0001085146-23-002181.txt : 20230510 0001085146-23-002181.hdr.sgml : 20230510 20230510135040 ACCESSION NUMBER: 0001085146-23-002181 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230510 DATE AS OF CHANGE: 20230510 EFFECTIVENESS DATE: 20230510 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: 23905548 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 03-31-2023 03-31-2023 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 05-10-2023 0 72 269676986 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 1981359 19567 SH SOLE 0 0 19567 ABBVIE INC COM 00287Y109 2226457 13970 SH SOLE 0 0 13970 AFLAC INC COM 001055102 2163281 33529 SH SOLE 0 0 33529 AIR PRODS & CHEMS INC COM 009158106 2236979 7789 SH SOLE 0 0 7789 ALPHABET INC CAP STK CL A 02079K305 367930 3547 SH SOLE 0 0 3547 AMAZON COM INC COM 023135106 736148 7127 SH SOLE 0 0 7127 AMC ENTMT HLDGS INC CL A COM 00165C104 63091 12593 SH SOLE 0 0 12593 AMERICAN EXPRESS CO COM 025816109 258335 1566 SH SOLE 0 0 1566 APPLE INC COM 037833100 4010998 24324 SH SOLE 0 0 24324 ASML HOLDING N V N Y REGISTRY SHS N07059210 262754 386 SH SOLE 0 0 386 ATMOS ENERGY CORP COM 049560105 2192015 19509 SH SOLE 0 0 19509 AUTOMATIC DATA PROCESSING IN COM 053015103 2296116 10314 SH SOLE 0 0 10314 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3187741 10324 SH SOLE 0 0 10324 BROWN & BROWN INC COM 115236101 2102391 36614 SH SOLE 0 0 36614 CANADIAN PAC RY LTD COM 13645T100 809178 10517 SH SOLE 0 0 10517 CINTAS CORP COM 172908105 2462537 5322 SH SOLE 0 0 5322 CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 281709 11300 SH SOLE 0 0 11300 DEERE & CO COM 244199105 214285 519 SH SOLE 0 0 519 EXPEDITORS INTL WASH INC COM 302130109 2340907 21258 SH SOLE 0 0 21258 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 2735608 44503 SH SOLE 0 0 44503 HONEYWELL INTL INC COM 438516106 984841 5153 SH SOLE 0 0 5153 HORMEL FOODS CORP COM 440452100 1732992 43455 SH SOLE 0 0 43455 ILLINOIS TOOL WKS INC COM 452308109 2433000 9994 SH SOLE 0 0 9994 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 210466 8559 SH SOLE 0 0 8559 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 494756 15642 SH SOLE 0 0 15642 INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370 495667 7085 SH SOLE 0 0 7085 ISHARES TR CORE DIV GRWTH 46434V621 20026039 400601 SH SOLE 0 0 400601 ISHARES TR CORE S&P SCP ETF 464287804 10210054 105585 SH SOLE 0 0 105585 ISHARES TR CORE S&P US VLU 464287663 1527437 20703 SH SOLE 0 0 20703 ISHARES TR CORE US AGGBD ET 464287226 14748130 148014 SH SOLE 0 0 148014 ISHARES TR EXPND TEC SC ETF 464287549 13349324 39341 SH SOLE 0 0 39341 ISHARES TR GLOBAL 100 ETF 464287572 456651 6518 SH SOLE 0 0 6518 ISHARES TR IBOXX HI YD ETF 464288513 277692 3676 SH SOLE 0 0 3676 ISHARES TR NATIONAL MUN ETF 464288414 1868104 17339 SH SOLE 0 0 17339 ISHARES TR PFD AND INCM SEC 464288687 235243 7535 SH SOLE 0 0 7535 ISHARES TR SHRT NAT MUN ETF 464288158 772128 7376 SH SOLE 0 0 7376 JOHNSON & JOHNSON COM 478160104 381104 2459 SH SOLE 0 0 2459 JPMORGAN CHASE & CO COM 46625H100 329163 2526 SH SOLE 0 0 2526 LILLY ELI & CO COM 532457108 231551 674 SH SOLE 0 0 674 LOWES COS INC COM 548661107 2196392 10984 SH SOLE 0 0 10984 MAINSTAY MACKAY DEFINEDTERM COM 56064K100 739313 42538 SH SOLE 0 0 42538 MCCORMICK & CO INC COM NON VTG 579780206 2097908 25212 SH SOLE 0 0 25212 MCDONALDS CORP COM 580135101 2447572 8754 SH SOLE 0 0 8754 MICROSOFT CORP COM 594918104 1697716 5889 SH SOLE 0 0 5889 NEXTERA ENERGY INC COM 65339F101 2095015 27180 SH SOLE 0 0 27180 NIKE INC CL B 654106103 248851 2029 SH SOLE 0 0 2029 NORDSON CORP COM 655663102 1885443 8483 SH SOLE 0 0 8483 NVIDIA CORPORATION COM 67066G104 687499 2475 SH SOLE 0 0 2475 OREILLY AUTOMOTIVE INC COM 67103H107 528066 622 SH SOLE 0 0 622 PEPSICO INC COM 713448108 240791 1321 SH SOLE 0 0 1321 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2871373 28931 SH SOLE 0 0 28931 PRICE T ROWE GROUP INC COM 74144T108 2042439 18091 SH SOLE 0 0 18091 PROSHARES TR S&P 500 DV ARIST 74348A467 915205 10031 SH SOLE 0 0 10031 ROPER TECHNOLOGIES INC COM 776696106 2137386 4850 SH SOLE 0 0 4850 S&P GLOBAL INC COM 78409V104 2056022 5963 SH SOLE 0 0 5963 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 24460920 511200 SH SOLE 0 0 511200 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 40207448 549582 SH SOLE 0 0 549582 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 42082112 645728 SH SOLE 0 0 645728 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 8785871 67866 SH SOLE 0 0 67866 SHERWIN WILLIAMS CO COM 824348106 1941852 8639 SH SOLE 0 0 8639 SMITH A O CORP COM 831865209 2373038 34317 SH SOLE 0 0 34317 SPDR S&P 500 ETF TR TR UNIT 78462F103 2349497 5739 SH SOLE 0 0 5739 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 264044 576 SH SOLE 0 0 576 STRYKER CORPORATION COM 863667101 218385 765 SH SOLE 0 0 765 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 317124 20700 SH SOLE 0 0 20700 TARGET CORP COM 87612E106 2288684 13818 SH SOLE 0 0 13818 TESLA INC COM 88160R101 419285 2021 SH SOLE 0 0 2021 TRANSOCEAN LTD REG SHS H8817H100 71264 11205 SH SOLE 0 0 11205 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1929926 26140 SH SOLE 0 0 26140 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1962333 5218 SH SOLE 0 0 5218 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10777363 52804 SH SOLE 0 0 52804 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 646688 4199 SH SOLE 0 0 4199