Chief Compliance Officer

0001731713-19-000004.txt : 20190409 0001731713-19-000004.hdr.sgml : 20190409 20190409115249 ACCESSION NUMBER: 0001731713-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190409 DATE AS OF CHANGE: 20190409 EFFECTIVENESS DATE: 20190409 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: 19738922 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 03-31-2019 03-31-2019 Windsor Group LTD

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

13F HOLDINGS REPORT 028-18669 N Matthew Ulsas Chief Compliance Officer 317-848-3005 Matthew Ulsas Indianapolis IN 04-09-2019 0 152 178193 false INFORMATION TABLE 2 WG.13F.2019Q1.xml AT&T INC COM 00206R102 843 26873 SH SOLE 0 0 0 26873 ABBOTT LABS COM 002824100 594 7426 SH SOLE 0 0 0 7426 ABBVIE INC COM 00287Y109 259 3215 SH SOLE 0 0 0 3215 ALPHABET INC CAP STK CL C 02079K107 500 426 SH SOLE 0 0 0 426 ALPHABET INC CAP STK CL A 02079K305 879 747 SH SOLE 0 0 0 747 AMAZON COM INC COM 023135106 814 457 SH SOLE 0 0 0 457 AMERICAN EXPRESS CO COM 025816109 420 3843 SH SOLE 0 0 0 3843 AMERICAN TOWER CORP NEW COM 03027X100 336 1707 SH SOLE 0 0 0 1707 AMGEN INC COM 031162100 634 3335 SH SOLE 0 0 0 3335 ANALOG DEVICES INC COM 032654105 670 6369 SH SOLE 0 0 0 6369 ANTHEM INC COM 036752103 245 854 SH SOLE 0 0 0 854 APPLE INC COM 037833100 3050 16055 SH SOLE 0 0 0 16055 AUTOMATIC DATA PROCESSING IN COM 053015103 299 1872 SH SOLE 0 0 0 1872 BANK AMER CORP COM 060505104 1254 45458 SH SOLE 0 0 0 45458 BANK NEW YORK MELLON CORP COM 064058100 296 5864 SH SOLE 0 0 0 5864 BECTON DICKINSON & CO COM 075887109 546 2188 SH SOLE 0 0 0 2188 BERKSHIRE HATHAWAY INC DEL CL A 084670108 301 1 SH SOLE 0 0 0 1 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1205 400 SH SOLE 0 0 0 400 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1846 9187 SH SOLE 0 0 0 9187 BLACKROCK INC COM 09247X101 668 1563 SH SOLE 0 0 0 1563 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 372 10642 SH SOLE 0 0 0 10642 BOEING CO COM 097023105 988 2590 SH SOLE 0 0 0 2590 BRISTOL MYERS SQUIBB CO COM 110122108 230 4819 SH SOLE 0 0 0 4819 CALUMET SPECIALTY PRODS PTNR UT LTD PARTNER 131476103 1682 472570 SH SOLE 0 0 0 472570 CATERPILLAR INC DEL COM 149123101 633 4671 SH SOLE 0 0 0 4671 CELGENE CORP COM 151020104 341 3615 SH SOLE 0 0 0 3615 CHEVRON CORP NEW COM 166764100 1099 8919 SH SOLE 0 0 0 8919 CISCO SYS INC COM 17275R102 1097 20319 SH SOLE 0 0 0 20319 COCA COLA CO COM 191216100 640 13657 SH SOLE 0 0 0 13657 COLGATE PALMOLIVE CO COM 194162103 230 3358 SH SOLE 0 0 0 3358 COMCAST CORP NEW CL A 20030N101 1124 28125 SH SOLE 0 0 0 28125 CONOCOPHILLIPS COM 20825C104 1062 15909 SH SOLE 0 0 0 15909 DANAHER CORP DEL COM 235851102 277 2102 