Chief Compliance Officer

0001085146-24-002846.txt : 20240710 0001085146-24-002846.hdr.sgml : 20240710 20240710145956 ACCESSION NUMBER: 0001085146-24-002846 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240710 DATE AS OF CHANGE: 20240710 EFFECTIVENESS DATE: 20240710 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: 241109744 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 06-30-2024 06-30-2024 false Legacy Financial Strategies, LLC

11300 TOMAHAWK CREEK PARKWAY, SUITE 190 LEAWOOD KS 66211

13F HOLDINGS REPORT 028-18758 000283553 801-107930 N Bethany Boschert Chief Compliance Officer 913 403-0600 /s/Betheny Boschert Leawood KS 07-10-2024 0 98 416073217 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 2591173 25322 SH SOLE 0 0 25322 ABBVIE INC COM 00287Y109 3028397 18484 SH SOLE 0 0 18484 ADVANCED MICRO DEVICES INC COM 007903107 450561 2749 SH SOLE 0 0 2749 AFLAC INC COM 001055102 3540202 39737 SH SOLE 0 0 39737 AIR PRODS & CHEMS INC COM 009158106 2486377 9828 SH SOLE 0 0 9828 ALPHABET INC CAP STK CL A 02079K305 1111372 5981 SH SOLE 0 0 5981 ALPHABET INC CAP STK CL C 02079K107 220646 1177 SH SOLE 0 0 1177 AMAZON COM INC COM 023135106 1853394 9380 SH SOLE 0 0 9380 AMERICAN CENTY ETF TR US SML CP VALU 025072877 2837492 31672 SH SOLE 0 0 31672 AMERICAN EXPRESS CO COM 025816109 375287 1592 SH SOLE 0 0 1592 APOLLO COML REAL EST FIN INC COM 03762U105 114309 11700 SH SOLE 0 0 11700 APPLE INC COM 037833100 6560672 29613 SH SOLE 0 0 29613 ARISTA NETWORKS INC COM 040413106 302568 828 SH SOLE 0 0 828 ASML HOLDING N V N Y REGISTRY SHS N07059210 1168908 1091 SH SOLE 0 0 1091 ATMOS ENERGY CORP COM 049560105 2731434 23719 SH SOLE 0 0 23719 AUTOMATIC DATA PROCESSING IN COM 053015103 3070761 12962 SH SOLE 0 0 12962 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4133173 10186 SH SOLE 0 0 10186 BROWN & BROWN INC COM 115236101 3945972 43825 SH SOLE 0 0 43825 CADENCE DESIGN SYSTEM INC COM 127387108 257108 815 SH SOLE 0 0 815 CANADIAN PACIFIC KANSAS CITY COM 13646K108 825340 10226 SH SOLE 0 0 10226 CATERPILLAR INC COM 149123101 3476044 10514 SH SOLE 0 0 10514 CINCINNATI FINL CORP COM 172062101 2552083 21865 SH SOLE 0 0 21865 CINTAS CORP COM 172908105 3946553 5617 SH SOLE 0 0 5617 DEERE & CO COM 244199105 209330 577 SH SOLE 0 0 577 EATON VANCE NATL MUN OPPORT COM SHS 27829L105 391457 23273 SH SOLE 0 0 23273 ELI LILLY & CO COM 532457108 642261 715 SH SOLE 0 0 715 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 300325 18391 SH SOLE 0 0 18391 FASTENAL CO COM 311900104 2038405 32516 SH SOLE 0 0 32516 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 858727 12735 SH SOLE 0 0 12735 HOME DEPOT INC COM 437076102 216491 649 SH SOLE 0 0 649 HONEYWELL INTL INC COM 438516106 1019386 4798 SH SOLE 0 0 4798 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 2412716 99699 SH SOLE 0 0 99699 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 322382 10173 SH SOLE 0 0 10173 INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370 814564 9555 SH SOLE 0 0 9555 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 321769 1965 SH SOLE 0 0 1965 ISHARES TR CORE DIV GRWTH 46434V621 29642908 513742 SH SOLE 0 0 513742 ISHARES TR CORE S&P SCP ETF 464287804 14701030 138246 SH SOLE 0 0 138246 ISHARES TR CORE S&P US VLU 464287663 1821671 20746 SH SOLE 0 0 20746 ISHARES TR CORE US AGGBD ET 464287226 33356024 343558 SH SOLE 0 0 343558 ISHARES TR EXPANDED TECH 464287515 554435 6309 SH SOLE 0 0 6309 ISHARES TR EXPND TEC SC ETF 464287549 25315021 262305 SH SOLE 0 0 262305 ISHARES TR GLOBAL 100 ETF 464287572 643327 6518 SH SOLE 0 0 6518 ISHARES TR IBOXX HI YD ETF 464288513 250900 3250 SH SOLE 0 0 3250 ISHARES TR NATIONAL MUN ETF 464288414 6701263 62799 SH SOLE 0 0 62799 ISHARES TR RUS MDCP VAL ETF 464287473 248504 2070 SH SOLE 0 