0001085146-22-001806.txt : 20220506 0001085146-22-001806.hdr.sgml : 20220506 20220506145612 ACCESSION NUMBER: 0001085146-22-001806 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220506 DATE AS OF CHANGE: 20220506 EFFECTIVENESS DATE: 20220506 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Financial Strategies, LLC CENTRAL INDEX KEY: 0001723925 IRS NUMBER: 431889313 STATE OF INCORPORATION: MO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18758 FILM NUMBER: 22900604 BUSINESS ADDRESS: STREET 1: 11300 TOMAHAWK CREEK PARKWAY, SUITE 190 CITY: LEAWOOD STATE: KS ZIP: 66211 BUSINESS PHONE: 9134030600 MAIL ADDRESS: STREET 1: 11300 TOMAHAWK CREEK PARKWAY, SUITE 190 CITY: LEAWOOD STATE: KS ZIP: 66211 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001723925 XXXXXXXX 03-31-2022 03-31-2022 false Legacy Financial Strategies, LLC

11300 TOMAHAWK CREEK PARKWAY, SUITE 190 LEAWOOD KS 66211

13F HOLDINGS REPORT 028-18758 N Heather Hardman 913 403-0600 /s/Heather Hardman Leawood KS 05-06-2022 0 66 234592 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 1594 13470 SH SOLE 0 0 13470 ABBVIE INC COM 00287Y109 2163 13345 SH SOLE 0 0 13345 AFLAC INC COM 001055102 1927 29920 SH SOLE 0 0 29920 AIR PRODS & CHEMS INC COM 009158106 1442 5768 SH SOLE 0 0 5768 ALPHABET INC CAP STK CL A 02079K305 298 107 SH SOLE 0 0 107 AMAZON COM INC COM 023135106 509 156 SH SOLE 0 0 156 APPLE INC COM 037833100 4033 23100 SH SOLE 0 0 23100 ASML HOLDING N V N Y REGISTRY SHS N07059210 260 390 SH SOLE 0 0 390 ATMOS ENERGY CORP COM 049560105 1865 15605 SH SOLE 0 0 15605 AUTOMATIC DATA PROCESSING IN COM 053015103 1930 8481 SH SOLE 0 0 8481 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3293 9331 SH SOLE 0 0 9331 CANADIAN PAC RY LTD COM 13645T100 868 10517 SH SOLE 0 0 10517 CINTAS CORP COM 172908105 1882 4425 SH SOLE 0 0 4425 CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 374 12500 SH SOLE 0 0 12500 DEERE & CO COM 244199105 211 507 SH SOLE 0 0 507 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 2366 36036 SH SOLE 0 0 36036 FRANKLIN RESOURCES INC COM 354613101 1492 53439 SH SOLE 0 0 53439 GENERAL DYNAMICS CORP COM 369550108 2070 8582 SH SOLE 0 0 8582 HONEYWELL INTL INC COM 438516106 1270 6527 SH SOLE 0 0 6527 HORMEL FOODS CORP COM 440452100 1661 32224 SH SOLE 0 0 32224 ILLINOIS TOOL WKS INC COM 452308109 1509 7208 SH SOLE 0 0 7208 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 510 15983 SH SOLE 0 0 15983 INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370 461 6065 SH SOLE 0 0 6065 ISHARES INC CORE MSCI EMKT 46434G103 227 4081 SH SOLE 0 0 4081 ISHARES TR CORE DIV GRWTH 46434V621 10029 187772 SH SOLE 0 0 187772 ISHARES TR CORE S&P SCP ETF 464287804 9608 89066 SH SOLE 0 0 89066 ISHARES TR CORE S&P US VLU 464287663 1552 20451 SH SOLE 0 0 20451 ISHARES TR CORE US AGGBD ET 464287226 15050 140521 SH SOLE 0 0 140521 ISHARES TR EXPND TEC SC ETF 464287549 11613 29881 SH SOLE 0 0 29881 ISHARES TR GLOBAL 100 ETF 464287572 496 6518 SH SOLE 0 0 6518 ISHARES TR NATIONAL MUN ETF 464288414 3888 35457 SH SOLE 0 0 35457 ISHARES TR PFD AND INCM SEC 464288687 272 7464 SH SOLE 0 0 7464 ISHARES TR RUS 1000 GRW ETF 464287614 216 778 SH SOLE 0 0 778 JOHNSON & JOHNSON COM 478160104 398 2246 SH SOLE 0 0 2246 JPMORGAN CHASE & CO COM 46625H100 268 1963 SH SOLE 0 0 1963 LOWES COS INC COM 548661107 1653 8177 SH SOLE 0 0 8177 MAINSTAY MACKAY DEFINEDTERM COM 56064K100 1102 58768 SH SOLE 0 0 58768 MCCORMICK & CO INC COM NON VTG 579780206 1720 17235 SH SOLE 0 0 17235 MCDONALDS CORP COM 580135101 1642 6641 SH SOLE 0 0 6641 MEDTRONIC PLC SHS G5960L103 1606 14477 SH SOLE 0 0 14477 MICROSOFT CORP COM 594918104 1316 4268 SH SOLE 0 0 4268 NEXTERA ENERGY INC COM 65339F101 1657 19561 SH SOLE 0 0 19561 NIKE INC CL B 654106103 264 1959 SH SOLE 0 0 1959 NVIDIA CORPORATION COM 67066G104 306 1122 SH SOLE 0 0 1122 OREILLY AUTOMOTIVE INC COM 67103H107 630 920 SH SOLE 0 0 920 PIMCO ETF TR ACTIVE BD ETF 72201R775 353 3468 SH SOLE 0 0 3468 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 3165 31603 SH SOLE 0 0 31603 PRICE T ROWE GROUP INC COM 74144T108 1485 9823 SH SOLE 0 0 9823 PROSHARES TR S&P 500 DV ARIST 74348A467 768 8087 SH SOLE 0 0 8087 ROPER TECHNOLOGIES INC COM 776696106 1677 3552 SH SOLE 0 0 3552 S&P GLOBAL INC COM 78409V104 1682 4100 SH SOLE 0 0 4100 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 25342 474649 SH SOLE 0 0 474649 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 41055 520403 SH SOLE 0 0 520403 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 33236 444218 SH SOLE 0 0 444218 SHERWIN WILLIAMS CO COM 824348106 1474 5903 SH SOLE 0 0 5903 SMITH A O CORP COM 831865209 1481 23177 SH SOLE 0 0 23177 SPDR S&P 500 ETF TR TR UNIT 78462F103 2559 5666 SH SOLE 0 0 5666 STRYKER CORPORATION COM 863667101 205 765 SH SOLE 0 0 765 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 356 22100 SH SOLE 0 0 22100 SYSCO CORP COM 871829107 1881 23040 SH SOLE 0 0 23040 TESLA INC COM 88160R101 694 644 SH SOLE 0 0 644 TRANSOCEAN LTD REG SHS H8817H100 51 11205 SH SOLE 0 0 11205 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 899 11300 SH SOLE 0 0 11300 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1310 3155 SH SOLE 0 0 3155 VANGUARD INDEX FDS TOTAL STK MKT 922908769 11309 49672 SH SOLE 0 0 49672 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 4109 85546 SH SOLE 0 0 85546