SH SOLE 0 0 0 2102 DISNEY WALT CO COM DISNEY 254687106 540 4861 SH SOLE 0 0 0 4861 DOLLAR GEN CORP NEW COM 256677105 983 8241 SH SOLE 0 0 0 8241 DOMINION ENERGY INC COM 25746U109 325 4233 SH SOLE 0 0 0 4233 DOWDUPONT INC COM 26078J100 848 15898 SH SOLE 0 0 0 15898 EXXON MOBIL CORP COM 30231G102 841 10413 SH SOLE 0 0 0 10413 FACEBOOK INC CL A 30303M102 312 1874 SH SOLE 0 0 0 1874 GENERAL ELECTRIC CO COM 369604103 147 14750 SH SOLE 0 0 0 14750 GOLDMAN SACHS GROUP INC COM 38141G104 474 2469 SH SOLE 0 0 0 2469 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 8777 87530 SH SOLE 0 0 0 87530 HERITAGE CRYSTAL CLEAN INC COM 42726M106 2987 108832 SH SOLE 0 0 0 108832 HOME DEPOT INC COM 437076102 880 4585 SH SOLE 0 0 0 4585 HONEYWELL INTL INC COM 438516106 704 4430 SH SOLE 0 0 0 4430 HORIZON BANCORP INC COM 440407104 1048 65162 SH SOLE 0 0 0 65162 ILLINOIS TOOL WKS INC COM 452308109 298 2075 SH SOLE 0 0 0 2075 INTEL CORP COM 458140100 1848 34417 SH SOLE 0 0 0 34417 INTERNATIONAL BUSINESS MACHS COM 459200101 589 4175 SH SOLE 0 0 0 4175 INTUITIVE SURGICAL INC COM NEW 46120E602 258 453 SH SOLE 0 0 0 453 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 801 7062 SH SOLE 0 0 0 7062 ISHARES TR MRNGSTR LG-CP GR 464287119 204 1115 SH SOLE 0 0 0 1115 ISHARES TR CORE S&P TTL STK 464287150 2148 33357 SH SOLE 0 0 0 33357 ISHARES TR TIPS BD ETF 464287176 211 1869 SH SOLE 0 0 0 1869 ISHARES TR CORE S&P500 ETF 464287200 3590 12617 SH SOLE 0 0 0 12617 ISHARES TR S&P 500 GRWT ETF 464287309 2528 14667 SH SOLE 0 0 0 14667 ISHARES TR S&P 500 VAL ETF 464287408 2853 25309 SH SOLE 0 0 0 25309 ISHARES TR MSCI EAFE ETF 464287465 2393 36895 SH SOLE 0 0 0 36895 ISHARES TR RUS MDCP VAL ETF 464287473 29367 338096 SH SOLE 0 0 0 338096 ISHARES TR RUS MD CP GR ETF 464287481 1819 13409 SH SOLE 0 0 0 13409 ISHARES TR RUS MID CAP ETF 464287499 876 16240 SH SOLE 0 0 0 16240 ISHARES TR CORE S&P MCP ETF 464287507 1447 7642 SH SOLE 0 0 0 7642 ISHARES TR S&P MC 400GR ETF 464287606 703 3210 SH SOLE 0 0 0 3210 ISHARES TR RUS 2000 VAL ETF 464287630 4383 36558 SH SOLE 0 0 0 36558 ISHARES TR RUSSELL 2000 ETF 464287655 2601 16987 SH SOLE 0 0 0 16987 ISHARES TR S&P MC 400VL ETF 464287705 1104 7032 SH SOLE 0 0 0 7032 ISHARES TR CORE S&P SCP ETF 464287804 1690 21909 SH SOLE 0 0 0 21909 ISHARES TR SP SMCP600VL ETF 464287879 324 2197 SH SOLE 0 0 0 2197 ISHARES TR SHRT NAT MUN ETF 464288158 1101 10383 SH SOLE 0 0 0 10383 ISHARES TR MSCI ACWI EX US 464288240 405 8747 SH SOLE 0 0 0 8747 ISHARES TR NATIONAL MUN ETF 464288414 724 6510 SH SOLE 0 0 0 6510 ISHARES TR MIN VOL USA ETF 46429B697 1048 17824 SH SOLE 0 0 0 17824 ISHARES US ETF TR SHT MAT BD ETF 46431W507 1085 21603 SH SOLE 0 0 0 21603 ISHARES TR CORE