0001723925-20-000002.txt : 20200814 0001723925-20-000002.hdr.sgml : 20200814 20200814103318 ACCESSION NUMBER: 0001723925-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 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: 201102395 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 06-30-2020 06-30-2020 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 08-13-2020 0 58 129459 false
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABSCOM00282410093310200SHSOLE 0010200ABBVIE INCCOM00287Y109102410426SHSOLE 0010426AIR PRODS & CHEMS INCCOM00915810610244240SHSOLE 004240AMAZON COM INCCOM02313510627098SHSOLE 0098APPLE INCCOM03783310017874898SHSOLE 004898AUTOMATIC DATA PROCESSING INCOM0530151038915985SHSOLE 005985BERKSHIRE HATHAWAY INC DELCL B NEW08467070217499797SHSOLE 009797CINTAS CORPCOM17290810510633989SHSOLE 003989CRESTWOOD EQUITY PARTNERS LPUNIT LTD PARTNER22634420816412500SHSOLE 0012500EXPEDITORS INTL WASH INCCOM30213010994412414SHSOLE 0012414FIDELITYMSCI HLTH CARE I316092600143428807SHSOLE 0028807FLEXSHARES TRMORNSTAR UPSTR33939L40734912616SHSOLE 0012616FRANKLIN RES INCCOM35461310190142958SHSOLE 0042958GENERAL DYNAMICS CORPCOM3695501088095415SHSOLE 005415HONEYWELL INTL INCCOM4385161066104217SHSOLE 004217HORMEL FOODS CORPCOM44045210087318086SHSOLE 0018086ILLINOIS TOOL WKS INCCOM4523081099835624SHSOLE 005624INDEXIQ ETF TRIQ MRGR ARB ETF45409B80063320070SHSOLE 0020070ISHARES INCCORE MSCI EMKT46434G1034299011SHSOLE 009011ISHARES TRMRNGSTR LG-CP GR4642871193091317SHSOLE 001317ISHARES TRCORE US AGGBD ET4642872264513813SHSOLE 003813ISHARES TRBARCLAYS 7 10 YR4642874402642164SHSOLE 002164ISHARES TREXPANDED TECH464287515274963SHSOLE 00963ISHARES TREXPND TEC SC ETF46428754910733843SHSOLE 003843ISHARES TRGLOBAL 100 ETF4642875723446518SHSOLE 006518ISHARES TRCORE S&P US VLU464287663207639741SHSOLE 0039741ISHARES TRCORE S&P SCP ETF4642878047279106592SHSOLE 00106592ISHARES TRNATIONAL MUN ETF4642884147166204SHSOLE 006204JOHNSON & JOHNSONCOM4781601043322362SHSOLE 002362KANSAS CITY SOUTHERNCOM NEW4851703025843914SHSOLE 003914LOWES COS INCCOM54866110711728671SHSOLE 008671MAINSTAY MACKAY DEFINDTRM MUCOM56064K10090044196SHSOLE 0044196MCCORMICK & CO INCCOM NON VTG57978020610525866SHSOLE 005866MEDTRONIC PLCSHSG5960L1038218952SHSOLE 008952MICROSOFT CORPCOM5949181045042477SHSOLE 002477O REILLY AUTOMOTIVE INC NEWCOM67103H1074871155SHSOLE 001155PEPSICO INCCOM7134481082171641SHSOLE 001641PIMCO ETF TRACTIVE BD ETF72201R7753783389SHSOLE 003389PIMCO ETF TRENHAN SHRT MA AC72201R8333693633SHSOLE 003633PPG INDS INCCOM6935061079839270SHSOLE 009270PRICE T ROWE GROUP INCCOM74144T1089657812SHSOLE 007812PROCTER AND GAMBLE COCOM7427181092041707SHSOLE 001707PROSHARES TRS&P 500 DV ARIST74348A4675908758SHSOLE 008758ROPER TECHNOLOGIES INCCOM77669610610312655SHSOLE 002655S&P GLOBAL INCCOM78409V10411253414SHSOLE 003414SCHWAB STRATEGIC TRUS BRD MKT ETF80852410219421264345SHSOLE 00264345SCHWAB STRATEGIC TRUS LCAP GR ETF80852430011734115565SHSOLE 00115565SCHWAB STRATEGIC TREMRG MKTEQ ETF80852470655122641SHSOLE 0022641SCHWAB STRATEGIC TRUS DIVIDEND EQ80852479730834595835SHSOLE 00595835SHERWIN WILLIAMS COCOM82434810610031735SHSOLE 001735SMITH A OCOM83186520991319383SHSOLE 0019383SPDR S&P 500 ETF TRTR UNIT78462F10318455982SHSOLE 005982SUBURBAN PROPANE PARTNERS LUNIT LTD PARTN86448210432022400SHSOLE 0022400SYSCO CORPCOM87182910798518012SHSOLE 0018012TRANSOCEAN LTDREG SHSH8817H1002111205SHSOLE 0011205V F CORPCOM91820410886314160SHSOLE 0014160VANGUARD INDEX FDSTOTAL STK MKT922908769951060753SHSOLE 0060753VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF92194385810089260086SHSOLE 00260086