0001607045-20-000023.txt : 20200127 0001607045-20-000023.hdr.sgml : 20200127 20200127120136 ACCESSION NUMBER: 0001607045-20-000023 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200127 DATE AS OF CHANGE: 20200127 EFFECTIVENESS DATE: 20200127 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: 20547939 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 12-31-2019 12-31-2019 Legacy Financial Strategies, LLC

11300 TOMAHAWK CREEK PARKWAY, SUITE 190 LEAWOOD KS 66211

13F HOLDINGS REPORT 028-18758 N Heather Hardman 913 403-0600 Heather Hardman Leawood KS 01-25-2020 0 66 123918 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1017694357SHSOLE 004357ABBVIE INCCOM00287Y1098139180SHSOLE 009180AIR PRODS & CHEMS INCCOM00915810610064283SHSOLE 004283AMAZON COM INCCOM023135106237128SHSOLE 00128APPLE INCCOM03783310014755025SHSOLE 005025AT&T INCCOM00206R1022175558SHSOLE 005558AUTOMATIC DATA PROCESSING INCOM0530151039215399SHSOLE 005399BERKSHIRE HATHAWAY INC DELCL B NEW084670702254911253SHSOLE 0011253BLACKROCK MUNICIPAL BOND TRCOM09249H10419712722SHSOLE 0012722CINTAS CORPCOM17290810510563923SHSOLE 003923CRESTWOOD EQUITY PARTNERS LPUNIT LTD PARTNER22634420837012000SHSOLE 0012000ECOLAB INCCOM2788651009294816SHSOLE 004816EXXON MOBIL CORPCOM30231G1022553655SHSOLE 003655FERRELLGAS PARTNERS L.P.UNIT LTD PART315293100720000SHSOLE 0020000FIDELITYMSCI HLTH CARE I316092600139428018SHSOLE 0028018FLEXSHARES TRMORNSTAR UPSTR33939L40753615982SHSOLE 0015982FRANKLIN RES INCCOM35461310164024625SHSOLE 0024625GENERAL DYNAMICS CORPCOM3695501087554283SHSOLE 004283HONEYWELL INTL INCCOM4385161068174617SHSOLE 004617HORMEL FOODS CORPCOM44045210081318013SHSOLE 0018013ILLINOIS TOOL WKS INCCOM4523081099375217SHSOLE 005217INDEXIQ ETF TRIQ MRGR ARB ETF45409B80061818606SHSOLE 0018606INVESCO EXCHNG TRADED FD TRS&P SMLCP HELT46138E1493943050SHSOLE 003050INVESCO QQQ TRUNIT SER 146090E1032561206SHSOLE 001206ISHARES INCCORE MSCI EMKT46434G10381415134SHSOLE 0015134ISHARES TRMRNGSTR LG-CP GR4642871199634588SHSOLE 004588ISHARES TRCORE US AGGBD ET4642872264534031SHSOLE 004031ISHARES TREXPANDED TECH4642875157383166SHSOLE 003166ISHARES TREXPND TEC SC ETF4642875498973704SHSOLE 003704ISHARES TRCORE S&P US VLU464287663111417670SHSOLE 0017670ISHARES TRCORE S&P SCP ETF464287804782793346SHSOLE 0093346ISHARES TRMRGSTR MD CP GRW4642883074821833SHSOLE 001833ISHARES TRNATIONAL MUN ETF4642884146595788SHSOLE 005788JOHNSON & JOHNSONCOM4781601043442362SHSOLE 002362JPMORGAN CHASE & COCOM46625H1003762697SHSOLE 002697KANSAS CITY SOUTHERNCOM NEW4851703025993914SHSOLE 003914LOWES COS INCCOM5486611079588003SHSOLE 008003MAINSTAY MACKAY DEFINDTRM MUCOM56064K10077536852SHSOLE 0036852MCCORMICK & CO INCCOM NON VTG5797802069225432SHSOLE 005432MEDTRONIC PLCSHSG5960L1039328218SHSOLE 008218MICROSOFT CORPCOM5949181043162001SHSOLE 002001O REILLY AUTOMOTIVE INC NEWCOM67103H1075841332SHSOLE 001332PEPSICO INCCOM71344810811678537SHSOLE 008537PIMCO ETF TRACTIVE BD ETF72201R7754263953SHSOLE 003953PIMCO ETF TRENHAN SHRT MA AC72201R8334754671SHSOLE 004671PPG INDS INCCOM69350610710437810SHSOLE 007810PRICE T ROWE GROUP INCCOM74144T1088797212SHSOLE 007212PROCTER AND GAMBLE COCOM7427181092161726SHSOLE 001726PROSHARES TRS&P 500 DV ARIST74348A4674465903SHSOLE 005903ROPER TECHNOLOGIES INCCOM7766961068922518SHSOLE 002518S&P GLOBAL INCCOM78409V10410123707SHSOLE 003707SCHWAB STRATEGIC TRUS BRD MKT ETF80852410217019221372SHSOLE 00221372SCHWAB STRATEGIC TRUS LCAP GR ETF808524300821888446SHSOLE 0088446SCHWAB STRATEGIC TREMRG MKTEQ ETF80852470646416965SHSOLE 0016965SCHWAB STRATEGIC TRUS DIVIDEND EQ80852479727957482689SHSOLE 00482689SELECT SECTOR SPDR TRSBI INT-FINL81369Y60555618055SHSOLE 0018055SHERWIN WILLIAMS COCOM8243481069811681SHSOLE 001681SMITH A OCOM83186520978616500SHSOLE 0016500SPDR S&P 500 ETF TRTR UNIT78462F10312133770SHSOLE 003770SUBURBAN PROPANE PARTNERS LUNIT LTD PARTN86448210447921900SHSOLE 0021900TARGET CORPCOM87612E10610738368SHSOLE 008368TORTOISE ENERGY INDEPENDENCCOM89148K10125859400SHSOLE 0059400UNDER ARMOUR INCCL A9043111072059501SHSOLE 009501V F CORPCOM9182041089369395SHSOLE 009395VANGUARD INDEX FDSTOTAL STK MKT922908769928056716SHSOLE 0056716VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF92194385810223232027SHSOLE 00232027