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13F-HR filed by My Legacy Advisors, LLC

My Legacy Advisors, LLC filed this 13F-HR for the quarter ended 2022-06-30, filed 2022-07-12, with 196 holding rows worth $200,009,000 by the sum of the rows.

Accession
0001767802-22-000004
Filed
2022-07-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2022

A combination report, 196 entries on the cover page, a total value of $215,172,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $200,009,000 with VALUE read as thousands by filing date, 13F file number 028-22403. The quarter's positions are built on this report. The resolved quarter.

The cover page states a total of $215,172,000, 8% more than the sum of the rows, $200,009,000. This page uses the sum of the rows.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
iShares Broad USD High Yield Corporate Bond ETF46435U853SHS330,003$11,550,000thousands by filing date
Vanguard Total Bond Market ETF921937835SHS71,415$5,370,000thousands by filing date
Apple Inc037833100COM36,123$5,233,000thousands by filing date
Microsoft Corp594918104COM17,857$4,723,000thousands by filing date
Schwab U.S. Large-Cap ETF808524201SHS100,081$4,554,000thousands by filing date
Vanguard FTSE Developed Markets ETF921943858SHS94,811$3,800,000thousands by filing date
iShares Russell 2000 ETF464287655SHS20,586$3,542,000thousands by filing date
ISHARES TR464288414NATIONAL MUN ETF29,914$3,196,000thousands by filing date
PHILLIPS EDISON & CO INC COMMON STOCK71844V201REIT87,377$3,002,000thousands by filing date
UnitedHealth Group Inc91324P102COM5,521$2,854,000thousands by filing date
VANECK EMERGING MARKETS HIGH Y92189F353EMERGING MRKT HI164,442$2,810,000thousands by filing date
ISHARES TR46435G425COM32,067$2,747,000thousands by filing date
ISHARES TR464288513IBOXX HI YD ETF36,467$2,716,000thousands by filing date
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS57,610$2,602,000thousands by filing date
WISDOMTREE TR97717X511YIELD ENHANCD US53,127$2,385,000thousands by filing date
Vanguard Value ETF922908744SHS17,742$2,348,000thousands by filing date
ISHARES TR CORE S&P 500 ETF464287200SHS5,946$2,297,000thousands by filing date
Alphabet Inc. Reg. Shares A02079K305COM931$2,154,000thousands by filing date
VanEck High Yield Muni ETF92189H409SHS37,370$2,013,000thousands by filing date
Visa Inc92826C839COM9,732$1,996,000thousands by filing date
ISHARES INC464286285JP MRGN EM HI BD56,930$1,904,000thousands by filing date
DBX ETF TR233051432XTRACK USD HIGH53,753$1,835,000thousands by filing date
Vanguard Growth922908736COM7,535$1,736,000thousands by filing date
MasterCard, Inc57636Q104COM5,115$1,658,000thousands by filing date
WISDOMTREE TR97717W109US TOTAL DIVIDND27,354$1,595,000thousands by filing date
Home Depot, Inc437076102COM5,375$1,539,000thousands by filing date
WISDOMTREE TR97717W588US LARGECAP FUND36,816$1,527,000thousands by filing date
Costco Wholesale Corporation22160K105COM3,058$1,526,000thousands by filing date
Vanguard High Dividend Yield ETF921946406SHS14,941$1,525,000thousands by filing date
Thermo Fisher Scientific Inc.883556102COM2,671$1,490,000thousands by filing date
SPDR SER TR78468R721NUVEEN BLMBRG MU29,655$1,375,000thousands by filing date
BLACKSTONE INC09260D107COM14,371$1,368,000thousands by filing date
VWO922042858SHS32,796$1,329,000thousands by filing date
Adobe Inc00724F101COM3,353$1,288,000thousands by filing date
CINTAS CORP COM172908105Stock3,373$1,284,000thousands by filing date
PepsiCo,Inc.713448108COM7,517$1,281,000thousands by filing date
VANGUARD TAX-EXEMPT BOND ETF922907746ETF24,979$1,259,000thousands by filing date
T-Mobile US,Inc.872590104COM8,977$1,209,000thousands by filing date
Schwab U.S. Large-Cap Growth ETF808524300SHS20,015$1,202,000thousands by filing date
Coca-Cola Company191216100COM18,979$1,195,000thousands by filing date
Berkshire Hathaway Inc084670702COM4,285$1,193,000thousands by filing date
