0001723925-18-000006.txt : 20180514 0001723925-18-000006.hdr.sgml : 20180514 20180514151906 ACCESSION NUMBER: 0001723925-18-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180514 DATE AS OF CHANGE: 20180514 EFFECTIVENESS DATE: 20180514 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: 18830237 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 03-31-2018 03-31-2018 Legacy Financial Strategies, LLC

11300 TOMAHAWK CREEK PARKWAY, SUITE 190 LEAWOOD KS 66211

13F HOLDINGS REPORT 028-18758 N Heather Hardman 9134030600 Heather Hardman Leawood KS 05-14-2018 0 91 102365 false INFORMATION TABLE 2 1q1813freport.xml ISHARES TR CORE S&P SCP ETF 464287804 9038 117355 SH SOLE 0 0 117355 ISHARES TR CORE S&P US VLU 464287663 301 5658 SH SOLE 0 0 5658 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6204 31102 SH SOLE 0 0 31102 ABBOTT LABS COM 002824100 417 6966 SH SOLE 0 0 6966 HORMEL FOODS CORP COM 440452100 391 11402 SH SOLE 0 0 11402 GRAINGER W W INC COM 384802104 480 1700 SH SOLE 0 0 1700 ILLINOIS TOOL WKS INC COM 452308109 452 2885 SH SOLE 0 0 2885 HONEYWELL INTL INC COM 438516106 662 4582 SH SOLE 0 0 4582 SHERWIN WILLIAMS CO COM 824348106 374 953 SH SOLE 0 0 953 JOHNSON & JOHNSON COM 478160104 293 2283 SH SOLE 0 0 2283 MEDTRONIC PLC SHS G5960L103 377 4695 SH SOLE 0 0 4695 LOWES COS INC COM 548661107 423 4825 SH SOLE 0 0 4825 MICROSOFT CORP COM 594918104 259 2835 SH SOLE 0 0 2835 AT&T INC COM 00206R102 284 7959 SH SOLE 0 0 7959 PEPSICO INC COM 713448108 682 6249 SH SOLE 0 0 6249 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 211 908 SH SOLE 0 0 908 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 2060 74732 SH SOLE 0 0 74732 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 458 7004 SH SOLE 0 0 7004 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 405 4978 SH SOLE 0 0 4978 VANGUARD GROUP DIV APP ETF 921908844 671 6636 SH SOLE 0 0 6636 EXXON MOBIL CORP COM 30231G102 512 6857 SH SOLE 0 0 6857 CARDINAL HEALTH INC COM 14149Y108 378 6024 SH SOLE 0 0 6024 TARGET CORP COM 87612E106 484 6967 SH SOLE 0 0 6967 JPMORGAN CHASE & CO COM 46625H100 329 2991 SH SOLE 0 0 2991 WELLS FARGO CO NEW COM 949746101 209 3982 SH SOLE 0 0 3982 3M CO COM 88579Y101 481 2189 SH SOLE 0 0 2189 VANGUARD INDEX FDS TOTAL STK MKT 922908769 9090 66975 SH SOLE 0 0 66975 APPLE INC COM 037833100 923 5502 SH SOLE 0 0 5502 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 349 3512 SH SOLE 0 0 3512 ECOLAB INC COM 278865100 397 2896 SH SOLE 0 0 2896 FERRELLGAS PARTNERS L.P. UNIT LTD PART 315293100 45 14315 SH SOLE 0 0 14315 ARCHER DANIELS MIDLAND CO COM 039483102 447 10312 SH SOLE 0 0 10312 S&P GLOBAL INC COM 78409V104 390 2039 SH SOLE 0 0 2039 GENERAL DYNAMICS CORP COM 369550108 425 1925 SH SOLE 0 0 1925 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 284 6054 SH SOLE 0 0 6054 ISHARES TR CORE US AGGBD ET 464287226 295 2748 SH SOLE 0 0 2748 ENBRIDGE ENERGY PARTNERS L P COM 29250R106 158 16368 SH SOLE 0 0 16368 ISHARES TR TIPS BD ETF 464287176 451 3992 SH SOLE 0 0 3992 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 429 19500 SH SOLE 0 0 19500 V F CORP COM 918204108 422 5687 SH SOLE 0 0 5687 PRICE T ROWE GROUP INC COM 74144T108 404 3738 SH SOLE 0 0 3738 KANSAS CITY SOUTHERN COM NEW 485170302 473 4309 SH SOLE 0 0 4309 FRANKLIN RES INC COM 354613101 322 9295 SH SOLE 0 0 9295 BECTON DICKINSON & CO COM 075887109 385 1778 SH SOLE 0 0 1778 PENTAIR PLC SHS