0001664656-20-000001.txt : 20200207
0001664656-20-000001.hdr.sgml : 20200207
20200207171504
ACCESSION NUMBER: 0001664656-20-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200207
DATE AS OF CHANGE: 20200207
EFFECTIVENESS DATE: 20200207
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Curtis Advisory Group, LLC
CENTRAL INDEX KEY: 0001664656
IRS NUMBER: 900512439
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19800
FILM NUMBER: 20588402
BUSINESS ADDRESS:
STREET 1: 735 STATE STREET
STREET 2: SUITE 214
CITY: SANTA BARBARA
STATE: CA
ZIP: 93101
BUSINESS PHONE: 805-963-6181
MAIL ADDRESS:
STREET 1: 735 STATE STREET
STREET 2: SUITE 214
CITY: SANTA BARBARA
STATE: CA
ZIP: 93101
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001664656
XXXXXXXX
12-31-2019
12-31-2019
Curtis Advisory Group, LLC
735 STATE STREET
SUITE 214
SANTA BARBARA
CA
93101
13F HOLDINGS REPORT
028-19800
N
Ryan Earl Curtis
Principal
805-963-6181
Ryan Earl Curtis
Santa Barbara
CA
02-07-2020
0
52
173870
false
INFORMATION TABLE
2
CurtisAdvisoryGroup_13f.xml
Q4 2019 13F-HR
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
21124
74094
SH
SOLE
0
0
0
74094
ISHARES TR
S&P 500 VAL ETF
464287408
255
1964
SH
SOLE
0
0
0
1964
ISHARES TR
S&P 500 GRWT ETF
464287309
237
1224
SH
SOLE
0
0
0
1224
ISHARES TR
RUS 1000 GRW ETF
464287614
13673
77720
SH
SOLE
0
0
0
77720
SPDR S&P 500 ETF TR
TR UNIT
78462F103
27510
85473
SH
SOLE
0
0
0
85473
AMAZON COM INC
COM
023135106
7384
3996
SH
SOLE
0
0
0
3996
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
9120
40266
SH
SOLE
0
0
0
40266
INVESCO QQQ TR
UNIT SER 1
46090E103
4416
20771
SH
SOLE
0
0
0
20771
AMGEN INC
COM
031162100
241
1000
SH
SOLE
0
0
0
1000
QUALCOMM INC
COM
747525103
251
2850
SH
SOLE
0
0
0
2850
HONEYWELL INTL INC
COM
438516106
412
2330
SH
SOLE
0
0
0
2330
MICROSOFT CORP
COM
594918104
503
3188
SH
SOLE
0
0
0
3188
LOCKHEED MARTIN CORP
COM
539830109
442
1135
SH
SOLE
0
0
0
1135
COSTCO WHSL CORP NEW
COM
22160K105
642
2185
SH
SOLE
0
0
0
2185
MERCK & CO INC
COM
58933Y105
382
4200
SH
SOLE
0
0
0
4200
RAYTHEON CO
COM NEW
755111507
348
1585
SH
SOLE
0
0
0
1585
HOME DEPOT INC
COM
437076102
406
1860
SH
SOLE
0
0
0
1860
JPMORGAN CHASE & CO
COM
46625H100
376
2700
SH
SOLE
0
0
0
2700
APPLE INC
COM
037833100
6613
22519
SH
SOLE
0
0
0
22519
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
18103
143688
SH
SOLE
0
0
0
143688
NORTHROP GRUMMAN CORP
COM
666807102
452
1315
SH
SOLE
0
0
0
1315
AIR PRODS & CHEMS INC
COM
009158106
305
1300
SH
SOLE
0
0
0
1300
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
361
1817
SH
SOLE
0
0
0
1817
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
2893
80300
SH
SOLE
0
0
0
80300
VANGUARD WORLD FDS
INF TECH ETF
92204A702
13009
53130
SH
SOLE
0
0
0
53130
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
46137V308
12333
178786
SH
SOLE
0
0
0
178786
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
555
5922
SH
SOLE
0
0
0
5922
ISHARES TR
INTRM TR CRP ETF
464288638
223
3849
SH
SOLE
0
0
0
3849
VISA INC
COM CL A
92826C839
425
2260
SH
SOLE
0
0
0
2260
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
771
22926
SH
SOLE
0
0
0
22926
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
3059
37756
SH
SOLE
0
0
0
37756
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
441
5826
SH
SOLE
0
0
0
5826
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
6063
65255
SH
SOLE
0
0
0
65255
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
750
12469
SH
SOLE
0
0
0
12469
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
235
795
SH
SOLE
0
0
0
795
SCHWAB STRATEGIC TR
US REIT ETF
808524847
694
15090
SH
SOLE
0
0
0
15090
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
1455
24196
SH
SOLE
0
0
0
24196
INVESCO EXCHNG TRADED FD TR
SR LN ETF
46138G508
263
11521
SH
SOLE
0
0
0
11521
DBX ETF TR
XTRACK MSCI EAFE
233051200
988
29255
SH
SOLE
0
0
0
29255
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
651
12175
SH
SOLE
0
0
0
12175
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
4813
83102
SH
SOLE
0
0
0
83102
ISHARES TR
MSCI MIN VOL ETF
46429B697
3443
52487
SH
SOLE
0
0
0
52487
ISHARES INC
MIN VOL EMRG MKT
464286533
589
10034
SH
SOLE
0
0
0
10034
FACEBOOK INC
CL A
30303M102
418
2035
SH
SOLE
0
0
0
2035
INVESCO EXCHNG TRADED FD TR
S&P INTL LOW
46138E230
1058
31018
SH
SOLE
0
0
0
31018
INVESCO EXCHNG TRADED FD TR
S&P SMLCP LOW
46138G102
1102
21660
SH
SOLE
0
0
0
21660
SSGA ACTIVE ETF TR
BLKSTN GSOSRLN
78467V608
445
9543
SH
SOLE
0
0
0
9543
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
588
10399
SH
SOLE
0
0
0
10399
ISHARES TR
0-5YR HI YL CP
46434V407
793
17074
SH
SOLE
0
0
0
17074
ALPHABET INC
CAP STK CL C
02079K107
465
348
SH
SOLE
0
0
0
348
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
233
1100
SH
SOLE
0
0
0
1100
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
1559
31814
SH
SOLE
0
0
0
31814