0001731713-23-000002.txt : 20230202 0001731713-23-000002.hdr.sgml : 20230202 20230201184148 ACCESSION NUMBER: 0001731713-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230202 DATE AS OF CHANGE: 20230201 EFFECTIVENESS DATE: 20230202 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: 23578230 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 X0202 13F-HR LIVE false false false 0001731713 XXXXXXXX 12-31-2022 12-31-2022 Windsor Group LTD

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

13F HOLDINGS REPORT 028-18669 000105279 801-28534 N Matthew Ulsas 317-848-3005 Matthew Ulsas Indianapolis IN 02-01-2023 0 161 483896 false INFORMATION TABLE 2 WG.13F.2022Q4.xml ABBOTT LABS COM 002824100 1824 16242 SH SOLE 0 0 16242 ABBVIE INC COM 00287Y109 2614 15694 SH SOLE 0 0 15694 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 355 1320 SH SOLE 0 0 1320 ALLSTATE CORP COM 020002101 243 1721 SH SOLE 0 0 1721 ALPHABET INC CAP STK CL A 02079K305 640 7332 SH SOLE 0 0 7332 ALPHABET INC CAP STK CL C 02079K107 279 3170 SH SOLE 0 0 3170 AMAZON COM INC COM 023135106 1969 22873 SH SOLE 0 0 22873 AMERICAN CENTY ETF TR US SML CP VALU 025072877 11301 147747 SH SOLE 0 0 147747 AMERICAN EXPRESS CO COM 025816109 239 1590 SH SOLE 0 0 1590 AMERICAN TOWER CORP NEW COM 03027X100 212 972 SH SOLE 0 0 972 APPLE INC COM 037833100 4038 31156 SH SOLE 0 0 31156 AT&T INC COM 00206R102 575 29442 SH SOLE 0 0 29442 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1820 5710 SH SOLE 0 0 5710 BERKSHIRE HATHAWAY INC DEL CL A 084670108 482 1 SH SOLE 0 0 1 BLACKROCK INC COM 09247X101 208 282 SH SOLE 0 0 282 BP PLC SPONSORED ADR 055622104 280 8122 SH SOLE 0 0 8122 BRISTOL-MYERS SQUIBB CO COM 110122108 341 4671 SH SOLE 0 0 4671 CALUMET SPECIALTY PRODS PART UT LTD PARTNER 131476103 7033 419653 SH SOLE 0 0 419653 CATERPILLAR INC COM 149123101 1072 4306 SH SOLE 0 0 4306 CHEVRON CORP NEW COM 166764100 299 1693 SH SOLE 0 0 1693 CISCO SYS INC COM 17275R102 278 5756 SH SOLE 0 0 5756 CLEAN HARBORS INC COM 184496107 3167 27525 SH SOLE 0 0 27525 COCA COLA CO COM 191216100 292 4607 SH SOLE 0 0 4607 COSTCO WHSL CORP NEW COM 22160K105 587 1217 SH SOLE 0 0 1217 CUMMINS INC COM 231021106 446 1828 SH SOLE 0 0 1828 CVS HEALTH CORP COM 126650100 436 4765 SH SOLE 0 0 4765 DISNEY WALT CO COM 254687106 320 3412 SH SOLE 0 0 3412 ELEVANCE HEALTH INC COM 036752103 702 1477 SH SOLE 0 0 1477 EXXON MOBIL CORP COM 30231G102 1110 10041 SH SOLE 0 0 10041 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 6248 136113 SH SOLE 0 0 136113 GENERAL ELECTRIC CO COM NEW 369604301 536 7450 SH SOLE 0 0 7450 GOLDMAN SACHS ETF TR ACES ULTRA SHR 381430230 270 5437 SH SOLE 0 0 5437 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 2861 96108 SH SOLE 0 0 96108 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 880 8820 SH SOLE 0 0 8820 HERITAGE CRYSTAL CLEAN INC COM 42726M106 1987 