VANECK ETF TRUST92189H300JP MRGAN EM LOC50,826$1,193,000thousands by filing date
iShares MSCI KLD 400 Social ETF464288570SHS16,002$1,172,000thousands by filing date
Schwab U.S. Small-Cap ETF808524607SHS28,851$1,141,000thousands by filing date
iShares Core MSCI EAFE ETF46432F842SHS19,666$1,136,000thousands by filing date
ISHARES TR464288281JPMORGAN USD EMG13,314$1,117,000thousands by filing date
Accenture Plc Class AG1151C101COM3,963$1,089,000thousands by filing date
AMERICAN ELEC PWR CO INC COM025537101Stock11,269$1,071,000thousands by filing date
McDonalds Corporation580135101COM4,211$1,067,000thousands by filing date
JPMorgan Chase & Co46625H100COM9,398$1,061,000thousands by filing date
METLIFE INC COM59156R108Stock17,058$1,059,000thousands by filing date
Amazon.com, Inc023135106COM9,387$1,049,000thousands by filing date
iShares MSCI EAFE Value ETF464288877SHS24,728$1,044,000thousands by filing date
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS12,999$1,043,000thousands by filing date
CME Group Inc. Class A12572Q105COM4,977$1,037,000thousands by filing date
Merck & Co.,Inc.58933Y105COM10,893$1,027,000thousands by filing date
Procter & Gamble Co742718109COM6,850$1,000,000thousands by filing date
Starbucks Corporation855244109COM12,732$992,000thousands by filing date
VANGUARD MALVERN FDS922020805SHS20,021$990,000thousands by filing date
HARTFORD INSURANCE GROUP INC COM416515104Stock15,105$983,000thousands by filing date
REALTY INCOME CORP COM756109104REIT13,938$970,000thousands by filing date
Pfizer Inc.717081103COM18,316$969,000thousands by filing date
FIRST TR EXCHANGE-TRADED FD33738D309SENIOR LN FD21,794$962,000thousands by filing date
Vanguard International High Dividend Yield ETF921946794SHS16,843$961,000thousands by filing date
HCA Healthcare Inc40412C101COM5,651$957,000thousands by filing date
FIFTH THIRD BANCORP COM316773100Stock27,812$933,000thousands by filing date
Chevron Corporation166764100COM6,538$925,000thousands by filing date
iShares MSCI USA Min Vol Factor ETF46429B697SHS12,983$924,000thousands by filing date
ISHARES TR46435G516COM14,782$911,000thousands by filing date
Verizon Communications Inc92343V104COM17,836$901,000thousands by filing date
SHERWIN WILLIAMS CO824348106COM3,706$897,000thousands by filing date
WISDOMTREE TR97717W703INTL EQUITY FD20,087$889,000thousands by filing date
Walmart Inc.931142103COM6,964$874,000thousands by filing date
Duke Energy Corporation26441C204COM8,038$868,000thousands by filing date
ISHARES TR464288687COM25,717$854,000thousands by filing date
Vanguard Mid-Cap Value ETF922908512SHS6,500$848,000thousands by filing date
CINCINNATI FINL CORP COM172062101Stock7,180$846,000thousands by filing date
WISDOMTREE TR97717Y857US MULTIFACTOR22,999$842,000thousands by filing date
GENERAL MILLS INC COM370334104Stock11,093$840,000thousands by filing date
EDWARDS LIFESCIENCES CORP COM28176E108Stock8,473$821,000thousands by filing date
ISHARES TR464287101S&P 100 ETF4,593$809,000thousands by filing date
NextEra Energy,Inc.65339F101COM9,842$794,000thousands by filing date
Lockheed Martin Corporation539830109COM1,885$790,000thousands by filing date
Danaher Corporation235851102COM2,948$782,000thousands by filing date
EVERSOURCE ENERGY COM30040W108Stock9,318$780,000thousands by filing date
ZOETIS INC CL A98978V103Stock4,401$779,000thousands by filing date
ISHARES TR46435U218ESG MSCI LEADR11,486$777,000thousands by filing date
GLOBAL X FDS37954Y657US PFD ETF36,096$777,000thousands by filing date
EMERSON ELEC CO COM291011104Stock9,612$771,000thousands by filing date
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM5,617$763,000thousands by filing date
CROWN CASTLE INC COM22822V101REIT4,401$758,000thousands by filing date
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR03524A108ADR13,719$752,000thousands by filing date
Qualcomm Incorporated747525103COM5,677$751,000thousands by filing date
