Chief Compliance Officer

0001731713-20-000002.txt : 20200107 0001731713-20-000002.hdr.sgml : 20200107 20200107100014 ACCESSION NUMBER: 0001731713-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200107 DATE AS OF CHANGE: 20200107 EFFECTIVENESS DATE: 20200107 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Windsor Group LTD CENTRAL INDEX KEY: 0001731713 IRS NUMBER: 351691197 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18669 FILM NUMBER: 20512287 BUSINESS ADDRESS: STREET 1: 500 E. 96TH STREET, SUITE 450 CITY: INDIANAPOLIS STATE: IN ZIP: 46240 BUSINESS PHONE: 317-848-3005 MAIL ADDRESS: STREET 1: 500 E. 96TH STREET, SUITE 450 CITY: INDIANAPOLIS STATE: IN ZIP: 46240 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001731713 XXXXXXXX 12-31-2019 12-31-2019 Windsor Group LTD

500 E. 96TH STREET, SUITE 450 INDIANAPOLIS IN 46240

13F HOLDINGS REPORT 028-18669 N Matthew Ulsas Chief Compliance Officer 317-848-3005 Matthew Ulsas Indianapolis IN 01-07-2020 0 185 271738 false INFORMATION TABLE 2 WG.13F.2019Q4.xml AT&T INC COM 00206R102 2132 54555 SH SOLE 0 0 0 54555 ABBOTT LABS COM 002824100 1954 22493 SH SOLE 0 0 0 22493 ABBVIE INC COM 00287Y109 1446 16337 SH SOLE 0 0 0 16337 ADOBE INC COM 00724F101 237 718 SH SOLE 0 0 0 718 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 248 1169 SH SOLE 0 0 0 1169 ALPHABET INC CAP STK CL C 02079K107 564 422 SH SOLE 0 0 0 422 ALPHABET INC CAP STK CL A 02079K305 986 736 SH SOLE 0 0 0 736 AMAZON COM INC COM 023135106 1803 976 SH SOLE 0 0 0 976 AMERICAN EXPRESS CO COM 025816109 378 3037 SH SOLE 0 0 0 3037 AMERICAN TOWER CORP NEW COM 03027X100 432 1881 SH SOLE 0 0 0 1881 AMGEN INC COM 031162100 630 2615 SH SOLE 0 0 0 2615 ANALOG DEVICES INC COM 032654105 740 6223 SH SOLE 0 0 0 6223 ANTHEM INC COM 036752103 298 987 SH SOLE 0 0 0 987 APPLE INC COM 037833100 12889 43892 SH SOLE 0 0 0 43892 AUTOMATIC DATA PROCESSING IN COM 053015103 386 2267 SH SOLE 0 0 0 2267 BP PLC SPONSORED ADR 055622104 319 8453 SH SOLE 0 0 0 8453 BANK AMER CORP COM 060505104 1515 43007 SH SOLE 0 0 0 43007 BANK NEW YORK MELLON CORP COM 064058100 266 5278 SH SOLE 0 0 0 5278 BECTON DICKINSON & CO COM 075887109 666 2449 SH SOLE 0 0 0 2449 BERKSHIRE HATHAWAY INC DEL CL A 084670108 340 1 SH SOLE 0 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1936 8548 SH SOLE 0 0 0 8548 BLACKROCK INC COM 09247X101 742 1477 SH SOLE 0 0 0 1477 BLACKSTONE GROUP INC COM CL A 09260D107 623 11129 SH SOLE 0 0 0 11129 BOEING CO COM 097023105 996 3059 SH SOLE 0 0 0 3059 BRISTOL MYERS SQUIBB CO COM 110122108 688 10725 SH SOLE 0 0 0 10725 CBRE GROUP INC CL A 12504L109 201 3282 SH SOLE 0 0 0 3282 CVS HEALTH CORP COM 126650100 346 4663 SH SOLE 0 0 0 4663 CALUMET