Chief Compliance Officer

0001085146-24-001691.txt : 20240410 0001085146-24-001691.hdr.sgml : 20240410 20240410152238 ACCESSION NUMBER: 0001085146-24-001691 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240410 DATE AS OF CHANGE: 20240410 EFFECTIVENESS DATE: 20240410 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: 24835553 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 03-31-2024 03-31-2024 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 Chief Compliance Officer 913 403-0600 /s/Heather Hardman Leawood KS 04-10-2024 0 90 388055146 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 2568540 22598 SH SOLE 0 0 22598 ABBVIE INC COM 00287Y109 3046141 16728 SH SOLE 0 0 16728 ADVANCED MICRO DEVICES INC COM 007903107 304848 1689 SH SOLE 0 0 1689 AFLAC INC COM 001055102 3147418 36658 SH SOLE 0 0 36658 AIR PRODS & CHEMS INC COM 009158106 2180411 9000 SH SOLE 0 0 9000 ALPHABET INC CAP STK CL A 02079K305 791628 5245 SH SOLE 0 0 5245 AMAZON COM INC COM 023135106 1654085 9170 SH SOLE 0 0 9170 AMERICAN CENTY ETF TR US SML CP VALU 025072877 2681582 28616 SH SOLE 0 0 28616 AMERICAN EXPRESS CO COM 025816109 360885 1585 SH SOLE 0 0 1585 APOLLO COML REAL EST FIN INC COM 03762U105 130338 11700 SH SOLE 0 0 11700 APPLE INC COM 037833100 4930254 28751 SH SOLE 0 0 28751 ASML HOLDING N V N Y REGISTRY SHS N07059210 1005407 1036 SH SOLE 0 0 1036 ATMOS ENERGY CORP COM 049560105 2538660 21357 SH SOLE 0 0 21357 AUTOMATIC DATA PROCESSING IN COM 053015103 2959175 11849 SH SOLE 0 0 11849 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4222441 10041 SH SOLE 0 0 10041 BROWN & BROWN INC COM 115236101 3555025 40610 SH SOLE 0 0 40610 CADENCE DESIGN SYSTEM INC COM 127387108 244355 785 SH SOLE 0 0 785 CANADIAN PACIFIC KANSAS CITY COM 13646K108 901626 10226 SH SOLE 0 0 10226 CATERPILLAR INC COM 149123101 3549266 9686 SH SOLE 0 0 9686 CINTAS CORP COM 172908105 3563466 5187 SH SOLE 0 0 5187 DEERE & CO COM 244199105 213585 520 SH SOLE 0 0 520 EATON VANCE NATL MUN OPPORT COM SHS 27829L105 385899 23261 SH SOLE 0 0 23261 ELI LILLY & CO COM 532457108 539941 694 SH SOLE 0 0 694 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 352210 22391 SH SOLE 0 0 22391 EXPEDITORS INTL WASH INC COM 302130109 2847010 23419 SH SOLE 0 0 23419 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 888003 12728 SH SOLE 0 0 12728 HOME DEPOT INC COM 437076102 228427 595 SH SOLE 0 0 595 HONEYWELL INTL INC COM 438516106 1034050 5038 SH SOLE 0 0 5038 ILLINOIS TOOL WKS INC COM 452308109 2794214 10413 SH SOLE 0 0 10413 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 2517341 103212 SH SOLE 0 0 103212 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 320246 10173 SH SOLE 0 0 10173 INTERNATIONAL BUSINESS MACHS COM 459200101 255302 1337 SH SOLE 0 0 1337 INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370 921709 10505 SH SOLE 0 0 10505 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 537750 3175 SH SOLE 0 0 3175 ISHARES TR CORE DIV GRWTH 46434V621 28102035 484017 SH SOLE 0 0 484017 ISHARES TR CORE S&P SCP ETF 464287804 14553176 131679 SH SOLE 0 0 131679 ISHARES TR CORE S&P US VLU 464287663 1876232 20746 SH SOLE 0 0 20746 ISHARES TR CORE US AGGBD ET 464287226 32890138 335819 SH SOLE 0 0 335819 ISHARES TR EXPANDED TECH 464287515 497550 5835 SH SOLE 0 0 5835 ISHARES TR EXPND TEC SC ETF 464287549 21363686 247896 SH SOLE 0 0 247896 ISHARES TR GLOBAL 100 ETF 464287572 582774 6518 SH SOLE 0 0 6518 ISHARES TR IBOXX