Chief Compliance Officer

0001731713-20-000006.txt : 20200706 0001731713-20-000006.hdr.sgml : 20200706 20200706103954 ACCESSION NUMBER: 0001731713-20-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200706 DATE AS OF CHANGE: 20200706 EFFECTIVENESS DATE: 20200706 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: 201012445 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 06-30-2020 06-30-2020 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 07-06-2020 0 186 314489 false INFORMATION TABLE 2 WG.13F.2020Q2.xml AT&T INC COM 00206R102 1576 52138 SH SOLE 0 0 0 52138 ABBOTT LABS COM 002824100 2101 22976 SH SOLE 0 0 0 22976 ABBVIE INC COM 00287Y109 1625 16553 SH SOLE 0 0 0 16553 ADOBE INC COM 00724F101 402 924 SH SOLE 0 0 0 924 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 247 1144 SH SOLE 0 0 0 1144 ALPHABET INC CAP STK CL C 02079K107 794 562 SH SOLE 0 0 0 562 ALPHABET INC CAP STK CL A 02079K305 1183 834 SH SOLE 0 0 0 834 AMAZON COM INC COM 023135106 3174 1150 SH SOLE 0 0 0 1150 AMERICAN TOWER CORP NEW COM 03027X100 705 2726 SH SOLE 0 0 0 2726 AMGEN INC COM 031162100 886 3757 SH SOLE 0 0 0 3757 ANALOG DEVICES INC COM 032654105 846 6901 SH SOLE 0 0 0 6901 ANTHEM INC COM 036752103 260 988 SH SOLE 0 0 0 988 APPLE INC COM 037833100 6862 18810 SH SOLE 0 0 0 18810 AUTOMATIC DATA PROCESSING IN COM 053015103 376 2524 SH SOLE 0 0 0 2524 BK OF AMERICA CORP COM 060505104 1041 43839 SH SOLE 0 0 0 43839 BANK NEW YORK MELLON CORP COM 064058100 203 5250 SH SOLE 0 0 0 5250 BECTON DICKINSON & CO COM 075887109 579 2421 SH SOLE 0 0 0 2421 BERKSHIRE HATHAWAY INC DEL CL A 084670108 267 1 SH SOLE 0 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1540 8627 SH SOLE 0 0 0 8627 BLACKROCK INC COM 09247X101 863 1587 SH SOLE 0 0 0 1587 BLACKSTONE GROUP INC COM CL A 09260D107 631 11136 SH SOLE 0 0 0 11136 BOEING CO COM 097023105 572 3122 SH SOLE 0 0 0 3122 BRISTOL-MYERS SQUIBB CO COM 110122108 636 10811 SH SOLE 0 0 0 10811 CVS HEALTH CORP COM 126650100 468 7211 SH SOLE 0 0 0 7211 CALUMET SPECIALTY PRODS PTNR UT LTD PARTNER 131476103 470 206176 SH SOLE 0 0 0 206176 CATERPILLAR INC DEL COM 149123101 560 4424 SH SOLE 0 0 0 4424 CHEVRON CORP NEW COM 166764100 743 8323 SH SOLE 0 0 0 8323 CISCO SYS INC COM 17275R102 1112 23851 SH SOLE 0 0 0 23851 CLEAN HARBORS INC COM 184496107 3228 53823 SH SOLE 0 0 0 53823 COCA COLA CO COM 191216100 1026 22959 SH SOLE 0 0 0 22959 COLGATE PALMOLIVE CO COM 194162103 293 4004 SH SOLE 0 0 0 4004 COMCAST CORP NEW CL A 20030N101 824 21148 SH SOLE 0 0 0 21148 COSTCO WHSL CORP NEW COM 22160K105 655 2161 SH SOLE 0 0 0 2161 CUMMINS INC COM 231021106 474 2736 SH SOLE 0 0 0 2736 DANAHER CORPORATION COM 235851102 747 4222 SH SOLE 0 0 0 4222 DIGITAL RLTY TR INC COM 253868103 345 2428 SH SOLE 0 0 0 2428 DISNEY WALT CO COM DISNEY 254687106 2602 23333 SH SOLE 0 0 0 23333 DOLLAR GEN CORP NEW COM 256677105 1356 7116 SH SOLE 0 0 0 7116 DOW INC COM 260557103 247 6064 SH SOLE 0 0 0 6064 EXXON MOBIL CORP COM 30231G102 596 13323 SH SOLE 0 0 0 13323 FACEBOOK INC CL A 30303M102 365 1606 SH SOLE 0 0 0 1606 FIRST MERCHANTS CORP COM 320817109 411 14900 SH SOLE 0 0 0 14900 FREEPORT-MCMORAN INC CL B 35671D857 141 12193 SH SOLE 0 0 0 12193 GENERAL ELECTRIC CO COM 369604103 494 72325 SH SOLE 0 0 