SPECIALTY PRODS PTNR UT LTD PARTNER 131476103 630 172570 SH SOLE 0 0 0 172570 CATERPILLAR INC DEL COM 149123101 714 4837 SH SOLE 0 0 0 4837 CHEVRON CORP NEW COM 166764100 1295 10746 SH SOLE 0 0 0 10746 CISCO SYS INC COM 17275R102 1220 25429 SH SOLE 0 0 0 25429 CITIGROUP INC COM NEW 172967424 236 2958 SH SOLE 0 0 0 2958 COCA COLA CO COM 191216100 1094 19769 SH SOLE 0 0 0 19769 COLGATE PALMOLIVE CO COM 194162103 219 3180 SH SOLE 0 0 0 3180 COMCAST CORP NEW CL A 20030N101 1258 27977 SH SOLE 0 0 0 27977 CONOCOPHILLIPS COM 20825C104 621 9548 SH SOLE 0 0 0 9548 CORTEVA INC COM 22052L104 246 8322 SH SOLE 0 0 0 8322 COSTCO WHSL CORP NEW COM 22160K105 536 1825 SH SOLE 0 0 0 1825 DANAHER CORPORATION COM 235851102 332 2161 SH SOLE 0 0 0 2161 DISNEY WALT CO COM DISNEY 254687106 961 6643 SH SOLE 0 0 0 6643 DOLLAR GEN CORP NEW COM 256677105 1134 7268 SH SOLE 0 0 0 7268 DOMINION ENERGY INC COM 25746U109 296 3568 SH SOLE 0 0 0 3568 DOW INC COM 260557103 756 13821 SH SOLE 0 0 0 13821 DUPONT DE NEMOURS INC COM 26614N102 315 4908 SH SOLE 0 0 0 4908 EXXON MOBIL CORP COM 30231G102 1352 19372 SH SOLE 0 0 0 19372 FACEBOOK INC CL A 30303M102 255 1242 SH SOLE 0 0 0 1242 FIRST MERCHANTS CORP COM 320817109 620 14900 SH SOLE 0 0 0 14900 GENERAL ELECTRIC CO COM 369604103 841 75395 SH SOLE 0 0 0 75395 GOLDMAN SACHS GROUP INC COM 38141G104 838 3644 SH SOLE 0 0 0 3644 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 9407 93939 SH SOLE 0 0 0 93939 HERITAGE CRYSTAL CLEAN INC COM 42726M106 3221 102692 SH SOLE 0 0 0 102692 HILL ROM HLDGS INC COM 431475102 312 2749 SH SOLE 0 0 0 2749 HOME DEPOT INC COM 437076102 996 4561 SH SOLE 0 0 0 4561 HONEYWELL INTL INC COM 438516106 798 4508 SH SOLE 0 0 0 4508 ILLINOIS TOOL WKS INC COM 452308109 368 2050 SH SOLE 0 0 0 2050 INTEL CORP COM 458140100 1897 31692 SH SOLE 0 0 0 31692 INTERNATIONAL BUSINESS MACHS COM 459200101 576 4298 SH SOLE 0 0 0 4298 INTUITIVE SURGICAL INC COM NEW 46120E602 339 573 SH SOLE 0 0 0 573 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 350 9581 SH SOLE 0 0 0 9581 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 851 7350 SH SOLE 0 0 0 7350 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 895 7063 SH SOLE 0 0 0 7063 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 435 7454 SH SOLE 0 0 0 7454 ISHARES TR MRNGSTR LG-CP GR 464287119 234 1115 SH SOLE 0 0 0 1115 ISHARES TR CORE S&P TTL STK 464287150 2487 34213 SH SOLE 0 0 0 34213 ISHARES TR CORE S&P500 ETF 464287200 7648 23660 SH SOLE 0 0 0 23660 ISHARES TR CORE US AGGBD ET 464287226 441 3927 SH SOLE 0 0 0 3927 ISHARES TR S&P 500 GRWT ETF 464287309 525 2711 SH SOLE 0 0 0 2711 ISHARES TR S&P 500 VAL ETF 464287408 602 4631 SH SOLE 0 0 0 4631 ISHARES TR 20 