0001723925-18-000009.txt : 20180814 0001723925-18-000009.hdr.sgml : 20180814 20180814125347 ACCESSION NUMBER: 0001723925-18-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180814 DATE AS OF CHANGE: 20180814 EFFECTIVENESS DATE: 20180814 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: 181015840 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 06-30-2018 06-30-2018 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 08-14-2018 0 91 111678 false INFORMATION TABLE 2 2q1813freport.xml ISHARES TR CORE S&P SCP ETF 464287804 9590 114908 SH SOLE 0 0 114908 ISHARES TR S&P 500 GRWT ETF 464287309 209 1287 SH SOLE 0 0 1287 ISHARES TR CORE S&P US VLU 464287663 342 6368 SH SOLE 0 0 6368 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5747 30792 SH SOLE 0 0 30792 INVESCO QQQ TR UNIT SER 1 46090E103 210 1225 SH SOLE 0 0 1225 ABBOTT LABS COM 002824100 471 7724 SH SOLE 0 0 7724 HORMEL FOODS CORP COM 440452100 474 12728 SH SOLE 0 0 12728 GRAINGER W W INC COM 384802104 530 1718 SH SOLE 0 0 1718 ILLINOIS TOOL WKS INC COM 452308109 410 2957 SH SOLE 0 0 2957 HONEYWELL INTL INC COM 438516106 646 4482 SH SOLE 0 0 4482 SHERWIN WILLIAMS CO COM 824348106 439 1076 SH SOLE 0 0 1076 JOHNSON & JOHNSON COM 478160104 388 3197 SH SOLE 0 0 3197 MEDTRONIC PLC SHS G5960L103 456 5330 SH SOLE 0 0 5330 LOWES COS INC COM 548661107 516 5395 SH SOLE 0 0 5395 MICROSOFT CORP COM 594918104 271 2751 SH SOLE 0 0 2751 AT&T INC COM 00206R102 262 8156 SH SOLE 0 0 8156 PEPSICO INC COM 713448108 664 6098 SH SOLE 0 0 6098 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 519 8217 SH SOLE 0 0 8217 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 2026 76196 SH SOLE 0 0 76196 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 458 6598 SH SOLE 0 0 6598 VANGUARD GROUP DIV APP ETF 921908844 703 6919 SH SOLE 0 0 6919 EXXON MOBIL CORP COM 30231G102 515 6224 SH SOLE 0 0 6224 CARDINAL HEALTH INC COM 14149Y108 343 7024 SH SOLE 0 0 7024 TARGET CORP COM 87612E106 574 7535 SH SOLE 0 0 7535 JPMORGAN CHASE & CO COM 46625H100 307 2943 SH SOLE 0 0 2943 WELLS FARGO CO NEW COM 949746101 225 4066 SH SOLE 0 0 4066 3M CO COM 88579Y101 480 2440 SH SOLE 0 0 2440 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8917 63498 SH SOLE 0 0 63498 APPLE INC COM 037833100 1052 5682 SH SOLE 0 0 5682 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 339 3327 SH SOLE 0 0 3327 ECOLAB INC COM 278865100 455 3240 SH SOLE 0 0 3240 FERRELLGAS PARTNERS L.P. UNIT LTD PART 315293100 50 15000 SH SOLE 0 0 15000 ARCHER DANIELS MIDLAND CO COM 039483102 511 11156 SH SOLE 0 0 11156 S&P GLOBAL INC COM 78409V104 461 2261 SH SOLE 0 0 2261 GENERAL DYNAMICS CORP COM 369550108 402 2156 SH SOLE 0 0 2156 ENBRIDGE ENERGY PARTNERS L P COM 29250R106 186 17001 SH SOLE 0 0 17001 ISHARES TR TIPS BD ETF 464287176 460 4076 SH SOLE 0 0 4076 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 458 19500 SH SOLE 0 0 19500 V F CORP COM 918204108 514 6299 SH SOLE 0 0 6299 PRICE T ROWE GROUP INC COM 74144T108 481 4140 SH SOLE 0 0 4140 KANSAS CITY SOUTHERN COM NEW 485170302 430 4054 SH SOLE 0 0 4054 FRANKLIN RES INC COM 354613101 382 11916 SH SOLE 0 0 11916 BECTON DICKINSON & CO COM 075887109 483 2015 SH SOLE 0 0 2015 CINTAS CORP COM 172908105 506 2732 SH SOLE 0 0 2732 ALPHABET INC CAP STK CL A 02079K305 207 183 SH SOLE 0 0 183 VANGUARD WORLD FDS ENERGY ETF 92204A306 811 7722 SH