0001607045-19-000134.txt : 20191101 0001607045-19-000134.hdr.sgml : 20191101 20191101102125 ACCESSION NUMBER: 0001607045-19-000134 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191101 DATE AS OF CHANGE: 20191101 EFFECTIVENESS DATE: 20191101 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: 191185522 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 09-30-2019 09-30-2019 Legacy Financial Strategies, LLC

11300 TOMAHAWK CREEK PARKWAY, SUITE 190 LEAWOOD KS 66211

13F HOLDINGS REPORT 028-18758 N Heather Hardman 913 403-0600 Heather Hardman Leawood KS 11-01-2019 0 61 112342 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1016573884SHSOLE 003884ABBVIE INCCOM00287Y1096498282SHSOLE 008282AIR PRODS & CHEMS INCCOM0091581068484010SHSOLE 004010AMAZON COM INCCOM023135106249140SHSOLE 00140APPLE INCCOM03783310012655080SHSOLE 005080AT&T INCCOM00206R1022135533SHSOLE 005533AUTOMATIC DATA PROCESSING INCOM0530151037684729SHSOLE 004729BERKSHIRE HATHAWAY INC DELCL B NEW084670702245911553SHSOLE 0011553CINTAS CORPCOM17290810510083709SHSOLE 003709CRESTWOOD EQUITY PARTNERS LPUNIT LTD PARTNER22634420841812000SHSOLE 0012000ECOLAB INCCOM2788651008574472SHSOLE 004472EXXON MOBIL CORPCOM30231G1022513655SHSOLE 003655FERRELLGAS PARTNERS L.P.UNIT LTD PART3152931001020000SHSOLE 0020000FIDELITYMSCI HLTH CARE I316092600119326600SHSOLE 0026600FLEXSHARES TRMORNSTAR UPSTR33939L40756717982SHSOLE 0017982FRANKLIN RES INCCOM35461310161221540SHSOLE 0021540GENERAL DYNAMICS CORPCOM3695501086783875SHSOLE 003875HONEYWELL INTL INCCOM4385161068034652SHSOLE 004652HORMEL FOODS CORPCOM44045210066516431SHSOLE 0016431ILLINOIS TOOL WKS INCCOM4523081098234840SHSOLE 004840INDEXIQ ETF TRIQ MRGR ARB ETF45409B80062019061SHSOLE 0019061INVESCO QQQ TRUNIT SER 146090E1032381205SHSOLE 001205ISHARES INCCORE MSCI EMKT46434G10377915093SHSOLE 0015093ISHARES TRCORE US AGGBD ET4642872265414810SHSOLE 004810ISHARES TREXPND TEC SC ETF4642875497733436SHSOLE 003436ISHARES TRCORE S&P US VLU46428766389615062SHSOLE 0015062ISHARES TRCORE S&P SCP ETF464287804746192887SHSOLE 0092887ISHARES TRNATIONAL MUN ETF4642884143493070SHSOLE 003070JOHNSON & JOHNSONCOM4781601043052362SHSOLE 002362JPMORGAN CHASE & COCOM46625H1003562811SHSOLE 002811KANSAS CITY SOUTHERNCOM NEW4851703025623914SHSOLE 003914LOWES COS INCCOM5486611078287417SHSOLE 007417MAINSTAY MACKAY DEFINDTRM MUCOM56064K10044421719SHSOLE 0021719MCCORMICK & CO INCCOM NON VTG5797802068055024SHSOLE 005024MEDTRONIC PLCSHSG5960L1038117635SHSOLE 007635MICROSOFT CORPCOM5949181042922027SHSOLE 002027O REILLY AUTOMOTIVE INC NEWCOM67103H1075861326SHSOLE 001326PEPSICO INCCOM71344810810998048SHSOLE 008048PIMCO ETF TRACTIVE BD ETF72201R7755134748SHSOLE 004748PIMCO ETF TRENHAN SHRT MA AC72201R8333353291SHSOLE 003291PPG INDS INCCOM6935061079057313SHSOLE 007313PRICE T ROWE GROUP INCCOM74144T1087806665SHSOLE 006665PROCTER AND GAMBLE COCOM7427181092231810SHSOLE 001810PROSHARES TRS&P 500 DV ARIST74348A4674135722SHSOLE 005722ROPER TECHNOLOGIES INCCOM7766961067782338SHSOLE 002338S&P GLOBAL INCCOM78409V1048673488SHSOLE 003488SCHWAB STRATEGIC TRUS BRD MKT ETF80852410220693285067SHSOLE 00285067SCHWAB STRATEGIC TRUS LCAP GR ETF808524300626772356SHSOLE 0072356SCHWAB STRATEGIC TREMRG MKTEQ ETF80852470646317555SHSOLE 0017555SCHWAB STRATEGIC TRUS DIVIDEND EQ80852479722960411622SHSOLE 00411622SELECT SECTOR SPDR TRSBI INT-FINL81369Y60550317482SHSOLE 0017482SHERWIN WILLIAMS COCOM8243481069111576SHSOLE 001576SMITH A OCOM83186520976614919SHSOLE 0014919SPDR S&P 500 ETF TRTR UNIT78462F10313034295SHSOLE 004295SUBURBAN PROPANE PARTNERS LUNIT LTD PARTN86448210452421900SHSOLE 0021900TARGET CORPCOM87612E1068737954SHSOLE 007954TORTOISE ENERGY INDEPENDENCCOM89148K10123459750SHSOLE 0059750TORTOISE ENERGY INFRA CORPCOM89147L10020110750SHSOLE 0010750V F CORPCOM9182041087248680SHSOLE 008680VANGUARD INDEX FDSTOTAL STK MKT922908769856155456SHSOLE 0055456VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF9219438589807231417SHSOLE 00231417