Chief Compliance Officer

0001731713-19-000008.txt : 20191021 0001731713-19-000008.hdr.sgml : 20191021 20191021092918 ACCESSION NUMBER: 0001731713-19-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191021 DATE AS OF CHANGE: 20191021 EFFECTIVENESS DATE: 20191021 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: 191158934 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 09-30-2019 09-30-2019 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 10-21-2019 0 175 22940 false INFORMATION TABLE 2 WG.13F.2019Q3.xml BANK NEW YORK MELLON CORP COM 064058100 223 5257 SH SOLE 0 0 0 5257 LINDE PLC SHS G5494J103 273 1483 SH SOLE 0 0 0 1483 MCDONALDS CORP COM 580135101 917 4447 SH SOLE 0 0 0 4447 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 235 5888 SH SOLE 0 0 0 5888 MONDELEZ INTL INC CL A 609207105 325 6028 SH SOLE 0 0 0 6028 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 333 8588 SH SOLE 0 0 0 8588 GOLDMAN SACHS GROUP INC COM 38141G104 523 2640 SH SOLE 0 0 0 2640 ISHARES TR S&P 500 VAL ETF 464287408 2817 24405 SH SOLE 0 0 0 24405 3M CO COM 88579Y101 600 3857 SH SOLE 0 0 0 3857 INTEL CORP COM 458140100 1601 32422 SH SOLE 0 0 0 32422 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 258 7858 SH SOLE 0 0 0 7858 DOMINION ENERGY INC COM 25746U109 206 2581 SH SOLE 0 0 0 2581 STARBUCKS CORP COM 855244109 517 6134 SH SOLE 0 0 0 6134 ISHARES TR RUS MDCP VAL ETF 464287473 28848 332505 SH SOLE 0 0 0 332505 EXXON MOBIL CORP COM 30231G102 1308 19476 SH SOLE 0 0 0 19476 LILLY ELI & CO COM 532457108 6900 64486 SH SOLE 0 0 0 64486 ISHARES TR RUS MD CP GR ETF 464287481 1842 13384 SH SOLE 0 0 0 13384 ALPHABET INC CAP STK CL C 02079K107 497 422 SH SOLE 0 0 0 422 VANGUARD GROUP DIV APP ETF 921908844 929 7992 SH SOLE 0 0 0 7992 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 519 11125 SH SOLE 0 0 0 11125 MARSH & MCLENNAN COS INC COM 571748102 207 2157 SH SOLE 0 0 0 2157 MICROSOFT CORP COM 594918104 3668 27239 SH SOLE 0 0 0 27239 UNION PACIFIC CORP COM 907818108 1322 8697 SH SOLE 0 0 0 8697 ANALOG DEVICES INC COM 032654105 678 6225 SH SOLE 0 0 0 6225 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 1844 37233 SH SOLE 0 0 0 37233 CISCO SYS INC COM 17275R102 1342 28826 SH SOLE 0 0 0 28826 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 240 4527 SH SOLE 0 0 0 4527 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1930 38118 SH SOLE 0 0 0 38118 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 386 4926 SH SOLE 0 0 0 4926 ISHARES TR CORE MSCI TOTAL 46432F834 3260 57853 SH SOLE 0 0 0 57853 MEDTRONIC PLC SHS G5960L103 1243 11736 SH SOLE 0 0 0 11736 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 366 9211 SH SOLE 0 0 0 9211 ISHARES TR USA QUALITY FCTR 46432F339 710 7919 SH SOLE 0 0 0 7919 VANGUARD INDEX FDS TOTAL STK MKT 922908769 762 5197 SH SOLE 0 0 0 5197 TE CONNECTIVITY LTD REG SHS H84989104 415 4665 SH SOLE 0 0 0 4665 HOME DEPOT INC COM 437076102 992 4396 SH SOLE 0 0 0 4396 CATERPILLAR INC DEL COM 149123101 592 4936 SH SOLE 0 0 0 4936 BERKSHIRE HATHAWAY INC DEL CL A 084670108 