0001664656-20-000002.txt : 20200515 0001664656-20-000002.hdr.sgml : 20200515 20200514190821 ACCESSION NUMBER: 0001664656-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200514 EFFECTIVENESS DATE: 20200515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Curtis Advisory Group, LLC CENTRAL INDEX KEY: 0001664656 IRS NUMBER: 900512439 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19800 FILM NUMBER: 20879898 BUSINESS ADDRESS: STREET 1: 735 STATE STREET STREET 2: SUITE 214 CITY: SANTA BARBARA STATE: CA ZIP: 93101 BUSINESS PHONE: 805-963-6181 MAIL ADDRESS: STREET 1: 735 STATE STREET STREET 2: SUITE 214 CITY: SANTA BARBARA STATE: CA ZIP: 93101 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001664656 XXXXXXXX 03-31-2020 03-31-2020 Curtis Advisory Group, LLC

735 STATE STREET SUITE 214 SANTA BARBARA CA 93101

13F HOLDINGS REPORT 028-19800 N Ryan E. Curtis 805-963-6181 Ryan E. Curtis Santa Barbara CA 05-14-2020 0 51 151476 false INFORMATION TABLE 2 CurtisAdvisoryGroup_13f.xml SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 16988 77490 SH SOLE 0 0 0 77490 ISHARES TR S&P 500 GRWT ETF 464287309 202 1224 SH SOLE 0 0 0 1224 ISHARES TR RUS 1000 GRW ETF 464287614 11813 78411 SH SOLE 0 0 0 78411 SPDR S&P 500 ETF TR TR UNIT 78462F103 27601 107083 SH SOLE 0 0 0 107083 AMAZON COM INC COM 023135106 10010 5134 SH SOLE 0 0 0 5134 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6624 36233 SH SOLE 0 0 0 36233 INVESCO QQQ TR UNIT SER 1 46090E103 4253 22338 SH SOLE 0 0 0 22338 AMGEN INC COM 031162100 203 1000 SH SOLE 0 0 0 1000 HONEYWELL INTL INC COM 438516106 272 2030 SH SOLE 0 0 0 2030 MICROSOFT CORP COM 594918104 526 3338 SH SOLE 0 0 0 3338 LOCKHEED MARTIN CORP COM 539830109 388 1145 SH SOLE 0 0 0 1145 COSTCO WHSL CORP NEW COM 22160K105 626 2195 SH SOLE 0 0 0 2195 MERCK & CO. INC COM 58933Y105 292 3800 SH SOLE 0 0 0 3800 RAYTHEON CO COM NEW 755111507 208 1585 SH SOLE 0 0 0 1585 HOME DEPOT INC COM 437076102 338 1810 SH SOLE 0 0 0 1810 JPMORGAN CHASE & CO COM 46625H100 243 2700 SH SOLE 0 0 0 2700 SMUCKER J M CO COM NEW 832696405 733 6600 SH SOLE 0 0 0 6600 APPLE INC COM 037833100 5805 22829 SH SOLE 0 0 0 22829 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 13383 147813 SH SOLE 0 0 0 147813 NORTHROP GRUMMAN CORP COM 666807102 368 1215 SH SOLE 0 0 0 1215 AIR PRODS & CHEMS INC COM 009158106 259 1300 SH SOLE 0 0 0 1300 ALPHABET INC CAP STK CL A 02079K305 208 179 SH SOLE 0 0 0 179 FIRST TR VALUE LINE DIVID IN SHS 33734H106 2463 88983 SH SOLE 0 0 0 88983 VANGUARD WORLD FDS INF TECH ETF 92204A702 11258 53130 SH SOLE 0 0 0 53130 MASTERCARD INC CL A 57636Q104 305 1264 SH SOLE 0 0 0 1264 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 8587 177203 SH SOLE 0 0 0 177203 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 563 7952 SH SOLE 0 0 0 7952 ISHARES TR INTRM TR CRP ETF 464288638 211 3849 SH SOLE 0 0 0 3849 VISA INC COM CL A 92826C839 364 2260 SH SOLE 0 0 0 2260 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 450 17405 SH SOLE 0 0 0 17405 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3306 41795 SH SOLE 0 0 0 41795 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 352 6835 SH SOLE 0 0 0 6835 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 4921 61788 SH SOLE 0 0 0 61788 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 497 11222 SH SOLE 0 0 0 11222 SCHWAB STRATEGIC TR US REIT ETF 808524847 435 13300 SH SOLE 0 0 0 13300 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 851 20181 SH SOLE 0 0 0 20181 DBX ETF TR XTRACK MSCI EAFE 233051200 741 27642 SH SOLE 0 0 0 27642 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 776 14299 SH SOLE 0 0 0 14299 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3654 81231 SH SOLE 0 0 0 81231 ISHARES TR MSCI MIN VOL ETF 46429B697 2889 53481 SH SOLE 0 0 0 53481 ISHARES INC MIN VOL EMRG MKT 464286533 385 8195 SH SOLE 0 0 0 8195 FACEBOOK INC CL A 30303M102 339 2035 SH SOLE 0 0 0 2035 INVESCO EXCHANGE-TRADED FD T S&P INTL LOW 46138E230 809 30770 SH SOLE 0 0 0 30770 INVESCO EXCHANGE-TRADED FD T S&P SMLCP LOW 46138G102 714 21553 SH SOLE 0 0 0 21553 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 883 22081 SH SOLE 0 0 0 22081 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 590 10479 SH SOLE 0 0 0 10479 ISHARES TR 0-5YR HI YL CP 46434V407 1098 26856 SH SOLE 0 0 0 26856 VANECK VECTORS ETF TR SHORT HIGH YIELD 92189F387 248 11000 SH SOLE 0 0 0 11000 ALPHABET INC CAP STK CL C 02079K107 1013 871 SH SOLE 0 0 0 871 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 214 1100 SH SOLE 0 0 0 1100 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1217 25385 SH SOLE 0 0 0 25385