0001085146-23-004245.txt : 20231113 0001085146-23-004245.hdr.sgml : 20231113 20231113073738 ACCESSION NUMBER: 0001085146-23-004245 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231113 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: 231395138 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 X0202 13F-HR LIVE false false false 0001723925 XXXXXXXX 09-30-2023 09-30-2023 false Legacy Financial Strategies, LLC

11300 TOMAHAWK CREEK PARKWAY, SUITE 190 LEAWOOD KS 66211

13F HOLDINGS REPORT 028-18758 000283553 801-107930 N Heather Hardman 913 403-0600 /s/Heather Hardman Leawood KS 11-13-2023 0 73 311101897 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 2021975 21342 SH SOLE 0 0 21342 ABBVIE INC COM 00287Y109 2281617 16064 SH SOLE 0 0 16064 AFLAC INC COM 001055102 3000782 37360 SH SOLE 0 0 37360 AIR PRODS & CHEMS INC COM 009158106 2294099 8826 SH SOLE 0 0 8826 ALPHABET INC CAP STK CL A 02079K305 601059 4559 SH SOLE 0 0 4559 AMAZON COM INC COM 023135106 1216347 8561 SH SOLE 0 0 8561 AMERICAN EXPRESS CO COM 025816109 239704 1567 SH SOLE 0 0 1567 APOLLO COML REAL EST FIN INC COM 03762U105 122616 11700 SH SOLE 0 0 11700 APPLE INC COM 037833100 4928326 26947 SH SOLE 0 0 26947 ASML HOLDING N V N Y REGISTRY SHS N07059210 649519 1016 SH SOLE 0 0 1016 ATMOS ENERGY CORP COM 049560105 2296681 21018 SH SOLE 0 0 21018 AUTOMATIC DATA PROCESSING IN COM 053015103 2616900 11606 SH SOLE 0 0 11606 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3514599 10149 SH SOLE 0 0 10149 BROWN & BROWN INC COM 115236101 2918571 40756 SH SOLE 0 0 40756 CANADIAN PACIFIC KANSAS CITY COM 13646K108 776049 10517 SH SOLE 0 0 10517 CATERPILLAR INC COM 149123101 2286208 9736 SH SOLE 0 0 9736 CINTAS CORP COM 172908105 3106526 5892 SH SOLE 0 0 5892 EATON VANCE NATL MUN OPPORT COM SHS 27829L105 194038 12367 SH SOLE 0 0 12367 ELI LILLY & CO COM 532457108 391909 633 SH SOLE 0 0 633 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 305720 23391 SH SOLE 0 0 23391 EXPEDITORS INTL WASH INC COM 302130109 2680073 23673 SH SOLE 0 0 23673 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 2954627 49326 SH SOLE 0 0 49326 HONEYWELL INTL INC COM 438516106 927346 5023 SH SOLE 0 0 5023 ILLINOIS TOOL WKS INC COM 452308109 2451359 10704 SH SOLE 0 0 10704 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 532042 22487 SH SOLE 0 0 22487 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 442286 14226 SH SOLE 0 0 14226 INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370 682654 10085 SH SOLE 0 0 10085 ISHARES TR CORE DIV GRWTH 46434V621 22961904 462848 SH SOLE 0 0 462848 ISHARES TR CORE S&P SCP ETF 464287804 11053110 120509 SH SOLE 0 0 120509 ISHARES TR CORE S&P US VLU 464287663 1553807 20456 SH SOLE 0 0 20456 ISHARES TR CORE US AGGBD ET 464287226 30050058 317889 SH SOLE 0 0 317889 ISHARES TR EXPANDED TECH 464287515 236584 660 SH SOLE 0 0 660 ISHARES TR EXPND TEC SC ETF 464287549 16780971 41850 SH SOLE 0 0 41850 ISHARES TR GLOBAL 100 ETF 464287572 493478 6518 SH SOLE 0 0 6518 ISHARES TR IBOXX HI YD ETF 464288513 305005 4113 SH SOLE 0 0 4113 ISHARES TR NATIONAL MUN ETF 464288414 5330189 51410 SH SOLE 0 0 51410 ISHARES TR PFD AND INCM SEC 464288687 224242 7535 SH SOLE 0 0 7535 ISHARES TR RUS MDCP VAL ETF 464287473 212051 2070 SH SOLE 0 0 2070 ISHARES TR SHRT NAT MUN ETF 464288158 346927 3343 SH SOLE 0 0 3343 J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 255278 5769 SH SOLE 0 0 5769 JOHNSON & JOHNSON COM 478160104 411866 2739 SH SOLE 0 0 2739 JPMORGAN CHASE & CO COM 46625H100 458039 3165 SH SOLE 0 0 3165 LINDE PLC SHS G54950103 2532823 6457 SH SOLE 0 0 6457 LOWES COS INC COM 548661107 2314712 11890 SH SOLE 0 0 11890 MAINSTAY MACKAY DEFINEDTERM COM 56064K100 396191 25878 SH SOLE 0 0 25878 MCDONALDS CORP COM 580135101 2548917 9529 SH SOLE 0 0 9529 MICROSOFT CORP COM 594918104 2541493 6998 SH SOLE 0 0 6998 NEXTERA ENERGY INC COM 65339F101 1584028 27548 SH SOLE 0 0 27548 NIKE INC CL B 654106103 221315 2023 SH SOLE 0 0 2023 NORDSON CORP COM 655663102 2051128 9255 SH SOLE 0 0 9255 NVIDIA CORPORATION COM 67066G104 1440573 3093 SH SOLE 0 0 3093 OREILLY AUTOMOTIVE INC COM 67103H107 354427 364 SH SOLE 0 0 364 PRICE T ROWE GROUP INC COM 74144T108 1868749 19700 SH SOLE 0 0 19700 PROSHARES TR S&P 500 DV ARIST 74348A467 933263 10695 SH SOLE 0 0 10695 ROPER TECHNOLOGIES INC COM 776696106 2790453 5460 SH SOLE 0 0 5460 S&P GLOBAL INC COM 78409V104 2572996 6659 SH SOLE 0 0 6659 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 28965316 571646 SH SOLE 0 0 571646 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 34475959 495558 SH SOLE 0 0 495558 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 49554130 649549 SH SOLE 0 0 649549 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 9968371 77775 SH SOLE 0 0 77775 SHERWIN WILLIAMS CO COM 824348106 2479570 9682 SH SOLE 0 0 9682 SMITH A O CORP COM 831865209 2729489 38368 SH SOLE 0 0 38368 SPDR S&P 500 ETF TR TR UNIT 78462F103 2588528 5920 SH SOLE 0 0 5920 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 256464 576 SH SOLE 0 0 576 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 346725 20700 SH SOLE 0 0 20700 TARGET CORP COM 87612E106 1497662 13634 SH SOLE 0 0 13634 TESLA INC COM 88160R101 533064 2400 SH SOLE 0 0 2400 T-MOBILE US INC COM 872590104 299879 2045 SH SOLE 0 0 2045 TRANSOCEAN LTD REG SHS H8817H100 74737 11205 SH SOLE 0 0 11205 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1316085 18782 SH SOLE 0 0 18782 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2725331 6785 SH SOLE 0 0 6785 VANGUARD INDEX FDS TOTAL STK MKT 922908769 11368936 52607 SH SOLE 0 0 52607 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 663442 4199 SH SOLE 0 0 4199