LEGACY BRIDGE PRIVATE FAMILY OFFICES
LEGACY BRIDGE, LLC Legal Name
Adviser information for LEGACY BRIDGE PRIVATE FAMILY OFFICES last updated from Form ADV on February 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 111 | $286.5M |
| Non-Discretionary | 0 | $0 |
| Total | 111 | $286.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 13 | $9.4M |
| HNW Individuals | 22 | $273.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $3.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPRIVATE FAMILY OFFICE SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPerformance-based feesFAMILY OFFICE FEES |
Principal Office
4601 WESTOWN PARKWAYSUITE 220
WEST DES MOINES
IA
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 515-421-4870, Fax: None
Chief Compliance Officer
SUZANNE HAMMER
223 WILMINGTON WEST CHESTER PIKE
SUITE 216
CHADDS FORD
PA
United States
Tel:
6104675020
S******@**************M
(Full email address available in API data)
Regulatory Contact
TIM KADLEC
CHIEF INVESTMENT OFFICER
4601 WESTOWN PARKWAY
SUITE 220
WEST DES MOINES
IA
United States
Tel:
515-421-4871
T*********@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ZUENDEL, MICHAEL, THOMAS | Individual | MICHAEL T. ZUENDEL REVOCABLE TRUST DTD 12/21/2015 | TRUSTEE | 12/2017 | |
| KADLEC, TIMOTHY, L | Individual | – | CHIEF INVESTMENT OFFICER | 10/2015 | < 5% |
| ZUENDEL, MICHAEL, THOMAS | Individual | – | CEO | 10/2015 | < 5% |
| MICHAEL T. ZUENDEL REVOCABLE TRUST DTD 12/21/2015 | Domestic Entity | – | OWNER | 12/2017 | > 75% |
| CAROLYN LORETTA ZUENDEL TRUST | Domestic Entity | – | OWNER | 10/2018 | < 5% |
| DIANNA ELIZABETH ZUENDEL TRUST | Domestic Entity | – | OWNER | 10/2018 | < 5% |
| ZUENDEL, MICHAEL, THOMAS | Individual | CAROLYN LORETTA ZUENDEL TRUST | TRUSTEE | 10/2018 | |
| ZUENDEL, MICHAEL, THOMAS | Individual | DIANNA ELIZABETH ZUENDEL TRUST | TRUSTEE | 10/2018 | |
| HAMMER, SUZANNE, MARIO | Individual | – | CCO | 02/2024 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 307K | 3K | Legacy Bridge |
| ACCENTURE PLC IRELAND | SHS CLASS A | 568K | 2K | Legacy Bridge |
| ADOBE INC | COM | 139K | 250 | Legacy Bridge |
| ADVANCED MICRO DEVICES INC | COM | 2M | 13K | Legacy Bridge |
| AEROVIRONMENT INC | COM | 14K | 75 | Legacy Bridge |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 7K | 100 | Legacy Bridge |
| ALPHABET INC | CAP STK CL A | 432K | 2K | Legacy Bridge |
| ALPHABET INC | CAP STK CL C | 2M | 10K | Legacy Bridge |
| AMAZON COM INC | COM | 3M | 17K | Legacy Bridge |
| AMERICAN EXPRESS CO | COM | 148K | 640 | Legacy Bridge |
| AMGEN INC | COM | 3K | 10 | Legacy Bridge |
| APPLE INC | COM | 2M | 9K | Legacy Bridge |
| APPLIED MATLS INC | COM | 20K | 85 | Legacy Bridge |
| ARCH CAP GROUP LTD | ORD | 32K | 313 | Legacy Bridge |
