Chief Compliance Officer

0001731713-21-000004.txt : 20210512 0001731713-21-000004.hdr.sgml : 20210512 20210512104210 ACCESSION NUMBER: 0001731713-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210512 DATE AS OF CHANGE: 20210512 EFFECTIVENESS DATE: 20210512 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: 21913927 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 03-31-2021 03-31-2021 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 05-12-2021 0 198 419610 false INFORMATION TABLE 2 WG.13F.2021Q1.xml AT&T INC COM 00206R102 1492 49297 SH SOLE 0 0 0 49297 ABBOTT LABS COM 002824100 2853 23810 SH SOLE 0 0 0 23810 ABBVIE INC COM 00287Y109 1890 17467 SH SOLE 0 0 0 17467 ADOBE SYSTEMS INCORPORATED COM 00724F101 450 946 SH SOLE 0 0 0 946 AIRBNB INC COM CL A 009066101 213 1136 SH SOLE 0 0 0 1136 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 370 1634 SH SOLE 0 0 0 1634 ALPHABET INC CAP STK CL C 02079K107 1216 588 SH SOLE 0 0 0 588 ALPHABET INC CAP STK CL A 02079K305 1650 800 SH SOLE 0 0 0 800 AMAZON COM INC COM 023135106 4095 1323 SH SOLE 0 0 0 1323 AMERICAN EXPRESS CO COM 025816109 265 1872 SH SOLE 0 0 0 1872 AMERICAN TOWER CORP NEW COM 03027X100 800 3346 SH SOLE 0 0 0 3346 AMGEN INC COM 031162100 229 919 SH SOLE 0 0 0 919 ANALOG DEVICES INC COM 032654105 1159 7474 SH SOLE 0 0 0 7474 ANTHEM INC COM 036752103 546 1521 SH SOLE 0 0 0 1521 APPLE INC COM 037833100 9944 81405 SH SOLE 0 0 0 81405 AUTOMATIC DATA PROCESSING IN COM 053015103 654 3472 SH SOLE 0 0 0 3472 BP PLC SPONSORED ADR 055622104 205 8417 SH SOLE 0 0 0 8417 BK OF AMERICA CORP COM 060505104 909 23492 SH SOLE 0 0 0 23492 BANK NEW YORK MELLON CORP COM 064058100 210 4450 SH SOLE 0 0 0 4450 BECTON DICKINSON & CO COM 075887109 641 2636 SH SOLE 0 0 0 2636 BERKSHIRE HATHAWAY INC DEL CL A 084670108 386 1 SH SOLE 0 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2512 9832 SH SOLE 0 0 0 9832 BLACKROCK INC COM 09247X101 1314 1743 SH SOLE 0 0 0 1743 BLACKSTONE GROUP INC COM CL A 09260D107 329 4409 SH SOLE 0 0 0 4409 BOEING CO COM 097023105 206 809 SH SOLE 0 0 0 809 BRISTOL-MYERS SQUIBB CO COM 110122108 692 10962 SH SOLE 0 0 0 10962 CBRE GROUP INC CL A 12504L109 228 2877 SH SOLE 0 0 0 2877 CVS HEALTH CORP COM 126650100 823 10937 SH SOLE 0 0 0 10937 CALUMET SPECIALTY PRODS PTNR UT LTD PARTNER 131476103 1611 264157 SH SOLE 0 0 0 264157 CATERPILLAR INC COM 149123101 1857 8010 SH SOLE 0 0 0 8010 CHEVRON CORP NEW COM 166764100 379 3614 SH SOLE 0 0 0 3614 CISCO SYS INC COM 17275R102 821 15867 SH SOLE 0 0 0 15867 CITIZENS FINL GROUP INC COM 174610105 686 15542 SH SOLE 0 0 0 15542 CLEAN HARBORS INC COM 184496107 4520 53775 SH SOLE 0 0 0 53775 COCA COLA CO COM 191216100 1255 23800 SH SOLE 0 0 0 23800 COLGATE PALMOLIVE CO COM 194162103 387 4908 SH