0 72325 GOLDMAN SACHS GROUP INC COM 38141G104 824 4172 SH SOLE 0 0 0 4172 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 7530 74938 SH SOLE 0 0 0 74938 HERITAGE CRYSTAL CLEAN INC COM 42726M106 1763 100983 SH SOLE 0 0 0 100983 HILL ROM HLDGS INC COM 431475102 302 2749 SH SOLE 0 0 0 2749 HOME DEPOT INC COM 437076102 1364 5443 SH SOLE 0 0 0 5443 HONEYWELL INTL INC COM 438516106 721 4988 SH SOLE 0 0 0 4988 ILLINOIS TOOL WKS INC COM 452308109 469 2684 SH SOLE 0 0 0 2684 INTEL CORP COM 458140100 1790 29919 SH SOLE 0 0 0 29919 INTERCONTINENTAL EXCHANGE IN COM 45866F104 372 4065 SH SOLE 0 0 0 4065 INTERNATIONAL BUSINESS MACHS COM 459200101 747 6187 SH SOLE 0 0 0 6187 INVESCO QQQ TR UNIT SER 1 46090E103 265 1069 SH SOLE 0 0 0 1069 INTUITIVE SURGICAL INC COM NEW 46120E602 325 570 SH SOLE 0 0 0 570 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 467 4588 SH SOLE 0 0 0 4588 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 757 6991 SH SOLE 0 0 0 6991 INVESCO EXCHANGE-TRADED FD T S&P500 LOW VOL 46138E354 543 10925 SH SOLE 0 0 0 10925 ISHARES TR MRNGSTR LG-CP GR 464287119 517 2205 SH SOLE 0 0 0 2205 ISHARES TR CORE S&P TTL STK 464287150 2560 36864 SH SOLE 0 0 0 36864 ISHARES TR CORE S&P500 ETF 464287200 10843 35013 SH SOLE 0 0 0 35013 ISHARES TR CORE US AGGBD ET 464287226 689 5833 SH SOLE 0 0 0 5833 ISHARES TR S&P 500 GRWT ETF 464287309 563 2711 SH SOLE 0 0 0 2711 ISHARES TR S&P 500 VAL ETF 464287408 645 5959 SH SOLE 0 0 0 5959 ISHARES TR MSCI EAFE ETF 464287465 1261 20717 SH SOLE 0 0 0 20717 ISHARES TR RUS MDCP VAL ETF 464287473 26336 344127 SH SOLE 0 0 0 344127 ISHARES TR RUS MD CP GR ETF 464287481 2416 15278 SH SOLE 0 0 0 15278 ISHARES TR RUS MID CAP ETF 464287499 582 10864 SH SOLE 0 0 0 10864 ISHARES TR CORE S&P MCP ETF 464287507 3179 17878 SH SOLE 0 0 0 17878 ISHARES TR S&P MC 400GR ETF 464287606 839 3746 SH SOLE 0 0 0 3746 ISHARES TR RUS 2000 VAL ETF 464287630 3536 36281 SH SOLE 0 0 0 36281 ISHARES TR RUS 2000 GRW ETF 464287648 246 1189 SH SOLE 0 0 0 1189 ISHARES TR RUSSELL 2000 ETF 464287655 224 1565 SH SOLE 0 0 0 1565 ISHARES TR CORE S&P US VLU 464287663 12669 242567 SH SOLE 0 0 0 242567 ISHARES TR CORE S&P US GWT 464287671 11393 158494 SH SOLE 0 0 0 158494 ISHARES TR S&P MC 400VL ETF 464287705 1260 9481 SH SOLE 0 0 0 9481 ISHARES TR CORE S&P SCP ETF 464287804 12493 182943 SH SOLE 0 0 0 182943 ISHARES TR SP SMCP600VL ETF 464287879 275 2283 SH SOLE 0 0 0 2283 ISHARES TR SHRT NAT MUN ETF 464288158 12020 111443 SH SOLE 0 0 0 111443 ISHARES TR MSCI ACWI EX US 464288240 238 5494 SH SOLE 0 0 0 5494 ISHARES TR MRGSTR MD CP GRW 464288307 483 1646 SH SOLE 0 0 0 1646 ISHARES TR NATIONAL MUN ETF 464288414 3604 31226 SH SOLE 0 0 0 31226 ISHARES TR MRGSTR SM CP GR 464288604 445 2016 SH SOLE 0 0 0 2016 ISHARES TR INTRM GOV CR ETF 464288612 2665 22637 SH SOLE 0 0 0 22637 ISHARES TR US TREAS BD ETF 46429B267 1566 55931 SH SOLE 0 0 0 55931 ISHARES TR MSCI MIN VOL ETF 46429B697 4384 72314 SH SOLE 0 0 0 72314 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 5828 116541 SH SOLE 0 0 0 116541 ISHARES TR USA QUALITY FCTR 46432F339 3918 40843 SH SOLE 0 0 0 40843 ISHARES TR EDGE MSCI USA VL 46432F388 799 11059 SH SOLE 0 0 0 11059 ISHARES TR CORE MSCI TOTAL 46432F834 7401 135749 SH SOLE 0 0 0 