0001765380-23-000201.txt : 20231106 0001765380-23-000201.hdr.sgml : 20231106 20231106122632 ACCESSION NUMBER: 0001765380-23-000201 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231106 DATE AS OF CHANGE: 20231106 EFFECTIVENESS DATE: 20231106 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Capital Group California, Inc. CENTRAL INDEX KEY: 0001977092 IRS NUMBER: 942696159 STATE OF INCORPORATION: CA FISCAL YEAR END: 0228 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23223 FILM NUMBER: 231379152 BUSINESS ADDRESS: STREET 1: 459 MONTEREY AVENUE STREET 2: SUITE 100 CITY: LOS GATOS STATE: CA ZIP: 95030 BUSINESS PHONE: 1-408-399-6330 MAIL ADDRESS: STREET 1: 459 MONTEREY AVENUE STREET 2: SUITE 100 CITY: LOS GATOS STATE: CA ZIP: 95030 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001977092 XXXXXXXX 09-30-2023 09-30-2023 Legacy Capital Group California, Inc.

459 MONTEREY AVENUE SUITE 100 LOS GATOS CA 95030

13F HOLDINGS REPORT 028-23223 N Lonny Elfenbein 5139778330 Lonny Elfenbein Cincinnati OH 11-06-2023 0 267 232858204 false INFORMATION TABLE 2 react13fq32023.xml 3M CO COM 88579Y101 439265 4692 SH SOLE 0 629 0 4063 ABBOTT LABS COM 002824100 659936 6814 SH SOLE 0 917 0 5897 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 295670 963 SH SOLE 0 144 0 819 ACUITY BRANDS INC COM 00508Y102 251037 1474 SH SOLE 0 106 0 1368 ADOBE INC COM 00724F101 867340 1701 SH SOLE 0 121 0 1580 ADVANCED MICRO DEVICES INC COM 007903107 1148499 11170 SH SOLE 0 1060 0 10110 AFFIRM HLDGS INC COM CL A 00827B106 956469 44968 SH SOLE 0 4066 0 40902 AFLAC INC COM 001055102 556207 7247 SH SOLE 0 370 0 6877 AIR PRODS & CHEMS INC COM 009158106 859836 3034 SH SOLE 0 404 0 2630 AIRBNB INC COM CL A 009066101 503149 3667 SH SOLE 0 388 0 3279 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 512112 5116 SH SOLE 0 694 0 4422 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1125452 12975 SH SOLE 0 1093 0 11882 ALIGN TECHNOLOGY INC COM 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SOLE 0 568 0 4001 ISHARES TR MSCI UK ETF NEW 46435G334 669091 21147 SH SOLE 0 3119 0 18028 ISHARES TR MSCI DENMARK ETF 46429B523 608488 6054 SH SOLE 0 917 0 5137 ISHARES TR RUS 2000 VAL ETF 464287630 817975 6034 SH SOLE 0 1366 0 4668 ISHARES TR NATIONAL MUN ETF 464288414 202619 1976 SH SOLE 0 245 0 1731 ISHARES TR MSCI IRELAND ETF 46429B507 641390 11871 SH SOLE 0 1775 0 10096 ISHARES TR RUS TP200 GR ETF 464289438 317967 2067 SH SOLE 0 498 0 1569 ISHARES TR S&P 500 GRWT ETF 464287309 212444 3105 SH SOLE 0 3105 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 452518 11924 SH SOLE 0 1952 0 9972 ISHARES TR RUS 1000 GRW ETF 464287614 281683 1059 SH SOLE 0 258 0 801 ISHARES TR RUSSELL 2000 ETF 464287655 208907 1182 SH SOLE 0 580 0 602 ISHARES TR S&P 500 VAL ETF 464287408 1632462 10611 SH SOLE 0 2245 0 8366 ISHARES TR MBS ETF 464288588 741835 8354 SH SOLE 0 1040 0 7314 ISHARES TR 0-3 MNTH TREASRY 46436E718 4148819 41212 SH SOLE 0 9485 0 31727 ISHARES TR MSCI EAFE ETF 464287465 2647769 38418 SH SOLE 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56501R106 237037 12967 SH SOLE 0 955 0 12012 MARSH & MCLENNAN COS INC COM 571748102 484314 2545 SH SOLE 0 144 0 2401 MASTERCARD INCORPORATED CL A 57636Q104 1354408 3421 SH SOLE 0 261 0 3160 MCDONALDS CORP COM 580135101 402273 1527 SH SOLE 0 85 0 1442 MCKESSON CORP COM 58155Q103 1034508 2379 SH SOLE 0 125 0 2254 MEDTRONIC PLC SHS G5960L103 768712 9810 SH SOLE 0 1348 0 8462 MERCK & CO INC COM 58933Y105 2801784 27215 SH SOLE 0 1374 0 25841 META PLATFORMS INC CL A 30303M102 1908885 6359 SH SOLE 0 729 0 5630 METLIFE INC COM 59156R108 274225 4359 SH SOLE 0 314 0 4045 MICRON TECHNOLOGY INC COM 595112103 267154 3927 SH SOLE 0 280 0 3647 MICROSOFT CORP COM 594918104 4310550 13652 SH SOLE 0 1549 0 12103 MONDELEZ INTL INC CL A 609207105 461510 6650 SH SOLE 0 378 0 6272 MORGAN STANLEY COM NEW 617446448 483486 5920 SH SOLE 0 954 0 4966 MOTOROLA SOLUTIONS INC COM NEW 620076307 415983 1528 SH SOLE 0 86 0 1442 NETAPP INC COM 64110D104 310501 4092 SH SOLE 0 292 0 3800 NETFLIX INC COM 64110L106 1062944 