SPDR S&P Dividend ETF78464A763SHS6,290$750,000thousands by filing date
Prologis,Inc.74340W103COM6,108$744,000thousands by filing date
ARES CAPITAL CORP04010L103COM39,529$744,000thousands by filing date
ISHARES MSCI EAFE GROWTH ETF464288885ETF9,231$737,000thousands by filing date
KEYCORP COM493267108Stock42,143$734,000thousands by filing date
DOMINION ENERGY INC COM25746U109Stock9,093$725,000thousands by filing date
AON PLC SHS CL AG0403H108Stock2,605$714,000thousands by filing date
Comcast Corp20030N101COM18,130$710,000thousands by filing date
TJX Companies Inc872540109COM12,071$705,000thousands by filing date
WILLIAMS COS INC COM969457100Stock22,131$703,000thousands by filing date
ISHARES INC464286525MSCI GBL MIN VOL7,366$701,000thousands by filing date
ROPER TECHNOLOGIES INC COM776696106Stock1,744$693,000thousands by filing date
WISDOMTREE TR97717X578EM EX ST-OWNED24,838$693,000thousands by filing date
SPDR SERIES TRUST78464A284NUVEEN ICE HIGH13,314$691,000thousands by filing date
BCE INC COM NEW05534B760Stock14,149$690,000thousands by filing date
TRANSUNION COM89400J107Stock8,235$677,000thousands by filing date
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK1,538$675,000thousands by filing date
INTERNATIONAL PAPER CO COM460146103Stock15,990$675,000thousands by filing date
Walt Disney Co254687106COM7,182$673,000thousands by filing date
AMERICAN WTR WKS CO INC NEW COM030420103Stock4,415$663,000thousands by filing date
TRANE TECHNOLOGIES PLC SHSG8994E103Stock5,067$662,000thousands by filing date
AT&T Inc00206R102COM31,991$661,000thousands by filing date
CHARLES RIV LABS INTL INC159864107COM2,920$656,000thousands by filing date
Cisco Systems,Inc.17275R102COM15,095$653,000thousands by filing date
Vanguard Small-Cap Value ETF922908611SHS4,327$652,000thousands by filing date
NNN REIT INC COM637417106REIT14,508$650,000thousands by filing date
NXP SEMICONDUCTORS N V COMN6596X109Stock4,249$646,000thousands by filing date
NIKE,Inc. Class B654106103COM6,103$641,000thousands by filing date
Johnson & Johnson478160104COM3,501$624,000thousands by filing date
CITIZENS FINL GROUP INC COM174610105Stock17,228$624,000thousands by filing date
OLD DOMINION FREIGHT LINE INC COM679580100Stock2,291$617,000thousands by filing date
Applied Materials,Inc.038222105COM6,954$616,000thousands by filing date
PAYCHEX INC704326107COM5,302$616,000thousands by filing date
WISDOMTREE TR97717W505US MIDCAP DIVID15,361$604,000thousands by filing date
SONOCO PRODS CO835495102COM10,428$603,000thousands by filing date
MARATHON PETE CORP COM56585A102Stock7,073$592,000thousands by filing date
NORTHROP GRUMMAN CORP COM666807102Stock1,232$586,000thousands by filing date
Schwab Short Term US Treasury ETF808524862SHS11,810$580,000thousands by filing date
AVANGRID INC05351W103COM12,689$580,000thousands by filing date
SCHWAB STRATEGIC TR808524409US LCAP VA ETF9,048$569,000thousands by filing date
Philip Morris International Inc.718172109COM6,077$567,000thousands by filing date
iShares U.S. Treasury Bond ETF46429B267SHS22,503$537,000thousands by filing date
First Horizon Corporation320517105Common Capital Stock, par value $0.625 per share24,365$532,000thousands by filing date
MID AMERICA APARTMENT COMMUNITIES INC.59522J103Common Stock, par value $0.01 per share3,138$531,000thousands by filing date
ENTERGY CORP NEW COM29364G103Stock4,781$530,000thousands by filing date
SCHWAB STRATEGIC TR808524839US AGGREGATE B10,984$526,000thousands by filing date
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF5,117$525,000thousands by filing date
Gilead Sciences,Inc.375558103COM8,254$517,000thousands by filing date
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF4,754$498,000thousands by filing date
GENUINE PARTS CO COM372460105Stock3,472$478,000thousands by filing date
GALLAGHER ARTHUR J & CO COM363576109Stock2,864$475,000thousands by filing date
iShares Core Total USD Bond Market ETF46434V613SHS10,008$469,000thousands by filing date
