0001839890-21-000001.txt : 20210120 0001839890-21-000001.hdr.sgml : 20210120 20210119200322 ACCESSION NUMBER: 0001839890-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210120 DATE AS OF CHANGE: 20210119 EFFECTIVENESS DATE: 20210120 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Solitude Financial Services CENTRAL INDEX KEY: 0001839890 IRS NUMBER: 464473060 STATE OF INCORPORATION: VA FISCAL YEAR END: 1220 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20438 FILM NUMBER: 21537053 BUSINESS ADDRESS: STREET 1: 670 BERKMAR CIRCLE SUITE #1A CITY: CHARLOTTESVILLE STATE: VA ZIP: 22901 BUSINESS PHONE: 434-218-2201 MAIL ADDRESS: STREET 1: 670 BERKMAR CIRCLE SUITE #1A CITY: CHARLOTTESVILLE STATE: VA ZIP: 22901 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001839890 XXXXXXXX 12-31-2020 12-31-2020 Solitude Financial Services

670 BERKMAR CIRCLE SUITE #1A CHARLOTTESVILLE VA 22901

13F HOLDINGS REPORT 028-20438 N Mike Kauffman 434-218-2201 Mike Kauffman Charlottesville VA 01-19-2021 0 40 113828 false INFORMATION TABLE 2 Form13f.xml SPDR S&P 500 ETF TR TR UNIT 78462F103 7548 20190 SH SOLE 0 0 0 20190 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 3412 54412 SH SOLE 0 0 0 54412 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13231 57063 SH SOLE 0 0 0 57063 ISHARES TR MSCI EAFE ETF 464287465 2821 38661 SH SOLE 0 0 0 38661 CHEVRON CORP NEW COM 166764100 1289 15266 SH SOLE 0 0 0 15266 UNITED PARCEL SERVICE INC CL B 911312106 1078 6400 SH SOLE 0 0 0 6400 AT&T INC COM 00206R102 216 7510 SH SOLE 0 0 0 7510 CITIGROUP INC COM NEW 172967424 1083 17571 SH SOLE 0 0 0 17571 SELECT SECTOR SPDR TR ENERGY 81369Y506 1446 38141 SH SOLE 0 0 0 38141 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1306 19359 SH SOLE 0 0 0 19359 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1077 9496 SH SOLE 0 0 0 9496 EXXON MOBIL CORP COM 30231G102 1204 29207 SH SOLE 0 0 0 29207 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1665 23820 SH SOLE 0 0 0 23820 GENERAL ELECTRIC CO COM 369604103 1454 134595 SH SOLE 0 0 0 134595 JPMORGAN CHASE & CO COM 46625H100 2964 23329 SH SOLE 0 0 0 23329 APPLE INC COM 037833100 11412 86007 SH SOLE 0 0 0 86007 CHINA MOBILE LIMITED SPONSORED ADR 16941M109 750 26263 SH SOLE 0 0 0 26263 AMERICAN EXPRESS CO COM 025816109 2014 16653 SH SOLE 0 0 0 16653 AMERICAN ELEC PWR CO INC COM 025537101 930 11173 SH SOLE 0 0 0 11173 ALPHABET INC CAP STK CL A 02079K305 2915 1663 SH SOLE 0 0 0 1663 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 665 7826 SH SOLE 0 0 0 7826 NATIONAL GRID PLC SPONSORED ADR NE 636274409 466 7900 SH SOLE 0 0 0 7900 VANGUARD INDEX FDS SMALL CP ETF 922908751 3756 19293 SH SOLE 0 0 0 19293 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 11018 82718 SH SOLE 0 0 0 82718 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 5522 36584 SH SOLE 0 0 0 36584 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1719 36415 SH SOLE 0 0 0 36415 INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 6091 143530 SH SOLE 0 0 0 143530 ISHARES TR EAFE SML CP ETF 464288273 619 9054 SH SOLE 0 0 0 9054 SCHWAB STRATEGIC TR US TIPS ETF 808524870 3341 53817 SH SOLE 0 0 0 53817 ABERDEEN STD PRECIOUS METALS PHYSCL PM BASKET 003263100 7247 73239 SH SOLE 0 0 0 73239 SCHWAB STRATEGIC TR US REIT ETF 808524847 1404 36974 SH SOLE 0 0 0 36974 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 1010 47613 SH SOLE 0 0 0 47613 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 1007 46292 SH SOLE 0 0 0 46292 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2728 11721 SH SOLE 0 0 0 11721 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 891 40700 SH SOLE 0 0 0 40700 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 889 39700 SH SOLE 0 0 0 39700 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 351 15500 SH SOLE 0 0 0 15500 ETF SER SOLUTIONS CBOE VEST S&P 26922A537 5268 110677 SH SOLE 0 0 0 110677 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 16 400 SH Call SOLE 0 0 0 400 EXXON MOBIL CORP COM 30231G102 5 400 SH Call SOLE 0 0 0 400