135749 ISHARES TR CORE MSCI EAFE 46432F842 1406 24601 SH SOLE 0 0 0 24601 ISHARES TR CORE 1 5 YR USD 46432F859 9608 186677 SH SOLE 0 0 0 186677 ISHARES INC CORE MSCI EMKT 46434G103 398 8355 SH SOLE 0 0 0 8355 ISHARES TR MULTIFACTOR USA 46434V282 1905 61318 SH SOLE 0 0 0 61318 ISHARES TR CORE TOTAL USD 46434V613 2980 54856 SH SOLE 0 0 0 54856 ISHARES TR CORE DIV GRWTH 46434V621 4354 115805 SH SOLE 0 0 0 115805 ISHARES TR EDGE MSCI MINM 46435G433 351 12118 SH SOLE 0 0 0 12118 JPMORGAN CHASE & CO COM 46625H100 2181 23184 SH SOLE 0 0 0 23184 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 567 11185 SH SOLE 0 0 0 11185 JOHNSON & JOHNSON COM 478160104 1914 13612 SH SOLE 0 0 0 13612 LILLY ELI & CO COM 532457108 9797 59670 SH SOLE 0 0 0 59670 LOCKHEED MARTIN CORP COM 539830109 351 962 SH SOLE 0 0 0 962 LOWES COS INC COM 548661107 542 4015 SH SOLE 0 0 0 4015 MARSH & MCLENNAN COS INC COM 571748102 248 2309 SH SOLE 0 0 0 2309 MARRIOTT INTL INC NEW CL A 571903202 1427 16645 SH SOLE 0 0 0 16645 MASTERCARD INC CL A 57636Q104 983 3325 SH SOLE 0 0 0 3325 MCDONALDS CORP COM 580135101 1136 6158 SH SOLE 0 0 0 6158 MERCK & CO. INC COM 58933Y105 934 12083 SH SOLE 0 0 0 12083 MICROSOFT CORP COM 594918104 5862 28805 SH SOLE 0 0 0 28805 MICROCHIP TECHNOLOGY INC COM 595017104 465 4417 SH SOLE 0 0 0 4417 MONDELEZ INTL INC CL A 609207105 263 5146 SH SOLE 0 0 0 5146 NEXTERA ENERGY INC COM 65339F101 321 1335 SH SOLE 0 0 0 1335 NIKE INC CL B 654106103 688 7020 SH SOLE 0 0 0 7020 NUVEEN SELECT TAX-FREE INCOM SH BEN INT 67062F100 254 16188 SH SOLE 0 0 0 16188 NUVEEN MUN VALUE FD INC COM 670928100 125 12229 SH SOLE 0 0 0 12229 ORACLE CORP COM 68389X105 345 6240 SH SOLE 0 0 0 6240 PAYPAL HLDGS INC COM 70450Y103 229 1316 SH SOLE 0 0 0 1316 PENUMBRA INC COM 70975L107 2414 13500 SH SOLE 0 0 0 13500 PEPSICO INC COM 713448108 1755 13272 SH SOLE 0 0 0 13272 PFIZER INC COM 717081103 598 18276 SH SOLE 0 0 0 18276 PROCTER & GAMBLE CO COM 742718109 1103 9229 SH SOLE 0 0 0 9229 PROSHARES TR SHORT S&P 500 NE 74347B425 313 14000 SH SOLE 0 0 0 14000 QUALCOMM INC COM 747525103 1129 12382 SH SOLE 0 0 0 12382 SPDR S&P 500 ETF TR TR UNIT 78462F103 3478 11280 SH SOLE 0 0 0 11280 SPDR GOLD TRUST GOLD SHS 78463V107 482 2879 SH SOLE 0 0 0 2879 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 300 13260 SH SOLE 0 0 0 13260 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 209 7578 SH SOLE 0 0 0 7578 SPDR SER TR S&P 600 SMCP GRW 78464A201 558 9828 SH SOLE 0 0 0 9828 SPDR SER TR S&P 600 SMCP VAL 78464A300 1782 36272 SH SOLE 0 0 0 36272 SPDR SER TR PORTFOLIO AGRGTE 78464A649 289 9361 SH SOLE 0 0 0 9361 SPDR SER TR S&P DIVID ETF 78464A763 204 2240 SH SOLE 0 0 0 2240 SPDR SER TR S&P 400 MDCP GRW 78464A821 688 12789 SH SOLE 0 0 0 12789 SPDR SER TR S&P 400 MDCP VAL 78464A839 2336 54799 SH SOLE 0 0 0 54799 SPDR SER TR PORTFOLIO S&P500 78464A854 1314 36262 SH SOLE 0 0 0 36262 SPDR SER TR NUVEEN BLMBRG SR 78468R739 381 7632 SH SOLE 0 0 0 7632 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 618 8407 SH SOLE 0 0 0 8407 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1826 24646 SH SOLE 0 0 0 24646 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1120 11032 SH SOLE 0 0 0 11032 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 