NEWELL BRANDS INC COM651229106Stock24,750$467,000thousands by filing date
S&P Global,Inc.78409V104COM1,322$465,000thousands by filing date
XPLR INFRASTRUCTURE LP65341B106COM UNIT PART IN6,031$452,000thousands by filing date
Bank of America Corp060505104COM14,322$451,000thousands by filing date
SEMPRA COM816851109Stock3,039$451,000thousands by filing date
Altria Group Inc02209S103COM10,600$445,000thousands by filing date
BECTON DICKINSON & CO075887109COM1,817$443,000thousands by filing date
INTERPUBLIC GROUP COS460690100COM15,743$441,000thousands by filing date
WISDOMTREE TR97717W281EMG MKTS SMCAP10,111$438,000thousands by filing date
INVESCO TR II ETF S&P 500 EMERGING MKTS LOW VOLATILITY46138E297ETF19,261$433,000thousands by filing date
EOG RES INC COM26875P101Stock4,086$424,000thousands by filing date
WISDOMTREE TR97717W315EMER MKT HIGH FD11,743$421,000thousands by filing date
EQUINIX INC COM29444U700REIT640$414,000thousands by filing date
EXPEDIA GROUP INC COM NEW30212P303Stock4,475$408,000thousands by filing date
WISDOMTREE TR97717X651US S CAP QTY DIV10,291$407,000thousands by filing date
WISDOMTREE TR97717W125FUTRE STRAT FD10,601$375,000thousands by filing date
USBANCORPDEL902973304COM NEW7,867$365,000thousands by filing date
WISDOMTREE TR97717X131INTL QULTY DIV12,255$354,000thousands by filing date
Schwab US TIPS ETF808524870SHS6,265$348,000thousands by filing date
WISDOMTREE TR97717Y683ENHNCD CMMDTY ST15,003$344,000thousands by filing date
INVESCO EXCH TRADED FD TR II46138G508SR LN ETF16,778$343,000thousands by filing date
iShares ESG Aware US Aggregate Bond ETF46435U549SHS6,961$341,000thousands by filing date
ABRDN ETFS003261104BBRG ALL COMD K112,693$341,000thousands by filing date
PRINCIPAL FINANCIAL GROUP INC COM74251V102Stock5,102$338,000thousands by filing date
COTERRA ENERGY INC COM127097103Stock12,810$338,000thousands by filing date
International Business Machines Corporation459200101COM2,372$334,000thousands by filing date
META PLATFORMS INC CL A30303M102COM1,967$320,000thousands by filing date
ISHARES TR46428865310-20 YR TRS ETF2,601$313,000thousands by filing date
ConocoPhillips20825C104COM3,618$310,000thousands by filing date
QUANTA SVCS INC74762E102COM2,330$306,000thousands by filing date
Vanguard Small-Cap Growth ETF922908595SHS1,507$305,000thousands by filing date
ISHARES TR46429B663CORE HIGH DV ETF3,042$305,000thousands by filing date
LYONDELLBASELL INDUSTRIES NV SHS - A -N53745100Stock3,501$303,000thousands by filing date
Intel Corp458140100COM7,891$294,000thousands by filing date
ISHARES INC46434G863COM9,141$287,000thousands by filing date
IVLU46435G409COM12,776$276,000thousands by filing date
American Express Company025816109COM1,932$272,000thousands by filing date
WISDOMTREE TOTAL EARNINGS97717W596TTL6,348$264,000thousands by filing date
INVESCO EXCH TRADED FD TR II46138E354S&P500 LOW VOL4,199$261,000thousands by filing date
ISHARES TR464287861EUROPE ETF6,042$251,000thousands by filing date
Vanguard S&P 500 ETF922908363COM692$244,000thousands by filing date
ISHARES TR46436E601ESG MSCI EM LDRS5,068$232,000thousands by filing date
Vanguard Small-Cap ETF922908751SHS1,275$228,000thousands by filing date
iShares Core MSCI Emerging Markets ETF46434G103SHS4,584$219,000thousands by filing date
iShares Core US Aggregate Bond ETF464287226SHS2,139$218,000thousands by filing date
iShares S&P Small-Cap 600 Value ETF464287879SHS2,411$213,000thousands by filing date
Vanguard Short-Term Bond ETF921937827SHS2,707$208,000thousands by filing date
WISDOMTREE INTERNATIONAL ESG FUND97717Y709ETF8,325$204,000thousands by filing date
VANGUARD WHITEHALL FDS921946885COM3,348$203,000thousands by filing date
ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689ETF3,175$200,000thousands by filing date
HANESBRANDS INC410345102COM11,381$122,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001767802-22-000004this filing2022-07-12acceptance time not in the bulk data set