0001767940-21-000001.txt : 20210121 0001767940-21-000001.hdr.sgml : 20210121 20210121121146 ACCESSION NUMBER: 0001767940-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210121 DATE AS OF CHANGE: 20210121 EFFECTIVENESS DATE: 20210121 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: 21541100 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 12-31-2020 12-31-2020 Wolff Financial Management LLC

5938 VENTURE PARK DRIVE KALAMAZOO MI 49009

13F HOLDINGS REPORT 028-19175 N Ashleigh C. Swayze 6463953900 Ashleigh C. Swayze Newtown X1 01-21-2021 0 87 190745 false INFORMATION TABLE 2 wolffq42020_13f.xml WOLFF INFORMATION TABLE 3M CO COM 88579Y101 354 2023 SH SOLE 0 0 2023 ALTRIA GROUP INC COM 02209S103 582 14183 SH SOLE 0 0 14183 AMAZON COM INC COM 023135106 381 117 SH SOLE 0 0 117 AMERICAN ELEC PWR CO INC COM 025537101 661 7944 SH SOLE 0 0 7944 AMGEN INC COM 031162100 267 1162 SH SOLE 0 0 1162 APPLE INC COM 037833100 2585 19482 SH SOLE 0 0 19482 AT&T INC COM 00206R102 1109 38561 SH SOLE 0 0 38561 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 481 2076 SH SOLE 0 0 2076 BRISTOL-MYERS SQUIBB CO COM 110122108 499 8044 SH SOLE 0 0 8044 CATERPILLAR INC COM 149123101 985 5413 SH SOLE 0 0 5413 CHEVRON CORP NEW COM 166764100 514 6082 SH SOLE 0 0 6082 CISCO SYS INC COM 17275R102 482 10762 SH SOLE 0 0 10762 CLOROX CO DEL COM 189054109 762 3775 SH SOLE 0 0 3775 COCA COLA CO COM 191216100 756 13793 SH SOLE 0 0 13793 DISNEY WALT CO COM 254687106 548 3025 SH SOLE 0 0 3025 DOW INC COM 260557103 318 5729 SH SOLE 0 0 5729 DUKE ENERGY CORP NEW COM NEW 26441C204 316 3456 SH SOLE 0 0 3456 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 74 12000 SH SOLE 0 0 12000 EXXON MOBIL CORP COM 30231G102 214 5187 SH SOLE 0 0 5187 GENERAL MLS INC COM 370334104 306 5201 SH SOLE 0 0 5201 HASBRO INC COM 418056107 394 4212 SH SOLE 0 0 4212 INTEL CORP COM 458140100 604 12126 SH SOLE 0 0 12126 INTERNATIONAL PAPER CO COM 460146103 270 5428 SH SOLE 0 0 5428 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 1436 25535 SH SOLE 0 0 25535 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 18792 115340 SH SOLE 0 0 115340 INVESCO QQQ TR UNIT SER 1 46090E103 1024 3265 SH SOLE 0 0 3265 ISHARES TR CORE HIGH DV ETF 46429B663 13195 150512 SH SOLE 0 0 150512 ISHARES TR MSCI EAFE MIN VL 46429B689 9673 131761 SH SOLE 0 0 131761 ISHARES TR 0-5YR INVT GR CP 46434V100 7134 136616 SH SOLE 0 0 136616 ISHARES TR MSCI EAFE ETF 464287465 2984 40894 SH SOLE 0 0 40894 ISHARES TR SELECT DIVID ETF 464287168 2459 25569 SH SOLE 0 0 25569 ISHARES TR EAFE GRWTH ETF 464288885 1395 13820 SH SOLE 0 0 13820 ISHARES TR FLTG RATE NT ETF 46429B655 919 18122 SH SOLE 0 0 18122 ISHARES TR MSCI USA QLT FCT 46432F339 741 6375 SH SOLE 0 0 6375 ISHARES TR S&P MC 400GR ETF 464287606 646 8940 SH SOLE 0 0 8940 ISHARES TR CORE 1 5 YR USD 46432F859 405 7850 SH SOLE 0 0 7850 ISHARES TR S&P MC 400VL ETF 464287705 345 4000 SH SOLE 0 0 4000 ISHARES TR CORE DIV GRWTH 46434V621 319 7124 SH SOLE 0 0 7124 ISHARES TR CORE MSCI EAFE 46432F842 279 4038 SH SOLE 0 0 4038 JOHNSON & JOHNSON COM 478160104 213 1354 SH SOLE 0 0 1354 JPMORGAN CHASE & CO COM 46625H100 408 3209 SH SOLE 