH SOLE 32 0 2458 EXXON MOBIL CORP COM 30231G102 213 3478 SH SOLE 0 0 3478 FIRST TR EXCHNG TRADED FD VI CBOE VEST NAS100 33740U836 5170 247383 SH SOLE 2265 0 245118 FIRST TR EXCHNG TRADED FD VI VEST US BUFFER 33740F862 5429 140181 SH SOLE 1230 0 138951 FIRST TR EXCHNG TRADED FD VI VEST US EQTY BUF 33740F664 4440 124288 SH SOLE 1335 0 122953 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 3912 73516 SH SOLE 1140 0 72376 FIRST TR EXCHNG TRADED FD VI CBOE EQT BUFER 33740F847 30 775 SH SOLE 0 0 775 HOME DEPOT INC COM 437076102 379 914 SH SOLE 0 0 914 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 8849 331935 SH SOLE 0 0 331935 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 1307 6198 SH SOLE 0 0 6198 IQVIA HLDGS INC COM 46266C105 2762 9790 SH SOLE 130 0 9660 ISHARES TR IBONDS DEC22 ETF 46434VBA7 3738 148706 SH SOLE 0 0 148706 ISHARES TR IBONDS DEC23 ETF 46434VAX8 2928 114052 SH SOLE 0 0 114052 ISHARES TR IBDS DEC28 ETF 46435U515 3545 125274 SH SOLE 0 0 125274 ISHARES TR IBONDS DEC 29 46436E205 3597 136648 SH SOLE 0 0 136648 ISHARES TR IBONDS DEC 2030 46436E726 3608 143790 SH SOLE 0 0 143790 ISHARES TR IBONDS DEC 2031 46436E486 2965 119276 SH SOLE 0 0 119276 ISHARES TR RUS MID CAP ETF 464287499 10303 124112 SH SOLE 1705 0 122407 ISHARES TR RUSSELL 2000 ETF 464287655 544 2447 SH SOLE 0 0 2447 ISHARES TR IBONDS DEC24 ETF 46434VBG4 592 22837 SH SOLE 0 0 22837 ISHARES TR IBONDS DEC25 ETF 46434VBD1 571 21615 SH SOLE 0 0 21615 ISHARES TR IBONDS DEC2026 46435GAA0 547 20975 SH SOLE 0 0 20975 ISHARES TR IBONDS 27 ETF 46435UAA9 572 21538 SH SOLE 0 0 21538 ISHARES TR EXPONENTIAL TECH 46434V381 9 136 SH SOLE 0 0 136 ISHARES TR RUS 1000 GRW ETF 464287614 96 314 SH SOLE 0 0 314 ISHARES TR ISHARES SEMICDTR 464287523 71 131 SH SOLE 0 0 131 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 10559 209178 SH SOLE 0 0 209178 JOHNSON CTLS INTL PLC SHS G51502105 3676 45205 SH SOLE 575 0 44630 LOWES COS INC COM 548661107 3456 13369 SH SOLE 201 0 13168 MICROSOFT CORP COM 594918104 4660 13855 SH SOLE 170 0 13685 NUCOR CORP COM 670346105 2206 19324 SH SOLE 245 0 19079 PEPSICO INC COM 713448108 2469 14216 SH SOLE 192 0 14024 PIONEER NAT RES CO COM 723787107 2946 16197 SH SOLE 195 0 16002 PRINCIPAL EXCHANGE-TRADED FD QUALITY ETF 74255Y201 3981 65680 SH SOLE 0 0 65680 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 7964 168230 SH SOLE 0 0 168230 STARBUCKS CORP COM 855244109 3051 26084 SH SOLE 285 0 25799 STATE STR CORP COM 857477103 2813 30250 SH SOLE 370 0 29880 TE CONNECTIVITY LTD SHS H84989104 2330 14444 SH SOLE 220 0 14224 UNITED PARCEL SERVICE INC CL B 911312106 3456 16122 SH SOLE 190 0 15932 VISA INC COM CL A 92826C839 3324 15339 SH SOLE 213 0 15126 WEYERHAEUSER CO MTN BE COM NEW 962166104 2285 55488 SH SOLE 655 0 54833