G7S00T104 380 5583 SH SOLE 0 0 5583 CINTAS CORP COM 172908105 428 2511 SH SOLE 0 0 2511 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 458 2985 SH SOLE 0 0 2985 VANGUARD INDEX FDS MID CAP ETF 922908629 543 3518 SH SOLE 0 0 3518 VANGUARD INDEX FDS SM CP VAL ETF 922908611 430 3325 SH SOLE 0 0 3325 VANGUARD INDEX FDS GROWTH ETF 922908736 1050 7397 SH SOLE 0 0 7397 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 442 6366 SH SOLE 0 0 6366 POWERSHARES ETF TRUST AERSPC DEF PTF 73935X690 1328 23385 SH SOLE 0 0 23385 CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 358 14000 SH SOLE 0 0 14000 VANGUARD WORLD FDS INF TECH ETF 92204A702 920 5377 SH SOLE 0 0 5377 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 848 5343 SH SOLE 0 0 5343 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 375 2693 SH SOLE 0 0 2693 BLACKROCK MUNICIPAL BOND TR COM 09249H104 352 24630 SH SOLE 0 0 24630 VANGUARD INDEX FDS LARGE CAP ETF 922908637 216 1785 SH SOLE 0 0 1785 TORTOISE ENERGY INFRA CORP COM 89147L100 301 12065 SH SOLE 0 0 12065 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 446 2832 SH SOLE 0 0 2832 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 227 2892 SH SOLE 0 0 2892 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 10717 134085 SH SOLE 0 0 134085 RYDEX ETF TRUST GUG S&P SC500 EQ 78355W882 596 6054 SH SOLE 0 0 6054 RYDEX ETF TRUST GUG S&P500EQWTTE 78355W817 824 5443 SH SOLE 0 0 5443 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 10215 230854 SH SOLE 0 0 230854 ISHARES TR NATIONAL MUN ETF 464288414 2059 18903 SH SOLE 0 0 18903 NEUBERGER BERMAN INTER MUNI COM 64124P101 285 20688 SH SOLE 0 0 20688 RYDEX ETF TRUST GUG S&P500EQWTHC 78355W841 398 2213 SH SOLE 0 0 2213 POWERSHARES ETF TR II DEV MKTS EX-US 73936T789 219 4913 SH SOLE 0 0 4913 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W833 290 2432 SH SOLE 0 0 2432 RYDEX ETF TRUST GUG S&P500EQWTFI 78355W858 356 8126 SH SOLE 0 0 8126 ISHARES TR CONSER ALLOC ETF 464289883 222 6492 SH SOLE 0 0 6492 ISHARES TR GRWT ALLOCAT ETF 464289867 4278 95980 SH SOLE 0 0 95980 ISHARES TR AGGRES ALLOC ETF 464289859 2858 53416 SH SOLE 0 0 53416 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 618 9690 SH SOLE 0 0 9690 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 557 7102 SH SOLE 0 0 7102 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 321 4645 SH SOLE 0 0 4645 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 768 10715 SH SOLE 0 0 10715 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 466 16253 SH SOLE 0 0 16253 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 414 2954 SH SOLE 0 0 2954 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 603 2491 SH SOLE 0 0 2491 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 311 2247 SH SOLE 0 0 2247 AMERICAN MIDSTREAM PARTNERS COM UNITS 02752P100 529 49000 SH SOLE 0 0 49000 FLEXSHARES TR MORNSTAR UPSTR 33939L407 6902 211854 SH SOLE 0 0 211854 SSGA ACTIVE ETF TR GLOBL ALLO ETF 78467V400 541 14188 SH SOLE 0 0 14188 TORTOISE ENERGY INDEPENDENC COM 89148K101 498 44250 SH SOLE 0 0 44250 FIRST TR EXCHANGE TRADED FD NASD TECH DIV 33738R118 816 22813 SH SOLE 0 0 22813 ISHARES INC CORE MSCI EMKT 46434G103 2765 47352 SH SOLE 0 0 47352 ABBVIE INC COM 00287Y109 534 5640 SH SOLE 0 0 5640 DOUBLELINE INCOME SOLUTIONS COM 258622109 212 10559 SH SOLE 0 0 10559 PROSHARES TR S&P 500 DV ARIST 74348A467 567 9110 SH SOLE 0 0 9110