0001398344-21-010075.txt : 20210510 0001398344-21-010075.hdr.sgml : 20210510 20210510153027 ACCESSION NUMBER: 0001398344-21-010075 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210510 DATE AS OF CHANGE: 20210510 EFFECTIVENESS DATE: 20210510 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: 21906748 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 03-31-2021 03-31-2021 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 05-07-2021 0 28 121901 INFORMATION TABLE 2 fp0064524_13fhr-table.xml 13F INFORMATION TABLE APPLE INC COM 037833100 484 3960 SH SOLE 0 0 3960 ARK ETF TR INNOVATION ETF 00214Q104 7942 66215 SH SOLE 0 0 66215 ARK ETF TR GENOMIC REV ETF 00214Q302 202 2280 SH SOLE 0 0 2280 AMAZON COM INC COM 023135106 730 236 SH SOLE 0 0 236 COSTCO WHSL CORP NEW COM 22160K105 592 1680 SH SOLE 0 0 1680 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 7673 183470 SH SOLE 0 0 183470 FORTINET INC COM 34959E109 892 4838 SH SOLE 0 0 4838 GLOBAL X FDS SOCIAL MED ETF 37950E416 7891 118310 SH SOLE 0 0 118310 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 561 16977 SH SOLE 0 0 16977 GOLDMAN SACHS ETF TR ACCESS INVT GR 381430479 6734 126202 SH SOLE 0 0 126202 INTEL CORP COM 458140100 215 3360 SH SOLE 0 0 3360 ISHARES TR ASIA 50 ETF 464288430 4866 52789 SH SOLE 0 0 52789 ISHARES TR MSCI USA MIN VOL 46429B697 2398 34665 SH SOLE 0 0 34665 ISHARES TR RUSEL 2500 ETF 46435G268 10424 165748 SH SOLE 0 0 165748 LABORATORY CORP AMER HLDGS COM NEW 50540R409 552 2163 SH SOLE 0 0 2163 LOGITECH INTL S A SHS H50430232 327 3129 SH SOLE 0 0 3129 MICROSOFT CORP COM 594918104 840 3564 SH SOLE 0 0 3564 QUALCOMM INC COM 747525103 528 3985 SH SOLE 0 0 3985 RENAISSANCE CAP GREENWICH FD IPO ETF 759937204 6908 111094 SH SOLE 0 0 111094 SPDR SER TR HLTH CR EQUIP 78464A581 7311 61118 SH SOLE 0 0 61118 SELECT SECTOR SPDR TR ENERGY 81369Y506 314 6404 SH SOLE 0 0 6404 STARBUCKS CORP COM 855244109 372 3403 SH SOLE 0 0 3403 VANGUARD BD INDEX FDS INTERMED TERM 921937819 14838 167231 SH SOLE 0 0 167231 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 7862 129561 SH SOLE 0 0 129561 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 28991 79579 SH SOLE 0 0 79579 VANGUARD INDEX FDS MID CAP ETF 922908629 450 2033 SH SOLE 0 0 2033 VISA INC COM CL A 92826C839 530 2502 SH SOLE 0 0 2502 WISDOMTREE TR YIELD ENHANCD US 97717X511 473 9239 SH SOLE 0 0 9239