SOLE 0 0 0 4908 COMCAST CORP NEW CL A 20030N101 766 14165 SH SOLE 0 0 0 14165 COSTCO WHSL CORP NEW COM 22160K105 969 2749 SH SOLE 0 0 0 2749 CUMMINS INC COM 231021106 846 3265 SH SOLE 0 0 0 3265 DANAHER CORPORATION COM 235851102 1153 5122 SH SOLE 0 0 0 5122 DIGITAL RLTY TR INC COM 253868103 427 3034 SH SOLE 0 0 0 3034 DISNEY WALT CO COM 254687106 4397 23829 SH SOLE 0 0 0 23829 DOLLAR GEN CORP NEW COM 256677105 1341 6617 SH SOLE 0 0 0 6617 DOW INC COM 260557103 241 3775 SH SOLE 0 0 0 3775 EXXON MOBIL CORP COM 30231G102 593 10621 SH SOLE 0 0 0 10621 FACEBOOK INC CL A 30303M102 441 1497 SH SOLE 0 0 0 1497 FEDEX CORP COM 31428X106 211 742 SH SOLE 0 0 0 742 FIRST MERCHANTS CORP COM 320817109 1333 28675 SH SOLE 0 0 0 28675 FORTINET INC COM 34959E109 369 2000 SH SOLE 0 0 0 2000 GENERAL ELECTRIC CO COM 369604103 838 63793 SH SOLE 0 0 0 63793 GOLDMAN SACHS GROUP INC COM 38141G104 1212 3707 SH SOLE 0 0 0 3707 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 2318 23148 SH SOLE 0 0 0 23148 HERITAGE CRYSTAL CLEAN INC COM 42726M106 2339 86204 SH SOLE 0 0 0 86204 HILL ROM HLDGS INC COM 431475102 211 1912 SH SOLE 0 0 0 1912 HOME DEPOT INC COM 437076102 1770 5799 SH SOLE 0 0 0 5799 HONEYWELL INTL INC COM 438516106 1230 5668 SH SOLE 0 0 0 5668 ILLINOIS TOOL WKS INC COM 452308109 844 3810 SH SOLE 0 0 0 3810 INTEL CORP COM 458140100 967 15110 SH SOLE 0 0 0 15110 INTERCONTINENTAL EXCHANGE IN COM 45866F104 678 6075 SH SOLE 0 0 0 6075 INTERNATIONAL BUSINESS MACHS COM 459200101 429 3222 SH SOLE 0 0 0 3222 INVESCO QQQ TR UNIT SER 1 46090E103 262 821 SH SOLE 0 0 0 821 INTUITIVE SURGICAL INC COM NEW 46120E602 421 570 SH SOLE 0 0 0 570 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 233 5245 SH SOLE 0 0 0 5245 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 471 3324 SH SOLE 0 0 0 3324 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1060 6991 SH SOLE 0 0 0 6991 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 594 10207 SH SOLE 0 0 0 10207 ISHARES TR MRNGSTR LG-CP GR 464287119 636 2205 SH SOLE 0 0 0 2205 ISHARES TR MRNGSTR LG-CP ET 464287127 238 1061 SH SOLE 0 0 0 1061 ISHARES TR CORE S&P TTL STK 464287150 3337 36431 SH SOLE 0 0 0 36431 ISHARES TR CORE S&P500 ETF 464287200 16883 42438 SH SOLE 0 0 0 42438 ISHARES TR CORE US AGGBD ET 464287226 1271 11170 SH SOLE 0 0 0 11170 ISHARES TR S&P 500 GRWT ETF 464287309 706 10844 SH SOLE 0 0 0 10844 ISHARES TR S&P 500 VAL ETF 464287408 862 6105 SH SOLE 0 0 0 6105 ISHARES TR MSCI EAFE ETF 464287465 1237 16306 SH SOLE 0 0 0 16306 ISHARES TR RUS MDCP VAL ETF 464287473 32030 293049 SH SOLE 0 0 0 293049 ISHARES TR RUS MD CP GR ETF 464287481 2719 26639 SH SOLE 0 0 0 26639 ISHARES TR RUS MID CAP ETF 464287499 569 7692 SH SOLE 0 0 0 7692 ISHARES TR CORE S&P MCP ETF 464287507 