MSCI TOTAL 46432F834 3241 55820 SH SOLE 0 0 0 55820 ISHARES TR CORE MSCI EAFE 46432F842 907 14924 SH SOLE 0 0 0 14924 ISHARES INC CORE MSCI EMKT 46434G103 827 16000 SH SOLE 0 0 0 16000 ISHARES TR MULTIFACTOR USA 46434V282 725 23361 SH SOLE 0 0 0 23361 ISHARES TR CORE DIV GRWTH 46434V621 2452 66720 SH SOLE 0 0 0 66720 JPMORGAN CHASE & CO COM 46625H100 1102 10888 SH SOLE 0 0 0 10888 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 250 4979 SH SOLE 0 0 0 4979 JOHNSON & JOHNSON COM 478160104 1804 12905 SH SOLE 0 0 0 12905 LILLY ELI & CO COM 532457108 3545 27317 SH SOLE 0 0 0 27317 LOCKHEED MARTIN CORP COM 539830109 392 1307 SH SOLE 0 0 0 1307 LOWES COS INC COM 548661107 385 3518 SH SOLE 0 0 0 3518 MARSH & MCLENNAN COS INC COM 571748102 217 2307 SH SOLE 0 0 0 2307 MASTERCARD INCORPORATED CL A 57636Q104 762 3237 SH SOLE 0 0 0 3237 MCDONALDS CORP COM 580135101 817 4300 SH SOLE 0 0 0 4300 MERCK & CO INC COM 58933Y105 984 11831 SH SOLE 0 0 0 11831 MICROSOFT CORP COM 594918104 3163 26822 SH SOLE 0 0 0 26822 MONDELEZ INTL INC CL A 609207105 207 4142 SH SOLE 0 0 0 4142 NEXTERA ENERGY INC COM 65339F101 220 1136 SH SOLE 0 0 0 1136 NIKE INC CL B 654106103 515 6120 SH SOLE 0 0 0 6120 NUVEEN SELECT TAX FREE INCM SH BEN INT 67062F100 237 16188 SH SOLE 0 0 0 16188 OCCIDENTAL PETE CORP DEL COM 674599105 202 3055 SH SOLE 0 0 0 3055 PNC FINL SVCS GROUP INC COM 693475105 462 3770 SH SOLE 0 0 0 3770 PENUMBRA INC COM 70975L107 1985 13500 SH SOLE 0 0 0 13500 PEPSICO INC COM 713448108 1650 13466 SH SOLE 0 0 0 13466 PFIZER INC COM 717081103 764 17979 SH SOLE 0 0 0 17979 PROCTER AND GAMBLE CO COM 742718109 853 8202 SH SOLE 0 0 0 8202 QUALCOMM INC COM 747525103 511 8969 SH SOLE 0 0 0 8969 SPDR S&P 500 ETF TR TR UNIT 78462F103 3051 10801 SH SOLE 0 0 0 10801 SPDR GOLD TRUST GOLD SHS 78463V107 340 2788 SH SOLE 0 0 0 2788 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 402 11100 SH SOLE 0 0 0 11100 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 214 3555 SH SOLE 0 0 0 3555 SPDR SERIES TRUST S&P DIVID ETF 78464A763 365 3667 SH SOLE 0 0 0 3667 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 691 13146 SH SOLE 0 0 0 13146 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 1919 38093 SH SOLE 0 0 0 38093 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 358 5254 SH SOLE 0 0 0 5254 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2195 32463 SH SOLE 0 0 0 32463 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 899 11315 SH SOLE 0 0 0 11315 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1105 15800 SH SOLE 0 0 0 15800 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 222 4243 SH SOLE 0 0 0 4243 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 