President

0001085146-20-001814.txt : 20200717 0001085146-20-001814.hdr.sgml : 20200717 20200717172835 ACCESSION NUMBER: 0001085146-20-001814 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200717 DATE AS OF CHANGE: 20200717 EFFECTIVENESS DATE: 20200717 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Nikulski Financial, Inc. CENTRAL INDEX KEY: 0001729847 IRS NUMBER: 204042214 STATE OF INCORPORATION: IA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18302 FILM NUMBER: 201034485 BUSINESS ADDRESS: STREET 1: 3289 UTICA RIDGE ROAD CITY: BETTENDORF STATE: IA ZIP: 52722 BUSINESS PHONE: 5633440118 MAIL ADDRESS: STREET 1: 3289 UTICA RIDGE ROAD CITY: BETTENDORF STATE: IA ZIP: 52722 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001729847 XXXXXXXX 06-30-2020 06-30-2020 false Nikulski Financial, Inc.

3289 UTICA RIDGE ROAD BETTENDORF IA 52722

13F HOLDINGS REPORT 028-18302 N Brian Nikulski President 563-344-0118 /s/ Brian Nikulski Bettendorf IA 07-15-2020 0 103 142503 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE INNOVATOR ETFS TR S&P 500 PWR 45782C813 469 17515 SH SOLE 0 0 17515 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 233 2433 SH SOLE 0 0 2433 BOEING CO COM 097023105 702 3832 SH SOLE 0 0 3832 ADVANCE AUTO PARTS INC COM 00751Y106 405 2840 SH SOLE 0 0 2840 ISHARES TR EXPANDED TECH 464287515 685 2411 SH SOLE 0 0 2411 ISHARES TR USA QUALITY FCTR 46432F339 233 2431 SH SOLE 0 0 2431 VANGUARD INDEX FDS MID CAP ETF 922908629 3755 22908 SH SOLE 0 0 22908 AMAZON COM INC COM 023135106 9049 3280 SH SOLE 0 0 3280 SPDR SER TR PORTFOLI S&P1500 78464A805 247 6541 SH SOLE 0 0 6541 ABBVIE INC COM 00287Y109 2854 29068 SH SOLE 0 0 29068 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 732 14431 SH SOLE 0 0 14431 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 354 7070 SH SOLE 0 0 7070 SHERWIN WILLIAMS CO COM 824348106 584 1010 SH SOLE 0 0 1010 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 525 22678 SH SOLE 0 0 22678 ISHARES TR US HLTHCARE ETF 464287762 685 3179 SH SOLE 0 0 3179 PALO ALTO NETWORKS INC COM 697435105 1123 4890 SH SOLE 0 0 4890 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 223 865 SH SOLE 0 0 865 SPDR SER TR PORTFOLIO S&P600 78468R853 210 7918 SH SOLE 0 0 7918 MCDONALDS CORP COM 580135101 578 3135 SH SOLE 0 0 3135 ISHARES TR SELECT DIVID ETF 464287168 2876 35629 SH SOLE 0 0 35629 ADOBE INC COM 00724F101 334 768 SH SOLE 0 0 768 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 395 7328 SH SOLE 0 0 7328 TJX COS INC NEW COM 872540109 485 9585 SH SOLE 0 0 9585 ISHARES TR MSCI INDIA ETF 46429B598 278 9564 SH SOLE 0 0 9564 LAM RESEARCH CORP COM 512807108 1191 3681 SH SOLE 0 0 3681 CSX CORP COM 126408103 540 7740 SH SOLE 0 0 7740 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 10663 90994 SH SOLE 0 0 90994 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 672 11460 SH SOLE 0 0 11460 ULTA BEAUTY INC COM 90384S303 502 2468 SH SOLE 0 0 2468 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 1209 31165 SH SOLE 0 0 31165 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 1902 28359 SH SOLE 0 0 28359 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1780 11373 SH SOLE 0 0 11373 MASTERCARD INCORPORATED CL A 57636Q104 373 1260 SH SOLE 0 0 1260 VANGUARD STAR FDS VG TL INTL STK F 921909768 820 16667 SH SOLE 0 0 16667 PROCTER AND GAMBLE CO COM 742718109 244 2040 SH SOLE 0 0 2040 ISHARES TR PFD AND INCM SEC 464288687 394 11380 SH SOLE 0 0 11380 ISHARES TR EXPND TEC SC ETF 464287549 679 2434 SH SOLE 0 0 2434 ALLSTATE CORP COM 020002101 1721 17746 SH SOLE 0 0 17746 ABBOTT LABS COM 002824100 302 3306 SH SOLE 0 0 3306 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 722 9655 SH SOLE 0 0 9655 RAYTHEON TECHNOLOGIES CORP COM 75513E101 353 5721 SH SOLE 0 0 5721 ISHARES TR TIPS BD ETF 464287176 1037 8433 SH SOLE 0 0 8433 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 1552 72617 SH SOLE 0 0 