0001767940-20-000003.txt : 20200721
0001767940-20-000003.hdr.sgml : 20200721
20200720211438
ACCESSION NUMBER: 0001767940-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200721
DATE AS OF CHANGE: 20200720
EFFECTIVENESS DATE: 20200721
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Wolff Financial Management LLC
CENTRAL INDEX KEY: 0001767940
IRS NUMBER: 383548642
STATE OF INCORPORATION: MI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19175
FILM NUMBER: 201037414
BUSINESS ADDRESS:
STREET 1: 5938 VENTURE PARK DRIVE
CITY: KALAMAZOO
STATE: MI
ZIP: 49009
BUSINESS PHONE: 269-372-3100
MAIL ADDRESS:
STREET 1: 5938 VENTURE PARK DRIVE
CITY: KALAMAZOO
STATE: MI
ZIP: 49009
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001767940
XXXXXXXX
06-30-2020
06-30-2020
Wolff Financial Management LLC
5938 VENTURE PARK DRIVE
KALAMAZOO
MI
49009
13F HOLDINGS REPORT
028-19175
N
Ashleigh C. Swayze
Counsel
6463953900
Ashleigh C. Swayze
Newtown
PA
07-20-2020
0
81
157243
false
INFORMATION TABLE
2
wolff2q2020_13f.xml
WOLFF INFORMATION TABLE
3M CO
COM
88579Y101
315
2021
SH
SOLE
0
0
2021
ALTRIA GROUP INC
COM
02209S103
560
14262
SH
SOLE
0
0
14262
AMERICAN ELEC PWR CO INC
COM
025537101
633
7944
SH
SOLE
0
0
7944
AMGEN INC
COM
031162100
274
1162
SH
SOLE
0
0
1162
APPLE INC
COM
037833100
1785
4893
SH
SOLE
0
0
4893
AT&T INC
COM
00206R102
1161
38409
SH
SOLE
0
0
38409
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
642
3594
SH
SOLE
0
0
3594
BRISTOL-MYERS SQUIBB CO
COM
110122108
473
8044
SH
SOLE
0
0
8044
CATERPILLAR INC DEL
COM
149123101
690
5451
SH
SOLE
0
0
5451
CHEVRON CORP NEW
COM
166764100
521
5844
SH
SOLE
0
0
5844
CISCO SYS INC
COM
17275R102
502
10762
SH
SOLE
0
0
10762
CLOROX CO DEL
COM
189054109
828
3775
SH
SOLE
0
0
3775
COCA COLA CO
COM
191216100
612
13708
SH
SOLE
0
0
13708
DISNEY WALT CO
COM DISNEY
254687106
337
3025
SH
SOLE
0
0
3025
DOW INC
COM
260557103
234
5729
SH
SOLE
0
0
5729
DUKE ENERGY CORP NEW
COM NEW
26441C204
276
3456
SH
SOLE
0
0
3456
ENERGY TRANSFER LP
COM UT LTD PTN
29273V100
85
12000
SH
SOLE
0
0
12000
EXXON MOBIL CORP
COM
30231G102
259
5782
SH
SOLE
0
0
5782
GENERAL MLS INC
COM
370334104
321
5201
SH
SOLE
0
0
5201
GILEAD SCIENCES INC
COM
375558103
248
3227
SH
SOLE
0
0
3227
HASBRO INC
COM
418056107
316
4212
SH
SOLE
0
0
4212
INTEL CORP
COM
458140100
713
11919
SH
SOLE
0
0
11919
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
1306
26288
SH
SOLE
0
0
26288
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
46137V266
14991
115773
SH
SOLE
0
0
115773
INVESCO QQQ TR
UNIT SER 1
46090E103
867
3500
SH
SOLE
0
0
3500
ISHARES TR
EAFE GRWTH ETF
464288885
1072
12902
SH
SOLE
0
0
12902
ISHARES TR
CORE HIGH DV ETF
46429B663
13125
161741
SH
SOLE
0
0
161741
ISHARES TR
FLTG RATE NT ETF
46429B655
804
15896
SH
SOLE
0
0
15896
ISHARES TR
SELECT DIVID ETF
464287168
2085
25836
SH
SOLE
0
0
25836
ISHARES TR
MIN VOL EAFE ETF
46429B689
8581
129904
SH
SOLE
0
0
129904
ISHARES TR
CORE MSCI EAFE
46432F842
232
4055
SH
SOLE
0
0
4055
ISHARES TR
CORE 1 5 YR USD
46432F859
472
9171
SH
SOLE
0
0
9171
ISHARES TR
0-5YR INVT GR CP
46434V100
6106
117152
SH
SOLE
0
0
117152
ISHARES TR
S&P MC 400GR ETF
464287606
504
2251
SH
SOLE
0
0
2251
ISHARES TR
S&P MC 400VL ETF
464287705
266
2000
SH
