0001420506-22-001098.txt : 20220516 0001420506-22-001098.hdr.sgml : 20220516 20220516163225 ACCESSION NUMBER: 0001420506-22-001098 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: New Legacy Group, LLC CENTRAL INDEX KEY: 0001908065 IRS NUMBER: 272606820 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22079 FILM NUMBER: 22929845 BUSINESS ADDRESS: STREET 1: 275 MADISON AVE STREET 2: 39TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10016 BUSINESS PHONE: 212-616-8020 MAIL ADDRESS: STREET 1: 275 MADISON AVE STREET 2: 39TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10016 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001908065 XXXXXXXX 03-31-2022 03-31-2022 false New Legacy Group, LLC
275 Madison Ave 39th Floor New York NY 10016
13F HOLDINGS REPORT 028-22079 N
Adam Geiger President 212-616-8020 Adam Geiger, President New York NY 05-16-2022 0 29 266798 false
INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR NEW LEGACY GROUP, LLC APPLE INC COM 037833100 1205 6900 SH SOLE 0 6900 0 EATON VANCE TAX-MANAGED DIVE COM 27828N102 524 37500 SH SOLE 0 37500 0 GLOBAL X FDS GLB X MLP ENRG I 37954Y293 1119 26200 SH SOLE 0 26200 0 ISHARES TR INTRM GOV CR ETF 464288612 1129 10400 SH SOLE 0 10400 0 ISHARES TR US CONSUM DISCRE 464287580 315 4200 SH SOLE 0 4200 0 ISHARES TR ISHS 1-5YR INVS 464288646 424 8200 SH SOLE 0 8200 0 ISHARES TR RUS 2000 GRW ETF 464287648 221 862 SH SOLE 0 862 0 ISHARES TR RUS 1000 VAL ETF 464287598 1765 10635 SH SOLE 0 10635 0 ISHARES TR MSCI EAFE ETF 464287465 515 7000 SH SOLE 0 7000 0 ISHARES TR RUS 2000 VAL ETF 464287630 968 6000 SH SOLE 0 6000 0 ISHARES TR IBOXX HI YD ETF 464288513 3012 36600 SH SOLE 0 36600 0 ISHARES TR CORE S&P SCP ETF 464287804 647 6000 SH SOLE 0 6000 0 ISHARES TR USD INV GRDE ETF 464288620 418 7600 SH SOLE 0 7600 0 ISHARES TR ISHS 5-10YR INVT 464288638 494 9000 SH SOLE 0 9000 0 ISHARES TR 3 7 YR TREAS BD 464288661 415 3400 SH SOLE 0 3400 0 ISHARES TR EXPANDED TECH 464287515 357 1035 SH SOLE 0 1035 0 META PLATFORMS INC CL A 30303M102 6793 30550 SH SOLE 0 30550 0 PHASEBIO PHARMACEUTICALS INC COM 717224109 318 240575 SH SOLE 240575 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 228831 4554760 SH SOLE 4554760 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 281 2050 SH SOLE 0 2050 0 SPDR GOLD TR GOLD SHS 78463V107 1265 7000 SH SOLE 0 7000 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 8304 18387 SH SOLE 0 18387 0 SPDR SER TR S&P BIOTECH 78464A870 252 2805 SH SOLE 0 2805 0 SPDR SER TR COMP SOFTWARE 78464A599 339 2299 SH SOLE 0 2299 0 UBER TECHNOLOGIES INC COM 90353T100 2700 75684 SH SOLE 0 75684 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1522 33000 SH SOLE 0 33000 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 312 1923 SH SOLE 0 1923 0 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 1472 20000 SH SOLE 0 20000 0 WISDOMTREE TR US HIGH DIVIDEND 97717W208 881 10000 SH SOLE 0 10000 0