0001723925-18-000010.txt : 20181114
0001723925-18-000010.hdr.sgml : 20181114
20181114144030
ACCESSION NUMBER: 0001723925-18-000010
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181114
DATE AS OF CHANGE: 20181114
EFFECTIVENESS DATE: 20181114
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: 181182810
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
09-30-2018
09-30-2018
Legacy Financial Strategies, LLC
11300 TOMAHAWK CREEK PARKWAY, SUITE 190
LEAWOOD
KS
66211
13F HOLDINGS REPORT
028-18758
N
Heather Hardman
Chief Compliance Officer
9134030600
Heather Hardman
Leawood
KS
11-14-2018
0
56
98284
false
INFORMATION TABLE
2
3q1813freport.xml
3M CO
COM
88579Y101
577
2907
SH
SOLE
0
0
2907
ABBOTT LABS
COM
002824100
625
8990
SH
SOLE
0
0
8990
ABBVIE INC
COM
00287Y109
522
5923
SH
SOLE
0
0
5923
AIR PRODS & CHEMS INC
COM
009158106
524
3314
SH
SOLE
0
0
3314
AMERICAN MIDSTREAM PARTNERS
COM UNITS
02752P100
294
52000
SH
SOLE
0
0
52000
APPLE INC
COM
037833100
700
3643
SH
SOLE
0
0
3643
ARCHER DANIELS MIDLAND CO
COM
039483102
597
12434
SH
SOLE
0
0
12434
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
6959
31932
SH
SOLE
0
0
31932
CARDINAL HEALTH INC
COM
14149Y108
577
10171
SH
SOLE
0
0
10171
CINTAS CORP
COM
172908105
542
3045
SH
SOLE
0
0
3045
CRESTWOOD EQUITY PARTNERS LP
UNIT LTD PARTNER
226344208
382
12000
SH
SOLE
0
0
12000
ECOLAB INC
COM
278865100
609
3866
SH
SOLE
0
0
3866
ENBRIDGE ENERGY PARTNERS L P
COM
29250R106
204
19001
SH
SOLE
0
0
19001
EXXON MOBIL CORP
COM
30231G102
339
4349
SH
SOLE
0
0
4349
FERRELLGAS PARTNERS L.P.
UNIT LTD PART
315293100
30
20000
SH
SOLE
0
0
20000
FLEXSHARES TR
MORNSTAR UPSTR
33939L407
7049
224934
SH
SOLE
0
0
224934
FRANKLIN RES INC
COM
354613101
499
16050
SH
SOLE
0
0
16050
GENERAL DYNAMICS CORP
COM
369550108
478
2656
SH
SOLE
0
0
2656
HONEYWELL INTL INC
COM
438516106
657
4452
SH
SOLE
0
0
4452
HORMEL FOODS CORP
COM
440452100
663
14644
SH
SOLE
0
0
14644
ILLINOIS TOOL WKS INC
COM
452308109
479
3599
SH
SOLE
0
0
3599
INDEXIQ ETF TR
IQ MRGR ARB ETF
45409B800
359
11257
SH
SOLE
0
0
11257
INDEXIQ ETF TR
HEDGE MLTI ETF
45409B107
343
11486
SH
SOLE
0
0
11486
ISHARES INC
CORE MSCI EMKT
46434G103
2119
44232
SH
SOLE
0
0
44232
ISHARES TR
CORE S&P SCP ETF
464287804
9707
123893
SH
SOLE
0
0
123893
ISHARES TR
N AMER TECH ETF
464287549
496
2697
SH
SOLE
0
0
2697
ISHARES TR
CORE S&P US VLU
464287663
470
8681
SH
SOLE
0
0
8681
ISHARES TR
CORE S&P500 ETF
464287200
292
1065
SH
SOLE
0
0
1065
ISHARES TR
NATIONAL MUN ETF
464288414
204
1902
SH
SOLE
0
0
1902
JOHNSON & JOHNSON
COM
478160104
376
2599
SH
SOLE
0
0
2599
KANSAS CITY SOUTHERN
COM NEW
485170302
399
4055
SH
SOLE
0
0
4055
LOWES COS INC
COM
548661107
567
5933
SH
SOLE
0
0
5933
MAINSTAY MACKAY DEFINDTRM MU
COM
56064K100
283
14623
SH
SOLE
0
0
14623
MEDTRONIC PLC
SHS
G5960L103
581
6311
SH
SOLE
0
0
6311
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
501
1400
SH
SOLE
0
0
1400
PEPSICO INC
COM
713448108
752
6419
SH
SOLE
0
0
6419
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
18113
178559
SH
SOLE
0
0
178559
PRICE T ROWE GROUP INC
COM
74144T108
473
4939
SH
SOLE
0
0
4939
PROSHARES TR
S&P 500 DV ARIST
74348A467
230
3545
SH
SOLE
0
0
3545
ROPER TECHNOLOGIES INC
COM
776696106
557
1915
SH
SOLE
0
0
1915
S&P GLOBAL INC
COM
78409V104
504
2800
SH
SOLE
0
0
2800
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
10878
166158
SH
SOLE
0
0
166158
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
300
4012
SH
SOLE
0
0
4012
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
2626
98259
SH
SOLE
0
0
98259
SHERWIN WILLIAMS CO
COM
824348106
536
1287
SH
SOLE
0
0
1287
SMITH A O
COM
831865209
404
8845
SH
SOLE
0
0
8845
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1108
4073
SH
SOLE
0
0
4073
SUBURBAN PROPANE PARTNERS L
UNIT LTD PARTN
864482104
462
20500
SH
SOLE
0
0
20500
TARGET CORP
COM
87612E106
655
7764
SH
SOLE
0
0
7764
TORTOISE ENERGY INDEPENDENC
COM
89148K101
533
53250
SH
SOLE
0
0
53250
TORTOISE ENERGY INFRA CORP
COM
89147L100
359
15065
SH
SOLE
0
0
15065
UNDER ARMOUR INC
CL A
904311107
204
8971
SH
SOLE
0
0
8971
V F CORP
COM
918204108
573
6864
SH
SOLE
0
0
6864
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
8484
60934
SH
SOLE
0
0
60934
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
223
2865
SH
SOLE
0
0
2865
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
10307
260071
SH
SOLE
0
0
260071