0001104659-21-021846.txt : 20210212
0001104659-21-021846.hdr.sgml : 20210212
20210212155339
ACCESSION NUMBER: 0001104659-21-021846
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210212
DATE AS OF CHANGE: 20210212
EFFECTIVENESS DATE: 20210212
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: DWM Financial Group, Inc.
CENTRAL INDEX KEY: 0001759545
IRS NUMBER: 364286110
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20056
FILM NUMBER: 21626815
BUSINESS ADDRESS:
STREET 1: 110 N. BROCKWAY SUITE 300
CITY: PALATINE
STATE: IL
ZIP: 60067
BUSINESS PHONE: 847-934-6262
MAIL ADDRESS:
STREET 1: 110 N. BROCKWAY SUITE 300
CITY: PALATINE
STATE: IL
ZIP: 60067
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001759545
XXXXXXXX
12-31-2020
12-31-2020
false
DWM Financial Group, Inc.
110 N. Brockway Suite 300
Palatine
IL
60067
13F HOLDINGS REPORT
028-20056
N
Brett Detterbeck
CCO
847-934-6262
/s/ Brett Detterbeck
Palatine
IL
02-10-2021
0
17
73441
INFORMATION TABLE
2
infotable.xml
Amazon.com Inc
COM
023135106
231
71
SH
SOLE
0
0
71
Apple Inc
COM
037833100
239
1799
SH
SOLE
0
0
1799
ARK Innovation ETF
INNOVATION ETF
00214Q104
4916
39487
SH
SOLE
0
0
39487
First Bancorp
COM
318910106
410
12119
SH
SOLE
0
0
12119
Invesco BulletShares 2021 Corporate Bond
BULSHS 2021 CB
46138J700
3330
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SH
SOLE
0
0
157020
Invesco BulletShares 2022 Corporate Bond
BULSHS 2022 CB
46138J882
3384
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SH
SOLE
0
0
155601
Invesco BulletShares 2023 Corporate Bond
BULSHS 2023 CB
46138J866
3422
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SH
SOLE
0
0
156246
Invesco BulletShares 2024 Corporate Bond
BULSHS 2024 CB
46138J841
3446
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SH
SOLE
0
0
153929
Invesco FTSE RAFI US 1500 Small- Mid
FTSE RAFI 1500
46137V597
9736
64504
SH
SOLE
0
0
64504
Invesco QQQ Trust Series 1
UNIT SER 1
46090E103
4577
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SH
SOLE
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0
14588
iShares Gold Trust
GOLD SHS
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John Hancock Multifactor Mid Cap ETF
MULTIFACTOR MI
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SOLE
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JP Morgan Diversified Return International Equity
DIV RTN INT EQ
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SOLE
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Schwab US TIPS
US TIPS ETF
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Vanguard Mortgage Backed Sec Indx ETF
MORTG-BACK SEC
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Vanguard Total International Bond Index ETF
INTL BD IDX ETF
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Vanguard Total Stock Market
TOTAL STK MKT
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SOLE
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