0001632549-19-000004.txt : 20191106 0001632549-19-000004.hdr.sgml : 20191106 20191105182037 ACCESSION NUMBER: 0001632549-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191106 DATE AS OF CHANGE: 20191105 EFFECTIVENESS DATE: 20191106 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ruggie Capital Group CENTRAL INDEX KEY: 0001632549 IRS NUMBER: 262849770 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16450 FILM NUMBER: 191194602 BUSINESS ADDRESS: STREET 1: 2100 LAKE EUSTIS DR. CITY: TAVARES STATE: FL ZIP: 32778 BUSINESS PHONE: 352-343-2700 MAIL ADDRESS: STREET 1: 2100 LAKE EUSTIS DR. CITY: TAVARES STATE: FL ZIP: 32778 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001632549 XXXXXXXX 09-30-2019 09-30-2019 Ruggie Capital Group

2100 LAKE EUSTIS DR. TAVARES FL 32778

13F HOLDINGS REPORT 028-16450 N Thomas Ruggie 352.343.2700 Thomas Ruggie Tavares FL 11-05-2019 0 95 75449 false INFORMATION TABLE 2 ruggie3q19.xml ISHARES TR CORE S&P MCP ETF 464287507 219 1134 SH SOLE 1134 0 0 ISHARES TR CORE S&P SCP ETF 464287804 324 4164 SH SOLE 4164 0 0 ISHARES TR CORE S&P500 ETF 464287200 2205 7386 SH SOLE 7386 0 0 ISHARES TR RUS 1000 ETF 464287622 741 4501 SH SOLE 4501 0 0 AMAZON COM INC COM 023135106 4229 2436 SH SOLE 2436 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1308 6287 SH SOLE 6287 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 3538 18740 SH SOLE 18740 0 0 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 249 6780 SH SOLE 6780 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 313 11161 SH SOLE 11161 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1452 18039 SH SOLE 18039 0 0 ISHARES TR NASDAQ BIOTECH 464287556 1822 18312 SH SOLE 18312 0 0 VANGUARD GROUP DIV APP ETF 921908844 3205 26803 SH SOLE 26803 0 0 ISHARES TR IBOXX INV CP ETF 464287242 496 3890 SH SOLE 3890 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 257 1851 SH SOLE 1851 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 422 3628 SH SOLE 3628 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 225 5589 SH SOLE 5589 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 3430 11 SH SOLE 11 0 0 ISHARES TR TIPS BD ETF 464287176 429 3690 SH SOLE 3690 0 0 ALPHABET INC CAP STK CL A 02079K305 797 653 SH SOLE 653 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 299 3828 SH SOLE 3828 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 708 4228 SH SOLE 4228 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1588 10315 SH SOLE 10315 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 3090 30163 SH SOLE 30163 0 0 ISHARES TR US AER DEF ETF 464288760 1079 4803 SH SOLE 4803 0 0 WISDOMTREE TR US DIVID EX FNCL 97717W406 986 11280 SH SOLE 11280 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 233 6430 SH SOLE 6430 0 0 FIDELITY COMWLTH TR NDQ CP IDX TRK 315912808 997 3167 SH SOLE 3167 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 419 3710 SH SOLE 3710 0 0 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 536 8797 SH SOLE 8797 0 0 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 491 7842 SH SOLE 7842 0 0 FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECH 33733E203 1440 11637 SH SOLE 11637 0 0 ISHARES TR USD INV GRDE ETF 464288620 501 8595 SH SOLE 8595 0 0 ISHARES TR SH TR CRPORT ETF 464288646 265 4930 SH SOLE 4930 0 0 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 896 6654 SH SOLE 6654 0 0 BLACKSTONE GROUP INC COM CL A 09260D107 230 4714 SH SOLE 4714 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 2436 27452 SH SOLE 27452 0 0 ISHARES TR JPMORGAN USD EMG 464288281 506 4460 SH SOLE 4460 0 0 SPDR SERIES TRUST BLOOMBERG BRCLYS 78468R622 337 3092 SH SOLE 3092 0 0 FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 33734X135 459 14443 SH SOLE 14443 0 0 FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 