0001104659-23-022297.txt : 20230215 0001104659-23-022297.hdr.sgml : 20230215 20230215121924 ACCESSION NUMBER: 0001104659-23-022297 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230215 DATE AS OF CHANGE: 20230215 EFFECTIVENESS DATE: 20230215 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LEGACY FINANCIAL GROUP, INC. CENTRAL INDEX KEY: 0001965579 IRS NUMBER: 202227620 STATE OF INCORPORATION: OK FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23107 FILM NUMBER: 23634571 BUSINESS ADDRESS: STREET 1: 2508 E 21ST STREET CITY: TULSA STATE: OK ZIP: 74114 BUSINESS PHONE: 918-665-0826 MAIL ADDRESS: STREET 1: 2508 E 21ST STREET CITY: TULSA STATE: OK ZIP: 74114 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001965579 XXXXXXXX 12-31-2022 12-31-2022 false LEGACY FINANCIAL GROUP, INC.

2508 E 21st Street Tulsa OK 74114

13F HOLDINGS REPORT 028-23107 N Kevin King 918-665-0826 /s/ Kevin King Tulsa OK 02-13-2023 0 62 162291756 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 593664 3673 SH SOLE 0 0 3673 ALPHABET INC CAP STK CL A 02079K305 462325 5240 SH SOLE 0 0 5240 ALPHABET INC CAP STK CL C 02079K107 431671 4865 SH SOLE 0 0 4865 AMAZON COM INC COM 023135106 503580 5995 SH SOLE 0 0 5995 AMERICAN CENTY ETF TR US EQT ETF 025072885 9300095 136746 SH SOLE 0 0 136746 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 644891 12849 SH SOLE 0 0 12849 AMERICAN CENTY ETF TR US SML CP VALU 025072877 444303 5963 SH SOLE 0 0 5963 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 293021 7126 SH SOLE 0 0 7126 APPLE INC COM 037833100 4915936 37835 SH SOLE 0 0 37835 ARK ETF TR INNOVATION ETF 00214Q104 263447 8433 SH SOLE 0 0 8433 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1767217 5721 SH SOLE 0 0 5721 CATERPILLAR INC COM 149123101 204554 854 SH SOLE 0 0 854 CHEVRON CORP NEW COM 166764100 524856 2924 SH SOLE 0 0 2924 CISCO SYS INC COM 17275R102 227857 4783 SH SOLE 0 0 4783 CONOCOPHILLIPS COM 20825C104 224283 1901 SH SOLE 0 0 1901 CROSSFIRST BANKSHARES INC COM 22766M109 300185 24189 SH SOLE 0 0 24189 CSX CORP COM 126408103 236223 7625 SH SOLE 0 0 7625 DEVON ENERGY CORP NEW COM 25179M103 211963 3446 SH SOLE 0 0 3446 DEXCOM INC COM 252131107 207795 1835 SH SOLE 0 0 1835 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 14536339 598696 SH SOLE 0 0 598696 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 14016235 418645 SH SOLE 0 0 418645 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 12301476 491273 SH SOLE 0 0 491273 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 7581589 172505 SH SOLE 0 0 172505 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 7384446 154454 SH SOLE 0 0 154454 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 6267878 135992 SH SOLE 0 0 135992 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 5392646 249660 SH SOLE 0 0 249660 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 5217713 237709 SH SOLE 0 0 237709 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 5117021 189379 SH SOLE 0 0 189379 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 4249429 102125 SH SOLE 0 0 102125 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 3932610 163790 SH SOLE 0 0 163790 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 2781674 66996 SH SOLE 0 0 66996 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1054699 46959 SH SOLE 0 0 46959 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 949856 18570 SH SOLE 0 0 18570 DISNEY WALT CO COM 254687106 253149 2914 SH SOLE 0 0 2914 ENTERPRISE PRODS PARTNERS L COM 293792107 283164 11740 SH SOLE 0 0 11740 ETF SER SOLUTIONS CLEARSHS ULTRA 26922A453 2288429 22858 SH SOLE 0 0 22858 EXXON MOBIL CORP COM 30231G102 426919 3871 SH SOLE 0 0 3871 ISHARES TR SHRT NAT MUN ETF 464288158 7690225 73753 SH SOLE 0 0 73753 ISHARES TR RUS 1000 GRW ETF 464287614 2119476 9893 SH SOLE 0 0 9893 ISHARES TR CORE S&P500 ETF 464287200 397273 1034 SH SOLE 0 0 1034 ISHARES TR RUS 1000 VAL ETF 464287598 215343 1420 SH SOLE 0 0 1420 JOHNSON & JOHNSON COM 478160104 425856 2411 SH SOLE 0 0 2411 JPMORGAN CHASE & CO COM 46625H100 214292 1598 SH SOLE 0 0 1598 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 362014 7210 SH SOLE 0 0 7210 MICROSOFT CORP COM 594918104 1211258 5051 SH SOLE 0 0 5051 OGE ENERGY CORP COM 670837103 686703 17363 SH SOLE 0 0 17363 ONE GAS INC COM 68235P108 209063 2761 SH SOLE 0 0 2761 ONEOK INC NEW COM 682680103 4111097 62574 SH SOLE 0 0 62574 PALANTIR TECHNOLOGIES INC CL A 69608A108 108479 16897 SH SOLE 0 0 16897 PHILIP MORRIS INTL INC COM 718172109 312334 3086 SH SOLE 0 0 3086 PROCTER AND GAMBLE CO COM 742718109 208455 1375 SH SOLE 0 0 1375 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 5388995 119358 SH SOLE 0 0 119358 SPDR S&P 500 ETF TR TR UNIT 78462F103 329292 861 SH SOLE 0 0 861 UNITEDHEALTH GROUP INC COM 91324P102 239111 451 SH SOLE 0 0 451 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 2395642 50509 SH SOLE 0 0 50509 VANGUARD INDEX FDS GROWTH ETF 922908736 13308731 62450 SH SOLE 0 0 62450 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2751120 33355 SH SOLE 0 0 33355 VANGUARD INDEX FDS LARGE CAP ETF 922908637 267397 1535 SH SOLE 0 0 1535 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2300210 49244 SH SOLE 0 0 49244 VANGUARD WORLD FDS INF TECH ETF 92204A702 255847 801 SH SOLE 0 0 801 WALMART INC COM 931142103 420180 2963 SH SOLE 0 0 2963 WILLIAMS COS INC COM 969457100 570225 17332 SH SOLE 0 0 17332