0001731713-19-000002.txt : 20190115 0001731713-19-000002.hdr.sgml : 20190115 20190115162604 ACCESSION NUMBER: 0001731713-19-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190115 DATE AS OF CHANGE: 20190115 EFFECTIVENESS DATE: 20190115 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Windsor Group LTD CENTRAL INDEX KEY: 0001731713 IRS NUMBER: 351691197 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18669 FILM NUMBER: 19527338 BUSINESS ADDRESS: STREET 1: 500 E. 96TH STREET, SUITE 450 CITY: INDIANAPOLIS STATE: IN ZIP: 46240 BUSINESS PHONE: 317-848-3005 MAIL ADDRESS: STREET 1: 500 E. 96TH STREET, SUITE 450 CITY: INDIANAPOLIS STATE: IN ZIP: 46240 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001731713 XXXXXXXX 12-31-2018 12-31-2018 Windsor Group LTD

500 E. 96TH STREET, SUITE 450 INDIANAPOLIS IN 46240

13F HOLDINGS REPORT 028-18669 N Matthew Ulsas 317-848-3005 Matthew Ulsas Indianapolis IN 01-15-2019 0 130 146179 false INFORMATION TABLE 2 WG.13F.2018Q4.xml AT&T INC COM 00206R102 1036 36283 SH SOLE 0 0 0 36283 ABBOTT LABS COM 002824100 525 7258 SH SOLE 0 0 0 7258 ABBVIE INC COM 00287Y109 701 7609 SH SOLE 0 0 0 7609 ALPHABET INC CAP STK CL C 02079K107 481 464 SH SOLE 0 0 0 464 ALPHABET INC CAP STK CL A 02079K305 630 603 SH SOLE 0 0 0 603 AMAZON COM INC COM 023135106 365 243 SH SOLE 0 0 0 243 AMERICAN EXPRESS CO COM 025816109 309 3242 SH SOLE 0 0 0 3242 AMGEN INC COM 031162100 589 3027 SH SOLE 0 0 0 3027 ANALOG DEVICES INC COM 032654105 495 5769 SH SOLE 0 0 0 5769 ANTHEM INC COM 036752103 219 835 SH SOLE 0 0 0 835 APPLE INC COM 037833100 2316 14685 SH SOLE 0 0 0 14685 BANK AMER CORP COM 060505104 1103 44768 SH SOLE 0 0 0 44768 BANK NEW YORK MELLON CORP COM 064058100 290 6164 SH SOLE 0 0 0 6164 BECTON DICKINSON & CO COM 075887109 515 2286 SH SOLE 0 0 0 2286 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1224 400 SH SOLE 0 0 0 400 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1682 8237 SH SOLE 0 0 0 8237 BLACKROCK INC COM 09247X101 571 1453 SH SOLE 0 0 0 1453 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 317 10642 SH SOLE 0 0 0 10642 BOEING CO COM 097023105 707 2192 SH SOLE 0 0 0 2192 BRISTOL MYERS SQUIBB CO COM 110122108 288 5541 SH SOLE 0 0 0 5541 CALUMET SPECIALTY PRODS PTNR UT LTD PARTNER 131476103 1006 455429 SH SOLE 0 0 0 455429 CATERPILLAR INC DEL COM 149123101 597 4695 SH SOLE 0 0 0 4695 CELGENE CORP COM 151020104 229 3578 SH SOLE 0 0 0 3578 CHEVRON CORP NEW COM 166764100 942 8659 SH SOLE 0 0 0 8659 CISCO SYS INC COM 17275R102 847 19555 SH SOLE 0 0 0 19555 COCA COLA CO COM 191216100 647 13672 SH SOLE 0 0 0 13672 COMCAST CORP NEW CL A 20030N101 897 26357 SH SOLE 0 0 0 26357 CONOCOPHILLIPS COM 20825C104 998 16008 SH SOLE 0 0 0 16008 DISNEY WALT CO COM DISNEY 254687106 323 2943 SH SOLE 0 0 0 2943 DOLLAR GEN CORP NEW COM 256677105 856 7917 SH SOLE 0 0 0 7917 DOMINION ENERGY INC