| ARISTA NETWORKS INC | COM | 3M | 9K | Legacy Bridge |
| ASML HOLDING N V | N Y REGISTRY SHS | 2M | 2K | Legacy Bridge |
| AUTODESK INC | COM | 9K | 38 | Legacy Bridge |
| AUTOZONE INC | COM | 39K | 13 | Legacy Bridge |
| AVALONBAY CMNTYS INC | COM | 52K | 250 | Legacy Bridge |
| AXON ENTERPRISE INC | COM | 683K | 2K | Legacy Bridge |
| BANK AMERICA CORP | COM | 6K | 145 | Legacy Bridge |
| BANK NEW YORK MELLON CORP | COM | 118K | 2K | Legacy Bridge |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3M | 7K | Legacy Bridge |
| BIOGEN INC | COM | 218K | 940 | Legacy Bridge |
| BLACKROCK ENHANCD CAP & INM | COM | 31K | 2K | Legacy Bridge |
| BLACKROCK INC | COM | 1M | 2K | Legacy Bridge |
| BLACKSTONE INC | COM | 242K | 2K | Legacy Bridge |
| BLOCK H & R INC | COM | 828K | 15K | Legacy Bridge |
| BLOCK INC | CL A | 2K | 30 | Legacy Bridge |
| BOSTON SCIENTIFIC CORP | COM | 1M | 14K | Legacy Bridge |
| BROADCOM INC | COM | 5M | 3K | Legacy Bridge |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 52K | 1K | Legacy Bridge |
| CADENCE DESIGN SYSTEM INC | COM | 17K | 54 | Legacy Bridge |
| CAMBRIA ETF TR | GLOBAL VALUE ETF | 176K | 8K | Legacy Bridge |
| CAMECO CORP | COM | 496K | 10K | Legacy Bridge |
| CANADIAN PACIFIC KANSAS CITY | COM | 391K | 5K | Legacy Bridge |
| CAPITAL ONE FINL CORP | COM | 15K | 110 | Legacy Bridge |
| CARDINAL HEALTH INC | COM | 65K | 665 | Legacy Bridge |
| CARETRUST REIT INC | COM | 609K | 24K | Legacy Bridge |
| CARRIER GLOBAL CORPORATION | COM | 275K | 4K | Legacy Bridge |
| CASEYS GEN STORES INC | COM | 65K | 171 | Legacy Bridge |
| CATERPILLAR INC | COM | 2M | 7K | Legacy Bridge |
| CELANESE CORP DEL | COM | 232K | 2K | Legacy Bridge |
| CELESTICA INC | COM | 1M | 18K | Legacy Bridge |
| CELSIUS HLDGS INC | COM NEW | 943K | 17K | Legacy Bridge |
| CENCORA INC | COM | 25K | 110 | Legacy Bridge |
| CHEVRON CORP NEW | COM | 1M | 9K | Legacy Bridge |
| CHIPOTLE MEXICAN GRILL INC | COM | 31K | 500 | Legacy Bridge |
| CME GROUP INC | COM | 397K | 2K | Legacy Bridge |
| COCA COLA CO | COM | 271K | 4K | Legacy Bridge |
| COLGATE PALMOLIVE CO | COM | 6K | 64 | Legacy Bridge |
| COMCAST CORP NEW | CL A | 41K | 1K | Legacy Bridge |
| CONAGRA BRANDS INC | COM | 57K | 2K | Legacy Bridge |
| CONFLUENT INC | CLASS A COM | 12K | 400 | Legacy Bridge |
| CONOCOPHILLIPS | COM | 592K | 5K | Legacy Bridge |
| CONSTELLATION BRANDS INC | CL A | 483K | 2K | Legacy Bridge |
| CORTEVA INC | COM | 66K | 1K | Legacy Bridge |
| COSTCO WHSL CORP NEW | COM | 2M | 3K | Legacy Bridge |
| CROWDSTRIKE HLDGS INC | CL A | 5K | 13 | Legacy Bridge |
| CROWN CASTLE INC | COM | 3K | 35 | Legacy Bridge |
| CVS HEALTH CORP | COM | 140K | 2K | Legacy Bridge |
| DANAHER CORPORATION | COM | 1M | 6K | Legacy Bridge |