305 1 SH SOLE 0 0 0 1 ISHARES TR CORE S&P500 ETF 464287200 6507 22468 SH SOLE 0 0 0 22468 BLACKROCK INC COM 09247X101 611 1455 SH SOLE 0 0 0 1455 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1911 9411 SH SOLE 0 0 0 9411 BP PLC SPONSORED ADR 055622104 313 8541 SH SOLE 0 0 0 8541 HONEYWELL INTL INC COM 438516106 725 4502 SH SOLE 0 0 0 4502 UNITED TECHNOLOGIES CORP COM 913017109 982 7530 SH SOLE 0 0 0 7530 WISDOMTREE TR US QTLY DIV GRT 97717X669 1454 33320 SH SOLE 0 0 0 33320 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 227 3113 SH SOLE 0 0 0 3113 DISNEY WALT CO COM DISNEY 254687106 747 5784 SH SOLE 0 0 0 5784 WALMART INC COM 931142103 685 5897 SH SOLE 0 0 0 5897 ISHARES TR CORE S&P TTL STK 464287150 2187 33588 SH SOLE 0 0 0 33588 TJX COS INC NEW COM 872540109 466 8604 SH SOLE 0 0 0 8604 ISHARES TR CORE DIV GRWTH 46434V621 3979 105030 SH SOLE 0 0 0 105030 ISHARES TR MULTIFACTOR USA 46434V282 914 29555 SH SOLE 0 0 0 29555 NIKE INC CL B 654106103 491 5368 SH SOLE 0 0 0 5368 ISHARES TR CORE TOTAL USD 46434V613 831 15881 SH SOLE 0 0 0 15881 VERIZON COMMUNICATIONS INC COM 92343V104 1805 30642 SH SOLE 0 0 0 30642 ISHARES TR CORE US AGGBD ET 464287226 417 3687 SH SOLE 0 0 0 3687 CHEVRON CORP NEW COM 166764100 1220 10866 SH SOLE 0 0 0 10866 BRISTOL MYERS SQUIBB CO COM 110122108 279 5671 SH SOLE 0 0 0 5671 MERCK & CO INC COM 58933Y105 954 11684 SH SOLE 0 0 0 11684 AMGEN INC COM 031162100 512 2707 SH SOLE 0 0 0 2707 ISHARES TR CORE S&P SCP ETF 464287804 1545 20444 SH SOLE 0 0 0 20444 CHUBB LIMITED COM H1467J104 342 2179 SH SOLE 0 0 0 2179 ISHARES TR 1 3 YR TREAS BD 464287457 310 3656 SH SOLE 0 0 0 3656 ISHARES TR MSCI MIN VOL ETF 46429B697 3586 57211 SH SOLE 0 0 0 57211 AMAZON COM INC COM 023135106 1494 872 SH SOLE 0 0 0 872 DOW INC COM 260557103 452 10054 SH SOLE 0 0 0 10054 JPMORGAN CHASE & CO COM 46625H100 1684 14873 SH SOLE 0 0 0 14873 AMERICAN EXPRESS CO COM 025816109 351 3107 SH SOLE 0 0 0 3107 UNITEDHEALTH GROUP INC COM 91324P102 862 3978 SH SOLE 0 0 0 3978 BOEING CO COM 097023105 986 2684 SH SOLE 0 0 0 2684 COSTCO WHSL CORP NEW COM 22160K105 461 1616 SH SOLE 0 0 0 1616 ISHARES TR CORE 1 5 YR USD 46432F859 7095 140552 SH SOLE 0 0 0 140552 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 805 7063 SH SOLE 0 0 0 7063 ILLINOIS TOOL WKS INC COM 452308109 262 1756 SH SOLE 0 0 0 1756 ISHARES TR S&P MC 400GR ETF 464287606 732 3364 SH SOLE 0 0 0 3364 PENUMBRA INC COM 70975L107 1829 13500 SH SOLE 0 0 0 13500 YUM BRANDS INC COM 988498101 271 2405 SH SOLE 0 0 0 2405 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1260 6817 SH SOLE 0 0 0 6817 TRAVELERS COMPANIES INC COM 89417E109 305 2142 SH SOLE 0 0 0 2142 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 592 25365 SH SOLE 0 0 0 25365 COLGATE PALMOLIVE CO COM 194162103 230 3256 SH SOLE 0 0 0 3256 ISHARES TR RUS MID CAP ETF 464287499 710 13076 SH SOLE 0 0 0 13076 ISHARES TR EDGE MSCI MINM 46435G433 249 7372 SH SOLE 0 0 0 7372 COCA COLA CO COM 191216100 876 16500 SH SOLE 0 0 0 16500 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 9418 93939 