0001723925-21-000015.txt : 20211115 0001723925-21-000015.hdr.sgml : 20211115 20211115160543 ACCESSION NUMBER: 0001723925-21-000015 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211115 DATE AS OF CHANGE: 20211115 EFFECTIVENESS DATE: 20211115 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: 211410337 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 true false 0001723925 XXXXXXXX 09-30-2021 09-30-2021 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 11-15-2021 0 62 212615 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABSCOM002824100148212548SHSOLE 0012548ABBVIE INCCOM00287Y109140613035SHSOLE 0013035AFLAC INCCOM001055102150128788SHSOLE 0028788AIR PRODS & CHEMS INCCOM00915810613125124SHSOLE 005124ALPHABET INCCAP STK CL A02079K305283106SHSOLE 00106AMAZON COM INCCOM023135106345105SHSOLE 00105APPLE INCCOM037833100276219517SHSOLE 0019517ATMOS ENERGY CORPCOM049560105123914046SHSOLE 0014046AUTOMATIC DATA PROCESSING INCOM05301510316208105SHSOLE 008105BERKSHIRE HATHAWAY INC DELCL B NEW08467070224899118SHSOLE 009118CINTAS CORPCOM17290810515764141SHSOLE 004141CRESTWOOD EQUITY PARTNERS LPUNIT LTD PARTNER22634420835512500SHSOLE 0012500FIDELITYMSCI HLTH CARE I316092600215433750SHSOLE 0033750FLEXSHARES TRMORNSTAR UPSTR33939L4073649958SHSOLE 009958FRANKLIN RES INCCOM354613101151150855SHSOLE 0050855GENERAL DYNAMICS CORPCOM36955010816508416SHSOLE 008416HONEYWELL INTL INCCOM43851610613866527SHSOLE 006527HORMEL FOODS CORPCOM440452100118128811SHSOLE 0028811ILLINOIS TOOL WKS INCCOM45230810913866707SHSOLE 006707INDEXIQ ETF TRIQ MRGR ARB ETF45409B80055016724SHSOLE 0016724INVESCO EXCHNG TRADED FD TRS&P 500 HB ETF46138E3702923995SHSOLE 003995ISHARES INCCORE MSCI EMKT46434G1033836208SHSOLE 006208ISHARES TRCORE US AGGBD ET46428722617345151049SHSOLE 00151049ISHARES TREXPND TEC SC ETF4642875491052926085SHSOLE 0026085ISHARES TRGLOBAL 100 ETF4642875724646518SHSOLE 006518ISHARES TRCORE S&P US VLU464287663145020451SHSOLE 0020451ISHARES TRCORE S&P SCP ETF464287804995091124SHSOLE 0091124ISHARES TRNATIONAL MUN ETF464288414329928395SHSOLE 0028395ISHARES TRCORE DIV GRWTH46434V6219148182084SHSOLE 00182084JOHNSON & JOHNSONCOM4781601043632245SHSOLE 002245JPMORGAN CHASE & COCOM46625H1002831728SHSOLE 001728KANSAS CITY SOUTHERNCOM NEW4851703029873647SHSOLE 003647LOWES COS INCCOM54866110717838789SHSOLE 008789MAINSTAY MACKAY DEFINDTRM MUCOM56064K100144065763SHSOLE 0065763MCCORMICK & CO INCCOM NON VTG579780206123815278SHSOLE 0015278MEDTRONIC PLCSHSG5960L103143811468SHSOLE 0011468MICROSOFT CORPCOM5949181049803476SHSOLE 003476NEXTERA ENERGY INCCOM65339F101135017187SHSOLE 0017187NIKE INCCL B6541061032261559SHSOLE 001559NVIDIA CORPCOM67066G104206992SHSOLE 00992O REILLY AUTOMOTIVE INC NEWCOM67103H107601983SHSOLE 00983PEPSICO INCCOM713448108185312322SHSOLE 0012322PIMCO ETF TRACTIVE BD ETF72201R7753963579SHSOLE 003579PIMCO ETF TRENHAN SHRT MA AC72201R8336336207SHSOLE 006207PPG INDS INCCOM693506107144610114SHSOLE 0010114PRICE T ROWE GROUP INCCOM74144T10817318798SHSOLE 008798PROSHARES TRS&P 500 DV ARIST74348A4677017917SHSOLE 007917ROPER TECHNOLOGIES INCCOM77669610614523255SHSOLE 003255S&P GLOBAL INCCOM78409V10416303837SHSOLE 003837SCHWAB STRATEGIC TRUS BRD MKT ETF80852410223258223940SHSOLE 00223940SCHWAB STRATEGIC TRUS LCAP GR ETF80852430031142210289SHSOLE 00210289SCHWAB STRATEGIC TRUS DIVIDEND EQ80852479736800495694SHSOLE 00495694SELECT SECTOR SPDR TRSBI INT-FINL81369Y6052667075SHSOLE 007075SHERWIN WILLIAMS COCOM82434810616125763SHSOLE 005763SMITH A OCOM831865209141223118SHSOLE 0023118SPDR S&P 500 ETF TRTR UNIT78462F10324535717SHSOLE 005717STRYKER CORPCOM863667101202765SHSOLE 00765SUBURBAN PROPANE PARTNERS LUNIT LTD PARTN86448210434422400SHSOLE 0022400TESLA INCCOM88160R101496639SHSOLE 00639TRANSOCEAN LTDREG SHSH8817H1004211205SHSOLE 0011205VANGUARD INDEX FDSTOTAL STK MKT9229087691190253600SHSOLE 0053600VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF921943858253750253SHSOLE 0050253