0001398344-20-020803.txt : 20201027
0001398344-20-020803.hdr.sgml : 20201027
20201027152337
ACCESSION NUMBER: 0001398344-20-020803
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201027
DATE AS OF CHANGE: 20201027
EFFECTIVENESS DATE: 20201027
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Lee Financial Group Hawaii, Inc.
CENTRAL INDEX KEY: 0000837980
IRS NUMBER: 990263125
STATE OF INCORPORATION: HI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18232
FILM NUMBER: 201263963
BUSINESS ADDRESS:
STREET 1: 3113 OLU STREET
CITY: HONOLULU
STATE: HI
ZIP: 96816
BUSINESS PHONE: 8089888088
MAIL ADDRESS:
STREET 1: 3113 OLU STREET
CITY: HONOLULU
STATE: HI
ZIP: 96816
FORMER COMPANY:
FORMER CONFORMED NAME: FIRST PACIFIC MANAGEMENT CORP /ADV
DATE OF NAME CHANGE: 20001213
FORMER COMPANY:
FORMER CONFORMED NAME: FIRST PACIFIC CAPITAL CORP /ADV
DATE OF NAME CHANGE: 19880823
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0000837980
XXXXXXXX
09-30-2020
09-30-2020
false
Lee Financial Group Hawaii, Inc.
3113 OLU STREET
HONOLULU
HI
96816
13F HOLDINGS REPORT
028-18232
N
Terrence K.H. Lee
President and CEO
808-988-8088
/s/ Terrence K.H. Lee
Honolulu
HI
10-27-2020
0
41
120503
INFORMATION TABLE
2
fp0058578_13fhr-table.xml
13F INFORMATION TABLE
AT&T INC
COM
00206R102
999
35027
SH
SOLE
0
0
35027
ARK ETF TR
INNOVATION ETF
00214Q104
2977
32364
SH
SOLE
0
0
32364
ARK ETF TR
GENOMIC REV ETF
00214Q302
3091
48512
SH
SOLE
0
0
48512
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
4086
13898
SH
SOLE
0
0
13898
AMAZON COM INC
COM
023135106
3807
1209
SH
SOLE
0
0
1209
APPLE INC
COM
037833100
561
4841
SH
SOLE
0
0
4841
CLOROX CO DEL
COM
189054109
589
2803
SH
SOLE
0
0
2803
COMCAST CORP NEW
CL A
20030N101
787
17017
SH
SOLE
0
0
17017
COSTCO WHSL CORP NEW
COM
22160K105
5424
15279
SH
SOLE
0
0
15279
DOCUSIGN INC
COM
256163106
717
3331
SH
SOLE
0
0
3331
EMERGENT BIOSOLUTIONS INC
COM
29089Q105
760
7354
SH
SOLE
0
0
7354
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
33734X846
2018
57987
SH
SOLE
0
0
57987
FIRST TR EXCHANGE TRADED FD
INTL EQUITY OPP
33734X853
435
7654
SH
SOLE
0
0
7654
GLOBAL X FDS
SOCIAL MED ETF
37950E416
1760
36067
SH
SOLE
0
0
36067
INTEL CORP
COM
458140100
1197
23119
SH
SOLE
0
0
23119
ISHARES TR
S&P SML 600 GWT
464287887
294
1665
SH
SOLE
0
0
1665
ISHARES TR
US AER DEF ETF
464288760
428
2702
SH
SOLE
0
0
2702
ISHARES TR
MSCI EAFE MIN VL
46429B689
226
3317
SH
SOLE
0
0
3317
ISHARES TR
MSCI USA MIN VOL
46429B697
14101
221263
SH
SOLE
0
0
221263
J P MORGAN EXCHANGE-TRADED F
DIV RTN INT EQ
46641Q209
4460
86423
SH
SOLE
0
0
86423
JOHNSON & JOHNSON
COM
478160104
814
5467
SH
SOLE
0
0
5467
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
4399
23364
SH
SOLE
0
0
23364
MICROSOFT CORP
COM
594918104
6393
30395
SH
SOLE
0
0
30395
PROCTER AND GAMBLE CO
COM
742718109
202
1450
SH
SOLE
0
0
1450
QUALCOMM INC
COM
747525103
2991
25418
SH
SOLE
0
0
25418
SPDR SER TR
PORTFOLI S&P1500
78464A805
10805
264253
SH
SOLE
0
0
264253
SCHWAB CHARLES CORP
COM
808513105
587
16211
SH
SOLE
0
0
16211
SELECT SECTOR SPDR TR
ENERGY
81369Y506
2867
95735
SH
SOLE
0
0
95735
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
848
7267
SH
SOLE
0
0
7267
STARBUCKS CORP
COM
855244109
3630
42248
SH
SOLE
0
0
42248
VANGUARD BD INDEX FDS
LONG TERM BOND
921937793
4084
36513
SH
SOLE
0
0
36513
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
4287
45859
SH
SOLE
0
0
45859
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
282
4839
SH
SOLE
0
0
4839
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
222
1087
SH
SOLE
0
0
1087
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
676
2197
SH
SOLE
0
0
2197
VANGUARD INDEX FDS
MID CAP ETF
922908629
3681
20887
SH
SOLE
0
0
20887
VANGUARD INDEX FDS
GROWTH ETF
922908736
899
3950
SH
SOLE
0
0
3950
VISA INC
COM CL A
92826C839
4753
23766
SH
SOLE
0
0
23766
WISDOMTREE TR
YIELD ENHANCD US
97717X511
14717
273447
SH
SOLE
0
0
273447
WISDOMTREE TR
FLOATNG RAT TREA
97717X628
264
10518
SH
SOLE
0
0
10518
LOGITECH INTL S A
SHS
H50430232
4385
56323
SH
SOLE
0
0
56323