59866 SH SOLE 0 0 59866 HOME DEPOT INC COM 437076102 479 1508 SH SOLE 0 0 1508 INTERNATIONAL BUSINESS MACHS COM 459200101 340 2366 SH SOLE 0 0 2366 INTUITIVE SURGICAL INC COM NEW 46120E602 439 1624 SH SOLE 0 0 1624 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 337 5193 SH SOLE 0 0 5193 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 218 18235 SH SOLE 0 0 18235 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 816 5135 SH SOLE 0 0 5135 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 209 1439 SH SOLE 0 0 1439 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 236 5250 SH SOLE 0 0 5250 ISHARES INC CORE MSCI EMKT 46434G103 268 5437 SH SOLE 0 0 5437 ISHARES TR CORE DIV GRWTH 46434V621 6583 129263 SH SOLE 0 0 129263 ISHARES TR MRGSTR SM CP GR 464288604 443 12093 SH SOLE 0 0 12093 ISHARES TR BLACKROCK ULTRA 46434V878 11101 221550 SH SOLE 0 0 221550 ISHARES TR MRGSTR MD CP GRW 464288307 539 9876 SH SOLE 0 0 9876 ISHARES TR MRGSTR MD CP VAL 464288406 208 3235 SH SOLE 0 0 3235 ISHARES TR CORE US AGGBD ET 464287226 783 7897 SH SOLE 0 0 7897 ISHARES TR MRGSTR MD CP ETF 464288208 218 3632 SH SOLE 0 0 3632 ISHARES TR RUS MDCP VAL ETF 464287473 35625 328858 SH SOLE 0 0 328858 ISHARES TR S&P 500 GRWT ETF 464287309 482 8227 SH SOLE 0 0 8227 ISHARES TR S&P MC 400GR ETF 464287606 1808 26077 SH SOLE 0 0 26077 ISHARES TR CORE S&P TTL STK 464287150 2828 32872 SH SOLE 0 0 32872 ISHARES TR MSCI EAFE ETF 464287465 884 12975 SH SOLE 0 0 12975 ISHARES TR MORNINGSTAR VALU 464288109 210 3243 SH SOLE 0 0 3243 ISHARES TR CORE 1 5 YR USD 46432F859 7551 161208 SH SOLE 0 0 161208 ISHARES TR S&P MC 400VL ETF 464287705 3268 31333 SH SOLE 0 0 31333 ISHARES TR RUSSELL 2000 ETF 464287655 250 1410 SH SOLE 0 0 1410 ISHARES TR CORE S&P MCP ETF 464287507 4222 17024 SH SOLE 0 0 17024 ISHARES TR U S EQUITY FACTR 46434V282 1991 50445 SH SOLE 0 0 50445 ISHARES TR S&P 500 VAL ETF 464287408 568 3801 SH SOLE 0 0 3801 ISHARES TR MORNINGSTAR GRWT 464287119 530 10892 SH SOLE 0 0 10892 ISHARES TR MSCI USA MIN VOL 46429B697 3013 41009 SH SOLE 0 0 41009 ISHARES TR MSCI USA QLT FCT 46432F339 9798 84367 SH SOLE 0 0 84367 ISHARES TR NATIONAL MUN ETF 464288414 10464 98140 SH SOLE 0 0 98140 ISHARES TR SHRT NAT MUN ETF 464288158 10455 99960 SH SOLE 0 0 99960 ISHARES TR SELECT DIVID ETF 464287168 202 1627 SH SOLE 0 0 1627 ISHARES TR TIPS BD ETF 464287176 226 2095 SH SOLE 0 0 2095 ISHARES TR CORE S&P US VLU 464287663 44026 605751 SH SOLE 0 0 605751 ISHARES TR MSCI USA VALUE 46432F388 1010 10689 SH SOLE 0 0 10689 ISHARES TR CORE TOTAL USD 46434V613 3796 82729 SH SOLE 0 0 82729 ISHARES TR CORE S&P SCP ETF 464287804 13052 134502 SH SOLE 0 0 134502 ISHARES TR PFD AND INCM SEC 464288687 2931 91818 SH SOLE 0 0 91818 ISHARES TR CORE MSCI TOTAL 46432F834 8414 139700 SH SOLE 0 0 139700 ISHARES TR CORE S&P US GWT 464287671 29746 364536 SH SOLE 0 0 364536 ISHARES TR RUS 