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 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