0001767940-22-000004.txt : 20221031 0001767940-22-000004.hdr.sgml : 20221031 20221031095037 ACCESSION NUMBER: 0001767940-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221031 DATE AS OF CHANGE: 20221031 EFFECTIVENESS DATE: 20221031 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wolff Financial Management LLC CENTRAL INDEX KEY: 0001767940 IRS NUMBER: 383548642 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19175 FILM NUMBER: 221344036 BUSINESS ADDRESS: STREET 1: 5938 VENTURE PARK DRIVE CITY: KALAMAZOO STATE: MI ZIP: 49009 BUSINESS PHONE: 269-372-3100 MAIL ADDRESS: STREET 1: 5938 VENTURE PARK DRIVE CITY: KALAMAZOO STATE: MI ZIP: 49009 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001767940 XXXXXXXX 09-30-2022 09-30-2022 Wolff Financial Management LLC

5938 VENTURE PARK DRIVE KALAMAZOO MI 49009

13F HOLDINGS REPORT 028-19175 N Ashleigh Swayze 6463953900 Ashleigh Swayze Newtown PA 10-31-2022 0 98 219068 false INFORMATION TABLE 2 Wolff13f_3q2022.xml SPDR SER TR S&P DIVID ETF 78464A763 22340 200359 SH SOLE 0 0 200359 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 18231 126120 SH SOLE 0 0 126120 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 14286 150577 SH SOLE 0 0 150577 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 12198 164216 SH SOLE 0 0 164216 VANGUARD INDEX FDS SMALL CP ETF 922908751 9715 56846 SH SOLE 0 0 56846 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 8726 51171 SH SOLE 0 0 51171 VANGUARD INDEX FDS MID CAP ETF 922908629 8434 44867 SH SOLE 0 0 44867 ISHARES TR MSCI EAFE MIN VL 46429B689 7883 138288 SH SOLE 0 0 138288 VANGUARD INDEX FDS SM CP VAL ETF 922908611 7345 51222 SH SOLE 0 0 51222 VANGUARD INDEX FDS SML CP GRW ETF 922908595 7137 36575 SH SOLE 0 0 36575 ISHARES TR 0-5YR INVT GR CP 46434V100 7106 149924 SH SOLE 0 0 149924 ISHARES TR CORE DIV GRWTH 46434V621 6271 141038 SH SOLE 0 0 141038 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5207 42764 SH SOLE 0 0 42764 LILLY ELI & CO COM 532457108 4896 15144 SH SOLE 0 0 15144 ISHARES TR MSCI INTL QUALTY 46434V456 3553 127931 SH SOLE 0 0 127931 ISHARES TR CORE HIGH DV ETF 46429B663 3396 37205 SH SOLE 0 0 37205 LANCASTER COLONY CORP COM 513847103 3294 21923 SH SOLE 0 0 21923 VANGUARD INDEX FDS GROWTH ETF 922908736 3104 14512 SH SOLE 0 0 14512 ISHARES TR MSCI EAFE ETF 464287465 2993 53448 SH SOLE 0 0 53448 KELLOGG CO COM 487836108 2747 39438 SH SOLE 0 0 39438 APPLE INC COM 037833100 2670 19321 SH SOLE 0 0 19321 ISHARES TR SELECT DIVID ETF 464287168 2436 22728 SH SOLE 0 0 22728 ISHARES TR MSCI USA QLT FCT 46432F339 2392 23017 SH SOLE 0 0 23017 PFIZER INC COM 717081103 2379 54364 SH SOLE 0 0 54364 VANGUARD WORLD FDS INF TECH ETF 92204A702 2357 7671 SH SOLE 0 0 7671 STRYKER CORPORATION COM 863667101 2144 10589 SH SOLE 0 0 10589 MICROSOFT CORP COM 594918104 1647 7073 SH SOLE 0 0 7073 VANGUARD 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