SH SOLE 0 0 0 93939 CITIGROUP INC COM NEW 172967424 204 3083 SH SOLE 0 0 0 3083 ISHARES TR S&P MC 400VL ETF 464287705 1445 9366 SH SOLE 0 0 0 9366 VISA INC COM CL A 92826C839 644 3791 SH SOLE 0 0 0 3791 VANGUARD INDEX FDS GROWTH ETF 922908736 364 2248 SH SOLE 0 0 0 2248 NUVEEN SELECT TAX FREE INCM SH BEN INT 67062F100 257 16188 SH SOLE 0 0 0 16188 ISHARES TR USA MOMENTUM FCT 46432F396 389 3361 SH SOLE 0 0 0 3361 ORACLE CORP COM 68389X105 631 11881 SH SOLE 0 0 0 11881 TEXAS INSTRS INC COM 882508104 1065 8399 SH SOLE 0 0 0 8399 HERITAGE CRYSTAL CLEAN INC COM 42726M106 2703 104710 SH SOLE 0 0 0 104710 CELGENE CORP COM 151020104 326 3338 SH SOLE 0 0 0 3338 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 617 11830 SH SOLE 0 0 0 11830 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 767 7350 SH SOLE 0 0 0 7350 VANGUARD INDEX FDS VALUE ETF 922908744 243 2251 SH SOLE 0 0 0 2251 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 366 4521 SH SOLE 0 0 0 4521 PFIZER INC COM 717081103 800 23061 SH SOLE 0 0 0 23061 PNC FINL SVCS GROUP INC COM 693475105 414 3050 SH SOLE 0 0 0 3050 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 636 9399 SH SOLE 0 0 0 9399 BECTON DICKINSON & CO COM 075887109 566 2285 SH SOLE 0 0 0 2285 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 841 5838 SH SOLE 0 0 0 5838 ISHARES TR SP SMCP600VL ETF 464287879 321 2202 SH SOLE 0 0 0 2202 ABBVIE INC COM 00287Y109 1178 16325 SH SOLE 0 0 0 16325 CORTEVA INC COM 22052L104 215 7985 SH SOLE 0 0 0 7985 BANK AMER CORP COM 060505104 1191 42769 SH SOLE 0 0 0 42769 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 837 15608 SH SOLE 0 0 0 15608 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 349 11285 SH SOLE 0 0 0 11285 ISHARES TR SHRT NAT MUN ETF 464288158 687 6452 SH SOLE 0 0 0 6452 FIRST MERCHANTS CORP COM 320817109 546 14900 SH SOLE 0 0 0 14900 JOHNSON & JOHNSON COM 478160104 1703 12901 SH SOLE 0 0 0 12901 ISHARES INC CORE MSCI EMKT 46434G103 869 17961 SH SOLE 0 0 0 17961 DOLLAR GEN CORP NEW COM 256677105 1091 6919 SH SOLE 0 0 0 6919 CONOCOPHILLIPS COM 20825C104 577 10878 SH SOLE 0 0 0 10878 PEPSICO INC COM 713448108 1827 13641 SH SOLE 0 0 0 13641 ANTHEM INC COM 036752103 214 899 SH SOLE 0 0 0 899 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1035 21292 SH SOLE 0 0 0 21292 SPDR GOLD TRUST GOLD SHS 78463V107 394 2788 SH SOLE 0 0 0 2788 VANGUARD INDEX FDS MID CAP ETF 922908629 445 2736 SH SOLE 0 0 0 2736 DUPONT DE NEMOURS INC COM 26614N102 337 5006 SH SOLE 0 0 0 5006 UNITED PARCEL SERVICE INC CL B 911312106 439 3812 SH SOLE 0 0 0 3812 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 377 6654 SH SOLE 0 0 0 6654 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 904 11032 SH SOLE 0 0 0 11032 PROCTER & GAMBLE CO COM 742718109 1105 9123 SH SOLE 0 0 0 9123 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 1175 34759 SH SOLE 0 0 0 34759 WORLD GOLD TR SPDR GLD MINIS 98149E204 894 59830 SH SOLE 0 0 0 59830 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 381 5527 SH SOLE 0 0 0 5527 HILL ROM HLDGS INC COM 