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20039 SH SOLE 0 3279 0 16760 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 879612 9741 SH SOLE 0 1092 0 8649 PINNACLE WEST CAP CORP COM 723484101 829563 11259 SH SOLE 0 1445 0 9815 PINTEREST INC CL A 72352L106 429480 15889 SH SOLE 0 883 0 15006 PNC FINL SVCS GROUP INC COM 693475105 238051 1939 SH SOLE 0 141 0 1798 PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF 74255Y870 347390 8109 SH SOLE 0 1945 0 6164 PROCTER AND GAMBLE CO COM 742718109 540703 3707 SH SOLE 0 246 0 3461 PRUDENTIAL FINL INC COM 744320102 710916 7492 SH SOLE 0 964 0 6528 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 807496 14189 SH SOLE 0 1247 0 12942 QUALCOMM INC COM 747525103 849831 7652 SH SOLE 0 1036 0 6616 RBB FD INC MOTLEY FOL ETF 74933W601 482447 12276 SH SOLE 0 2944 0 9332 ROYAL BK CDA COM 780087102 222710 2547 SH SOLE 0 188 0 2359 ROYAL CARIBBEAN GROUP COM V7780T103 864642 9384 SH SOLE 0 836 0 8548 RTX CORPORATION COM 75513E101 369710 5137 SH SOLE 0 503 0 4634 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 371148 3818 SH SOLE 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123074 SPDR SER TR S&P HOMEBUILD 78464A888 529405 6914 SH SOLE 0 1655 0 5259 SPDR SER TR PORTFOLIO S&P500 78464A854 3978866 79166 SH SOLE 0 18216 0 60950 SPDR SER TR PORTFOLI S&P1500 78464A805 3608931 68755 SH SOLE 0 15822 0 52933 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 7267593 79150 SH SOLE 0 13967 0 65183 SPOTIFY TECHNOLOGY S A SHS L8681T102 1573617 10176 SH SOLE 0 830 0 9346 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 493600 11772 SH SOLE 0 1321 0 10451 STARBUCKS CORP COM 855244109 230000 2520 SH SOLE 0 246 0 2274 STELLANTIS N.V SHS N82405106 191855 10029 SH SOLE 0 739 0 9290 STRYKER CORPORATION COM 863667101 423569 1550 SH SOLE 0 86 0 1464 SYNCHRONY FINANCIAL COM 87165B103 357516 11695 SH SOLE 0 1884 0 9811 SYSCO CORP COM 871829107 794053 12022 SH SOLE 0 1059 0 10963 T-MOBILE US INC COM 872590104 965785 6896 SH SOLE 0 605 0 6291 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 351511 4045 SH SOLE 0 231 0 3814 TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 168437 10888 SH SOLE 0 1616 0 9272 TAPESTRY INC COM 876030107 624565 21724 SH SOLE 0 2988 0 18736 TARGET CORP COM 87612E106 252763 2286 SH SOLE 0 167 0 2119 TESLA INC COM 88160R101 2013020 8045 SH SOLE 0 2480 0 5565 THE CIGNA GROUP COM 125523100 1037290 3626 SH SOLE 0 320 0 3306 THE TRADE DESK INC COM CL A 88339J105 1005087 12861 SH SOLE 0 1168 0 11693 TOTALENERGIES SE SPONSORED ADS 89151E109 1092865 16619 SH SOLE 0 2354 0 14265 TRUIST FINL CORP COM 89832Q109 321491 11237 SH SOLE 0 1807 0 9430 TYSON FOODS INC CL A 902494103 223065 4418 SH SOLE 0 317 0 4101 UBS GROUP AG SHS H42097107 1042202 42280 SH SOLE 0 3560 0 38720 UNILEVER PLC SPON ADR NEW 904767704 552391 11182 SH SOLE 0 1302 0 9880 UPSTART HLDGS INC COM 91680M107 963453 33758 SH SOLE 0 3161 0 30597 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 203419 518 SH SOLE 0 518 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 284984 4164 SH SOLE 0 1004 0 3160 VANGUARD WORLD FD MEGA GRWTH IND 921910816 340577 1501 SH SOLE 0 363 0 1138 VERIZON COMMUNICATIONS INC COM 92343V104 585357 18061 SH SOLE 0 2463 0 15598 VICTORY PORTFOLIOS II SHORT TRM BD ETF 92647N535 1882329 38478 SH SOLE 0 8854 0 29624 VISA INC COM CL A 92826C839 242891 1056 SH SOLE 0 106 0 950 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 188462 19880 SH SOLE 0 1464 0 18416 WALMART INC COM 931142103 1098439 6868 SH SOLE 0 868 0 6000 WASTE CONNECTIONS INC COM 94106B101 401423 2989 SH SOLE 0 173 0 2816 WASTE MGMT INC DEL COM 94106L109 490399 3217 SH SOLE 0 484 0 2733 WESTLAKE CORPORATION COM 960413102 519625 4168 SH SOLE 0 259 0 3909 WHIRLPOOL CORP COM 963320106 543892 4068 SH SOLE 0 546 0 3522 WORLD KINECT CORPORATION COM 981475106 316622 14116 SH SOLE 0 2286 0 11830 XPO INC COM 983793100 1027770 13766 SH SOLE 0 1244 0 12522 ZILLOW GROUP INC CL C CAP STK 98954M200 393745 8530 SH SOLE 0 498 0 8032 ZIMMER BIOMET HOLDINGS INC COM 98956P102 306922 2735 SH SOLE 0 210 0 2525