COM 25746U109 252 3526 SH SOLE 0 0 0 3526 DOWDUPONT INC COM 26078J100 754 14098 SH SOLE 0 0 0 14098 EXXON MOBIL CORP COM 30231G102 765 11213 SH SOLE 0 0 0 11213 GENERAL ELECTRIC CO COM 369604103 159 21032 SH SOLE 0 0 0 21032 GOLDMAN SACHS GROUP INC COM 38141G104 212 1269 SH SOLE 0 0 0 1269 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 7701 76971 SH SOLE 0 0 0 76971 HERITAGE CRYSTAL CLEAN INC COM 42726M106 2564 111438 SH SOLE 0 0 0 111438 HOME DEPOT INC COM 437076102 695 4047 SH SOLE 0 0 0 4047 HONEYWELL INTL INC COM 438516106 556 4211 SH SOLE 0 0 0 4211 HORIZON BANCORP INC COM 440407104 1133 71810 SH SOLE 0 0 0 71810 ILLINOIS TOOL WKS INC COM 452308109 257 2032 SH SOLE 0 0 0 2032 INTEL CORP COM 458140100 1717 36579 SH SOLE 0 0 0 36579 INTERNATIONAL BUSINESS MACHS COM 459200101 415 3650 SH SOLE 0 0 0 3650 INTUITIVE SURGICAL INC COM NEW 46120E602 217 453 SH SOLE 0 0 0 453 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 717 7062 SH SOLE 0 0 0 7062 ISHARES TR CORE S&P TTL STK 464287150 1955 34438 SH SOLE 0 0 0 34438 ISHARES TR TIPS BD ETF 464287176 205 1869 SH SOLE 0 0 0 1869 ISHARES TR CORE S&P500 ETF 464287200 2043 8122 SH SOLE 0 0 0 8122 ISHARES TR S&P 500 GRWT ETF 464287309 2215 14698 SH SOLE 0 0 0 14698 ISHARES TR S&P 500 VAL ETF 464287408 2559 25300 SH SOLE 0 0 0 25300 ISHARES TR MSCI EAFE ETF 464287465 1869 31791 SH SOLE 0 0 0 31791 ISHARES TR RUS MDCP VAL ETF 464287473 25674 336262 SH SOLE 0 0 0 336262 ISHARES TR RUS MD CP GR ETF 464287481 1605 14112 SH SOLE 0 0 0 14112 ISHARES TR RUS MID CAP ETF 464287499 788 16948 SH SOLE 0 0 0 16948 ISHARES TR CORE S&P MCP ETF 464287507 1159 6982 SH SOLE 0 0 0 6982 ISHARES TR S&P MC 400GR ETF 464287606 563 2943 SH SOLE 0 0 0 2943 ISHARES TR RUS 2000 VAL ETF 464287630 4010 37289 SH SOLE 0 0 0 37289 ISHARES TR RUSSELL 2000 ETF 464287655 2340 17477 SH SOLE 0 0 0 17477 ISHARES TR S&P MC 400VL ETF 464287705 837 6053 SH SOLE 0 0 0 6053 ISHARES TR CORE S&P SCP ETF 464287804 975 14061 SH SOLE 0 0 0 14061 ISHARES TR SP SMCP600VL ETF 464287879 207 1567 SH SOLE 0 0 0 1567 ISHARES TR SHRT NAT MUN ETF 464288158 905 8583 SH SOLE 0 0 0 8583 ISHARES TR NATIONAL MUN ETF 464288414 710 6510 SH SOLE 0 0 0 6510 ISHARES TR MIN VOL USA ETF 46429B697 743 14178 SH SOLE 0 0 0 14178 ISHARES US ETF TR SHT MAT BD ETF 46431W507 1299 26055 SH SOLE 0 0 0 26055 ISHARES TR CORE MSCI TOTAL 46432F834 2795 53213 SH SOLE 0 0 0 53213 ISHARES TR CORE MSCI EAFE 46432F842 333 6046 SH SOLE 0 0 0 6046 ISHARES INC CORE MSCI EMKT 46434G103 718 15219 SH SOLE 0 0 0 15219 ISHARES TR MULTIFACTOR USA 46434V282 667 23939 SH SOLE 0 0 0 23939 ISHARES TR CORE DIV GRWTH 46434V621 1407 42392 SH SOLE 0 0 0 42392 JPMORGAN CHASE & CO COM 46625H100 1468 15040 SH SOLE 0 0 0 15040 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 250 4979 SH SOLE 0 0 0 4979 JOHNSON & JOHNSON COM 478160104 1474 11422 SH SOLE 0 0 0 11422 