0 0 3209 KELLOGG CO COM 487836108 2875 46207 SH SOLE 0 0 46207 KIMBERLY-CLARK CORP COM 494368103 645 4787 SH SOLE 0 0 4787 LANCASTER COLONY CORP COM 513847103 3335 18149 SH SOLE 0 0 18149 LILLY ELI & CO COM 532457108 2447 14492 SH SOLE 0 0 14492 LOCKHEED MARTIN CORP COM 539830109 444 1252 SH SOLE 0 0 1252 MCDONALDS CORP COM 580135101 1101 5133 SH SOLE 0 0 5133 MERCK & CO. INC COM 58933Y105 908 11106 SH SOLE 0 0 11106 MICROSOFT CORP COM 594918104 1483 6667 SH SOLE 0 0 6667 NUVEEN MICH QUALITY MUN INCO COM 670979103 615 41652 SH SOLE 0 0 41652 NUVEEN MUN VALUE FD INC COM 670928100 1290 116180 SH SOLE 0 0 116180 PEPSICO INC COM 713448108 853 5754 SH SOLE 0 0 5754 PFIZER INC COM 717081103 1443 39196 SH SOLE 0 0 39196 PHILIP MORRIS INTL INC COM 718172109 374 4523 SH SOLE 0 0 4523 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 388 7815 SH SOLE 0 0 7815 PROCTER AND GAMBLE CO COM 742718109 1481 10644 SH SOLE 0 0 10644 QUALCOMM INC COM 747525103 1461 9588 SH SOLE 0 0 9588 RAYTHEON TECHNOLOGIES CORP COM 75513E101 389 5442 SH SOLE 0 0 5442 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 522 14489 SH SOLE 0 0 14489 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 457 5156 SH SOLE 0 0 5156 SPDR GOLD TR GOLD SHS 78463V107 744 4173 SH SOLE 0 0 4173 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 212 6277 SH SOLE 0 0 6277 SPDR S&P 500 ETF TR TR UNIT 78462F103 544 1455 SH SOLE 0 0 1455 SPDR SER TR S&P DIVID ETF 78464A763 17863 168627 SH SOLE 0 0 168627 STRYKER CORPORATION COM 863667101 2584 10543 SH SOLE 0 0 10543 TORONTO DOMINION BK ONT COM NEW 891160509 438 7771 SH SOLE 0 0 7771 UNITED PARCEL SERVICE INC CL B 911312106 919 5454 SH SOLE 0 0 5454 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 569 6862 SH SOLE 0 0 6862 VANGUARD BD INDEX FDS INTERMED TERM 921937819 423 4554 SH SOLE 0 0 4554 VANGUARD INDEX FDS SML CP GRW ETF 922908595 8155 30467 SH SOLE 0 0 30467 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 7816 36858 SH SOLE 0 0 36858 VANGUARD INDEX FDS MID CAP ETF 922908629 7600 36754 SH SOLE 0 0 36754 VANGUARD INDEX FDS SM CP VAL ETF 922908611 7477 52574 SH SOLE 0 0 52574 VANGUARD INDEX FDS SMALL CP ETF 922908751 7373 37873 SH SOLE 0 0 37873 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5316 44686 SH SOLE 0 0 44686 VANGUARD INDEX FDS TOTAL STK MKT 922908769 910 4676 SH SOLE 0 0 4676 VANGUARD INDEX FDS GROWTH ETF 922908736 247 976 SH SOLE 0 0 976 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1467 26587 SH SOLE 0 0 26587 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 8720 104744 SH SOLE 0 0 104744 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1423 10081 SH SOLE 0 0 10081 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2367 25861 SH SOLE 0 0 25861 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 3980 22882 SH SOLE 0 0 22882 VANGUARD WORLD FDS INF TECH ETF 92204A702 2809 7941 SH SOLE 0 0 7941 VANGUARD WORLD FDS MATERIALS ETF 92204A801 785 4999 SH SOLE 0 0 4999 VERIZON COMMUNICATIONS INC COM 92343V104 856 14573 SH SOLE 0 0 14573 VISA INC COM CL A 92826C839 593 2711 SH SOLE 0 0 2711 WESTERN DIGITAL CORP. COM 958102105 215 3880 SH SOLE 0 0 3880