0 2070 ISHARES TR SHRT NAT MUN ETF 464288158 374176 3579 SH SOLE 0 0 3579 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 830811 14799 SH SOLE 0 0 14799 J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 245544 5424 SH SOLE 0 0 5424 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 473838 9357 SH SOLE 0 0 9357 JOHNSON & JOHNSON COM 478160104 347547 2386 SH SOLE 0 0 2386 JPMORGAN CHASE & CO. COM 46625H100 793231 3801 SH SOLE 0 0 3801 LINDE PLC SHS G54950103 3220086 7438 SH SOLE 0 0 7438 LOWES COS INC COM 548661107 2829909 13267 SH SOLE 0 0 13267 MAINSTAY MACKAY DEFINEDTERM COM 56064K100 287580 17445 SH SOLE 0 0 17445 MASTERCARD INCORPORATED CL A 57636Q104 239490 534 SH SOLE 0 0 534 MCCORMICK & CO INC COM NON VTG 579780206 2599304 37202 SH SOLE 0 0 37202 META PLATFORMS INC CL A 30303M102 775196 1520 SH SOLE 0 0 1520 MICROSOFT CORP COM 594918104 3740724 8118 SH SOLE 0 0 8118 NEXTERA ENERGY INC COM 65339F101 3205039 44620 SH SOLE 0 0 44620 NORDSON CORP COM 655663102 2387167 10489 SH SOLE 0 0 10489 NVIDIA CORPORATION COM 67066G104 4683732 36512 SH SOLE 0 0 36512 OREILLY AUTOMOTIVE INC COM 67103H107 260238 255 SH SOLE 0 0 255 PACER FDS TR US CASH COWS 100 69374H881 557173 10331 SH SOLE 0 0 10331 PALO ALTO NETWORKS INC COM 697435105 228263 669 SH SOLE 0 0 669 PRICE T ROWE GROUP INC COM 74144T108 2779096 24005 SH SOLE 0 0 24005 PROSHARES TR S&P 500 DV ARIST 74348A467 1000785 10489 SH SOLE 0 0 10489 ROPER TECHNOLOGIES INC COM 776696106 3310902 5908 SH SOLE 0 0 5908 S&P GLOBAL INC COM 78409V104 3266353 7268 SH SOLE 0 0 7268 SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 920962 13715 SH SOLE 0 0 13715 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 39438977 620012 SH SOLE 0 0 620012 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 39613528 513262 SH SOLE 0 0 513262 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 72146192 698888 SH SOLE 0 0 698888 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 394505 2101 SH SOLE 0 0 2101 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 11890821 82979 SH SOLE 0 0 82979 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 253994 1094 SH SOLE 0 0 1094 SHERWIN WILLIAMS CO COM 824348106 3305317 11121 SH SOLE 0 0 11121 SMITH A O CORP COM 831865209 3177014 39203 SH SOLE 0 0 39203 SPDR S&P 500 ETF TR TR UNIT 78462F103 3463881 6281 SH SOLE 0 0 6281 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 306950 576 SH SOLE 0 0 576 SPDR SER TR NUVEEN BLOOMBERG 78464A284 809557 31574 SH SOLE 0 0 31574 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 269080 14000 SH SOLE 0 0 14000 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 245084 1343 SH SOLE 0 0 1343 TARGET CORP COM 87612E106 2563357 17703 SH SOLE 0 0 17703 TESLA INC COM 88160R101 869757 3530 SH SOLE 0 0 3530 THERMO FISHER SCIENTIFIC INC COM 883556102 200854 375 SH SOLE 0 0 375 T-MOBILE US INC COM 872590104 846436 4743 SH SOLE 0 0 4743 TRANSOCEAN LTD REGISTERED SHS H8817H100 56586 10924 SH SOLE 0 0 10924 TWO HBRS INVT CORP COM 90187B804 169506 12900 SH SOLE 0 0 12900 UNITEDHEALTH GROUP INC COM 91324P102 284478 581 SH SOLE 0 0 581 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 325701 1208 SH SOLE 0 0 1208 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1170601 16243 SH SOLE 0 0 16243 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4343083 8569 SH SOLE 0 0 8569 VANGUARD INDEX FDS TOTAL STK MKT 922908769 14508954 53596 SH SOLE 0 0 53596 VANGUARD INDEX FDS VALUE ETF 922908744 259320 1616 SH SOLE 0 0 1616 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 221456 2866 SH SOLE 0 0 2866 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 770391 4199 SH SOLE 0 0 4199 VISA INC COM CL A 92826C839 212163 789 SH SOLE 0 0 789 WALMART INC COM 931142103 235806 3456 SH SOLE 0 0 3456