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