| DARLING INGREDIENTS INC | COM | 133K | 4K | Legacy Bridge |
| DATADOG INC | CL A COM | 12K | 92 | Legacy Bridge |
| DEERE & CO | COM | 2M | 4K | Legacy Bridge |
| DIAGEO PLC | SPON ADR NEW | 161K | 1K | Legacy Bridge |
| DIGITAL RLTY TR INC | COM | 1M | 9K | Legacy Bridge |
| DISCOVER FINL SVCS | COM | 20K | 150 | Legacy Bridge |
| DOMINION ENERGY INC | COM | 12K | 245 | Legacy Bridge |
| DOW INC | COM | 61K | 1K | Legacy Bridge |
| DRAFTKINGS INC NEW | COM CL A | 31K | 800 | Legacy Bridge |
| EATON CORP PLC | SHS | 3M | 9K | Legacy Bridge |
| ECOLAB INC | COM | 89K | 375 | Legacy Bridge |
| ELECTRONIC ARTS INC | COM | 8K | 60 | Legacy Bridge |
| ELI LILLY & CO | COM | 3M | 3K | Legacy Bridge |
| EMERSON ELEC CO | COM | 57K | 521 | Legacy Bridge |
| EQT CORP | COM | 2K | 50 | Legacy Bridge |
| EQUINIX INC | COM | 1M | 2K | Legacy Bridge |
| EQUITY RESIDENTIAL | SH BEN INT | 51K | 738 | Legacy Bridge |
| ETFS GOLD TR | PHYSCL GOLD SHS | 178K | 8K | Legacy Bridge |
| EXCHANGE TRADED CONCEPTS TRU | ROBO GLB ARTIF | 3K | 60 | Legacy Bridge |
| EXXON MOBIL CORP | COM | 1M | 13K | Legacy Bridge |
| FEDEX CORP | COM | 30K | 100 | Legacy Bridge |
| FIDELITY COVINGTON TRUST | MSCI MATLS INDEX | 2K | 50 | Legacy Bridge |
| FIRST SOLAR INC | COM | 1M | 7K | Legacy Bridge |
| FLEXSHARES TR | MORNSTAR UPSTR | 47K | 1K | Legacy Bridge |
| FREEPORT-MCMORAN INC | CL B | 1M | 30K | Legacy Bridge |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 1M | 16K | Legacy Bridge |
| GIGACLOUD TECHNOLOGY INC | CLASS A ORD | 647K | 21K | Legacy Bridge |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 30K | 883 | Legacy Bridge |
| GOLDMAN SACHS GROUP INC | COM | 538K | 1K | Legacy Bridge |
| HALLIBURTON CO | COM | 3K | 100 | Legacy Bridge |
| HEWLETT PACKARD ENTERPRISE C | COM | 1M | 61K | Legacy Bridge |
| HOME DEPOT INC | COM | 2M | 5K | Legacy Bridge |
| ILLINOIS TOOL WKS INC | COM | 1M | 4K | Legacy Bridge |
| INSIGHT ENTERPRISES INC | COM | 2M | 11K | Legacy Bridge |
| INTERCONTINENTAL EXCHANGE IN | COM | 64K | 470 | Legacy Bridge |
| INTUIT | COM | 530K | 807 | Legacy Bridge |
| INTUITIVE SURGICAL INC | COM NEW | 2M | 4K | Legacy Bridge |
| INVESCO EXCH TRADED FD TR II | MSCI GBL TIMBR | 18K | 539 | Legacy Bridge |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | 28K | 500 | Legacy Bridge |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 55K | 1K | Legacy Bridge |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL HLT | 156K | 5K | Legacy Bridge |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 46K | 710 | Legacy Bridge |
| INVESCO QQQ TR | UNIT SER 1 | 36K | 75 | Legacy Bridge |
| ISHARES GOLD TR | ISHARES NEW | 25K | 579 | Legacy Bridge |
| ISHARES INC | CORE MSCI EMKT | 1M | 19K | Legacy Bridge |
