0001774343-20-000010.txt : 20200812 0001774343-20-000010.hdr.sgml : 20200812 20200812094149 ACCESSION NUMBER: 0001774343-20-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200812 DATE AS OF CHANGE: 20200812 EFFECTIVENESS DATE: 20200812 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Financial Strategies Group, Inc. CENTRAL INDEX KEY: 0001774343 IRS NUMBER: 822226358 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19935 FILM NUMBER: 201094415 BUSINESS ADDRESS: STREET 1: 2270 JOLLY OAK RD., SUITE 2 CITY: OKEMOS STATE: MI ZIP: 48864 BUSINESS PHONE: (517) 347-4337 MAIL ADDRESS: STREET 1: 2270 JOLLY OAK RD., SUITE 2 CITY: OKEMOS STATE: MI ZIP: 48864 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001774343 XXXXXXXX 06-30-2020 06-30-2020 Financial Strategies Group, Inc.

2270 JOLLY OAK RD., SUITE 2 OKEMOS MI 48864

13F COMBINATION REPORT 028-19935 0001478215 Morningstar Investment Services LLC N Kristin Prieur 8008040420 Kristin Prieur Flint MI 06-30-2020 0 48 142414092 false INFORMATION TABLE 2 Form13F.xml PFIZER INC COM 717081103 340 10407 SH SOLE 0 0 0 10407 ISHARES TR SHRT NAT MUN ETF 464288158 823 7630 SH SOLE 0 0 0 7630 DISNEY WALT CO COM DISNEY 254687106 529 4743 SH SOLE 0 0 0 4743 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 575 10453 SH SOLE 0 0 0 10453 NEXTERA ENERGY INC COM 65339F101 276 1151 SH SOLE 0 0 0 1151 APPLE INC COM 037833100 1229 3370 SH SOLE 0 0 0 3370 AMAZON COM INC COM 023135106 331 120 SH SOLE 0 0 0 120 MERCK & CO. INC COM 58933Y105 249 3218 SH SOLE 0 0 0 3218 PROCTER AND GAMBLE CO COM 742718109 351 2938 SH SOLE 0 0 0 2938 NIKE INC CL B 654106103 363 3700 SH SOLE 0 0 0 3700 WALMART INC COM 931142103 204 1699 SH SOLE 0 0 0 1699 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 323 5440 SH SOLE 0 0 0 5440 SPDR SER TR S&P 600 SMCP VAL 78464A300 5046 102724 SH SOLE 0 0 0 102724 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 767 28026 SH SOLE 0 0 0 28026 ISHARES TR US TREAS BD ETF 46429B267 1804 64447 SH SOLE 0 0 0 64447 SPDR SER TR S&P 600 SMCP GRW 78464A201 2171 38230 SH SOLE 0 0 0 38230 PLEXUS CORP COM 729132100 219 3101 SH SOLE 0 0 0 3101 EXXON MOBIL CORP COM 30231G102 272 6075 SH SOLE 0 0 0 6075 ISHARES INC JP MORGAN EM ETF 464286517 3629 88999 SH SOLE 0 0 0 88999 ISHARES TR GRWT ALLOCAT ETF 464289867 558 12039 SH SOLE 0 0 0 12039 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 200 4964 SH SOLE 0 0 0 4964 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 818 20033 SH SOLE 0 0 0 20033 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 1698 28524 SH SOLE 0 0 0 28524 ISHARES TR CORE US AGGBD ET 464287226 392 3314 SH SOLE 0 0 0 3314 ISHARES TR AGGRES ALLOC ETF 464289859 257 4677 SH SOLE 0 0 0 4677 COCA COLA CO COM 191216100 203 4542 SH SOLE 0 0 0 4542 SPDR SER TR PORTFOLIO S&P400 78464A847 8920 285450 SH SOLE 0 0 0 285450 VERIZON COMMUNICATIONS INC COM 92343V104 213 3866 SH SOLE 0 0 0 3866 CSX CORP COM 126408103 251 3600 SH SOLE 0 0 0 3600 SCHWAB STRATEGIC TR US TIPS ETF 808524870 5757 95923 SH SOLE 0 0 0 95923 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 4214 50976 SH SOLE 0 0 0 50976 SPDR SER TR PORTFOLIO AGRGTE 78464A649 16155 523481 SH SOLE 0 0 0 523481 MICROSOFT CORP COM 594918104 829 4072 SH SOLE 0 0 0 4072 ISHARES TR CORE S&P MCP ETF 464287507 3296 18536 SH SOLE 0 0 0 18536 MCDONALDS CORP COM 580135101 297 1608 SH SOLE 0 0 0 1608 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 331 6619 SH SOLE 0 0 0 6619 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 8859 264772 SH SOLE 0 0 0 264772 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 3074 60591 SH SOLE 0 0 0 60591 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 14896 539332 SH SOLE 0 0 0 539332 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 8872 87247 SH SOLE 0 0 0 87247 ISHARES TR CORE S&P500 ETF 464287200 516 1665 SH SOLE 0 0 0 1665 FORD MTR CO DEL COM 345370860 74 12113 SH SOLE 0 0 0 12113 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 731 13508 SH SOLE 0 0 0 13508 BP PLC SPONSORED ADR 055622104 256 10983 SH SOLE 0 0 0 10983 ISHARES TR MODERT ALLOC ETF 464289875 282 7077 SH SOLE 0 0 0 7077 SPDR SER TR PORTFOLI S&P1500 78464A805 26727 707432 SH SOLE 0 0 0 707432 SPDR SER TR MSCI USA STRTGIC 78468R812 6115 69248 SH SOLE 0 0 0 69248