0001104659-23-088420.txt : 20230807 0001104659-23-088420.hdr.sgml : 20230807 20230807172123 ACCESSION NUMBER: 0001104659-23-088420 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230807 DATE AS OF CHANGE: 20230807 EFFECTIVENESS DATE: 20230807 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: 231148571 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 06-30-2023 06-30-2023 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 08-07-2023 0 70 200229492 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 552460 4100 SH SOLE 0 0 4100 ALPHABET INC CAP STK CL C 02079K107 1263819 10447 SH SOLE 0 0 10447 ALPHABET INC CAP STK CL A 02079K305 447558 3739 SH SOLE 0 0 3739 ALTRIA GROUP INC COM 02209S103 228696 5048 SH SOLE 0 0 5048 AMAZON COM INC COM 023135106 637069 4887 SH SOLE 0 0 4887 AMERICAN CENTY ETF TR US EQT ETF 025072885 12666508 168460 SH SOLE 0 0 168460 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 656098 12298 SH SOLE 0 0 12298 AMERICAN CENTY ETF TR US SML CP VALU 025072877 415162 5349 SH SOLE 0 0 5349 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 305331 7458 SH SOLE 0 0 7458 APPLE INC COM 037833100 7276533 37514 SH SOLE 0 0 37514 ARK ETF TR INNOVATION ETF 00214Q104 372233 8433 SH SOLE 0 0 8433 BANCFIRST CORP COM 05945F103 912732 9921 SH SOLE 0 0 9921 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1967570 5770 SH SOLE 0 0 5770 CATERPILLAR INC COM 149123101 265211 1078 SH SOLE 0 0 1078 CHEVRON CORP NEW COM 166764100 515660 3277 SH SOLE 0 0 3277 CISCO SYS INC COM 17275R102 285548 5519 SH SOLE 0 0 5519 CSX CORP COM 126408103 261989 7683 SH SOLE 0 0 7683 DEVON ENERGY CORP NEW COM 25179M103 201143 4161 SH SOLE 0 0 4161 DEXCOM INC COM 252131107 223479 1739 SH SOLE 0 0 1739 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 15987658 588864 SH SOLE 0 0 588864 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 14626620 423960 SH SOLE 0 0 423960 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 14269400 522306 SH SOLE 0 0 522306 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 11079836 239047 SH SOLE 0 0 239047 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 7991019 257858 SH SOLE 0 0 257858 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 7885737 169988 SH SOLE 0 0 169988 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 7783973 333933 SH SOLE 0 0 333933 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 6165382 262804 SH SOLE 0 0 262804 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 6114802 230399 SH SOLE 0 0 230399 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 5896199 141294 SH SOLE 0 0 141294 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 5601717 117609 SH SOLE 0 0 117609 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 5106095 106024 SH SOLE 0 0 106024 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1238096 22593 SH SOLE 0 0 22593 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1092327 45419 SH SOLE 0 0 45419 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 968654 38136 SH SOLE 0 0 38136 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 801326 31180 SH SOLE 0 0 31180 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 599117 27840 SH SOLE 0 0 27840 DISNEY WALT CO COM 254687106 214073 2398 SH SOLE 0 0 2398 ENTERPRISE PRODS PARTNERS L COM 293792107 309343 11740 SH SOLE 0 0 11740 ETF SER SOLUTIONS CLEARSHS ULTRA 26922A453 2538166 25307 SH SOLE 0 0 25307 EXXON MOBIL CORP COM 30231G102 456971 4261 SH SOLE 0 0 4261 HOME DEPOT INC COM 437076102 213099 686 SH SOLE 0 0 686 INVESCO QQQ TR UNIT SER 1 46090E103 259333 702 SH SOLE 0 0 702 ISHARES TR SHRT NAT MUN ETF 464288158 5847256 56202 SH SOLE 0 0 56202 ISHARES TR RUS 1000 GRW ETF 464287614 2563852 9317 SH SOLE 0 0 9317 ISHARES TR CORE S&P500 ETF 464287200 545995 1225 SH SOLE 0 0 1225 ISHARES TR DOW JONES US ETF 464287846 228793 2112 SH SOLE 0 0 2112 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 825800 14925 SH SOLE 0 0 14925 JOHNSON & JOHNSON COM 478160104 417729 2524 SH SOLE 0 0 2524 JPMORGAN CHASE & CO COM 46625H100 240703 1655 SH SOLE 0 0 1655 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 443095 7110 SH SOLE 0 0 7110 MCDONALDS CORP COM 580135101 278420 933 SH SOLE 0 0 933 MERCK & CO INC COM 58933Y105 258704 2242 SH SOLE 0 0 2242 MICROSOFT CORP COM 594918104 1707704 5015 SH SOLE 0 0 5015 NVIDIA CORPORATION COM 67066G104 320685 758 SH SOLE 0 0 758 OGE ENERGY CORP COM 670837103 553200 15405 SH SOLE 0 0 15405 ONEOK INC NEW COM 682680103 3104996 50308 SH SOLE 0 0 50308 PHILIP MORRIS INTL INC COM 718172109 343330 3517 SH SOLE 0 0 3517 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 5928366 113202 SH SOLE 0 0 113202 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 236971 1363 SH SOLE 0 0 1363 SPDR S&P 500 ETF TR TR UNIT 78462F103 372393 840 SH SOLE 0 0 840 TESLA INC COM 88160R101 352866 1348 SH SOLE 0 0 1348 UNITEDHEALTH GROUP INC COM 91324P102 224459 467 SH SOLE 0 0 467 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 3412557 69815 SH SOLE 0 0 69815 VANGUARD INDEX FDS GROWTH ETF 922908736 18201141 64324 SH SOLE 0 0 64324 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3370451 40336 SH SOLE 0 0 40336 VANGUARD INDEX FDS LARGE CAP ETF 922908637 311175 1535 SH SOLE 0 0 1535 VANGUARD INDEX FDS TOTAL STK MKT 922908769 225346 1023 SH SOLE 0 0 1023 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2267695 47821 SH SOLE 0 0 47821 WALMART INC COM 931142103 455539 2898 SH SOLE 0 0 2898 WILLIAMS COS INC COM 969457100 536529 16443 SH SOLE 0 0 16443