2000 GRW ETF 464287648 1640 7537 SH SOLE 0 0 7537 ISHARES TR RUS 2000 VAL ETF 464287630 9233 65060 SH SOLE 0 0 65060 ISHARES TR MSCI ACWI EX US 464288240 243 5125 SH SOLE 0 0 5125 ISHARES TR 0-5YR HI YL CP 46434V407 3384 81319 SH SOLE 0 0 81319 ISHARES TR CORE S&P500 ETF 464287200 6755 17328 SH SOLE 0 0 17328 ISHARES TR MORNINGSTR US EQ 464287127 226 4245 SH SOLE 0 0 4245 ISHARES TR RUS MD CP GR ETF 464287481 3751 44443 SH SOLE 0 0 44443 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 6327 128215 SH SOLE 0 0 128215 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 860 17257 SH SOLE 0 0 17257 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 5207 111303 SH SOLE 0 0 111303 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 211 4209 SH SOLE 0 0 4209 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 209 4176 SH SOLE 0 0 4176 J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 46641Q761 350 8840 SH SOLE 0 0 8840 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 3415 61891 SH SOLE 0 0 61891 JOHNSON & JOHNSON COM 478160104 900 4993 SH SOLE 0 0 4993 JPMORGAN CHASE & CO COM 46625H100 1348 9775 SH SOLE 0 0 9775 LABORATORY CORP AMER HLDGS COM NEW 50540R409 244 1004 SH SOLE 0 0 1004 LILLY ELI & CO COM 532457108 22396 61707 SH SOLE 0 0 61707 MERCK & CO INC COM 58933Y105 346 3015 SH SOLE 0 0 3015 MICROSOFT CORP COM 594918104 2669 11864 SH SOLE 0 0 11864 MONDELEZ INTL INC CL A 609207105 240 3530 SH SOLE 0 0 3530 MORGAN STANLEY COM NEW 617446448 220 2512 SH SOLE 0 0 2512 NIKE INC CL B 654106103 454 3646 SH SOLE 0 0 3646 NUVEEN SELECT TAX-FREE INCOM SH BEN INT 67062F100 230 16188 SH SOLE 0 0 16188 NVIDIA CORPORATION COM 67066G104 225 1513 SH SOLE 0 0 1513 ORACLE CORP COM 68389X105 347 4053 SH SOLE 0 0 4053 PENUMBRA INC COM 70975L107 1118 4850 SH SOLE 0 0 4850 PEPSICO INC COM 713448108 1191 6575 SH SOLE 0 0 6575 PFIZER INC COM 717081103 293 5762 SH SOLE 0 0 5762 PROCTER AND GAMBLE CO COM 742718109 771 5010 SH SOLE 0 0 5010 PROSHARES TR PSHS ULTRUSS2000 74347R842 1812 56180 SH SOLE 0 0 56180 QUALCOMM INC COM 747525103 805 6977 SH SOLE 0 0 6977 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 939 20661 SH SOLE 0 0 20661 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 28580 368159 SH SOLE 0 0 368159 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 525 9481 SH SOLE 0 0 9481 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 585 12786 SH SOLE 0 0 12786 SELECT SECTOR SPDR TR ENERGY 81369Y506 1085 12395 SH SOLE 0 0 12395 SPDR GOLD TR GOLD SHS 78463V107 610 3514 SH SOLE 0 0 3514 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 233 7578 SH SOLE 0 0 7578 SPDR S&P 500 ETF TR TR UNIT 78462F103 789 2033 SH SOLE 0 0 2033 SPDR SER TR S&P 600 SMCP GRW 78464A201 3506 47664 SH SOLE 0 0 47664 SPDR SER TR S&P 600 SMCP VAL 78464A300 4885 63642 SH SOLE 0 0 63642 SPDR SER TR PORTFOLIO AGRGTE 78464A649 285 11104 