| ISHARES INC | MSCI EURZONE ETF | 733 | 15 | Legacy Bridge |
| ISHARES INC | MSCI JPN ETF NEW | 34K | 500 | Legacy Bridge |
| ISHARES TR | 0-5 YR TIPS ETF | 102K | 1K | Legacy Bridge |
| ISHARES TR | CORE MSCI TOTAL | 166K | 2K | Legacy Bridge |
| ISHARES TR | CORE S&P MCP ETF | 328K | 6K | Legacy Bridge |
| ISHARES TR | CORE S&P SCP ETF | 174K | 2K | Legacy Bridge |
| ISHARES TR | CORE S&P500 ETF | 274K | 500 | Legacy Bridge |
| ISHARES TR | CORE US AGGBD ET | 486 | 5 | Legacy Bridge |
| ISHARES TR | CRE U S REIT ETF | 6K | 105 | Legacy Bridge |
| ISHARES TR | EAFE VALUE ETF | 28K | 525 | Legacy Bridge |
| ISHARES TR | GLB INFRASTR ETF | 15K | 317 | Legacy Bridge |
| ISHARES TR | IBDS DEC28 ETF | 47K | 2K | Legacy Bridge |
| ISHARES TR | IBONDS 27 ETF | 4K | 182 | Legacy Bridge |
| ISHARES TR | IBONDS DEC2026 | 12K | 496 | Legacy Bridge |
| ISHARES TR | IBONDS DEC24 ETF | 5K | 200 | Legacy Bridge |
| ISHARES TR | IBONDS DEC25 ETF | 157K | 6K | Legacy Bridge |
| ISHARES TR | ISHS 1-5YR INVS | 570K | 11K | Legacy Bridge |
| ISHARES TR | LATN AMER 40 ETF | 32K | 1K | Legacy Bridge |
| ISHARES TR | MSCI EAFE ETF | 1M | 16K | Legacy Bridge |
| ISHARES TR | MSCI INDIA ETF | 854K | 15K | Legacy Bridge |
| ISHARES TR | MSCI UK ETF NEW | 140K | 4K | Legacy Bridge |
| ISHARES TR | RUS 1000 GRW ETF | 273K | 750 | Legacy Bridge |
| ISHARES TR | RUS 1000 VAL ETF | 2K | 12 | Legacy Bridge |
| ISHARES TR | RUS 2000 GRW ETF | 2M | 6K | Legacy Bridge |
| ISHARES TR | RUS 2000 VAL ETF | 1M | 10K | Legacy Bridge |
| ISHARES TR | RUS MD CP GR ETF | 751K | 7K | Legacy Bridge |
| ISHARES TR | RUS MDCP VAL ETF | 1M | 11K | Legacy Bridge |
| ISHARES TR | RUS MID CAP ETF | 1M | 18K | Legacy Bridge |
| ISHARES TR | RUSSELL 2000 ETF | 2M | 9K | Legacy Bridge |
| ISHARES TR | S&P 500 GRWT ETF | 454K | 5K | Legacy Bridge |
| ISHARES TR | S&P 500 VAL ETF | 133K | 729 | Legacy Bridge |
| ISHARES TR | S&P MC 400GR ETF | 134K | 2K | Legacy Bridge |
| ISHARES TR | S&P MC 400VL ETF | 134K | 1K | Legacy Bridge |
| ISHARES TR | S&P SML 600 GWT | 17K | 136 | Legacy Bridge |
| ISHARES TR | SELECT DIVID ETF | 42K | 350 | Legacy Bridge |
| ISHARES TR | TIPS BD ETF | 3K | 28 | Legacy Bridge |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 2M | 28K | Legacy Bridge |
| JACOBS SOLUTIONS INC | COM | 1M | 8K | Legacy Bridge |
| JEFFERIES FINL GROUP INC | COM | 21K | 431 | Legacy Bridge |
| JOHNSON CTLS INTL PLC | SHS | 2M | 24K | Legacy Bridge |
| JPMORGAN CHASE & CO. | COM | 2M | 9K | Legacy Bridge |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 993K | 20K | Legacy Bridge |
| KOHLS CORP | COM | 14K | 600 | Legacy Bridge |
| KRAFT HEINZ CO | COM | 39K | 1K | Legacy Bridge |
| LAM RESEARCH CORP | COM | 11K | 10 | Legacy Bridge |
