0001822731-23-000003.txt : 20230530 0001822731-23-000003.hdr.sgml : 20230530 20230530140906 ACCESSION NUMBER: 0001822731-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230530 DATE AS OF CHANGE: 20230530 EFFECTIVENESS DATE: 20230530 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Fullen Financial Group CENTRAL INDEX KEY: 0001822731 IRS NUMBER: 342034339 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20353 FILM NUMBER: 23975008 BUSINESS ADDRESS: STREET 1: 3720 NORTH HIGH ST CITY: COLUMBUS STATE: OH ZIP: 43214 BUSINESS PHONE: 6143725430 MAIL ADDRESS: STREET 1: 3720 NORTH HIGH ST CITY: COLUMBUS STATE: OH ZIP: 43214 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001822731 XXXXXXXX 03-31-2023 03-31-2023 Fullen Financial Group

3720 NORTH HIGH ST COLUMBUS OH 43214

13F HOLDINGS REPORT 028-20353 N Kelsey Fogel 614-372-5430 Kelsey Fogel Columbus OH 05-30-2023 0 59 185497444 false INFORMATION TABLE 2 Schedule13F33123.xml APPLE INC COM 037833100 264832 1561 SH SOLE 0 0 1561 ISHARES TR TIPS BD ETF 464287176 249510 2265 SH SOLE 0 0 2265 ISHARES TR GRWT ALLOCAT ETF 464289867 707718 14045 SH SOLE 0 0 14045 ISHARES TR CORE US AGGBD ET 464287226 302492 3026 SH SOLE 0 0 3026 ISHARES TR ISHS 5-10YR INVT 464288638 362441 7038 SH SOLE 0 0 7038 ISHARES TR MODERT ALLOC ETF 464289875 563387 14074 SH SOLE 0 0 14074 ISHARES TR MSCI EAFE ETF 464287465 1219311 16562 SH SOLE 0 0 16562 ISHARES TR EAFE SML CP ETF 464288273 596962 9812 SH SOLE 0 0 9812 ISHARES TR RUS 1000 GRW ETF 464287614 2247167 9104 SH SOLE 0 0 9104 ISHARES TR RUS 1000 ETF 464287622 1817132 7970 SH SOLE 0 0 7970 ISHARES TR RUS 1000 VAL ETF 464287598 2072091 13400 SH SOLE 0 0 13400 ISHARES TR RUSSELL 2000 ETF 464287655 548200 3129 SH SOLE 0 0 3129 ISHARES TR RUS 2000 VAL ETF 464287630 506601 3793 SH SOLE 0 0 3793 ISHARES TR RUS MD CP GR ETF 464287481 601012 6697 SH SOLE 0 0 6697 ISHARES TR RUS MID CAP ETF 464287499 633908 9118 SH SOLE 0 0 9118 ISHARES TR RUS MDCP VAL ETF 464287473 861161 8107 SH SOLE 0 0 8107 ISHARES TR CORE S&P500 ETF 464287200 391524 937 SH SOLE 0 0 937 ISHARES TR ISHS 1-5YR INVS 464288646 11206084 220984 SH SOLE 0 0 220984 ISHARES TR IBOXX INV CP ETF 464287242 210408 1914 SH SOLE 0 0 1914 JPMORGAN CHASE & CO COM 46625H100 856345 6195 SH SOLE 0 0 6195 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 964981 39646 SH SOLE 0 0 39646 SPDR SER TR PORTFOLIO INTRMD 78464A375 479478 14703 SH SOLE 0 0 14703 SPDR SER TR PORTFOLIO SHORT 78464A474 3705159 124879 SH SOLE 0 0 124879 SPDR SER TR PRTFLO S&P500 VL 78464A508 3288211 79368 SH SOLE 0 0 79368 SPDR SER TR S&P 400 MDCP VAL 78464A839 1895053 28981 SH SOLE 0 0 28981 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 4170102 126635 SH SOLE 0 0 126635 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1112297 32600 SH SOLE 0 0 32600 SPDR S&P 500 ETF TR TR UNIT 78462F103 240226 578 SH SOLE 0 0 578 SPDR SER TR PORTFOLIO AGRGTE 78464A649 4571121 176764 SH SOLE 0 0 176764 SPDR SER TR PORTFOLIO SH TSR 78468R101 3164441 108334 SH SOLE 0 0 108334 SPDR SER TR PORTFOLIO S&P600 78468R853 4098065 111573 SH SOLE 0 0 111573 SPDR SER TR PRTFLO S&P500 GW 78464A409 2437065 43403 SH SOLE 0 0 43403 SPDR SER TR S&P 400 MDCP GRW 78464A821 1021020 14995 SH SOLE 0 0 14995 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 208425 4229 SH SOLE 0 0 4229 VANGUARD INDEX FDS GROWTH ETF 922908736 9378524 37212 SH SOLE 0 0 37212 VANGUARD INDEX FDS LARGE CAP ETF 922908637 221214 1167 SH SOLE 0 0 1167 VANGUARD INDEX FDS VALUE ETF 922908744 12330310 87723 SH SOLE 0 0 87723 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 688827 11080 SH SOLE 0 0 11080 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6159577 153071 SH SOLE 0 0 153071 VANGUARD WORLD FD ESG US STK ETF 921910733 263493 3636 SH SOLE 0 0 3636 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 227510 2050 SH SOLE 0 0 2050 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 256047 2397 SH SOLE 0 0 2397 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 709000 11764 SH SOLE 0 0 11764 VANGUARD BD INDEX FDS INTERMED TERM 921937819 21240960 275356 SH SOLE 0 0 275356 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1110423 13786 SH SOLE 0 0 13786 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1159573 23689 SH SOLE 0 0 23689 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 20018947 367455 SH SOLE 0 0 367455 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4827961 25334 SH SOLE 0 0 25334 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 8509998 63042 SH SOLE 0 0 63042 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2615986 56428 SH SOLE 0 0 56428 VANGUARD INDEX FDS MID CAP ETF 922908629 631192 3016 SH SOLE 0 0 3016 VANGUARD INDEX FDS SML CP GRW ETF 922908595 880405 4120 SH SOLE 0 0 4120 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 1623713 25566 SH SOLE 0 0 25566 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 868917 12801 SH SOLE 0 0 12801 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 592756 7755 SH SOLE 0 0 7755 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 16122657 210369 SH SOLE 0 0 210369 VANGUARD INDEX FDS SMALL CP ETF 922908751 13955260 74504 SH SOLE 0 0 74504 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2435701 15490 SH SOLE 0 0 15490 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1094563 14775 SH SOLE 0 0 14775