0001104659-23-059626.txt : 20230512 0001104659-23-059626.hdr.sgml : 20230512 20230512135949 ACCESSION NUMBER: 0001104659-23-059626 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230512 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: 23914739 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 03-31-2023 03-31-2023 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 05-12-2023 0 64 180881789 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 601137 3772 SH SOLE 0 0 3772 ALPHABET INC CAP STK CL C 02079K107 488904 4701 SH SOLE 0 0 4701 ALPHABET INC CAP STK CL A 02079K305 464607 4479 SH SOLE 0 0 4479 AMAZON COM INC COM 023135106 530291 5134 SH SOLE 0 0 5134 AMERICAN CENTY ETF TR US EQT ETF 025072885 10875118 153430 SH SOLE 0 0 153430 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 640664 12535 SH SOLE 0 0 12535 AMERICAN CENTY ETF TR US SML CP VALU 025072877 389556 5260 SH SOLE 0 0 5260 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 316837 7642 SH SOLE 0 0 7642 APPLE INC COM 037833100 6177198 37460 SH SOLE 0 0 37460 ARK ETF TR INNOVATION ETF 00214Q104 340187 8433 SH SOLE 0 0 8433 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1775736 5751 SH SOLE 0 0 5751 CHEVRON CORP NEW COM 166764100 463236 2839 SH SOLE 0 0 2839 CISCO SYS INC COM 17275R102 245217 4691 SH SOLE 0 0 4691 CSX CORP COM 126408103 228293 7625 SH SOLE 0 0 7625 DEXCOM INC COM 252131107 204942 1764 SH SOLE 0 0 1764 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 15111832 593086 SH SOLE 0 0 593086 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 14164551 423075 SH SOLE 0 0 423075 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 13531514 502097 SH SOLE 0 0 502097 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 10675442 228792 SH SOLE 0 0 228792 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 7819089 175710 SH SOLE 0 0 175710 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 6867419 297807 SH SOLE 0 0 297807 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 6524432 226779 SH SOLE 0 0 226779 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 5918105 122490 SH SOLE 0 0 122490 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 5801592 252024 SH SOLE 0 0 252024 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 5660703 133193 SH SOLE 0 0 133193 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 4803889 191085 SH SOLE 0 0 191085 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 4560765 102651 SH SOLE 0 0 102651 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1064900 45142 SH SOLE 0 0 45142 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 990391 18793 SH SOLE 0 0 18793 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 259866 10577 SH SOLE 0 0 10577 DISNEY WALT CO COM 254687106 255409 2551 SH SOLE 0 0 2551 ENTERPRISE PRODS PARTNERS L COM 293792107 304060 11740 SH SOLE 0 0 11740 ETF SER SOLUTIONS CLEARSHS ULTRA 26922A453 2348499 23456 SH SOLE 0 0 23456 EXXON MOBIL CORP COM 30231G102 448076 4086 SH SOLE 0 0 4086 ISHARES TR SHRT NAT MUN ETF 464288158 6152358 58773 SH SOLE 0 0 58773 ISHARES TR RUS 1000 GRW ETF 464287614 2449653 10026 SH SOLE 0 0 10026 ISHARES TR CORE S&P500 ETF 464287200 425057 1034 SH SOLE 0 0 1034 ISHARES TR RUS 1000 VAL ETF 464287598 216209 1420 SH SOLE 0 0 1420 ISHARES TR DOW JONES US ETF 464287846 211348 2112 SH SOLE 0 0 2112 JOHNSON & JOHNSON COM 478160104 379244 2447 SH SOLE 0 0 2447 JPMORGAN CHASE & CO COM 46625H100 208105 1597 SH SOLE 0 0 1597 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 388556 7161 SH SOLE 0 0 7161 MCDONALDS CORP COM 580135101 204117 730 SH SOLE 0 0 730 MERCK & CO INC COM 58933Y105 224802 2113 SH SOLE 0 0 2113 MICROSOFT CORP COM 594918104 1401338 4861 SH SOLE 0 0 4861 NVIDIA CORPORATION COM 67066G104 211684 762 SH SOLE 0 0 762 OGE ENERGY CORP COM 670837103 601650 15976 SH SOLE 0 0 15976 ONEOK INC NEW COM 682680103 3521500 55422 SH SOLE 0 0 55422 PALANTIR TECHNOLOGIES INC CL A 69608A108 129809 15362 SH SOLE 0 0 15362 PHILIP MORRIS INTL INC COM 718172109 300114 3086 SH SOLE 0 0 3086 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 5655884 116930 SH SOLE 0 0 116930 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 205827 1363 SH SOLE 0 0 1363 SPDR S&P 500 ETF TR TR UNIT 78462F103 347601 849 SH SOLE 0 0 849 TESLA INC COM 88160R101 271360 1308 SH SOLE 0 0 1308 UNITEDHEALTH GROUP INC COM 91324P102 212666 450 SH SOLE 0 0 450 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 3184203 65090 SH SOLE 0 0 65090 VANGUARD INDEX FDS GROWTH ETF 922908736 15790068 63302 SH SOLE 0 0 63302 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3249081 39127 SH SOLE 0 0 39127 VANGUARD INDEX FDS LARGE CAP ETF 922908637 286753 1535 SH SOLE 0 0 1535 VANGUARD INDEX FDS TOTAL STK MKT 922908769 206345 1011 SH SOLE 0 0 1011 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2337465 48880 SH SOLE 0 0 48880 VANGUARD WORLD FDS INF TECH ETF 92204A702 305702 793 SH SOLE 0 0 793 WALMART INC COM 931142103 437837 2969 SH SOLE 0 0 2969 WILLIAMS COS INC COM 969457100 512996 17180 SH SOLE 0 0 17180