431475102 279 2749 SH SOLE 0 0 0 2749 THERMO FISHER SCIENTIFIC INC COM 883556102 270 965 SH SOLE 0 0 0 965 ISHARES TR RUS 2000 VAL ETF 464287630 4242 36516 SH SOLE 0 0 0 36516 SPDR SERIES TRUST S&P1500MOMTILT 78468R705 231 1832 SH SOLE 0 0 0 1832 FACEBOOK INC CL A 30303M102 3139 17981 SH SOLE 0 0 0 17981 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1726 25073 SH SOLE 0 0 0 25073 ISHARES TR RUSSELL 2000 ETF 464287655 248 1685 SH SOLE 0 0 0 1685 AMERICAN TOWER CORP NEW COM 03027X100 411 1869 SH SOLE 0 0 0 1869 HORIZON BANCORP INC COM 440407104 816 48112 SH SOLE 0 0 0 48112 AUTOMATIC DATA PROCESSING IN COM 053015103 273 1744 SH SOLE 0 0 0 1744 INTUITIVE SURGICAL INC COM NEW 46120E602 293 573 SH SOLE 0 0 0 573 CVS HEALTH CORP COM 126650100 593 9641 SH SOLE 0 0 0 9641 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 203 6854 SH SOLE 0 0 0 6854 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 555 11005 SH SOLE 0 0 0 11005 NVIDIA CORP COM 67066G104 1239 7161 SH SOLE 0 0 0 7161 ALPHABET INC CAP STK CL A 02079K305 867 736 SH SOLE 0 0 0 736 ABBOTT LABS COM 002824100 1777 22346 SH SOLE 0 0 0 22346 MASTERCARD INC CL A 57636Q104 827 3127 SH SOLE 0 0 0 3127 COMCAST CORP NEW CL A 20030N101 1216 27595 SH SOLE 0 0 0 27595 ISHARES TR NATIONAL MUN ETF 464288414 1033 9052 SH SOLE 0 0 0 9052 GENERAL MLS INC COM 370334104 230 4353 SH SOLE 0 0 0 4353 NEXTERA ENERGY INC COM 65339F101 346 1511 SH SOLE 0 0 0 1511 ISHARES TR INTRM GOV CR ETF 464288612 2707 23854 SH SOLE 0 0 0 23854 CALUMET SPECIALTY PRODS PTNR UT LTD PARTNER 131476103 568 172570 SH SOLE 0 0 0 172570 GENERAL ELECTRIC CO COM 369604103 640 75205 SH SOLE 0 0 0 75205 DANAHER CORPORATION COM 235851102 271 1978 SH SOLE 0 0 0 1978 QUALCOMM INC COM 747525103 789 10658 SH SOLE 0 0 0 10658 ISHARES TR S&P 500 GRWT ETF 464287309 2503 14312 SH SOLE 0 0 0 14312 WELLS FARGO CO NEW COM 949746101 643 13273 SH SOLE 0 0 0 13273 LOCKHEED MARTIN CORP COM 539830109 493 1304 SH SOLE 0 0 0 1304 SPDR S&P 500 ETF TR TR UNIT 78462F103 3342 11602 SH SOLE 0 0 0 11602 PROSHARES TR PSHS ULT S&P 500 74347R107 230 1902 SH SOLE 0 0 0 1902 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 311 9581 SH SOLE 0 0 0 9581 ISHARES US ETF TR SHT MAT BD ETF 46431W507 3912 77868 SH SOLE 0 0 0 77868 ISHARES TR MRNGSTR LG-CP GR 464287119 207 1115 SH SOLE 0 0 0 1115 LOWES COS INC COM 548661107 431 4056 SH SOLE 0 0 0 4056 ISHARES TR CORE MSCI EAFE 46432F842 2269 38230 SH SOLE 0 0 0 38230 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3454 13054 SH SOLE 0 0 0 13054 ISHARES TR MSCI EAFE ETF 464287465 2354 37213 SH SOLE 0 0 0 37213 APPLE INC COM 037833100 9949 45439 SH SOLE 0 0 0 45439 AT&T INC COM 00206R102 2031 54762 SH SOLE 0 0 0 54762 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 705 6451 SH SOLE 0 0 0 6451 INTERNATIONAL BUSINESS MACHS COM 459200101 665 4693 SH SOLE 0 0 0 4693 VANGUARD STAR FD VG TL INTL STK F 921909768 1257 24950 SH SOLE 0 0 0 24950 ISHARES TR CORE S&P MCP ETF 464287507 1278 6834 SH SOLE 0 0 0 6834 ISHARES TR MSCI ACWI EX US 464288240 391 8722 SH SOLE 0 0 0 8722