Chief Compliance Officer

0001085146-23-002943.txt : 20230728 0001085146-23-002943.hdr.sgml : 20230728 20230728094309 ACCESSION NUMBER: 0001085146-23-002943 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230728 DATE AS OF CHANGE: 20230728 EFFECTIVENESS DATE: 20230728 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: 231120525 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 06-30-2023 06-30-2023 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 Chief Compliance Officer 913 403-0600 /s/Heather Hardman Leawood KS 07-28-2023 0 79 299128567 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 2367718 21718 SH SOLE 0 0 21718 ABBVIE INC COM 00287Y109 2083922 15467 SH SOLE 0 0 15467 AFLAC INC COM 001055102 2529971 36246 SH SOLE 0 0 36246 AIR PRODS & CHEMS INC COM 009158106 2540836 8483 SH SOLE 0 0 8483 ALPHABET INC CAP STK CL A 02079K305 496276 4146 SH SOLE 0 0 4146 AMAZON COM INC COM 023135106 1035189 7941 SH SOLE 0 0 7941 AMC ENTMT HLDGS INC CL A COM 00165C104 51071 11607 SH SOLE 0 0 11607 AMERICAN EXPRESS CO COM 025816109 272863 1566 SH SOLE 0 0 1566 APOLLO COML REAL EST FIN INC COM 03762U105 132104 11670 SH SOLE 0 0 11670 APPLE INC COM 037833100 4762658 24554 SH SOLE 0 0 24554 ASML HOLDING N V N Y REGISTRY SHS N07059210 359476 496 SH SOLE 0 0 496 ATMOS ENERGY CORP COM 049560105 2468982 21222 SH SOLE 0 0 21222 AUTOMATIC DATA PROCESSING IN COM 053015103 2479825 11283 SH SOLE 0 0 11283 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3487407 10227 SH SOLE 0 0 10227 BROWN & BROWN INC COM 115236101 2729049 39643 SH SOLE 0 0 39643 CANADIAN PACIFIC KANSAS CITY COM 13646K108 849458 10517 SH SOLE 0 0 10517 CATERPILLAR INC COM 149123101 2318529 9423 SH SOLE 0 0 9423 CINTAS CORP COM 172908105 2843476 5720 SH SOLE 0 0 5720 CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 299224 11300 SH SOLE 0 0 11300 DEERE & CO COM 244199105 208673 515 SH SOLE 0 0 515 EXPEDITORS INTL WASH INC COM 302130109 2771996 22884 SH SOLE 0 0 22884 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 3024809 47922 SH SOLE 0 0 47922 HONEYWELL INTL INC COM 438516106 1125273 5423 SH SOLE 0 0 5423 ILLINOIS TOOL WKS INC COM 452308109 2711971 10841 SH SOLE 0 0 10841 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 582204 23900 SH SOLE 0 0 23900 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 488030 15642 SH SOLE 0 0 15642 INVESCO EXCH TRADED FD TR II 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2902 JPMORGAN CHASE & CO COM 46625H100 460318 3165 SH SOLE 0 0 3165 LILLY ELI & CO COM 532457108 296864 633 SH SOLE 0 0 633 LOWES COS INC COM 548661107 2714431 12027 SH SOLE 0 0 12027 MAINSTAY MACKAY DEFINEDTERM COM 56064K100 733950 42997 SH SOLE 0 0 42997 MCCORMICK & CO INC COM NON VTG 579780206 2385341 27345 SH SOLE 0 0 27345 MCDONALDS CORP COM 580135101 2870334 9619 SH SOLE 0 0 9619 MICROSOFT CORP COM 594918104 2228577 6544 SH SOLE 0 0 6544 NEXTERA ENERGY INC COM 65339F101 2224072 29974 SH SOLE 0 0 29974 NIKE INC CL B 654106103 223955 2029 SH SOLE 0 0 2029 NORDSON CORP COM 655663102 2309341 9305 SH SOLE 0 0 9305 NVIDIA CORPORATION COM 67066G104 1004700 2375 SH SOLE 0 0 2375 OREILLY AUTOMOTIVE INC COM 67103H107 541655 567 SH SOLE 0 0 567 PEPSICO INC COM 713448108 243056 1312 SH SOLE 0 0 1312 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 257316 2579 SH SOLE 0 0 2579 PRICE T ROWE GROUP INC COM 74144T108 2210563 19734 SH SOLE 0 0 19734 PROCTER AND GAMBLE CO COM 742718109 220646 1454 SH SOLE 0 0 1454 PROSHARES TR S&P 500 DV ARIST 74348A467 986195 10460 SH SOLE 0 0 10460 ROPER TECHNOLOGIES INC COM 776696106 2547328 5298 SH SOLE 0 0 5298 S&P GLOBAL INC COM 78409V104 2581414 6439 SH SOLE 0 0 6439 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 26895954 520231 SH SOLE 0 0 520231 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 40512152 557865 SH SOLE 0 0 557865 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 49941969 666337 SH SOLE 0 0 666337 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 9332847 70315 SH SOLE 0 0 70315 SHERWIN WILLIAMS CO COM 824348106 2489867 9377 SH SOLE 0 0 9377 SMITH A O CORP COM 831865209 2705055 37168 SH SOLE 0 0 37168 SPDR S&P 500 ETF TR TR UNIT 78462F103 2549311 5751 SH SOLE 0 0 5751 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 275852 576 SH SOLE 0 0 576 SPDR SER TR NUVEEN BLOOMBERG 78464A284 218212 8725 SH SOLE 0 0 8725 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 306360 20700 SH SOLE 0 0 20700 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 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