242 7715 SH SOLE 0 0 0 7715 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1026 20449 SH SOLE 0 0 0 20449 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 452 6105 SH SOLE 0 0 0 6105 SOUTHWEST AIRLS CO COM 844741108 202 3899 SH SOLE 0 0 0 3899 STARBUCKS CORP COM 855244109 388 5215 SH SOLE 0 0 0 5215 TJX COS INC NEW COM 872540109 468 8788 SH SOLE 0 0 0 8788 TEXAS INSTRS INC COM 882508104 913 8607 SH SOLE 0 0 0 8607 THERMO FISHER SCIENTIFIC INC COM 883556102 347 1268 SH SOLE 0 0 0 1268 3M CO COM 88579Y101 418 2012 SH SOLE 0 0 0 2012 TRAVELERS COMPANIES INC COM 89417E109 235 1710 SH SOLE 0 0 0 1710 UNION PAC CORP COM 907818108 1162 6949 SH SOLE 0 0 0 6949 UNITED PARCEL SERVICE INC CL B 911312106 379 3390 SH SOLE 0 0 0 3390 UNITED TECHNOLOGIES CORP COM 913017109 651 5054 SH SOLE 0 0 0 5054 UNITEDHEALTH GROUP INC COM 91324P102 765 3093 SH SOLE 0 0 0 3093 VANGUARD GROUP DIV APP ETF 921908844 752 6860 SH SOLE 0 0 0 6860 VANGUARD STAR FD VG TL INTL STK F 921909768 1097 21142 SH SOLE 0 0 0 21142 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 460 11257 SH SOLE 0 0 0 11257 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1099 21923 SH SOLE 0 0 0 21923 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1026 24151 SH SOLE 0 0 0 24151 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 814 15608 SH SOLE 0 0 0 15608 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3293 12688 SH SOLE 0 0 0 12688 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 692 6411 SH SOLE 0 0 0 6411 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 832 5827 SH SOLE 0 0 0 5827 VANGUARD INDEX FDS SM CP VAL ETF 922908611 203 1578 SH SOLE 0 0 0 1578 VANGUARD INDEX FDS MID CAP ETF 922908629 313 1950 SH SOLE 0 0 0 1950 VANGUARD INDEX FDS GROWTH ETF 922908736 425 2719 SH SOLE 0 0 0 2719 VANGUARD INDEX FDS TOTAL STK MKT 922908769 237 1636 SH SOLE 0 0 0 1636 VERIZON COMMUNICATIONS INC COM 92343V104 1082 18296 SH SOLE 0 0 0 18296 VISA INC COM CL A 92826C839 752 4812 SH SOLE 0 0 0 4812 WALMART INC COM 931142103 460 4720 SH SOLE 0 0 0 4720 WELLS FARGO CO NEW COM 949746101 658 13622 SH SOLE 0 0 0 13622 WISDOMTREE TR EM MKTS QTLY DIV 97717W323 209 8450 SH SOLE 0 0 0 8450 WISDOMTREE TR US QTLY DIV GRT 97717X669 452 10507 SH SOLE 0 0 0 10507 WORLD GOLD TR SPDR GLD MINIS 98149E204 409 31680 SH SOLE 0 0 0 31680 YUM BRANDS INC COM 988498101 224 2247 SH SOLE 0 0 0 2247 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1250 7101 SH SOLE 0 0 0 7101 LINDE PLC COM G5494J103 308 1748 SH SOLE 0 0 0 1748 MEDTRONIC PLC SHS G5960L103 1070 11749 SH SOLE 0 0 0 11749 CHUBB LIMITED COM H1467J104 339 2421 SH SOLE 0 0 0 2421 TE CONNECTIVITY LTD REG SHS H84989104 451 5584 SH SOLE 0 0 0 5584