| LINDE PLC | SHS | 61K | 139 | Legacy Bridge |
| LOCKHEED MARTIN CORP | COM | 338K | 723 | Legacy Bridge |
| LOWES COS INC | COM | 2M | 8K | Legacy Bridge |
| MANULIFE FINL CORP | COM | 50K | 2K | Legacy Bridge |
| MARATHON OIL CORP | COM | 74K | 3K | Legacy Bridge |
| MARATHON PETE CORP | COM | 117K | 674 | Legacy Bridge |
| MARKEL GROUP INC | COM | 11K | 7 | Legacy Bridge |
| MARVELL TECHNOLOGY INC | COM | 13K | 180 | Legacy Bridge |
| MASCO CORP | COM | 43K | 650 | Legacy Bridge |
| MASTERCARD INCORPORATED | CL A | 240K | 545 | Legacy Bridge |
| MCDONALDS CORP | COM | 619K | 2K | Legacy Bridge |
| MERCADOLIBRE INC | COM | 25K | 15 | Legacy Bridge |
| MERCK & CO INC | COM | 298K | 2K | Legacy Bridge |
| META PLATFORMS INC | CL A | 449K | 891 | Legacy Bridge |
| MICROSOFT CORP | COM | 4M | 9K | Legacy Bridge |
| MONDELEZ INTL INC | CL A | 810K | 12K | Legacy Bridge |
| MONSTER BEVERAGE CORP NEW | COM | 1M | 24K | Legacy Bridge |
| MOODYS CORP | COM | 11K | 25 | Legacy Bridge |
| MORGAN STANLEY | COM NEW | 939K | 10K | Legacy Bridge |
| NETFLIX INC | COM | 115K | 171 | Legacy Bridge |
| NEWMONT CORP | COM | 9K | 225 | Legacy Bridge |
| NEXTERA ENERGY INC | COM | 844K | 12K | Legacy Bridge |
| NEXTRACKER INC | CLASS A COM | 7K | 153 | Legacy Bridge |
| NIKE INC | CL B | 363K | 5K | Legacy Bridge |
| NORTHERN TR CORP | COM | 227K | 3K | Legacy Bridge |
| NOVARTIS AG | SPONSORED ADR | 31K | 292 | Legacy Bridge |
| NOVO-NORDISK A S | ADR | 11K | 80 | Legacy Bridge |
| NU HLDGS LTD | ORD SHS CL A | 848K | 66K | Legacy Bridge |
| NVIDIA CORPORATION | COM | 7M | 53K | Legacy Bridge |
| NXP SEMICONDUCTORS N V | COM | 2M | 8K | Legacy Bridge |
| ORACLE CORP | COM | 61K | 430 | Legacy Bridge |
| OREILLY AUTOMOTIVE INC | COM | 59K | 56 | Legacy Bridge |
| OTIS WORLDWIDE CORP | COM | 24K | 250 | Legacy Bridge |
| PALANTIR TECHNOLOGIES INC | CL A | 1M | 57K | Legacy Bridge |
| PALO ALTO NETWORKS INC | COM | 2M | 6K | Legacy Bridge |
| PARKER-HANNIFIN CORP | COM | 2M | 3K | Legacy Bridge |
| PEPSICO INC | COM | 804K | 5K | Legacy Bridge |
| PHILLIPS 66 | COM | 23K | 161 | Legacy Bridge |
| POST HLDGS INC | COM | 6K | 58 | Legacy Bridge |
| PPG INDS INC | COM | 80K | 639 | Legacy Bridge |
| PRINCIPAL FINANCIAL GROUP IN | COM | 119K | 2K | Legacy Bridge |
| PROCTER AND GAMBLE CO | COM | 843K | 5K | Legacy Bridge |
| PROGRESSIVE CORP | COM | 23K | 111 | Legacy Bridge |
| PRUDENTIAL FINL INC | COM | 188K | 2K | Legacy Bridge |
| PUBLIC STORAGE OPER CO | COM | 17K | 59 | Legacy Bridge |
| PURE STORAGE INC | CL A | 14K | 225 | Legacy Bridge |
| QORVO INC | COM | 801K | 7K | Legacy Bridge |
| QUALCOMM INC | COM | 2M | 10K | Legacy Bridge |
| RIO TINTO PLC | SPONSORED ADR | 727K | 11K | Legacy Bridge |