HI YD ETF 464288513 262494 3377 SH SOLE 0 0 3377 ISHARES TR NATIONAL MUN ETF 464288414 6417299 59640 SH SOLE 0 0 59640 ISHARES TR PFD AND INCM SEC 464288687 250975 7787 SH SOLE 0 0 7787 ISHARES TR RUS MDCP VAL ETF 464287473 259433 2070 SH SOLE 0 0 2070 ISHARES TR S&P 500 GRWT ETF 464287309 219206 2596 SH SOLE 0 0 2596 ISHARES TR SHRT NAT MUN ETF 464288158 401057 3829 SH SOLE 0 0 3829 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 502963 8693 SH SOLE 0 0 8693 J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 259738 5701 SH SOLE 0 0 5701 JOHNSON & JOHNSON COM 478160104 373605 2362 SH SOLE 0 0 2362 JPMORGAN CHASE & CO COM 46625H100 656183 3276 SH SOLE 0 0 3276 LINDE PLC SHS G54950103 3146232 6776 SH SOLE 0 0 6776 LOWES COS INC COM 548661107 3058154 12005 SH SOLE 0 0 12005 MAINSTAY MACKAY DEFINEDTERM COM 56064K100 194639 11905 SH SOLE 0 0 11905 MASTERCARD INCORPORATED CL A 57636Q104 244764 508 SH SOLE 0 0 508 MCDONALDS CORP COM 580135101 2692624 9550 SH SOLE 0 0 9550 META PLATFORMS INC CL A 30303M102 660874 1361 SH SOLE 0 0 1361 MICROSOFT CORP COM 594918104 3271521 7776 SH SOLE 0 0 7776 NEXTERA ENERGY INC COM 65339F101 2675320 41861 SH SOLE 0 0 41861 NORDSON CORP COM 655663102 2589879 9434 SH SOLE 0 0 9434 NVIDIA CORPORATION COM 67066G104 3048723 3374 SH SOLE 0 0 3374 OREILLY AUTOMOTIVE INC COM 67103H107 314958 279 SH SOLE 0 0 279 PRICE T ROWE GROUP INC COM 74144T108 2661594 21831 SH SOLE 0 0 21831 PROSHARES TR S&P 500 DV ARIST 74348A467 1104616 10893 SH SOLE 0 0 10893 ROPER TECHNOLOGIES INC COM 776696106 3025357 5394 SH SOLE 0 0 5394 S&P GLOBAL INC COM 78409V104 2810388 6606 SH SOLE 0 0 6606 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 36365605 595669 SH SOLE 0 0 595669 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 41415360 513647 SH SOLE 0 0 513647 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 62678665 675999 SH SOLE 0 0 675999 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 386353 2101 SH SOLE 0 0 2101 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 11615802 78629 SH SOLE 0 0 78629 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 227847 1094 SH SOLE 0 0 1094 SHERWIN WILLIAMS CO COM 824348106 3539136 10190 SH SOLE 0 0 10190 SMITH A O CORP COM 831865209 3239181 36208 SH SOLE 0 0 36208 SPDR S&P 500 ETF TR TR UNIT 78462F103 3226422 6168 SH SOLE 0 0 6168 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 320486 576 SH SOLE 0 0 576 SPDR SER TR NUVEEN BLOOMBERG 78464A284 840269 32708 SH SOLE 0 0 32708 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 347310 17000 SH SOLE 0 0 17000 TARGET CORP COM 87612E106 2804981 15829 SH SOLE 0 0 15829 TESLA INC COM 88160R101 499771 2843 SH SOLE 0 0 2843 T-MOBILE US INC COM 872590104 664142 4069 SH SOLE 0 0 4069 TRANSOCEAN LTD REGISTERED SHS H8817H100 70367 11205 SH SOLE 0 0 11205 UNITEDHEALTH GROUP INC COM 91324P102 276784 559 SH SOLE 0 0 559 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 238039 1058 SH SOLE 0 0 1058 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1193054 16426 SH SOLE 0 0 16426 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3725464 7750 SH SOLE 0 0 7750 VANGUARD INDEX FDS TOTAL STK MKT 922908769 14005280 53887 SH SOLE 0 0 53887 VANGUARD INDEX FDS VALUE ETF 922908744 237776 1460 SH SOLE 0 0 1460 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 230848 2986 SH SOLE 0 0 2986 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 766779 4199 SH SOLE 0 0 4199