# EDGAR Filing Document

**Accession Number:** 0001834011
**File Stem:** 0001754960-23-000039
**Filing Date:** 2023-1
**Character Count:** 8443
**Document Hash:** 18415ec2fab3219b85fc60ed884af7b2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001754960-23-000039.hdr.sgml**: 20230126

**ACCESSION NUMBER**: 0001754960-23-000039

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230126

**DATE AS OF CHANGE**: 20230126

**EFFECTIVENESS DATE**: 20230126

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Legacy Financial Group LLC
- **CENTRAL INDEX KEY:** 0001834011
- **IRS NUMBER:** 320012744
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20485
- **FILM NUMBER:** 23558449

**BUSINESS ADDRESS:**
- **STREET 1:** 6000 GRAND AVE
- **STREET 2:** SUITE B
- **CITY:** DES MOINES
- **STATE:** IA
- **ZIP:** 50312
- **BUSINESS PHONE:** 5152553306

**MAIL ADDRESS:**
- **STREET 1:** 6000 GRAND AVE
- **STREET 2:** SUITE B
- **CITY:** DES MOINES
- **STATE:** IA
- **ZIP:** 50312

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Legacy Financial Group LLC<br>**Address:** 6000 GRAND AVE<br>SUITE B<br>DES MOINES, IA 50312

**Form 13F File Number:** 028-20485

**CRD Number (if applicable):** 000154927

**SEC File Number (if applicable):** 801-79803

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Aryn Sands<br>**Title:** Agent<br>**Phone:** 844-844-3453

**Signature, Place, and Date of Signing:**

Aryn Sands  Reno, NV  01-26-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 45

**Form 13F Information Table Value Total:** $333762540

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AT INC | COM | 00206R102 |  | 661054 | 35907 | SH |  | SOLE |  | 34987 | 921 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1275792 | 15188 | SH |  | SOLE |  | 14826 | 362 | 0 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST FD DEP | 33740U703 |  | 5294948 | 269189 | SH |  | SOLE |  | 264466 | 4723 | 0 |
| FORD MTR CO DEL | COM | 345370860 |  | 234937 | 20201 | SH |  | SOLE |  | 19589 | 612 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | 46138J585 |  | 252054 | 11792 | SH |  | SOLE |  | 11792 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | 46138J635 |  | 10785630 | 479042 | SH |  | SOLE |  | 475680 | 3362 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 |  | 6265410 | 329845 | SH |  | SOLE |  | 327026 | 2819 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 HY | 46138J817 |  | 11462860 | 518447 | SH |  | SOLE |  | 514973 | 3474 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 46138J841 |  | 11090284 | 541383 | SH |  | SOLE |  | 537700 | 3683 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | 46138J866 |  | 5730991 | 273164 | SH |  | SOLE |  | 271300 | 1865 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 2125176 | 25061 | SH |  | SOLE |  | 24911 | 150 | 0 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 14386427 | 135160 | SH |  | SOLE |  | 135017 | 143 | 0 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 1788030 | 25315 | SH |  | SOLE |  | 25315 | 0 | 0 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 36661293 | 449721 | SH |  | SOLE |  | 448304 | 1418 | 0 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 1065954 | 14310 | SH |  | SOLE |  | 14310 | 0 | 0 |
| ISHARES TR | U.S. ENERGY ETF | 464287796 |  | 1107617 | 23825 | SH |  | SOLE |  | 23825 | 0 | 0 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 12135793 | 245415 | SH |  | SOLE |  | 244667 | 748 | 0 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 19607254 | 396026 | SH |  | SOLE |  | 395622 | 404 | 0 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 1628652 | 35498 | SH |  | SOLE |  | 35498 | 0 | 0 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 1080930 | 12905 | SH |  | SOLE |  | 12905 | 0 | 0 |
| ISHARES TR | AGGRES ALLOC ETF | 464289859 |  | 3864896 | 64684 | SH |  | SOLE |  | 64506 | 178 | 0 |
| ISHARES TR | GRWT ALLOCAT ETF | 464289867 |  | 1389519 | 29464 | SH |  | SOLE |  | 29464 | 0 | 0 |
| ISHARES TR | MODERT ALLOC ETF | 464289875 |  | 590827 | 15544 | SH |  | SOLE |  | 15544 | 0 | 0 |
| ISHARES TR | CONSER ALLOC ETF | 464289883 |  | 424553 | 12632 | SH |  | SOLE |  | 12632 | 0 | 0 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 1142157 | 50271 | SH |  | SOLE |  | 50271 | 0 | 0 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 1087302 | 15080 | SH |  | SOLE |  | 15080 | 0 | 0 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 16408997 | 401296 | SH |  | SOLE |  | 400945 | 351 | 0 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 1705468 | 37958 | SH |  | SOLE |  | 37958 | 0 | 0 |
| ISHARES TR | US INFRASTRUC | 46435U713 |  | 1089366 | 30043 | SH |  | SOLE |  | 30043 | 0 | 0 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 |  | 415263 | 12128 | SH |  | SOLE |  | 12128 | 0 | 0 |
| NUSHARES ETF TR | NUVEEN ESG INTL | 67092P805 |  | 335942 | 13021 | SH |  | SOLE |  | 13021 | 0 | 0 |
| NUSHARES ETF TR | NUVEEN ESG US | 67092P870 |  | 702334 | 32262 | SH |  | SOLE |  | 32262 | 0 | 0 |
| SPDR SER TR | BBG CONV SEC ETF | 78464A359 |  | 7772041 | 120796 | SH |  | SOLE |  | 120682 | 115 | 0 |
| SPDR SER TR | PORTFOLIO LN COR | 78464A367 |  | 232672 | 10364 | SH |  | SOLE |  | 10364 | 0 | 0 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 57122475 | 456578 | SH |  | SOLE |  | 455014 | 1564 | 0 |
| SSGA ACTIVE ETF TR | MULT ASS RLRTN | 78467V103 |  | 916759 | 33288 | SH |  | SOLE |  | 33288 | 0 | 0 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 11665343 | 154959 | SH |  | SOLE |  | 154797 | 162 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 13438749 | 320199 | SH |  | SOLE |  | 319850 | 348 | 0 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 7433772 | 156731 | SH |  | SOLE |  | 156568 | 164 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 522058 | 13393 | SH |  | SOLE |  | 13393 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 6460610 | 18388 | SH |  | SOLE |  | 18388 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 12509010 | 61376 | SH |  | SOLE |  | 61270 | 105 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 27698825 | 150914 | SH |  | SOLE |  | 150395 | 519 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 709117 | 17174 | SH |  | SOLE |  | 16775 | 399 | 0 |
| WISDOMTREE TR | EM EX ST-OWNED | 97717X578 |  | 13483399 | 505375 | SH |  | SOLE |  | 503778 | 1597 | 0 |

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