0001607045-19-000067.txt : 20190508 0001607045-19-000067.hdr.sgml : 20190508 20190507213534 ACCESSION NUMBER: 0001607045-19-000067 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190508 DATE AS OF CHANGE: 20190507 EFFECTIVENESS DATE: 20190508 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: 19804955 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 03-31-2019 03-31-2019 Legacy Financial Strategies, LLC
11300 TOMAHAWK CREEK PARKWAY, SUITE 190 LEAWOOD KS 66211
13F HOLDINGS REPORT 028-18758 N
Heather Hardman Chief Compliance Officer 913 403-0600 Heather Hardman Leawood KS 05-07-2019 0 53 117058 false
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1016993364SHSOLE 003364ABBOTT LABSCOM0028241006958691SHSOLE 008691ABBVIE INCCOM00287Y1095486800SHSOLE 006800AIR PRODS & CHEMS INCCOM0091581067203772SHSOLE 003772APPLE INCCOM0378331007113743SHSOLE 003743ARCHER DANIELS MIDLAND COCOM03948310260514038SHSOLE 0014038BERKSHIRE HATHAWAY INC DELCL B NEW084670702296414752SHSOLE 0014752CARDINAL HEALTH INCCOM14149Y10858912225SHSOLE 0012225CINTAS CORPCOM1729081057013468SHSOLE 003468CRESTWOOD EQUITY PARTNERS LPUNIT LTD PARTNER22634420842212000SHSOLE 0012000ECOLAB INCCOM2788651007394186SHSOLE 004186EXXON MOBIL CORPCOM30231G1023514349SHSOLE 004349FERRELLGAS PARTNERS L.P.UNIT LTD PART3152931002620000SHSOLE 0020000FLEXSHARES TRMORNSTAR UPSTR33939L4076436196510SHSOLE 00196510FRANKLIN RES INCCOM35461310163119026SHSOLE 0019026GENERAL DYNAMICS CORPCOM3695501085883475SHSOLE 003475HONEYWELL INTL INCCOM4385161066764252SHSOLE 004252HORMEL FOODS CORPCOM44045210065214573SHSOLE 0014573ILLINOIS TOOL WKS INCCOM4523081096324400SHSOLE 004400INDEXIQ ETF TRHEDGE MLTI ETF45409B10743314406SHSOLE 0014406INDEXIQ ETF TRIQ MRGR ARB ETF45409B80044513930SHSOLE 0013930INVESCO QQQ TRUNIT SER 146090E1032151197SHSOLE 001197ISHARES INCCORE MSCI EMKT46434G10386116658SHSOLE 0016658ISHARES TREXPND TEC SC ETF4642875496493148SHSOLE 003148ISHARES TRCORE S&P US VLU46428766377414120SHSOLE 0014120ISHARES TRCORE S&P SCP ETF464287804740796013SHSOLE 0096013JOHNSON & JOHNSONCOM4781601043362404SHSOLE 002404JPMORGAN CHASE & COCOM46625H1002102070SHSOLE 002070KANSAS CITY SOUTHERNCOM NEW4851703024543914SHSOLE 003914LOWES COS INCCOM5486611077296657SHSOLE 006657MAINSTAY MACKAY DEFINDTRM MUCOM56064K10031715623SHSOLE 0015623MEDTRONIC PLCSHSG5960L1036306914SHSOLE 006914O REILLY AUTOMOTIVE INC NEWCOM67103H1075351379SHSOLE 001379PEPSICO INCCOM7134481088627036SHSOLE 007036PIMCO ETF TRENHAN SHRT MA AC72201R83320489201740SHSOLE 00201740PRICE T ROWE GROUP INCCOM74144T1086026011SHSOLE 006011PROSHARES TRS&P 500 DV ARIST74348A4673755533SHSOLE 005533ROPER TECHNOLOGIES INCCOM7766961067412167SHSOLE 002167S&P GLOBAL INCCOM78409V1046843248SHSOLE 003248SCHWAB STRATEGIC TRUS BRD MKT ETF80852410217069250832SHSOLE 00250832SCHWAB STRATEGIC TRUS LCAP GR ETF808524300411651819SHSOLE 0051819SCHWAB STRATEGIC TRUS DIVIDEND EQ80852479712650241958SHSOLE 00241958SELECT SECTOR SPDR TRSBI INT-FINL81369Y605108642236SHSOLE 0042236SHERWIN WILLIAMS COCOM8243481066271456SHSOLE 001456SMITH A OCOM83186520970113147SHSOLE 0013147SPDR S&P 500 ETF TRTR UNIT78462F10313114640SHSOLE 004640SUBURBAN PROPANE PARTNERS LUNIT LTD PARTN86448210450422500SHSOLE 0022500TARGET CORPCOM87612E1067128875SHSOLE 008875TORTOISE ENERGY INDEPENDENCCOM89148K10149859750SHSOLE 0059750TORTOISE ENERGY INFRA CORPCOM89147L10030212865SHSOLE 0012865V F CORPCOM9182041086867897SHSOLE 007897VANGUARD INDEX FDSTOTAL STK MKT922908769822556836SHSOLE 0056836VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF92194385811438279856SHSOLE 00279856