SOLE
0
0
2000
ISHARES TR
MSCI EAFE ETF
464287465
2484
40816
SH
SOLE
0
0
40816
JPMORGAN CHASE & CO
COM
46625H100
304
3236
SH
SOLE
0
0
3236
KELLOGG CO
COM
487836108
2987
45217
SH
SOLE
0
0
45217
KIMBERLY CLARK CORP
COM
494368103
677
4787
SH
SOLE
0
0
4787
LANCASTER COLONY CORP
COM
513847103
2718
17539
SH
SOLE
0
0
17539
LILLY ELI & CO
COM
532457108
2410
14681
SH
SOLE
0
0
14681
LOCKHEED MARTIN CORP
COM
539830109
387
1060
SH
SOLE
0
0
1060
MCDONALDS CORP
COM
580135101
950
5151
SH
SOLE
0
0
5151
MERCK & CO. INC
COM
58933Y105
859
11104
SH
SOLE
0
0
11104
MICROSOFT CORP
COM
594918104
1297
6375
SH
SOLE
0
0
6375
NUVEEN MICH QUALITY MUN INCO
COM
670979103
558
40779
SH
SOLE
0
0
40779
NUVEEN MUN VALUE FD INC
COM
670928100
1178
115521
SH
SOLE
0
0
115521
PEPSICO INC
COM
713448108
761
5751
SH
SOLE
0
0
5751
PFIZER INC
COM
717081103
1215
37166
SH
SOLE
0
0
37166
PHILIP MORRIS INTL INC
COM
718172109
317
4523
SH
SOLE
0
0
4523
PRINCIPAL FINANCIAL GROUP IN
COM
74251V102
325
7815
SH
SOLE
0
0
7815
PROCTER AND GAMBLE CO
COM
742718109
1207
10098
SH
SOLE
0
0
10098
QUALCOMM INC
COM
747525103
875
9588
SH
SOLE
0
0
9588
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
335
5431
SH
SOLE
0
0
5431
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
425
14285
SH
SOLE
0
0
14285
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
354
5156
SH
SOLE
0
0
5156
SPDR GOLD TR
GOLD SHS
78463V107
795
4748
SH
SOLE
0
0
4748
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
210
7594
SH
SOLE
0
0
7594
SPDR S&P 500 ETF TR
TR UNIT
78462F103
449
1455
SH
SOLE
0
0
1455
SPDR SER TR
S&P DIVID ETF
78464A763
15223
166915
SH
SOLE
0
0
166915
STRYKER CORPORATION
COM
863667101
1794
9957
SH
SOLE
0
0
9957
TORONTO DOMINION BK ONT
COM NEW
891160509
347
7771
SH
SOLE
0
0
7771
UNITED PARCEL SERVICE INC
CL B
911312106
609
5480
SH
SOLE
0
0
5480
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
357
3830
SH
SOLE
0
0
3830
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
647
7782
SH
SOLE
0
0
7782
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
679
4335
SH
SOLE
0
0
4335
VANGUARD INDEX FDS
SMALL CP ETF
922908751
5398
37043
SH
SOLE
0
0
37043
VANGUARD INDEX FDS
MID CAP ETF
922908629
5863
35770
SH
SOLE
0
0
35770
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
5661
52943
SH
SOLE
0
0
52943
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
5806
35168
SH
SOLE
0
0
35168
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
5941
29763
SH
SOLE
0
0
29763
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
4321
45151
SH
SOLE
0
0
45151
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
1429
26385
SH
SOLE
0
0
26385
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
5947
71939
SH
SOLE
0
0
71939
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1223
10435
SH
SOLE
0
0
10435
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
2108
26759
SH
SOLE
0
0
26759
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
3484
23294
SH
SOLE
0
0
23294
VANGUARD WORLD FDS
INF TECH ETF
92204A702
2221
7969
SH
SOLE
0
0
7969
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
571
4732
SH
SOLE
0
0
4732
VERIZON COMMUNICATIONS INC
COM
92343V104
835
15150
SH
SOLE
0
0
15150
VISA INC
COM CL A
92826C839
506
2619
SH
SOLE
0
0
2619