310 5889 SH SOLE 0 0 0 5889 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 467 7151 SH SOLE 0 0 0 7151 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 203 6810 SH SOLE 0 0 0 6810 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1412 27357 SH SOLE 0 0 0 27357 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 426 3335 SH SOLE 0 0 0 3335 SELECT SECTOR SPDR TR ENERGY 81369Y506 465 12296 SH SOLE 0 0 0 12296 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1057 10112 SH SOLE 0 0 0 10112 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 259 7430 SH SOLE 0 0 0 7430 SERVICENOW INC COM 81762P102 218 538 SH SOLE 0 0 0 538 SMILEDIRECTCLUB INC CL A COM 83192H106 246 31139 SH SOLE 0 0 0 31139 SOUTHWEST AIRLS CO COM 844741108 604 17675 SH SOLE 0 0 0 17675 STARBUCKS CORP COM 855244109 791 10755 SH SOLE 0 0 0 10755 TJX COS INC NEW COM 872540109 726 14353 SH SOLE 0 0 0 14353 TESLA INC COM 88160R101 201 186 SH SOLE 0 0 0 186 TEXAS INSTRS INC COM 882508104 1241 9775 SH SOLE 0 0 0 9775 3M CO COM 88579Y101 249 1598 SH SOLE 0 0 0 1598 TRAVELERS COMPANIES INC COM 89417E109 276 2419 SH SOLE 0 0 0 2419 UNION PAC CORP COM 907818108 1355 8015 SH SOLE 0 0 0 8015 UNITED PARCEL SERVICE INC CL B 911312106 366 3289 SH SOLE 0 0 0 3289 UNITED TECHNOLOGIES CORP COM 913017109 574 9315 SH SOLE 0 0 0 9315 UNITEDHEALTH GROUP INC COM 91324P102 1326 4497 SH SOLE 0 0 0 4497 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1092 9323 SH SOLE 0 0 0 9323 VANGUARD STAR FDS VG TL INTL STK F 921909768 3495 71077 SH SOLE 0 0 0 71077 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3495 42043 SH SOLE 0 0 0 42043 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 208 2785 SH SOLE 0 0 0 2785 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 757 15893 SH SOLE 0 0 0 15893 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 943 23816 SH SOLE 0 0 0 23816 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 845 15608 SH SOLE 0 0 0 15608 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4254 15009 SH SOLE 0 0 0 15009 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 759 7929 SH SOLE 0 0 0 7929 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 923 5591 SH SOLE 0 0 0 5591 VANGUARD INDEX FDS MID CAP ETF 922908629 955 5827 SH SOLE 0 0 0 5827 VANGUARD INDEX FDS GROWTH ETF 922908736 956 4730 SH SOLE 0 0 0 4730 VANGUARD INDEX FDS VALUE ETF 922908744 343 3447 SH SOLE 0 0 0 3447 VANGUARD INDEX FDS SMALL CP ETF 922908751 259 1778 SH SOLE 0 0 0 1778 VERIZON COMMUNICATIONS INC COM 92343V104 1763 31987 SH SOLE 0 0 0 31987 VISA INC COM CL A 92826C839 937 4852 SH SOLE 0 0 0 4852 WALMART INC COM 931142103 676 5643 SH SOLE 0 0 0 5643 WELLS FARGO CO NEW COM 949746101 426 16627 SH SOLE 0 0 0 16627 WISDOMTREE TR FLOATNG RAT TREA 97717X628 435 17309 SH SOLE 0 0 0 17309 WISDOMTREE TR US QTLY DIV GRT 97717X669 1526 33537 SH SOLE 0 0 0 33537 WORLD GOLD TR SPDR GLD MINIS 98149E204 1985 111786 SH SOLE 0 0 0 111786 YUM BRANDS INC COM 988498101 207 2381 SH SOLE 0 0 0 2381 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1603 7464 SH SOLE 0 0 0 7464 LINDE PLC SHS G5494J103 275 1296 SH SOLE 0 0 0 1296 MEDTRONIC PLC SHS G5960L103 1136 12387 SH SOLE 0 0 0 12387 CHUBB LIMITED COM H1467J104 291 2296 SH SOLE 0 0 0 2296