LILLY ELI & CO COM 532457108 4245 36684 SH SOLE 0 0 0 36684 LOCKHEED MARTIN CORP COM 539830109 332 1269 SH SOLE 0 0 0 1269 LOWES COS INC COM 548661107 352 3816 SH SOLE 0 0 0 3816 MASTERCARD INCORPORATED CL A 57636Q104 627 3324 SH SOLE 0 0 0 3324 MCDONALDS CORP COM 580135101 764 4304 SH SOLE 0 0 0 4304 MERCK & CO INC COM 58933Y105 872 11417 SH SOLE 0 0 0 11417 MICROSOFT CORP COM 594918104 2559 25198 SH SOLE 0 0 0 25198 NIKE INC CL B 654106103 335 4520 SH SOLE 0 0 0 4520 NUVEEN SELECT TAX FREE INCM SH BEN INT 67062F100 228 16188 SH SOLE 0 0 0 16188 PNC FINL SVCS GROUP INC COM 693475105 446 3819 SH SOLE 0 0 0 3819 PENUMBRA INC COM 70975L107 1650 13500 SH SOLE 0 0 0 13500 PEPSICO INC COM 713448108 1367 12374 SH SOLE 0 0 0 12374 PFIZER INC COM 717081103 757 17337 SH SOLE 0 0 0 17337 PROCTER AND GAMBLE CO COM 742718109 709 7712 SH SOLE 0 0 0 7712 QUALCOMM INC COM 747525103 563 9886 SH SOLE 0 0 0 9886 SPDR S&P 500 ETF TR TR UNIT 78462F103 2055 8221 SH SOLE 0 0 0 8221 SPDR GOLD TRUST GOLD SHS 78463V107 338 2788 SH SOLE 0 0 0 2788 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 242 7400 SH SOLE 0 0 0 7400 SPDR SERIES TRUST 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SOLE 0 0 0 7894 UNITED PARCEL SERVICE INC CL B 911312106 326 3339 SH SOLE 0 0 0 3339 UNITED TECHNOLOGIES CORP COM 913017109 588 5520 SH SOLE 0 0 0 5520 UNITEDHEALTH GROUP INC COM 91324P102 690 2771 SH SOLE 0 0 0 2771 VANGUARD GROUP DIV APP ETF 921908844 628 6411 SH SOLE 0 0 0 6411 VANGUARD STAR FD VG TL INTL STK F 921909768 542 11485 SH SOLE 0 0 0 11485 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 986 21630 SH SOLE 0 0 0 21630 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 564 14795 SH SOLE 0 0 0 14795 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 797 15608 SH SOLE 0 0 0 15608 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2734 11897 SH SOLE 0 0 0 11897 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 602 6320 SH SOLE 0 0 0 6320 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 589 4917 SH SOLE 0 0 0 4917 VANGUARD INDEX FDS MID CAP ETF 922908629 265 1921 SH SOLE 0 0 0 1921 VANGUARD INDEX FDS GROWTH ETF 922908736 373 2775 SH SOLE 0 0 0 2775 VERIZON COMMUNICATIONS INC COM 92343V104 1039 18482 SH SOLE 0 0 0 18482 VISA INC COM CL A 92826C839 642 4866 SH SOLE 0 0 0 4866 WALMART INC COM 931142103 420 4504 SH SOLE 0 0 0 4504 WELLS FARGO CO NEW COM 949746101 607 13169 SH SOLE 0 0 0 13169 WISDOMTREE TR US QTLY DIV GRT 97717X669 321 8385 SH SOLE 0 0 0 8385 YUM BRANDS INC COM 988498101 201 2188 SH SOLE 0 0 0 2188 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 969 6872 SH SOLE 0 0 0 6872 LINDE PLC COM G5494J103 282 1810 SH SOLE 0 0 0 1810 MEDTRONIC PLC SHS G5960L103 988 10867 SH SOLE 0 0 0 10867 CHUBB LIMITED COM H1467J104 200 1547 SH SOLE 0 0 0 1547 TE CONNECTIVITY LTD REG SHS H84989104 468 6184 SH SOLE 0 0 0 6184