0001607045-19-000077.txt : 20190715 0001607045-19-000077.hdr.sgml : 20190715 20190715141540 ACCESSION NUMBER: 0001607045-19-000077 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190715 DATE AS OF CHANGE: 20190715 EFFECTIVENESS DATE: 20190715 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: 19954876 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 06-30-2019 06-30-2019 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 07-15-2019 0 56 107138 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1016063584SHSOLE 003584ABBVIE INCCOM00287Y1095237335SHSOLE 007335AIR PRODS & CHEMS INCCOM0091581068773850SHSOLE 003850APPLE INCCOM0378331007413674SHSOLE 003674AUTOMATIC DATA PROCESSING INCOM0530151037364457SHSOLE 004457BERKSHIRE HATHAWAY INC DELCL B NEW084670702269112622SHSOLE 0012622CINTAS CORPCOM1729081058523552SHSOLE 003552CITIGROUP INCCOM NEW1729674242082911SHSOLE 002911CRESTWOOD EQUITY PARTNERS LPUNIT LTD PARTNER22634420844112000SHSOLE 0012000ECOLAB INCCOM2788651008564290SHSOLE 004290EXACT SCIENCES CORPCOM30063P1052151850SHSOLE 001850EXXON MOBIL CORPCOM30231G1023404381SHSOLE 004381FERRELLGAS PARTNERS L.P.UNIT LTD PART3152931001920000SHSOLE 0020000FLEXSHARES TRMORNSTAR UPSTR33939L407100930719SHSOLE 0030719FRANKLIN RES INCCOM35461310169419924SHSOLE 0019924GENERAL DYNAMICS CORPCOM3695501086693643SHSOLE 003643HONEYWELL INTL INCCOM4385161067424252SHSOLE 004252HORMEL FOODS CORPCOM44045210063215326SHSOLE 0015326ILLINOIS TOOL WKS INCCOM4523081096714570SHSOLE 004570INDEXIQ ETF TRIQ MRGR ARB ETF45409B80057518215SHSOLE 0018215INVESCO QQQ TRUNIT SER 146090E1032301195SHSOLE 001195ISHARES INCCORE MSCI EMKT46434G10383816290SHSOLE 0016290ISHARES TREXPND TEC SC ETF4642875497273254SHSOLE 003254ISHARES TRCORE S&P US VLU46428766383214490SHSOLE 0014490ISHARES TRCORE S&P SCP ETF464287804740395344SHSOLE 0095344JOHNSON & JOHNSONCOM4781601043252321SHSOLE 002321JPMORGAN CHASE & COCOM46625H1002422118SHSOLE 002118KANSAS CITY SOUTHERNCOM NEW4851703024743914SHSOLE 003914LOWES COS INCCOM5486611077276933SHSOLE 006933MAINSTAY MACKAY DEFINDTRM MUCOM56064K10044921719SHSOLE 0021719MCCORMICK & CO INCCOM NON VTG5797802067504778SHSOLE 004778MEDTRONIC PLCSHSG5960L1037247237SHSOLE 007237MICROSOFT CORPCOM5949181042111528SHSOLE 001528O REILLY AUTOMOTIVE INC NEWCOM67103H1075221326SHSOLE 001326PEPSICO INCCOM7134481089747248SHSOLE 007248PIMCO ETF TRENHAN SHRT MA AC72201R833183718076SHSOLE 0018076PPG INDS INCCOM6935061078086963SHSOLE 006963PRICE T ROWE GROUP INCCOM74144T1086866272SHSOLE 006272PROSHARES TRS&P 500 DV ARIST74348A4673344764SHSOLE 004764ROPER TECHNOLOGIES INCCOM7766961068432217SHSOLE 002217S&P GLOBAL INCCOM78409V1047963340SHSOLE 003340SCHWAB STRATEGIC TRUS BRD MKT ETF80852410220031278823SHSOLE 00278823SCHWAB STRATEGIC TRUS LCAP GR ETF808524300498358303SHSOLE 0058303SCHWAB STRATEGIC TRUS DIVIDEND EQ80852479719856370301SHSOLE 00370301SELECT SECTOR SPDR TRSBI INT-FINL81369Y605122143401SHSOLE 0043401SHERWIN WILLIAMS COCOM8243481067011507SHSOLE 001507SMITH A OCOM83186520961113797SHSOLE 0013797SPDR S&P 500 ETF TRTR UNIT78462F10311813947SHSOLE 003947SUBURBAN PROPANE PARTNERS LUNIT LTD PARTN86448210453622500SHSOLE 0022500TARGET CORPCOM87612E1066407397SHSOLE 007397TORTOISE ENERGY INDEPENDENCCOM89148K10142559750SHSOLE 0059750TORTOISE ENERGY INFRA CORPCOM89147L10030112865SHSOLE 0012865UNDER ARMOUR INCCL A9043111072388971SHSOLE 008971V F CORPCOM9182041087198182SHSOLE 008182VANGUARD INDEX FDSTOTAL STK MKT922908769853355831SHSOLE 0055831VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF92194385812333295753SHSOLE 00295753