0001607045-19-000077.txt : 20190715
0001607045-19-000077.hdr.sgml : 20190715
20190715141540
ACCESSION NUMBER: 0001607045-19-000077
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190715
DATE AS OF CHANGE: 20190715
EFFECTIVENESS DATE: 20190715
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: 19954876
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
06-30-2019
06-30-2019
Legacy Financial Strategies, LLC
11300 TOMAHAWK CREEK PARKWAY, SUITE 190
LEAWOOD
KS
66211
13F HOLDINGS REPORT
028-18758
N
Heather Hardman
Chief Compliance Officer
913 403-0600
Heather Hardman
Leawood
KS
07-15-2019
0
56
107138
false
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M COCOM88579Y1016063584SHSOLE
003584ABBVIE INCCOM00287Y1095237335SHSOLE
007335AIR PRODS & CHEMS INCCOM0091581068773850SHSOLE
003850APPLE INCCOM0378331007413674SHSOLE
003674AUTOMATIC DATA PROCESSING INCOM0530151037364457SHSOLE
004457BERKSHIRE HATHAWAY INC DELCL B NEW084670702269112622SHSOLE
0012622CINTAS CORPCOM1729081058523552SHSOLE
003552CITIGROUP INCCOM NEW1729674242082911SHSOLE
002911CRESTWOOD EQUITY PARTNERS LPUNIT LTD PARTNER22634420844112000SHSOLE
0012000ECOLAB INCCOM2788651008564290SHSOLE
004290EXACT SCIENCES CORPCOM30063P1052151850SHSOLE
001850EXXON MOBIL CORPCOM30231G1023404381SHSOLE
004381FERRELLGAS PARTNERS L.P.UNIT LTD PART3152931001920000SHSOLE
0020000FLEXSHARES TRMORNSTAR UPSTR33939L407100930719SHSOLE
0030719FRANKLIN RES INCCOM35461310169419924SHSOLE
0019924GENERAL DYNAMICS CORPCOM3695501086693643SHSOLE
003643HONEYWELL INTL INCCOM4385161067424252SHSOLE
004252HORMEL FOODS CORPCOM44045210063215326SHSOLE
0015326ILLINOIS TOOL WKS INCCOM4523081096714570SHSOLE
004570INDEXIQ ETF TRIQ MRGR ARB ETF45409B80057518215SHSOLE
0018215INVESCO QQQ TRUNIT SER 146090E1032301195SHSOLE
001195ISHARES INCCORE MSCI EMKT46434G10383816290SHSOLE
0016290ISHARES TREXPND TEC SC ETF4642875497273254SHSOLE
003254ISHARES TRCORE S&P US VLU46428766383214490SHSOLE
0014490ISHARES TRCORE S&P SCP ETF464287804740395344SHSOLE
0095344JOHNSON & JOHNSONCOM4781601043252321SHSOLE
002321JPMORGAN CHASE & COCOM46625H1002422118SHSOLE
002118KANSAS CITY SOUTHERNCOM NEW4851703024743914SHSOLE
003914LOWES COS INCCOM5486611077276933SHSOLE
006933MAINSTAY MACKAY DEFINDTRM MUCOM56064K10044921719SHSOLE
0021719MCCORMICK & CO INCCOM NON VTG5797802067504778SHSOLE
004778MEDTRONIC PLCSHSG5960L1037247237SHSOLE
007237MICROSOFT CORPCOM5949181042111528SHSOLE
001528O REILLY AUTOMOTIVE INC NEWCOM67103H1075221326SHSOLE
001326PEPSICO INCCOM7134481089747248SHSOLE
007248PIMCO ETF TRENHAN SHRT MA AC72201R833183718076SHSOLE
0018076PPG INDS INCCOM6935061078086963SHSOLE
006963PRICE T ROWE GROUP INCCOM74144T1086866272SHSOLE
006272PROSHARES TRS&P 500 DV ARIST74348A4673344764SHSOLE
004764ROPER TECHNOLOGIES INCCOM7766961068432217SHSOLE
002217S&P GLOBAL INCCOM78409V1047963340SHSOLE
003340SCHWAB STRATEGIC TRUS BRD MKT ETF80852410220031278823SHSOLE
00278823SCHWAB STRATEGIC TRUS LCAP GR ETF808524300498358303SHSOLE
0058303SCHWAB STRATEGIC TRUS DIVIDEND EQ80852479719856370301SHSOLE
00370301SELECT SECTOR SPDR TRSBI INT-FINL81369Y605122143401SHSOLE
0043401SHERWIN WILLIAMS COCOM8243481067011507SHSOLE
001507SMITH A OCOM83186520961113797SHSOLE
0013797SPDR S&P 500 ETF TRTR UNIT78462F10311813947SHSOLE
003947SUBURBAN PROPANE PARTNERS LUNIT LTD PARTN86448210453622500SHSOLE
0022500TARGET CORPCOM87612E1066407397SHSOLE
007397TORTOISE ENERGY INDEPENDENCCOM89148K10142559750SHSOLE
0059750TORTOISE ENERGY INFRA CORPCOM89147L10030112865SHSOLE
0012865UNDER ARMOUR INCCL A9043111072388971SHSOLE
008971V F CORPCOM9182041087198182SHSOLE
008182VANGUARD INDEX FDSTOTAL STK MKT922908769853355831SHSOLE
0055831VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF92194385812333295753SHSOLE
00295753