0001723925-22-000002.txt : 20220131 0001723925-22-000002.hdr.sgml : 20220131 20220131163027 ACCESSION NUMBER: 0001723925-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220131 DATE AS OF CHANGE: 20220131 EFFECTIVENESS DATE: 20220131 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: 22574389 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 true false 0001723925 XXXXXXXX 12-31-2021 12-31-2021 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 01-29-2022 0 63 231359 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABSCOM002824100181212873SHSOLE 0012873ABBVIE INCCOM00287Y109182213455SHSOLE 0013455AFLAC INCCOM001055102172729572SHSOLE 0029572AIR PRODS & CHEMS INCCOM00915810616155309SHSOLE 005309ALPHABET INCCAP STK CL A02079K305310107SHSOLE 00107AMAZON COM INCCOM02313510630090SHSOLE 0090APPLE INCCOM037833100352019824SHSOLE 0019824ATMOS ENERGY CORPCOM049560105109810479SHSOLE 0010479AUTOMATIC DATA PROCESSING INCOM05301510320408274SHSOLE 008274BERKSHIRE HATHAWAY INC DELCL B NEW08467070227269118SHSOLE 009118CANADIAN PAC RY LTDCOM13645T10075710517SHSOLE 0010517CINTAS CORPCOM17290810518824247SHSOLE 004247CRESTWOOD EQUITY PARTNERS LPUNIT LTD PARTNER22634420834512500SHSOLE 0012500FIDELITYMSCI HLTH CARE I316092600238734765SHSOLE 0034765FRANKLIN RES INCCOM354613101174752169SHSOLE 0052169GENERAL DYNAMICS CORPCOM36955010817988623SHSOLE 008623HONEYWELL INTL INCCOM43851610613616527SHSOLE 006527HORMEL FOODS CORPCOM440452100142029088SHSOLE 0029088ILLINOIS TOOL WKS INCCOM45230810917056907SHSOLE 006907INDEXIQ ETF TRIQ MRGR ARB ETF45409B80049415317SHSOLE 0015317INVESCO EXCHNG TRADED FD TRS&P 500 HB ETF46138E3703654615SHSOLE 004615ISHARES INCCORE MSCI EMKT46434G1032444081SHSOLE 004081ISHARES TRCORE US AGGBD ET46428722615308134189SHSOLE 00134189ISHARES TREXPND TEC SC ETF4642875491153526274SHSOLE 0026274ISHARES TRGLOBAL 100 ETF4642875725086518SHSOLE 006518ISHARES TRCORE S&P US VLU464287663156120451SHSOLE 0020451ISHARES TRCORE S&P SCP ETF4642878041001787478SHSOLE 0087478ISHARES TRNATIONAL MUN ETF464288414383933018SHSOLE 0033018ISHARES TRCORE DIV GRWTH46434V62110097181664SHSOLE 00181664JOHNSON & JOHNSONCOM4781601043842245SHSOLE 002245JPMORGAN CHASE & COCOM46625H1002741728SHSOLE 001728LOWES COS INCCOM54866110723068920SHSOLE 008920MAINSTAY MACKAY DEFINDTRM MUCOM56064K100158172610SHSOLE 0072610MCCORMICK & CO INCCOM NON VTG579780206155316079SHSOLE 0016079MCDONALDS CORPCOM58013510116436130SHSOLE 006130MEDTRONIC PLCSHSG5960L103119211524SHSOLE 0011524MICROSOFT CORPCOM59491810411773500SHSOLE 003500NEXTERA ENERGY INCCOM65339F101166017782SHSOLE 0017782NIKE INCCL B6541061032601559SHSOLE 001559NVIDIA CORPCOM67066G104285968SHSOLE 00968O REILLY AUTOMOTIVE INC NEWCOM67103H107669947SHSOLE 00947PEPSICO INCCOM7134481082751585SHSOLE 001585PIMCO ETF TRACTIVE BD ETF72201R7754153797SHSOLE 003797PIMCO ETF TRENHAN SHRT MA AC72201R8336136039SHSOLE 006039PRICE T ROWE GROUP INCCOM74144T10817518904SHSOLE 008904PROCTER AND GAMBLE COCOM7427181092201343SHSOLE 001343PROSHARES TRS&P 500 DV ARIST74348A4677827962SHSOLE 007962ROPER TECHNOLOGIES INCCOM77669610616493352SHSOLE 003352S&P GLOBAL INCCOM78409V10418483916SHSOLE 003916SCHWAB STRATEGIC TRUS BRD MKT ETF80852410225565226216SHSOLE 00226216SCHWAB STRATEGIC TRUS LCAP GR ETF80852430034646211577SHSOLE 00211577SCHWAB STRATEGIC TRUS DIVIDEND EQ80852479740347499154SHSOLE 00499154SHERWIN WILLIAMS COCOM82434810620705877SHSOLE 005877SMITH A OCOM831865209202823626SHSOLE 0023626SPDR S&P 500 ETF TRTR UNIT78462F10327085701SHSOLE 005701STRYKER CORPCOM863667101205765SHSOLE 00765SUBURBAN PROPANE PARTNERS LUNIT LTD PARTN86448210432422100SHSOLE 0022100SYSCO CORPCOM871829107127316205SHSOLE 0016205TESLA INCCOM88160R101680643SHSOLE 00643TRANSOCEAN LTDREG SHSH8817H1003111205SHSOLE 0011205VANGUARD BD INDEX FD INCTOTAL BND MRKT9219378358179644SHSOLE 009644VANGUARD INDEX FDSTOTAL STK MKT9229087691145947462SHSOLE 0047462VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF921943858432984778SHSOLE 0084778