0001085146-22-002911.txt : 20220809 0001085146-22-002911.hdr.sgml : 20220809 20220809165307 ACCESSION NUMBER: 0001085146-22-002911 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220809 DATE AS OF CHANGE: 20220809 EFFECTIVENESS DATE: 20220809 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: 221149159 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 06-30-2022 06-30-2022 false Legacy Financial Strategies, LLC

11300 TOMAHAWK CREEK PARKWAY, SUITE 190 LEAWOOD KS 66211

13F HOLDINGS REPORT 028-18758 N Heather Hardman 913 403-0600 /s/Heather Hardman Leawood KS 08-09-2022 0 63 202557 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 1623 14934 SH SOLE 0 0 14934 ABBVIE INC COM 00287Y109 2121 13851 SH SOLE 0 0 13851 AFLAC INC COM 001055102 1737 31386 SH SOLE 0 0 31386 AIR PRODS & CHEMS INC COM 009158106 1490 6195 SH SOLE 0 0 6195 ALPHABET INC CAP STK CL A 02079K305 233 107 SH SOLE 0 0 107 AMAZON COM INC COM 023135106 520 4893 SH SOLE 0 0 4893 APPLE INC COM 037833100 3156 23085 SH SOLE 0 0 23085 ASML HOLDING N V N Y REGISTRY SHS N07059210 261 548 SH SOLE 0 0 548 ATMOS ENERGY CORP COM 049560105 1840 16410 SH SOLE 0 0 16410 AUTOMATIC DATA PROCESSING IN COM 053015103 1864 8873 SH SOLE 0 0 8873 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2502 9163 SH SOLE 0 0 9163 BROWN & BROWN INC COM 115236101 1489 25531 SH SOLE 0 0 25531 CANADIAN PAC RY LTD COM 13645T100 738 10574 SH SOLE 0 0 10574 CINTAS CORP COM 172908105 1728 4626 SH SOLE 0 0 4626 CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 301 12500 SH SOLE 0 0 12500 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 2275 37505 SH SOLE 0 0 37505 GENERAL DYNAMICS CORP COM 369550108 1966 8887 SH SOLE 0 0 8887 HONEYWELL INTL INC COM 438516106 1104 6353 SH SOLE 0 0 6353 HORMEL FOODS CORP COM 440452100 1615 34093 SH SOLE 0 0 34093 ILLINOIS TOOL WKS INC COM 452308109 1411 7742 SH SOLE 0 0 7742 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 508 16398 SH SOLE 0 0 16398 INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370 355 6065 SH SOLE 0 0 6065 ISHARES INC CORE MSCI EMKT 46434G103 200 4081 SH SOLE 0 0 4081 ISHARES TR CORE DIV GRWTH 46434V621 8960 188084 SH SOLE 0 0 188084 ISHARES TR CORE S&P SCP ETF 464287804 8433 91257 SH SOLE 0 0 91257 ISHARES TR CORE S&P US VLU 464287663 1385 20703 SH SOLE 0 0 20703 ISHARES TR CORE US AGGBD ET 464287226 14476 142367 SH SOLE 0 0 142367 ISHARES TR EXPND TEC SC ETF 464287549 9344 31741 SH SOLE 0 0 31741 ISHARES TR GLOBAL 100 ETF 464287572 418 6518 SH SOLE 0 0 6518 ISHARES TR NATIONAL MUN ETF 464288414 587 5515 SH SOLE 0 0 5515 ISHARES TR PFD AND INCM SEC 464288687 245 7464 SH SOLE 0 0 7464 JOHNSON & JOHNSON COM 478160104 394 2220 SH SOLE 0 0 2220 JPMORGAN CHASE & CO COM 46625H100 265 2354 SH SOLE 0 0 2354 LILLY ELI & CO COM 532457108 205 633 SH SOLE 0 0 633 LINDE PLC SHS G5494J103 1838 6393 SH SOLE 0 0 6393 LOWES COS INC COM 548661107 1525 8728 SH SOLE 0 0 8728 MAINSTAY MACKAY DEFINEDTERM COM 56064K100 1117 61589 SH SOLE 0 0 61589 MCCORMICK & CO INC COM NON VTG 579780206 1523 18289 SH SOLE 0 0 18289 MCDONALDS CORP COM 580135101 1708 6919 SH SOLE 0 0 6919 MICROSOFT CORP COM 594918104 1141 4442 SH SOLE 0 0 4442 NEXTERA ENERGY INC COM 65339F101 1628 21014 SH SOLE 0 0 21014 NIKE INC CL B 654106103 211 2067 SH SOLE 0 0 2067 NVIDIA CORPORATION COM 67066G104 251 1659 SH SOLE 0 0 1659 OREILLY AUTOMOTIVE INC COM 67103H107 564 892 SH SOLE 0 0 892 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 3070 30973 SH SOLE 0 0 30973 PRICE T ROWE GROUP INC COM 74144T108 1230 10826 SH SOLE 0 0 10826 PROSHARES TR S&P 500 DV ARIST 74348A467 704 8252 SH SOLE 0 0 8252 ROPER TECHNOLOGIES INC COM 776696106 1488 3771 SH SOLE 0 0 3771 S&P GLOBAL INC COM 78409V104 1498 4444 SH SOLE 0 0 4444 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 21440 485167 SH SOLE 0 0 485167 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 38217 533539 SH SOLE 0 0 533539 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 27019 465924 SH SOLE 0 0 465924 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 428 5933 SH SOLE 0 0 5933 SHERWIN WILLIAMS CO COM 824348106 1414 6316 SH SOLE 0 0 6316 SMITH A O CORP COM 831865209 1379 25211 SH SOLE 0 0 25211 SPDR S&P 500 ETF TR TR UNIT 78462F103 2105 5580 SH SOLE 0 0 5580 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 337 22100 SH SOLE 0 0 22100 TESLA INC COM 88160R101 438 650 SH SOLE 0 0 650 TRANSOCEAN LTD REG SHS H8817H100 37 11205 SH SOLE 0 0 11205 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 592 7866 SH SOLE 0 0 7866 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1193 3440 SH SOLE 0 0 3440 VANGUARD INDEX FDS TOTAL STK MKT 922908769 9570 50738 SH SOLE 0 0 50738 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 3143 77028 SH SOLE 0 0 77028