0001085146-24-000607.txt : 20240201 0001085146-24-000607.hdr.sgml : 20240201 20240201114629 ACCESSION NUMBER: 0001085146-24-000607 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240201 DATE AS OF CHANGE: 20240201 EFFECTIVENESS DATE: 20240201 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Financial Strategies, LLC CENTRAL INDEX KEY: 0001723925 ORGANIZATION NAME: 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: 24585682 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 12-31-2023 12-31-2023 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 02-01-2024 0 81 350736147 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 2356657 21411 SH SOLE 0 0 21411 ABBVIE INC COM 00287Y109 2496179 16108 SH SOLE 0 0 16108 AFLAC INC COM 001055102 3076147 37287 SH SOLE 0 0 37287 AIR PRODS & CHEMS INC COM 009158106 2412433 8811 SH SOLE 0 0 8811 ALPHABET INC CAP STK CL A 02079K305 651654 4665 SH SOLE 0 0 4665 AMAZON COM INC COM 023135106 1308051 8609 SH SOLE 0 0 8609 AMERICAN EXPRESS CO COM 025816109 293528 1567 SH SOLE 0 0 1567 APOLLO COML REAL EST FIN INC COM 03762U105 137358 11700 SH SOLE 0 0 11700 APPLE INC COM 037833100 5410389 28102 SH SOLE 0 0 28102 ASML HOLDING N V N Y REGISTRY SHS N07059210 769031 1016 SH SOLE 0 0 1016 ATMOS ENERGY CORP COM 049560105 2436532 21023 SH SOLE 0 0 21023 AUTOMATIC DATA PROCESSING IN COM 053015103 2705692 11614 SH SOLE 0 0 11614 BERKSHIRE HATHAWAY INC DEL CL B NEW 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GROUP INC COM 74144T108 2091240 19419 SH SOLE 0 0 19419 PROSHARES TR S&P 500 DV ARIST 74348A467 1018141 10695 SH SOLE 0 0 10695 ROPER TECHNOLOGIES INC COM 776696106 2963069 5435 SH SOLE 0 0 5435 S&P GLOBAL INC COM 78409V104 2920323 6629 SH SOLE 0 0 6629 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 32369415 581452 SH SOLE 0 0 581452 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 38072314 500096 SH SOLE 0 0 500096 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 54881541 661542 SH SOLE 0 0 661542 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 363163 2031 SH SOLE 0 0 2031 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 10583889 77606 SH SOLE 0 0 77606 SHERWIN WILLIAMS CO COM 824348106 3222083 10331 SH SOLE 0 0 10331 SMITH A O CORP COM 831865209 3143697 38133 SH SOLE 0 0 38133 SPDR S&P 500 ETF TR TR UNIT 78462F103 2839986 5975 SH SOLE 0 0 5975 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 292251 576 SH SOLE 0 0 576 SPDR SER TR NUVEEN BLOOMBERG 78464A284 887145 35065 SH SOLE 0 0 35065 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