Executive Administrator

0001568235-19-000003.txt : 20190214 0001568235-19-000003.hdr.sgml : 20190214 20190214083033 ACCESSION NUMBER: 0001568235-19-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190214 DATE AS OF CHANGE: 20190214 EFFECTIVENESS DATE: 20190214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: King Wealth CENTRAL INDEX KEY: 0001568235 IRS NUMBER: 454447447 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15129 FILM NUMBER: 19601004 BUSINESS ADDRESS: STREET 1: 270 W. CIRCULAR STREET STREET 2: SUITE 1 CITY: SARATOGA SPRINGS STATE: NY ZIP: 12866 BUSINESS PHONE: 518-306-5640 MAIL ADDRESS: STREET 1: 270 W. CIRCULAR STREET STREET 2: SUITE 1 CITY: SARATOGA SPRINGS STATE: NY ZIP: 12866 FORMER COMPANY: FORMER CONFORMED NAME: King Wealth Management Group, LLC DATE OF NAME CHANGE: 20130130 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001568235 XXXXXXXX 12-31-2018 12-31-2018 King Wealth

270 W. CIRCULAR STREET SUITE 1 SARATOGA SPRINGS NY 12866

13F HOLDINGS REPORT 028-15129 N Jane Quinn Executive Administrator 518-306-5644 Jane Quinn Saratoga Springs NY 02-14-2019 0 128 276326 false INFORMATION TABLE 2 kwmg20181231.xml ISHARES TR IVV CORE S&P500 ETF 464287200 26126 103837 SH SOLE 101780 0 2057 SPDR S&P 500 ETF TR SPY TR UNIT 78462F103 25034 100168 SH SOLE 94248 0 5920 SPDR S&P MIDCAP 400 ETF TR MDY UTSER1 S&PDCRP 78467Y107 18673 61694 SH SOLE 57723 0 3971 ISHARES TR IJR CORE S&P SCP ETF 464287804 16439 237137 SH SOLE 221970 0 15167 INVESCO QQQ TR UNIT SER 1 46090E103 15198 98527 SH SOLE 91529 0 6998 VISA INC COM CL A 92826C839 12719 96398 SH SOLE 90401 0 5997 MICROSOFT CORP COM 594918104 7852 77313 SH SOLE 73756 0 3557 ISHARES TR IJJ S&P MC 400VL ETF 464287705 7698 55650 SH SOLE 51993 0 3657 MCDONALDS CORP COM 580135101 7598 42787 SH SOLE 40568 0 2219 AMAZON COM INC COM 023135106 7231 4814 SH SOLE 4554 0 260 APPLE INC COM 037833100 6705 42504 SH SOLE 38982 0 3522 BOEING CO COM 097023105 5883 18243 SH SOLE 16813 0 1430 JPMORGAN CHASE & CO COM 46625H100 5798 59392 SH SOLE 56833 0 2559 ISHARES TR IJH CORE S&P MCP ETF 464287507 5684 34228 SH SOLE 32846 0 1382 UNITEDHEALTH GROUP INC COM 91324P102 5173 20767 SH SOLE 19463 0 1304 FIDELITY FTEC MSCI INFO TECH I 316092808 5070 102954 SH SOLE 98603 0 4351 LOCKHEED MARTIN CORP COM 539830109 4834 18459 SH SOLE 17367 0 1092 ISHARES TR IJK S&P MC 400GR ETF 464287606 4842 25323 SH SOLE 22698 0 2625 SPDR DOW JONES INDL AVRG DIA UT SER 1 78467X109 4718 20229 SH SOLE 18021 0 2208 ALPHABET INC CAP STK CL C 02079K107 4070 3930 SH SOLE 3768 0 162 ISHARES TR ITOT CORE S&P TTL STK 464287150 3760 66240 SH SOLE 61928 0 4312 SALESFORCE COM INC COM 79466L302 3797 27723 SH SOLE 25665 0 2058 ISHARES TR LQD IBOXX INV CP ETF 464287242 2530 22419 SH SOLE 22404 0 15 ISHARES INC IEMG CORE MSCI EMKT 46434G103 2494 52902 SH SOLE 51152 0 1750 ISHARES TR SHY 1 3 YR TREAS BD 464287457 2463 29454 SH SOLE 29426 0 28 PEPSICO INC COM 713448108 2443 22115 SH SOLE 20691 0 1424 MASTERCARD 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