SH SOLE 0 0 11104 SPDR SER TR PRTFLO S&P500 GW 78464A409 881 17384 SH SOLE 0 0 17384 SPDR SER TR S&P 400 MDCP VAL 78464A839 3386 50523 SH SOLE 0 0 50523 SPDR SER TR NUVEEN BLMBRG SH 78468R739 2118 44792 SH SOLE 0 0 44792 SPDR SER TR S&P 400 MDCP GRW 78464A821 1636 24678 SH SOLE 0 0 24678 SPDR SER TR S&P DIVID ETF 78464A763 235 1833 SH SOLE 0 0 1833 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 3714 89237 SH SOLE 0 0 89237 STANLEY BLACK & DECKER INC COM 854502101 336 4143 SH SOLE 0 0 4143 STARBUCKS CORP COM 855244109 386 3621 SH SOLE 0 0 3621 TESLA INC COM 88160R101 418 3698 SH SOLE 0 0 3698 TEXAS INSTRS INC COM 882508104 266 1517 SH SOLE 0 0 1517 TJX COS INC NEW COM 872540109 213 2575 SH SOLE 0 0 2575 UNION PAC CORP COM 907818108 771 3636 SH SOLE 0 0 3636 UNITEDHEALTH GROUP INC COM 91324P102 510 1040 SH SOLE 0 0 1040 VANECK ETF TRUST OIL SERVICES ETF 92189H607 510 1670 SH SOLE 0 0 1670 VANGUARD BD INDEX FDS INTERMED TERM 921937819 334 4402 SH SOLE 0 0 4402 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 8614 113642 SH SOLE 0 0 113642 VANGUARD INDEX FDS GROWTH ETF 922908736 375 1750 SH SOLE 0 0 1750 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1600 11471 SH SOLE 0 0 11471 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 653 1832 SH SOLE 0 0 1832 VANGUARD INDEX FDS SMALL CP ETF 922908751 1612 8602 SH SOLE 0 0 8602 VANGUARD INDEX FDS MID CAP ETF 922908629 1863 8965 SH SOLE 0 0 8965 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 316 3748 SH SOLE 0 0 3748 VANGUARD INDEX FDS VALUE ETF 922908744 835 5821 SH SOLE 0 0 5821 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1384 7655 SH SOLE 0 0 7655 VANGUARD INDEX FDS SM CP VAL ETF 922908611 7462 45763 SH SOLE 0 0 45763 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 545 13299 SH SOLE 0 0 13299 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 713 13671 SH SOLE 0 0 13671 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 20326 406104 SH SOLE 0 0 406104 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 10753 194523 SH SOLE 0 0 194523 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 886 5734 SH SOLE 0 0 5734 VANGUARD STAR FDS VG TL INTL STK F 921909768 3896 72512 SH SOLE 0 0 72512 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 393 3548 SH SOLE 0 0 3548 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 4717 65904 SH SOLE 0 0 65904 VERIZON COMMUNICATIONS INC COM 92343V104 533 12628 SH SOLE 0 0 12628 VISA INC COM CL A 92826C839 482 2211 SH SOLE 0 0 2211 WALMART INC COM 931142103 249 1694 SH SOLE 0 0 1694 WASTE CONNECTIONS INC COM 94106B101 2892 21775 SH SOLE 0 0 21775 WISDOMTREE TR US QTLY DIV GRT 97717X669 353 5766 SH SOLE 0 0 5766 WISDOMTREE TR US TOTAL DIVIDND 97717W109 210 3400 SH SOLE 0 0 3400 WORLD GOLD TR SPDR GLD MINIS 98149E303 264 7110 SH SOLE 0 0 7110 YUM BRANDS INC COM 988498101 303 2329 SH SOLE 0 0 2329