11137 42790 SH SOLE 0 0 0 42790 ISHARES TR S&P MC 400GR ETF 464287606 3508 44766 SH SOLE 0 0 0 44766 ISHARES TR RUS 2000 VAL ETF 464287630 5231 32802 SH SOLE 0 0 0 32802 ISHARES TR RUSSELL 2000 ETF 464287655 590 2670 SH SOLE 0 0 0 2670 ISHARES TR CORE S&P US VLU 464287663 17983 261000 SH SOLE 0 0 0 261000 ISHARES TR CORE S&P US GWT 464287671 13661 150471 SH SOLE 0 0 0 150471 ISHARES TR S&P MC 400VL ETF 464287705 5732 56235 SH SOLE 0 0 0 56235 ISHARES TR CORE S&P SCP ETF 464287804 21890 201697 SH SOLE 0 0 0 201697 ISHARES TR SP SMCP600VL ETF 464287879 426 4228 SH SOLE 0 0 0 4228 ISHARES TR SHRT NAT MUN ETF 464288158 13107 121560 SH SOLE 0 0 0 121560 ISHARES TR MRGSTR MD CP ETF 464288208 228 908 SH SOLE 0 0 0 908 ISHARES TR MSCI ACWI EX US 464288240 284 5153 SH SOLE 0 0 0 5153 ISHARES TR MRGSTR MD CP GRW 464288307 622 1646 SH SOLE 0 0 0 1646 ISHARES TR NATIONAL MUN ETF 464288414 3433 29581 SH SOLE 0 0 0 29581 ISHARES TR MRGSTR SM CP GR 464288604 606 2016 SH SOLE 0 0 0 2016 ISHARES TR 3 7 YR TREAS BD 464288661 464 3575 SH SOLE 0 0 0 3575 ISHARES TR PFD AND INCM SEC 464288687 575 14973 SH SOLE 0 0 0 14973 ISHARES TR US TREAS BD ETF 46429B267 608 23231 SH SOLE 0 0 0 23231 ISHARES TR MSCI USA MIN VOL 46429B697 4681 67660 SH SOLE 0 0 0 67660 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 5643 112423 SH SOLE 0 0 0 112423 ISHARES TR MSCI USA QLT FCT 46432F339 5526 45377 SH SOLE 0 0 0 45377 ISHARES TR MSCI USA VALUE 46432F388 1186 11576 SH SOLE 0 0 0 11576 ISHARES TR CORE MSCI TOTAL 46432F834 10942 155690 SH SOLE 0 0 0 155690 ISHARES TR CORE MSCI EAFE 46432F842 1125 15609 SH SOLE 0 0 0 15609 ISHARES TR CORE 1 5 YR USD 46432F859 10439 203525 SH SOLE 0 0 0 203525 ISHARES INC CORE MSCI EMKT 46434G103 538 8352 SH SOLE 0 0 0 8352 ISHARES TR MSCI USA MULTIFT 46434V282 2271 55889 SH SOLE 0 0 0 55889 ISHARES TR CORE TOTAL USD 46434V613 4776 90538 SH SOLE 0 0 0 90538 ISHARES TR CORE DIV GRWTH 46434V621 4760 98620 SH SOLE 0 0 0 98620 ISHARES TR MSCI USA SMCP MN 46435G433 268 7266 SH SOLE 0 0 0 7266 JPMORGAN CHASE & CO COM 46625H100 2157 14168 SH SOLE 0 0 0 14168 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 271 5332 SH SOLE 0 0 0 5332 JOHNSON & JOHNSON COM 478160104 2466 15002 SH SOLE 0 0 0 15002 LABORATORY CORP AMER HLDGS COM NEW 50540R409 255 1000 SH SOLE 0 0 0 1000 LILLY ELI & CO COM 532457108 10823 57934 SH SOLE 0 0 0 57934 LOWES COS INC COM 548661107 743 3908 SH SOLE 0 0 0 3908 MARRIOTT INTL INC NEW CL A 571903202 825 5570 SH SOLE 0 0 0 5570 MASTERCARD INCORPORATED CL A 57636Q104 1068 2999 SH SOLE 0 0 0 2999 MCDONALDS CORP COM 580135101 1480 6605 SH SOLE 0 0 0 6605 MERCHANTS BANCORP IND COM 58844R108 847 20192 SH SOLE 0 0 0 20192 MERCK & CO. INC COM 58933Y105 964 12501 SH SOLE 0 0 0 12501 MICROSOFT CORP COM 