YR TR BD ETF 464287432 205 1511 SH SOLE 0 0 0 1511 ISHARES TR 1 3 YR TREAS BD 464287457 223 2632 SH SOLE 0 0 0 2632 ISHARES TR MSCI EAFE ETF 464287465 2735 39380 SH SOLE 0 0 0 39380 ISHARES TR RUS MDCP VAL ETF 464287473 30873 325772 SH SOLE 0 0 0 325772 ISHARES TR RUS MD CP GR ETF 464287481 2153 14107 SH SOLE 0 0 0 14107 ISHARES TR RUS MID CAP ETF 464287499 712 11944 SH SOLE 0 0 0 11944 ISHARES TR CORE S&P MCP ETF 464287507 1395 6778 SH SOLE 0 0 0 6778 ISHARES TR S&P MC 400GR ETF 464287606 797 3349 SH SOLE 0 0 0 3349 ISHARES TR RUS 2000 VAL ETF 464287630 3741 29099 SH SOLE 0 0 0 29099 ISHARES TR RUSSELL 2000 ETF 464287655 259 1562 SH SOLE 0 0 0 1562 ISHARES TR CORE S&P US VLU 464287663 391 6197 SH SOLE 0 0 0 6197 ISHARES TR CORE S&P US GWT 464287671 278 4103 SH SOLE 0 0 0 4103 ISHARES TR RUSSELL 3000 ETF 464287689 205 1085 SH SOLE 0 0 0 1085 ISHARES TR S&P MC 400VL ETF 464287705 1603 9388 SH SOLE 0 0 0 9388 ISHARES TR CORE S&P SCP ETF 464287804 1719 20497 SH SOLE 0 0 0 20497 ISHARES TR SP SMCP600VL ETF 464287879 368 2289 SH SOLE 0 0 0 2289 ISHARES TR SHRT NAT MUN ETF 464288158 11079 103755 SH SOLE 0 0 0 103755 ISHARES TR MSCI ACWI EX US 464288240 434 8844 SH SOLE 0 0 0 8844 ISHARES TR NATIONAL MUN ETF 464288414 1912 16783 SH SOLE 0 0 0 16783 ISHARES TR INTRM GOV CR ETF 464288612 3539 31414 SH SOLE 0 0 0 31414 ISHARES TR MSCI MIN VOL ETF 46429B697 4961 75632 SH SOLE 0 0 0 75632 ISHARES US ETF TR SHT MAT BD ETF 46431W507 5109 101670 SH SOLE 0 0 0 101670 ISHARES TR USA QUALITY FCTR 46432F339 1813 17949 SH SOLE 0 0 0 17949 ISHARES TR USA MOMENTUM FCT 46432F396 590 4696 SH SOLE 0 0 0 4696 ISHARES TR CORE MSCI TOTAL 46432F834 4147 67003 SH SOLE 0 0 0 67003 ISHARES TR CORE MSCI EAFE 46432F842 5455 83621 SH SOLE 0 0 0 83621 ISHARES TR CORE 1 5 YR USD 46432F859 9246 183460 SH SOLE 0 0 0 183460 ISHARES INC CORE MSCI EMKT 46434G103 1045 19439 SH SOLE 0 0 0 19439 ISHARES TR MULTIFACTOR USA 46434V282 1337 38763 SH SOLE 0 0 0 38763 ISHARES TR CORE TOTAL USD 46434V613 1383 26531 SH SOLE 0 0 0 26531 ISHARES TR CORE DIV GRWTH 46434V621 4556 108285 SH SOLE 0 0 0 108285 ISHARES TR EDGE MSCI MINM 46435G433 419 11813 SH SOLE 0 0 0 11813 JPMORGAN CHASE & CO COM 46625H100 1992 14291 SH SOLE 0 0 0 14291 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 558 11072 SH SOLE 0 0 0 11072 JOHNSON & JOHNSON COM 478160104 1817 12456 SH SOLE 0 0 0 12456 LILLY ELI & CO COM 532457108 8648 65802 SH SOLE 0 0 0 65802 LOCKHEED MARTIN CORP COM 539830109 383 984 SH SOLE 0 0 0 984 LOWES COS INC COM 548661107 477 3985 SH SOLE 0 0 0 3985 MARSH & MCLENNAN COS INC COM 571748102 257 2307 SH SOLE 0 0 0 2307 MASTERCARD INC CL A 57636Q104 920 3080 SH SOLE 0 0 0 3080 MCDONALDS CORP COM 580135101 