72617 VANGUARD INDEX FDS SM CP VAL ETF 922908611 338 3162 SH SOLE 0 0 3162 INNOVATOR ETFS TR S&P 500 PWR BU 45782C870 4055 156375 SH SOLE 0 0 156375 COSTCO WHSL CORP NEW COM 22160K105 2491 8215 SH SOLE 0 0 8215 HENRY JACK & ASSOC INC COM 426281101 262 1422 SH SOLE 0 0 1422 MICRON TECHNOLOGY INC COM 595112103 204 3965 SH SOLE 0 0 3965 ISHARES TR US INDUSTRIALS 464287754 686 4551 SH SOLE 0 0 4551 LOCKHEED MARTIN CORP COM 539830109 405 1111 SH SOLE 0 0 1111 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2482 37990 SH SOLE 0 0 37990 VANGUARD INDEX FDS VALUE ETF 922908744 358 3593 SH SOLE 0 0 3593 INNOVATIVE INDL PPTYS INC COM 45781V101 284 3227 SH SOLE 0 0 3227 DISNEY WALT CO COM DISNEY 254687106 1138 10209 SH SOLE 0 0 10209 ISHARES TR U.S. ENERGY ETF 464287796 675 33709 SH SOLE 0 0 33709 ISHARES TR U.S. CNSM SV ETF 464287580 684 3124 SH SOLE 0 0 3124 APPLE INC COM 037833100 9032 24758 SH SOLE 0 0 24758 TELADOC HEALTH INC COM 87918A105 1994 10447 SH SOLE 0 0 10447 JPMORGAN CHASE & CO COM 46625H100 2460 26150 SH SOLE 0 0 26150 INVESCO QQQ TR UNIT SER 1 46090E103 3229 13041 SH SOLE 0 0 13041 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 289 2767 SH SOLE 0 0 2767 HOME DEPOT INC COM 437076102 1000 3990 SH SOLE 0 0 3990 ISHARES TR PHLX SEMICND ETF 464287523 678 2503 SH SOLE 0 0 2503 ISHARES TR S&P MC 400VL ETF 464287705 1979 14886 SH SOLE 0 0 14886 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 1205 19253 SH SOLE 0 0 19253 ZIMMER BIOMET HOLDINGS INC COM 98956P102 437 3665 SH SOLE 0 0 3665 INNOVATOR ETFS TR S&P 500 POWER 45782C508 1915 68380 SH SOLE 0 0 68380 JOHNSON & JOHNSON COM 478160104 221 1574 SH SOLE 0 0 1574 SPDR SER TR PORTFOLIO S&P500 78464A854 1363 37613 SH SOLE 0 0 37613 ALPHABET INC CAP STK CL A 02079K305 3997 2818 SH SOLE 0 0 2818 ALIGN TECHNOLOGY INC COM 016255101 652 2377 SH SOLE 0 0 2377 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 329 15130 SH SOLE 0 0 15130 DEERE & CO COM 244199105 1068 6793 SH SOLE 0 0 6793 ISHARES TR CORE S&P MCP ETF 464287507 462 2600 SH SOLE 0 0 2600 SELECT SECTOR SPDR TR ENERGY 81369Y506 402 10624 SH SOLE 0 0 10624 KIMBERLY CLARK CORP COM 494368103 298 2110 SH SOLE 0 0 2110 SPDR S&P 500 ETF TR TR UNIT 78462F103 4615 14967 SH SOLE 0 0 14967 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2155 41643 SH SOLE 0 0 41643 BROADCOM INC COM 11135F101 421 1333 SH SOLE 0 0 1333 ISHARES TR NASDAQ BIOTECH 464287556 670 4902 SH SOLE 0 0 4902 VISA INC COM CL A 92826C839 1680 8699 SH SOLE 0 0 8699 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 279 4063 SH SOLE 0 0 4063 MICROSOFT CORP COM 594918104 1961 9637 SH SOLE 0 0 9637 ISHARES TR MIN VOL EAFE ETF 46429B689 2240 33908 SH SOLE 0 0 33908 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 4436 125262 SH SOLE 0 0 125262 INNOVATOR ETFS TR S&P 500 PWR BU 45782C748 239 8530 SH SOLE 0 0 8530 COLGATE PALMOLIVE CO COM 194162103 271 3695 SH SOLE 0 0 3695 CONSTELLATION BRANDS INC CL A 21036P108 269 1535 SH SOLE 0 0 1535 SALESFORCE COM INC COM 79466L302 329 1755 SH SOLE 0 0 1755 ISHARES TR CORE S&P US GWT 464287671 405 5639 SH SOLE 0 0 5639 AT&T INC COM 00206R102 257 8500 SH SOLE 0 0 8500 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 2461 49545 SH SOLE 0 0 49545 CHEVRON CORP NEW COM 166764100 434 4863 SH SOLE 0 0 4863 WASTE MGMT INC DEL COM 94106L109 304 2875 SH SOLE 0 0 2875 FACEBOOK INC CL A 30303M102 2129 9377 SH SOLE 0 0 9377 ISHARES TR SP SMCP600VL ETF 464287879 372 3090 SH SOLE 0 0 3090 ISHARES TR NORTH AMERN NAT 464287374 685 31606 SH SOLE 0 0 31606 ISHARES TR U.S. TECH ETF 464287721 701 2600 SH SOLE 0 0 2600 ISHARES TR CORE S&P SCP ETF 464287804 3987 58387 SH SOLE 0 0 58387 SOUTHERN CO COM 842587107 262 5050 SH SOLE 0 0 5050 ISHARES TR RUS 1000 GRW ETF 464287614 4964 25860 SH SOLE 0 0 25860 UNITEDHEALTH GROUP INC COM 91324P102 3004 10184 SH SOLE 0 0 10184 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 1231 56419 SH SOLE 0 0 56419