594918104 6785 28778 SH SOLE 0 0 0 28778 MICROCHIP TECHNOLOGY INC. COM 595017104 825 5312 SH SOLE 0 0 0 5312 MONDELEZ INTL INC CL A 609207105 284 4856 SH SOLE 0 0 0 4856 MORGAN STANLEY COM NEW 617446448 934 12026 SH SOLE 0 0 0 12026 NEXTERA ENERGY INC COM 65339F101 372 4915 SH SOLE 0 0 0 4915 NIKE INC CL B 654106103 1135 8539 SH SOLE 0 0 0 8539 NORFOLK SOUTHN CORP COM 655844108 214 798 SH SOLE 0 0 0 798 NUVEEN SELECT TAX-FREE INCOM SH BEN INT 67062F100 282 16188 SH SOLE 0 0 0 16188 NVIDIA CORPORATION COM 67066G104 794 1486 SH SOLE 0 0 0 1486 ORACLE CORP COM 68389X105 435 6195 SH SOLE 0 0 0 6195 PPG INDS INC COM 693506107 839 5583 SH SOLE 0 0 0 5583 PAYPAL HLDGS INC COM 70450Y103 458 1887 SH SOLE 0 0 0 1887 PENUMBRA INC COM 70975L107 1312 4850 SH SOLE 0 0 0 4850 PEPSICO INC COM 713448108 1790 12655 SH SOLE 0 0 0 12655 PFIZER INC COM 717081103 958 26446 SH SOLE 0 0 0 26446 PROCTER AND GAMBLE CO COM 742718109 1427 10534 SH SOLE 0 0 0 10534 PROSHARES TR SHORT S&P 500 NE 74347B425 414 24724 SH SOLE 0 0 0 24724 QUALCOMM INC COM 747525103 1726 13019 SH SOLE 0 0 0 13019 RAYTHEON TECHNOLOGIES CORP COM 75513E101 224 2904 SH SOLE 0 0 0 2904 REPUBLIC SVCS INC COM 760759100 372 3741 SH SOLE 0 0 0 3741 SPDR S&P 500 ETF TR TR UNIT 78462F103 3830 9665 SH SOLE 0 0 0 9665 SPDR GOLD TR GOLD SHS 78463V107 471 2947 SH SOLE 0 0 0 2947 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 225 7767 SH SOLE 0 0 0 7767 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 268 7578 SH SOLE 0 0 0 7578 SPDR SER TR S&P 600 SMCP GRW 78464A201 904 10527 SH SOLE 0 0 0 10527 SPDR SER TR S&P 600 SMCP VAL 78464A300 3275 39938 SH SOLE 0 0 0 39938 SPDR SER TR PORTFOLIO AGRGTE 78464A649 496 16734 SH SOLE 0 0 0 16734 SPDR SER TR S&P 400 MDCP GRW 78464A821 786 10464 SH SOLE 0 0 0 10464 SPDR SER TR S&P 400 MDCP VAL 78464A839 3354 51255 SH SOLE 0 0 0 51255 SPDR SER TR PORTFOLIO S&P500 78464A854 997 21386 SH SOLE 0 0 0 21386 SPDR SER TR NUVEEN BLMBRG SR 78468R739 584 11776 SH SOLE 0 0 0 11776 SALESFORCE COM INC COM 79466L302 322 1518 SH SOLE 0 0 0 1518 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 920 9511 SH SOLE 0 0 0 9511 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1801 18759 SH SOLE 0 0 0 18759 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 946 7292 SH SOLE 0 0 0 7292 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 420 5644 SH SOLE 0 0 0 5644 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 641 6428 SH SOLE 0 0 0 6428 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 628 8614 SH SOLE 0 0 0 8614 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 494 6275 SH SOLE 0 0 0 6275 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 335 1995 SH SOLE 0 0 0 1995 SELECT SECTOR SPDR TR ENERGY 81369Y506 2777 56604 SH