1129 5715 SH SOLE 0 0 0 5715 MERCK & CO INC COM 58933Y105 1282 14092 SH SOLE 0 0 0 14092 MICROSOFT CORP COM 594918104 4605 29202 SH SOLE 0 0 0 29202 MONDELEZ INTL INC CL A 609207105 367 6669 SH SOLE 0 0 0 6669 NEXTERA ENERGY INC COM 65339F101 377 1557 SH SOLE 0 0 0 1557 NIKE INC CL B 654106103 560 5525 SH SOLE 0 0 0 5525 NUVEEN SELECT TAX FREE INCM SH BEN INT 67062F100 266 16188 SH SOLE 0 0 0 16188 ORACLE CORP COM 68389X105 400 7544 SH SOLE 0 0 0 7544 PNC FINL SVCS GROUP INC COM 693475105 445 2789 SH SOLE 0 0 0 2789 PENUMBRA INC COM 70975L107 2218 13500 SH SOLE 0 0 0 13500 PEPSICO INC COM 713448108 1849 13530 SH SOLE 0 0 0 13530 PFIZER INC COM 717081103 1155 29481 SH SOLE 0 0 0 29481 PROCTER & GAMBLE CO COM 742718109 1195 9567 SH SOLE 0 0 0 9567 PROSHARES TR PSHS ULT S&P 500 74347R107 359 2380 SH SOLE 0 0 0 2380 QUALCOMM INC COM 747525103 986 11179 SH SOLE 0 0 0 11179 SPDR S&P 500 ETF TR TR UNIT 78462F103 3662 11377 SH SOLE 0 0 0 11377 SPDR GOLD TRUST GOLD SHS 78463V107 414 2897 SH SOLE 0 0 0 2897 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 580 22515 SH SOLE 0 0 0 22515 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 368 5600 SH SOLE 0 0 0 5600 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 216 7356 SH SOLE 0 0 0 7356 SPDR SERIES TRUST S&P DIVID ETF 78464A763 208 1934 SH SOLE 0 0 0 1934 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 685 11992 SH SOLE 0 0 0 11992 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 2162 39469 SH SOLE 0 0 0 39469 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 342 9428 SH SOLE 0 0 0 9428 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 1686 44584 SH SOLE 0 0 0 44584 SPDR SERIES TRUST S&P1500MOMTILT 78468R705 253 1832 SH SOLE 0 0 0 1832 SPDR SERIES TRUST NUVEEN BLMBRG SR 78468R739 431 8771 SH SOLE 0 0 0 8771 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 431 5612 SH SOLE 0 0 0 5612 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1918 24973 SH SOLE 0 0 0 24973 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1025 11032 SH SOLE 0 0 0 11032 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 623 8238 SH SOLE 0 0 0 8238 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 208 4872 SH SOLE 0 0 0 4872 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 262 4530 SH SOLE 0 0 0 4530 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 425 12642 SH SOLE 0 0 0 12642 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1910 37836 SH SOLE 0 0 0 37836 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 404 4407 SH SOLE 0 0 0 4407 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 326 8428 SH SOLE 0 0 0 8428 STARBUCKS CORP COM 855244109 577 6565 SH SOLE 0 0 0 6565 