0001085146-23-001403.txt : 20230215 0001085146-23-001403.hdr.sgml : 20230215 20230215172818 ACCESSION NUMBER: 0001085146-23-001403 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230215 DATE AS OF CHANGE: 20230215 EFFECTIVENESS DATE: 20230215 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: 23636468 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 X0202 13F-HR LIVE false false false 0001723925 XXXXXXXX 12-31-2022 12-31-2022 false Legacy Financial Strategies, LLC

11300 TOMAHAWK CREEK PARKWAY, SUITE 190 LEAWOOD KS 66211

13F HOLDINGS REPORT 028-18758 000283553 801-107930 N Heather Hardman 913 403-0600 /s/Heather Hardman Leawood KS 02-15-2023 0 71 241840494 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 1972365 17965 SH SOLE 0 0 17965 ABBVIE INC COM 00287Y109 2117482 13102 SH SOLE 0 0 13102 AFLAC INC COM 001055102 2602198 36172 SH SOLE 0 0 36172 AIR PRODS & CHEMS INC COM 009158106 2336170 7579 SH SOLE 0 0 7579 ALPHABET INC CAP STK CL A 02079K305 309599 3509 SH SOLE 0 0 3509 AMAZON COM INC COM 023135106 581196 6919 SH SOLE 0 0 6919 AMERICAN EXPRESS CO COM 025816109 231373 1566 SH SOLE 0 0 1566 APPLE INC COM 037833100 3171266 24407 SH SOLE 0 0 24407 ASML HOLDING N V N Y REGISTRY SHS N07059210 201075 368 SH SOLE 0 0 368 ATMOS ENERGY CORP COM 049560105 2056550 18351 SH SOLE 0 0 18351 AUTOMATIC DATA PROCESSING IN COM 053015103 2349785 9837 SH SOLE 0 0 9837 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3267235 10577 SH SOLE 0 0 10577 BROWN & BROWN INC COM 115236101 1724717 30274 SH SOLE 0 0 30274 CANADIAN PAC RY LTD COM 13645T100 784463 10517 SH SOLE 0 0 10517 CINTAS CORP COM 172908105 2398691 5311 SH SOLE 0 0 5311 CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 295947 11300 SH SOLE 0 0 11300 DEERE & CO COM 244199105 217381 507 SH SOLE 0 0 507 EXPEDITORS INTL WASH INC COM 302130109 2078170 19998 SH SOLE 0 0 19998 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 2698081 42171 SH SOLE 0 0 42171 GENERAL DYNAMICS CORP COM 369550108 2210901 8911 SH SOLE 0 0 8911 HONEYWELL INTL INC COM 438516106 1104288 5153 SH SOLE 0 0 5153 HORMEL FOODS CORP COM 440452100 1784633 39180 SH SOLE 0 0 39180 ILLINOIS TOOL WKS INC COM 452308109 2084861 9464 SH SOLE 0 0 9464 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 205202 8504 SH SOLE 0 0 8504 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 502825 15847 SH SOLE 0 0 15847 ISHARES TR CORE DIV GRWTH 46434V621 19521299 390426 SH SOLE 0 0 390426 ISHARES TR CORE S&P SCP ETF 464287804 9374527 99055 SH SOLE 0 0 99055 ISHARES TR CORE S&P US VLU 464287663 1462224 20703 SH SOLE 0 0 20703 ISHARES TR CORE US AGGBD ET 464287226 13610672 140331 SH SOLE 0 0 140331 ISHARES TR EXPND TEC SC ETF 464287549 10220537 36502 SH SOLE 0 0 36502 ISHARES TR GLOBAL 100 ETF 464287572 417478 6518 SH SOLE 0 0 6518 ISHARES TR IBOXX HI YD ETF 464288513 234880 3190 SH SOLE 0 0 3190 ISHARES TR NATIONAL MUN ETF 464288414 1540260 14597 SH SOLE 0 0 14597 ISHARES TR PFD AND INCM SEC 464288687 227876 7464 SH SOLE 0 0 7464 ISHARES TR RUSSELL 2000 ETF 464287655 264155 1515 SH SOLE 0 0 1515 ISHARES TR SHRT NAT MUN ETF 464288158 541546 5194 SH SOLE 0 0 5194 JOHNSON & JOHNSON COM 478160104 430216 2435 SH SOLE 0 0 2435 JPMORGAN CHASE & CO COM 46625H100 334311 2493 SH SOLE 0 0 2493 LILLY ELI & CO COM 532457108 246616 674 SH SOLE 0 0 674 LINDE PLC SHS G5494J103 2264015 6941 SH SOLE 0 0 6941 LOWES COS INC COM 548661107 2055061 10315 SH SOLE 0 0 10315 MAINSTAY MACKAY DEFINEDTERM COM 56064K100 625415 38942 SH SOLE 0 0 38942 MCCORMICK & CO INC COM NON VTG 579780206 1782882 21509 SH SOLE 0 0 21509 MICROSOFT CORP COM 594918104 1398328 5831 SH SOLE 0 0 5831 NEXTERA ENERGY INC COM 65339F101 2046672 24482 SH SOLE 0 0 24482 NIKE INC CL B 654106103 237427 2029 SH SOLE 0 0 2029 NVIDIA CORPORATION COM 67066G104 357175 2444 SH SOLE 0 0 2444 OREILLY AUTOMOTIVE INC COM 67103H107 671848 796 SH SOLE 0 0 796 PEPSICO INC COM 713448108 238374 1319 SH SOLE 0 0 1319 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2912942 29528 SH SOLE 0 0 29528 PRICE T ROWE GROUP INC COM 74144T108 1622166 14874 SH SOLE 0 0 14874 PROSHARES TR S&P 500 DV ARIST 74348A467 927643 10308 SH SOLE 0 0 10308 ROPER TECHNOLOGIES INC COM 776696106 1958264 4532 SH SOLE 0 0 4532 S&P GLOBAL INC COM 78409V104 1808768 5400 SH SOLE 0 0 5400 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 22260643 496778 SH SOLE 0 0 496778 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 41531459 549794 SH SOLE 0 0 549794 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 27786701 500121 SH SOLE 0 0 500121 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 8880412 65369 SH SOLE 0 0 65369 SHERWIN WILLIAMS CO COM 824348106 1872354 7889 SH SOLE 0 0 7889 SMITH A O CORP COM 831865209 1788289 31242 SH SOLE 0 0 31242 SPDR S&P 500 ETF TR TR UNIT 78462F103 2137408 5589 SH SOLE 0 0 5589 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 255047 576 SH SOLE 0 0 576 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 314226 20700 SH SOLE 0 0 20700 TARGET CORP COM 87612E106 1921841 12895 SH SOLE 0 0 12895 TESLA INC COM 88160R101 242177 1966 SH SOLE 0 0 1966 T-MOBILE US INC COM 872590104 215600 1540 SH SOLE 0 0 1540 TRANSOCEAN LTD REG SHS H8817H100 51095 11205 SH SOLE 0 0 11205 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1878383 26147 SH SOLE 0 0 26147 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1509005 4295 SH SOLE 0 0 4295 VANGUARD INDEX FDS TOTAL STK MKT 922908769 9938205 51981 SH SOLE 0 0 51981 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 637618 4199 SH SOLE 0 0 4199