| RPM INTL INC | COM | 1M | 11K | Legacy Bridge |
| SALESFORCE INC | COM | 13K | 50 | Legacy Bridge |
| SCHLUMBERGER LTD | COM STK | 47K | 1K | Legacy Bridge |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 12K | 440 | Legacy Bridge |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 552K | 14K | Legacy Bridge |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 111K | 2K | Legacy Bridge |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 35K | 765 | Legacy Bridge |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 8K | 100 | Legacy Bridge |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 173K | 3K | Legacy Bridge |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 1M | 15K | Legacy Bridge |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 573K | 12K | Legacy Bridge |
| SELECT SECTOR SPDR TR | COMMUNICATION | 3K | 37 | Legacy Bridge |
| SELECT SECTOR SPDR TR | FINANCIAL | 61K | 1K | Legacy Bridge |
| SELECT SECTOR SPDR TR | INDL | 30K | 250 | Legacy Bridge |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 19K | 132 | Legacy Bridge |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 23K | 255 | Legacy Bridge |
| SERVICENOW INC | COM | 20K | 25 | Legacy Bridge |
| SHELL PLC | SPON ADS | 72K | 1K | Legacy Bridge |
| SHOPIFY INC | CL A | 6K | 98 | Legacy Bridge |
| SKECHERS U S A INC | CL A | 448K | 6K | Legacy Bridge |
| SNOWFLAKE INC | CL A | 10K | 71 | Legacy Bridge |
| SOUTHERN CO | COM | 167K | 2K | Legacy Bridge |
| SPDR S&P 500 ETF TR | TR UNIT | 362K | 665 | Legacy Bridge |
| SPDR SER TR | BLOOMBERG HIGH Y | 2K | 26 | Legacy Bridge |
| SPDR SER TR | S&P BIOTECH | 2M | 19K | Legacy Bridge |
| STARBUCKS CORP | COM | 23K | 295 | Legacy Bridge |
| STERLING INFRASTRUCTURE INC | COM | 2M | 18K | Legacy Bridge |
| STRYKER CORPORATION | COM | 992K | 3K | Legacy Bridge |
| SUNCOR ENERGY INC NEW | COM | 46K | 1K | Legacy Bridge |
| SUPER MICRO COMPUTER INC | COM | 3M | 4K | Legacy Bridge |
| SYNOPSYS INC | COM | 9K | 15 | Legacy Bridge |
| SYSCO CORP | COM | 21K | 295 | Legacy Bridge |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 2M | 11K | Legacy Bridge |
| TERADYNE INC | COM | 13K | 90 | Legacy Bridge |
| TEXAS INSTRS INC | COM | 39K | 200 | Legacy Bridge |
| THE TRADE DESK INC | COM CL A | 15K | 150 | Legacy Bridge |
| THERMO FISHER SCIENTIFIC INC | COM | 1M | 2K | Legacy Bridge |
| TJX COS INC NEW | COM | 595K | 5K | Legacy Bridge |
| T-MOBILE US INC | COM | 1M | 7K | Legacy Bridge |
| TOTALENERGIES SE | SPONSORED ADS | 7K | 99 | Legacy Bridge |
| TOYOTA MOTOR CORP | ADS | 1M | 6K | Legacy Bridge |
| TRACTOR SUPPLY CO | COM | 2M | 7K | Legacy Bridge |
| UIPATH INC | CL A | 6K | 500 | Legacy Bridge |
| ULTA BEAUTY INC | COM | 123K | 320 | Legacy Bridge |
