0001746438-21-000005.txt : 20210427 0001746438-21-000005.hdr.sgml : 20210427 20210427093222 ACCESSION NUMBER: 0001746438-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210427 DATE AS OF CHANGE: 20210427 EFFECTIVENESS DATE: 20210427 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Vishria Bird Financial Group, LLC CENTRAL INDEX KEY: 0001746438 IRS NUMBER: 824081603 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18856 FILM NUMBER: 21856240 BUSINESS ADDRESS: STREET 1: 1053 W REX ROAD STREET 2: SUITE 2 CITY: MEMPHIS STATE: TN ZIP: 38119 BUSINESS PHONE: 901-683-5858 MAIL ADDRESS: STREET 1: 1053 W REX ROAD STREET 2: SUITE 2 CITY: MEMPHIS STATE: TN ZIP: 38119 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001746438 XXXXXXXX 03-31-2021 03-31-2021 Vishria Bird Financial Group, LLC
1053 W REX ROAD SUITE 2 MEMPHIS TN 38119
13F HOLDINGS REPORT 028-18856 N
Susan Todd Chief Compliance Officer 901-683-5858 Susan Todd Memphis TN 04-27-2021 0 54 181228 false
INFORMATION TABLE 2 VBFG.13F.2021Q1.xml AGNC INVT CORP COM 00123Q104 7813 466185 SH SOLE 0 0 0 466185 ARK ETF TR INNOVATION ETF 00214Q104 8302 69214 SH SOLE 0 0 0 69214 AIR PRODS & CHEMS INC COM 009158106 4053 14406 SH SOLE 0 0 0 14406 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 6535 28824 SH SOLE 0 0 0 28824 ALPHABET INC CAP STK CL C 02079K107 1558 753 SH SOLE 0 0 0 753 ALPHABET INC CAP STK CL A 02079K305 5255 2548 SH SOLE 0 0 0 2548 AMAZON COM INC COM 023135106 11510 3720 SH SOLE 0 0 0 3720 APPLE INC COM 037833100 13005 106465 SH SOLE 0 0 0 106465 BP PLC SPONSORED ADR 055622104 4199 172461 SH SOLE 0 0 0 172461 BK OF AMERICA CORP COM 060505104 8291 214299 SH SOLE 0 0 0 214299 BLACKSTONE GROUP INC COM CL A 09260D107 4485 60179 SH SOLE 0 0 0 60179 BOEING CO COM 097023105 238 935 SH SOLE 0 0 0 935 CATERPILLAR INC COM 149123101 372 1606 SH SOLE 0 0 0 1606 CHEVRON CORP NEW COM 166764100 248 2364 SH SOLE 0 0 0 2364 DISNEY WALT CO COM 254687106 3999 21674 SH SOLE 0 0 0 21674 FACEBOOK INC CL A 30303M102 5082 17254 SH SOLE 0 0 0 17254 FEDEX CORP COM 31428X106 15019 52877 SH SOLE 0 0 0 52877 FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 33734X135 669 16085 SH SOLE 0 0 0 16085 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 11794 208994 SH SOLE 0 0 0 208994 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 1831 35867 SH SOLE 0 0 0 35867 GERON CORP COM 374163103 33 20615 SH SOLE 0 0 0 20615 HOME DEPOT INC COM 437076102 328 1075 SH SOLE 0 0 0 1075 INNOVATOR ETFS TR S&P 500 PWR BUFR 45782C383 1448 49026 SH SOLE 0 0 0 49026 INNOVATOR ETFS TR S&P 500 PWR BU 45782C870 2832 102791 SH SOLE 0 0 0 102791 INTERNATIONAL PAPER CO COM 460146103 216 3990 SH SOLE 0 0 0 3990 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 1316 26071 SH SOLE 0 0 0 26071 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 1911 7081 SH SOLE 0 0 0 7081 ISHARES TR S&P 500 GRWT ETF 464287309 383 5885 SH SOLE 0 0 0 5885 ISHARES TR CORE S&P MCP ETF 464287507 226 869 SH SOLE 0 0 0 869 ISHARES TR RUS 1000 ETF 464287622 936 4182 SH SOLE 0 0 0 4182 ISHARES TR CORE S&P SCP ETF 464287804 14239 131197 SH SOLE 0 0 0 131197 JPMORGAN CHASE & CO COM 46625H100 297 1952 SH SOLE 0 0 0 1952 JOHNSON & JOHNSON COM 478160104 437 2656 SH SOLE 0 0 0 2656 KRANESHARES TR CSI CHI INTERNET 500767306 944 12362 SH SOLE 0 0 0 12362 MERCK & CO. INC COM 58933Y105 275 3573 SH SOLE 0 0 0 3573 MICROSOFT CORP COM 594918104 8328 35324 SH SOLE 0 0 0 35324 NIO INC SPON ADS 62914V106 1013 26000 SH SOLE 0 0 0 26000 NETFLIX INC COM 64110L106 408 782 SH SOLE 0 0 0 782 PINTEREST INC CL A 72352L106 1341 18115 SH SOLE 0 0 0 18115 SPDR S&P 500 ETF TR TR UNIT 78462F103 5525 13940 SH SOLE 0 0 0 13940 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 711 2153 SH SOLE 0 0 0 2153 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 477 1001 SH SOLE 0 0 0 1001 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 273 2842 SH SOLE 0 0 0 2842 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 243 3561 SH SOLE 0 0 0 3561 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 677 4030 SH SOLE 0 0 0 4030 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 211 1586 SH SOLE 0 0 0 1586 SOUTHWEST AIRLS CO COM 844741108 4919 80568 SH SOLE 0 0 0 80568 TESLA INC COM 88160R101 337 504 SH SOLE 0 0 0 504 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6135 74366 SH SOLE 0 0 0 74366 VANGUARD INDEX FDS TOTAL STK MKT 922908769 310 1501 SH SOLE 0 0 0 1501 WP CAREY INC COM 92936U109 314 4438 SH SOLE 0 0 0 4438 WORKDAY INC CL A 98138H101 7066 28442 SH SOLE 0 0 0 28442 ZILLOW GROUP INC CL A 98954M101 1351 10282 SH SOLE 0 0 0 10282 ZILLOW GROUP INC CL C CAP STK 98954M200 1510 11649 SH SOLE 0 0 0 11649