TJX COS INC NEW COM 872540109 584 9557 SH SOLE 0 0 0 9557 TEXAS INSTRS INC COM 882508104 1071 8352 SH SOLE 0 0 0 8352 THERMO FISHER SCIENTIFIC INC COM 883556102 307 946 SH SOLE 0 0 0 946 3M CO COM 88579Y101 683 3870 SH SOLE 0 0 0 3870 TRAVELERS COMPANIES INC COM 89417E109 293 2142 SH SOLE 0 0 0 2142 UNION PACIFIC CORP COM 907818108 1643 9088 SH SOLE 0 0 0 9088 UNITED PARCEL SERVICE INC CL B 911312106 476 4067 SH SOLE 0 0 0 4067 UNITED TECHNOLOGIES CORP COM 913017109 1195 7978 SH SOLE 0 0 0 7978 UNITEDHEALTH GROUP INC COM 91324P102 1232 4190 SH SOLE 0 0 0 4190 VANGUARD GROUP DIV APP ETF 921908844 1001 8026 SH SOLE 0 0 0 8026 VANGUARD STAR FD VG TL INTL STK F 921909768 1471 26413 SH SOLE 0 0 0 26413 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 538 6677 SH SOLE 0 0 0 6677 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 259 5881 SH SOLE 0 0 0 5881 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 282 3478 SH SOLE 0 0 0 3478 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1080 20099 SH SOLE 0 0 0 20099 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 434 9751 SH SOLE 0 0 0 9751 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 836 15608 SH SOLE 0 0 0 15608 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3869 13081 SH SOLE 0 0 0 13081 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 771 6465 SH SOLE 0 0 0 6465 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 928 5847 SH SOLE 0 0 0 5847 VANGUARD INDEX FDS SM CP VAL ETF 922908611 216 1579 SH SOLE 0 0 0 1579 VANGUARD INDEX FDS MID CAP ETF 922908629 546 3062 SH SOLE 0 0 0 3062 VANGUARD INDEX FDS GROWTH ETF 922908736 550 3021 SH SOLE 0 0 0 3021 VANGUARD INDEX FDS VALUE ETF 922908744 419 3492 SH SOLE 0 0 0 3492 VANGUARD INDEX FDS TOTAL STK MKT 922908769 760 4647 SH SOLE 0 0 0 4647 VERIZON COMMUNICATIONS INC COM 92343V104 1857 30250 SH SOLE 0 0 0 30250 VISA INC COM CL A 92826C839 710 3778 SH SOLE 0 0 0 3778 WALMART INC COM 931142103 741 6239 SH SOLE 0 0 0 6239 WELLS FARGO CO NEW COM 949746101 795 14775 SH SOLE 0 0 0 14775 WISDOMTREE TR EM MKTS QTLY DIV 97717W323 222 8450 SH SOLE 0 0 0 8450 WISDOMTREE TR FLOATNG RAT TREA 97717X628 896 35752 SH SOLE 0 0 0 35752 WISDOMTREE TR US QTLY DIV GRT 97717X669 1656 34164 SH SOLE 0 0 0 34164 WORLD GOLD TR SPDR GLD MINIS 98149E204 1029 67980 SH SOLE 0 0 0 67980 YUM BRANDS INC COM 988498101 241 2392 SH SOLE 0 0 0 2392 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1513 7186 SH SOLE 0 0 0 7186 LINDE PLC SHS G5494J103 412 1937 SH SOLE 0 0 0 1937 MEDTRONIC PLC SHS G5960L103 1420 12520 SH SOLE 0 0 0 12520 CHUBB LIMITED COM H1467J104 400 2569 SH SOLE 0 0 0 2569 TE CONNECTIVITY LTD REG SHS H84989104 447 4665 SH SOLE 0 0 0 4665