| UNION PAC CORP | COM | 687K | 3K | Legacy Bridge |
| UNITED PARCEL SERVICE INC | CL B | 229K | 2K | Legacy Bridge |
| UNITEDHEALTH GROUP INC | COM | 2M | 3K | Legacy Bridge |
| VALERO ENERGY CORP | COM | 1M | 9K | Legacy Bridge |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 133K | 754 | Legacy Bridge |
| VANGUARD BD INDEX FDS | INTERMED TERM | 4K | 50 | Legacy Bridge |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 4K | 50 | Legacy Bridge |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 183K | 796 | Legacy Bridge |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 290K | 2K | Legacy Bridge |
| VANGUARD INDEX FDS | MID CAP ETF | 118K | 487 | Legacy Bridge |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 17K | 204 | Legacy Bridge |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 576K | 1K | Legacy Bridge |
| VANGUARD INDEX FDS | SM CP VAL ETF | 266K | 1K | Legacy Bridge |
| VANGUARD INDEX FDS | SML CP GRW ETF | 118K | 470 | Legacy Bridge |
| VANGUARD INDEX FDS | TOTAL STK MKT | 161K | 600 | Legacy Bridge |
| VANGUARD INDEX FDS | VALUE ETF | 2K | 11 | Legacy Bridge |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 91K | 2K | Legacy Bridge |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 709K | 16K | Legacy Bridge |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 5K | 81 | Legacy Bridge |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 16K | 140 | Legacy Bridge |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 126K | 3K | Legacy Bridge |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 212K | 4K | Legacy Bridge |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 110K | 2K | Legacy Bridge |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 178K | 2K | Legacy Bridge |
| VANGUARD STAR FDS | VG TL INTL STK F | 1M | 21K | Legacy Bridge |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2M | 33K | Legacy Bridge |
| VEEVA SYS INC | CL A COM | 9K | 50 | Legacy Bridge |
| VERTEX PHARMACEUTICALS INC | COM | 99K | 211 | Legacy Bridge |
| VERTIV HOLDINGS CO | COM CL A | 2M | 22K | Legacy Bridge |
| VULCAN MATLS CO | COM | 31K | 125 | Legacy Bridge |
| WALMART INC | COM | 2M | 34K | Legacy Bridge |
| WASTE MGMT INC DEL | COM | 1M | 7K | Legacy Bridge |
| WATSCO INC | COM | 19K | 40 | Legacy Bridge |
| WELLS FARGO CO NEW | COM | 370K | 6K | Legacy Bridge |
| WEST BANCORPORATION INC | CAP STK | 5M | 303K | Legacy Bridge |
| WILLIAMS SONOMA INC | COM | 1M | 5K | Legacy Bridge |
| WISDOMTREE TR | EMER MKT HIGH FD | 69K | 2K | Legacy Bridge |
| WISDOMTREE TR | EMG MKTS SMCAP | 77K | 2K | Legacy Bridge |
| WORKDAY INC | CL A | 677K | 3K | Legacy Bridge |
| WORKIVA INC | COM CL A | 617K | 8K | Legacy Bridge |
| XPO INC | COM | 10K | 90 | Legacy Bridge |