0001780330-20-000005.txt : 20200714 0001780330-20-000005.hdr.sgml : 20200714 20200714170857 ACCESSION NUMBER: 0001780330-20-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200714 DATE AS OF CHANGE: 20200714 EFFECTIVENESS DATE: 20200714 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COLTON GROOME FINANCIAL ADVISORS, LLC CENTRAL INDEX KEY: 0001780330 IRS NUMBER: 364540515 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19550 FILM NUMBER: 201027666 BUSINESS ADDRESS: STREET 1: 1127-B HENDERSONVILLE ROAD CITY: ASHEVILLE STATE: NC ZIP: 28803 BUSINESS PHONE: 828-252-1816 MAIL ADDRESS: STREET 1: 1127-B HENDERSONVILLE ROAD CITY: ASHEVILLE STATE: NC ZIP: 28803 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001780330 XXXXXXXX 06-30-2020 06-30-2020 COLTON GROOME FINANCIAL ADVISORS, LLC

1127-B HENDERSONVILLE ROAD ASHEVILLE NC 28803

13F HOLDINGS REPORT 028-19550 N Matthew Donohue 828-252-1816 Matthew Donohue Asheville NC 07-14-2020 0 55 137529 false INFORMATION TABLE 2 13F_06302020.xml 13F XML UPLOAD ISHARES INC MSCI EURZONE ETF 464286608 3102 85032 SH SOLE 0 0 0 85032 ISHARES TR CORE S&P MCP ETF 464287507 3025 17013 SH SOLE 0 0 0 17013 ISHARES TR CORE S&P SCP ETF 464287804 565 8273 SH SOLE 0 0 0 8273 ISHARES TR S&P 500 VAL ETF 464287408 1393 12869 SH SOLE 0 0 0 12869 ISHARES TR S&P 500 GRWT ETF 464287309 1372 6612 SH SOLE 0 0 0 6612 INVESCO QQQ TR UNIT SER 1 46090E103 5338 21560 SH SOLE 0 0 0 21560 SPDR SER TR PRTFLO S&P500 GW 78464A409 244 5428 SH SOLE 0 0 0 5428 ISHARES TR BARCLAYS 7 10 YR 464287440 1408 11552 SH SOLE 0 0 0 11552 ISHARES TR 20 YR TR BD ETF 464287432 2896 17667 SH SOLE 0 0 0 17667 ISHARES TR IBOXX INV CP ETF 464287242 1194 8878 SH SOLE 0 0 0 8878 SPDR SER TR PRTFLO S&P500 VL 78464A508 252 8708 SH SOLE 0 0 0 8708 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 5918 58159 SH SOLE 0 0 0 58159 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 804 20296 SH SOLE 0 0 0 20296 ISHARES TR CORE US AGGBD ET 464287226 215 1815 SH SOLE 0 0 0 1815 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 381 4854 SH SOLE 0 0 0 4854 ROYAL BK CDA COM 780087102 345 5087 SH SOLE 0 0 0 5087 ISHARES TR CORE S&P TTL STK 464287150 354 5099 SH SOLE 0 0 0 5099 NUVEEN AMT FREE QLTY MUN INC COM 670657105 185 13334 SH SOLE 0 0 0 13334 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 907 19048 SH SOLE 0 0 0 19048 ISHARES TR IBOXX HI YD ETF 464288513 327 4006 SH SOLE 0 0 0 4006 ISHARES TR SH TR CRPORT ETF 464288646 327 5976 SH SOLE 0 0 0 5976 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 3418 102149 SH SOLE 0 0 0 102149 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 586 15098 SH SOLE 0 0 0 15098 SPDR SER TR BLMBRG BRC CNVRT 78464A359 3104 51311 SH SOLE 0 0 0 51311 ISHARES TR JPMORGAN USD EMG 464288281 2162 19791 SH SOLE 0 0 0 19791 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 13826 500588 SH SOLE 0 0 0 500588 SPDR SER TR PORTFOLIO AGRGTE 78464A649 3953 128081 SH SOLE 0 0 0 128081 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4382 59132 SH SOLE 0 0 0 59132 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 10913 107479 SH SOLE 0 0 0 107479 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 13859 276575 SH SOLE 0 0 0 276575 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 316 4471 SH SOLE 0 0 0 4471 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 524 8428 SH SOLE 0 0 0 8428 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 248 4559 SH SOLE 0 0 0 4559 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3396 139450 SH SOLE 0 0 0 139450 SPDR SER TR PORTFOLIO SHORT 78464A474 816 26036 SH SOLE 0 0 0 26036 VANECK VECTORS ETF TR JP MORGAN MKTS 92189H300 390 12678 SH SOLE 0 0 0 12678 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 10276 199026 SH SOLE 0 0 0 199026 PIMCO ETF TR INV GRD CRP BD 72201R817 2279 19939 SH SOLE 0 0 0 19939 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 339 7258 SH SOLE 0 0 0 7258 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 410 7788 SH SOLE 0 0 0 7788 INVESCO EXCHANGE-TRADED FD T SR LN ETF 46138G508 463 21673 SH SOLE 0 0 0 21673 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 518 9216 SH SOLE 0 0 0 9216 FLEXSHARES TR MORNSTAR UPSTR 33939L407 467 16881 SH SOLE 0 0 0 16881 ISHARES TR MSCI MIN VOL ETF 46429B697 1571 25916 SH SOLE 0 0 0 25916 ISHARES TR MIN VOL EAFE ETF 46429B689 538 8140 SH SOLE 0 0 0 8140 SPDR SER TR BLOMBERG BRC INV 78468R200 352 11559 SH SOLE 0 0 0 11559 SPDR SER TR BLOOMBERG SRT TR 78468R408 679 26927 SH SOLE 0 0 0 26927 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1042 20771 SH SOLE 0 0 0 20771 INVESCO EXCHANGE-TRADED FD T S&P SMLCP LOW 46138G102 576 17006 SH SOLE 0 0 0 17006 ISHARES TR USA MOMENTUM FCT 46432F396 2354 17968 SH SOLE 0 0 0 17968 WISDOMTREE TR US QTLY DIV GRT 97717X669 804 17676 SH SOLE 0 0 0 17676 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 1367 23677 SH SOLE 0 0 0 23677 ISHARES TR USA QUALITY FCTR 46432F339 8608 89742 SH SOLE 0 0 0 89742 WISDOMTREE TR YIELD ENHANCD US 97717X511 10531 195671 SH SOLE 0 0 0 195671 DBX ETF TR XTRACK USD HIGH 233051432 1910 40849 SH SOLE 0 0 0 40849