33734X143 274 3696 SH SOLE 3696 0 0 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 323 4955 SH SOLE 4955 0 0 FIRST TR NASDAQ100 TECH INDE SHS 337345102 331 3784 SH SOLE 3784 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 2327 31099 SH SOLE 31099 0 0 ISHARES INC MSCI EQUAL WEITE 464286681 405 6784 SH SOLE 6784 0 0 FS KKR CAPITAL CORP COM 302635107 481 82580 SH SOLE 82580 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 236 2589 SH SOLE 2589 0 0 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 3928 125525 SH SOLE 125525 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 210 772 SH SOLE 772 0 0 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 639 11036 SH SOLE 11036 0 0 DBX ETF TR XTRACK MSCI EAFE 233051200 526 16260 SH SOLE 16260 0 0 ISHARES TR MSCI MIN VOL ETF 46429B697 1120 17475 SH SOLE 17475 0 0 ISHARES TR US TREAS BD ETF 46429B267 312 11837 SH SOLE 11837 0 0 SPDR SERIES TRUST PORTFOLIO SH TSR 78468R101 4502 149955 SH SOLE 149955 0 0 FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 33738D101 950 37114 SH SOLE 37114 0 0 ISHARES TR CORE MSCI EAFE 46432F842 712 11655 SH SOLE 11655 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 1315 11024 SH SOLE 11024 0 0 VANGUARD WHITEHALL FDS INC EMERG MKT BD ETF 921946885 753 9337 SH SOLE 9337 0 0 ISHARES TR EDGE MSCI USA VL 46432F388 662 8072 SH SOLE 8072 0 0 ISHARES TR USA QUALITY FCTR 46432F339 710 7679 SH SOLE 7679 0 0 ISHARES US ETF TR SHT MAT BD ETF 46431W507 622 12363 SH SOLE 12363 0 0 ALPHABET INC CAP STK CL C 02079K107 809 664 SH SOLE 664 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 672 4019 SH SOLE 4019 0 0 ISHARES TR EXPONENTIAL TECH 46434V381 2011 52021 SH SOLE 52021 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1326 26936 SH SOLE 26936 0 0 ISHARES TR MULTIFACTOR INTL 46434V274 364 14293 SH SOLE 14293 0 0 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 1526 55178 SH SOLE 55178 0 0 ISHARES INC MLT FCTR EMG MKT 46434G889 237 5795 SH SOLE 5795 0 0 ISHARES TR EDGE US FIXD INM 46435U796 280 2763 SH SOLE 2763 0 0 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 274 13670 SH SOLE 13670 0 0 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 237 4490 SH SOLE 4490 0 0 ISHARES TR EDGE INVT GRDE 46435G219 373 7071 SH SOLE 7071 0 0 AMPLIFY ETF TR BLOCKCHAIN LDR 032108607 282 15698 SH SOLE 15698 0 0 BAIN CAP SPECIALTY FIN INC COM 05684B107 1610 84869 SH SOLE 84869 0 0 GOLDMAN SACHS ETF TR MOTIF DATA DRIVN 381430347 663 12837 SH SOLE 12837 0 0 VIRNETX HOLDING CORP COM 92823T108 1 200 SH SOLE 200 0 0 EXXON MOBIL COM 30231G102 1 15 SH SOLE 15 0 0 APPLE INC COM 037833100 6 25 SH SOLE 25 0 0 ISHARES TR AGGRES ALLOC 464289859 4 79 SH SOLE 79 0 0 ARK ETF TR INNOVATION ETF 00214Q104 13 299 SH SOLE 299 0 0 WISDOMTREE TR US MIDCAP FUND 97717W570 1 20 SH SOLE 20 0 0 FIRST TR EXCHANGE TRADED FD FU PFD SECS 33739E108 6 324 SH SOLE 324 0 0 INTEL CORP COM 458140100 5 1 SH SOLE 5 0 0 ISHARES TR RUS MD CP GR ETF 464287481 22 158 SH SOLE 158 0 0 KIMBERLY CLARK CORP COM 494368103 2 11 SH SOLE 11 0 0 MICROSOFT CORP COM 494918104 2 13 SH SOLE 13 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 ETF 46137V613 1 6 SH SOLE 6 0 0 ISHARES TR EAFE SML CP ETF 464288273 37 639 SH SOLE 639 0 0 SPDR SERIES TRUST SSGA US SMAL ETF 48468R887 1 5 SH SOLE 5 0 0 SPDR SERIES TRUST PORTFOLIO DEVLPD ETF 78463X889 5 169 SH SOLE 169 0 0 SPDR SERIES TRUST PORTFOLIO EMG MK ETF 78463X509 5 153 SH SOLE 153 0 0 TJX COS INC COM 872540109 1 10 SH SOLE 10 0 0 WISDOMTREE TR FLOATING RAT TREA 97717X628 58 2314 SH SOLE 2314 0 0 VANGUARD INDEX FDS INF TECH ETF 92204A702 14 64 SH SOLE 64 0 0 VANGUARD INDEX FDS UTILITIES ETF 92204A876 14 100 SH SOLE 100 0 0 INVESCO EXCHANGE TRADED FD T ACTIVELY MANAGED EXCHA VAR RATE INVT 46090A879 91 3657 SH SOLE 3657 0 0