SOLE 0 0 7722 VANGUARD INDEX FDS MID CAP ETF 922908629 603 3826 SH SOLE 0 0 3826 VANGUARD INDEX FDS SM CP VAL ETF 922908611 475 3497 SH SOLE 0 0 3497 VANGUARD INDEX FDS GROWTH ETF 922908736 818 5462 SH SOLE 0 0 5462 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 443 6563 SH SOLE 0 0 6563 UNDER ARMOUR INC CL A 904311107 202 8971 SH SOLE 0 0 8971 VANGUARD WORLD FDS UTILITIES ETF 92204A876 295 2546 SH SOLE 0 0 2546 SMITH A O COM 831865209 413 6983 SH SOLE 0 0 6983 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 1284 23383 SH SOLE 0 0 23383 CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 445 14000 SH SOLE 0 0 14000 VANGUARD WORLD FDS INF TECH ETF 92204A702 845 4659 SH SOLE 0 0 4659 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 726 4280 SH SOLE 0 0 4280 BLACKROCK MUNICIPAL BOND TR COM 09249H104 547 38162 SH SOLE 0 0 38162 VANGUARD INDEX FDS LARGE CAP ETF 922908637 239 1917 SH SOLE 0 0 1917 TORTOISE ENERGY INFRA CORP COM 89147L100 322 12065 SH SOLE 0 0 12065 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 525 9723 SH SOLE 0 0 9723 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 231 2949 SH SOLE 0 0 2949 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 410 5179 SH SOLE 0 0 5179 ISHARES TR S&P US PFD STK 464288687 217 5763 SH SOLE 0 0 5763 INVESCO EXCHANGE TRADED FD T S&P500 EQL DIS 46137V381 548 5287 SH SOLE 0 0 5287 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 775 4889 SH SOLE 0 0 4889 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 10154 236683 SH SOLE 0 0 236683 ISHARES TR NATIONAL MUN ETF 464288414 1642 15058 SH SOLE 0 0 15058 NEUBERGER BERMAN INTER MUNI COM 64124P101 280 20539 SH SOLE 0 0 20539 INVESCO EXCHNG TRADED FD TR FTSE RAFI DEV 46138E743 222 5171 SH SOLE 0 0 5171 INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR 46137V365 457 7323 SH SOLE 0 0 7323 INVESCO EXCHANGE TRADED FD T S&P500 EQL FIN 46137V340 327 7735 SH SOLE 0 0 7735 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 15705 154649 SH SOLE 0 0 154649 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 10630 161084 SH SOLE 0 0 161084 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 425 5441 SH SOLE 0 0 5441 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 374 5078 SH SOLE 0 0 5078 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 675 8907 SH SOLE 0 0 8907 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 571 3751 SH SOLE 0 0 3751 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 654 2619 SH SOLE 0 0 2619 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 544 3670 SH SOLE 0 0 3670 AMERICAN MIDSTREAM PARTNERS COM UNITS 02752P100 510 50000 SH SOLE 0 0 50000 FLEXSHARES TR MORNSTAR UPSTR 33939L407 7109 209762 SH SOLE 0 0 209762 SSGA ACTIVE ETF TR GLOBL ALLO ETF 78467V400 587 15549 SH SOLE 0 0 15549 MAINSTAY MACKAY DEFINDTRM MU COM 56064K100 255 13130 SH SOLE 0 0 13130 TORTOISE ENERGY INDEPENDENC COM 89148K101 571 45250 SH SOLE 0 0 45250 FIRST TR EXCHANGE TRADED FD NASD TECH DIV 33738R118 904 25503 SH SOLE 0 0 25503 ISHARES INC CORE MSCI EMKT 46434G103 2297 43737 SH SOLE 0 0 43737 ABBVIE INC COM 00287Y109 537 5798 SH SOLE 0 0 5798 DOUBLELINE INCOME SOLUTIONS COM 258622109 228 11406 SH SOLE 0 0 11406 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 201 9688 SH SOLE 0 0 9688 PROSHARES TR S&P 500 DV ARIST 74348A467 576 9246 SH SOLE 0 0 9246