SOLE 0 0 0 56604 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 981 9965 SH SOLE 0 0 0 9965 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 604 4549 SH SOLE 0 0 0 4549 SERVICENOW INC COM 81762P102 434 867 SH SOLE 0 0 0 867 STARBUCKS CORP COM 855244109 1494 13669 SH SOLE 0 0 0 13669 TJX COS INC NEW COM 872540109 1200 18139 SH SOLE 0 0 0 18139 TARGET CORP COM 87612E106 219 1108 SH SOLE 0 0 0 1108 TESLA INC COM 88160R101 834 1248 SH SOLE 0 0 0 1248 TEXAS INSTRS INC COM 882508104 1825 9658 SH SOLE 0 0 0 9658 TRAVELERS COMPANIES INC COM 89417E109 394 2622 SH SOLE 0 0 0 2622 UNION PAC CORP COM 907818108 1978 8975 SH SOLE 0 0 0 8975 UNITED PARCEL SERVICE INC CL B 911312106 365 2146 SH SOLE 0 0 0 2146 UNITEDHEALTH GROUP INC COM 91324P102 1896 5095 SH SOLE 0 0 0 5095 VANECK VECTORS ETF TR OIL SVCS ETF 92189H607 1885 9860 SH SOLE 0 0 0 9860 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1261 8570 SH SOLE 0 0 0 8570 VANGUARD STAR FDS VG TL INTL STK F 921909768 4806 76644 SH SOLE 0 0 0 76644 VANGUARD BD INDEX FDS INTERMED TERM 921937819 378 4262 SH SOLE 0 0 0 4262 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 17437 212159 SH SOLE 0 0 0 212159 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 296 2927 SH SOLE 0 0 0 2927 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 882 14528 SH SOLE 0 0 0 14528 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1223 23504 SH SOLE 0 0 0 23504 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 740 13541 SH SOLE 0 0 0 13541 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5131 14085 SH SOLE 0 0 0 14085 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1034 7670 SH SOLE 0 0 0 7670 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1096 5109 SH SOLE 0 0 0 5109 VANGUARD INDEX FDS MID CAP ETF 922908629 1352 6109 SH SOLE 0 0 0 6109 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 219 1236 SH SOLE 0 0 0 1236 VANGUARD INDEX FDS GROWTH ETF 922908736 1013 3940 SH SOLE 0 0 0 3940 VANGUARD INDEX FDS SMALL CP ETF 922908751 445 2079 SH SOLE 0 0 0 2079 VERIZON COMMUNICATIONS INC COM 92343V104 1947 33486 SH SOLE 0 0 0 33486 VISA INC COM CL A 92826C839 1281 6050 SH SOLE 0 0 0 6050 WALMART INC COM 931142103 803 5914 SH SOLE 0 0 0 5914 WISDOMTREE TR EM MKTS QTLY DIV 97717W323 251 8450 SH SOLE 0 0 0 8450 WISDOMTREE TR US QTLY DIV GRT 97717X669 1290 22552 SH SOLE 0 0 0 22552 WORLD GOLD TR SPDR GLD MINIS 98149E204 396 23271 SH SOLE 0 0 0 23271 YUM BRANDS INC COM 988498101 258 2381 SH SOLE 0 0 0 2381 DEUTSCHE BANK A G NAMEN AKT D18190898 640 53325 SH SOLE 0 0 0 53325 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2034 7364 SH SOLE 0 0 0 7364 LINDE PLC SHS G5494J103 354 1262 SH SOLE 0 0 0 1262 MEDTRONIC PLC SHS G5960L103 1492 12631 SH SOLE 0 0 0 12631