0001767940-23-000001.txt : 20230206
0001767940-23-000001.hdr.sgml : 20230206
20230206103035
ACCESSION NUMBER: 0001767940-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230206
DATE AS OF CHANGE: 20230206
EFFECTIVENESS DATE: 20230206
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: 23589006
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
X0202
13F-HR
LIVE
false
true
false
0001767940
XXXXXXXX
12-31-2022
12-31-2022
Wolff Financial Management LLC
5938 VENTURE PARK DRIVE
KALAMAZOO
MI
49009
13F HOLDINGS REPORT
028-19175
N
Ashleigh Swayze
Counsel
6463953900
Ashleigh Swayze
Newtown
PA
02-06-2023
0
97
270339
false
INFORMATION TABLE
2
Wolff13f_4q2022.xml
3M CO
COM
88579Y101
307
2556
SH
SOLE
0
0
2556
ALTRIA GROUP INC
COM
02209S103
649
14199
SH
SOLE
0
0
14199
AMERICAN ELEC PWR CO INC
COM
025537101
866
9124
SH
SOLE
0
0
9124
AMGEN INC
COM
031162100
412
1568
SH
SOLE
0
0
1568
APPLE INC
COM
037833100
2492
19180
SH
SOLE
0
0
19180
APPLIED MATLS INC
COM
038222105
240
2469
SH
SOLE
0
0
2469
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
916
2966
SH
SOLE
0
0
2966
BRISTOL-MYERS SQUIBB CO
COM
110122108
716
9950
SH
SOLE
0
0
9950
CATERPILLAR INC
COM
149123101
1229
5130
SH
SOLE
0
0
5130
CHEVRON CORP NEW
COM
166764100
1584
8828
SH
SOLE
0
0
8828
CISCO SYS INC
COM
17275R102
514
10792
SH
SOLE
0
0
10792
CLOROX CO DEL
COM
189054109
523
3725
SH
SOLE
0
0
3725
COCA COLA CO
COM
191216100
820
12895
SH
SOLE
0
0
12895
CORNING INC
COM
219350105
228
7143
SH
SOLE
0
0
7143
DISNEY WALT CO
COM
254687106
228
2623
SH
SOLE
0
0
2623
DOW INC
COM
260557103
417
8270
SH
SOLE
0
0
8270
DUKE ENERGY CORP NEW
COM NEW
26441C204
495
4810
SH
SOLE
0
0
4810
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
142
12000
SH
SOLE
0
0
12000
ENTERPRISE PRODS PARTNERS L
COM
293792107
213
8834
SH
SOLE
0
0
8834
GENERAL DYNAMICS CORP
COM
369550108
252
1017
SH
SOLE
0
0
1017
GENERAL MLS INC
COM
370334104
436
5201
SH
SOLE
0
0
5201
GILEAD SCIENCES INC
COM
375558103
277
3227
SH
SOLE
0
0
3227
HASBRO INC
COM
418056107
257
4212
SH
SOLE
0
0
4212
INTEL CORP
COM
458140100
590
22334
SH
SOLE
0
0
22334
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
958
14985
SH
SOLE
0
0
14985
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
46137V266
11501
75861
SH
SOLE
0
0
75861
INVESCO QQQ TR
UNIT SER 1
46090E103
884
3319
SH
SOLE
0
0
3319
ISHARES TR
CORE DIV GRWTH
46434V621
17137
342748
SH
SOLE
0
0
342748
ISHARES TR
CORE HIGH DV ETF
46429B663
3743
35904
SH
SOLE
0
0
35904
ISHARES TR
MSCI EAFE ETF
464287465
2735
41671
SH
SOLE
0
0
41671
ISHARES TR
0-5YR INVT GR CP
46434V100
2495
52128
SH
SOLE
0
0
52128
ISHARES TR
MSCI EAFE MIN VL
46429B689
2383
37475
SH
SOLE
0
0
37475
ISHARES TR
MSCI INTL QUALTY
46434V456
2309
71289
SH
SOLE
0
0
71289
ISHARES TR
SELECT DIVID ETF
464287168
1682
13950
SH
SOLE
0
0
13950
ISHARES TR
MSCI USA QLT FCT
46432F339
1440
12635
SH
SOLE
0
0
12635
ISHARES TR
RUS MD CP GR ETF
464287481
682
8164
SH
SOLE
0
0
8164
ISHARES TR
EAFE GRWTH ETF
464288885
669
7986
SH
SOLE
0
0
7986
ISHARES TR
FLTG RATE NT ETF
46429B655
606
12041
SH
SOLE
0
0
12041
ISHARES TR
MSCI INTL SML CP
46434V266
441
14693
SH
SOLE
0
0
14693
ISHARES TR
S&P MC 400VL ETF
464287705
403
4000
SH
SOLE
0
0
4000
ISHARES TR
S&P MC 400GR ETF
464287606
277
4055
SH
SOLE
0
0
4055
JOHNSON & JOHNSON
COM
478160104
239
1354
SH
SOLE
0
0
1354
JPMORGAN CHASE & CO
COM
46625H100
431
3216
SH
SOLE
0
0
3216
KELLOGG CO
COM
487836108
2510
35239
SH
SOLE
0
0
35239
KIMBERLY-CLARK CORP
COM
494368103
650
4787
SH
SOLE
0
0
4787
LANCASTER COLONY CORP
COM
513847103
4447
22539
SH
SOLE
0
0
22539
LILLY ELI & CO
COM
532457108
5534
15127
SH
SOLE
0
0
15127
LOCKHEED MARTIN CORP
COM
539830109
630
1295
SH
SOLE
0
0
1295
MCDONALDS CORP
COM
580135101
1383
5249
SH
SOLE
0
0
5249
MERCK & CO INC
COM
58933Y105
1373
12378
SH
SOLE
0
0
12378
META PLATFORMS INC
CL A
30303M102
1363
11323
SH
SOLE
0
0
11323
MICROSOFT CORP
COM
594918104
1640
6839
SH
SOLE
0
0
6839
NATIONAL FUEL GAS CO
COM
636180101
359
5678
SH
SOLE
0
0
5678
NUVEEN AMT FREE QLTY MUN INC
COM
670657105
195
17169
SH
SOLE
0
0
17169
NUVEEN MUN VALUE FD INC
COM
670928100
284
33039
SH
SOLE
0
0
33039
PEPSICO INC
COM
713448108
1041
5764
SH
SOLE
0
0
5764
PFIZER INC
COM
717081103
2788
54408
SH
SOLE
0
0
54408
PHILIP MORRIS INTL INC
COM
718172109
458
4523
SH
SOLE
0
0
4523
PRINCIPAL FINANCIAL GROUP IN
COM
74251V102
656
7815
SH
SOLE
0
0
7815
PROCTER AND GAMBLE CO
COM
742718109
1532
10109
SH
SOLE
0
0
10109
QUALCOMM INC
COM
747525103
1024
9313
SH
SOLE
0
0
9313
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
553
5477
SH
SOLE
0
0
5477
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
445
13827
SH
SOLE
0
0
13827
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
234
3098
SH
SOLE
0
0
3098
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
506
5156
SH
SOLE
0
0
5156
SPDR GOLD TR
GOLD SHS
78463V107
404
2379
SH
SOLE
0
0
2379
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
1464
44408
SH
SOLE
0
0
44408
SPDR S&P 500 ETF TR
TR UNIT
78462F103
561
1467
SH
SOLE
0
0
1467
SPDR SER TR
S&P DIVID ETF
78464A763
25365
202745
SH
SOLE
0
0
202745
STRYKER CORPORATION
COM
863667101
2672
10930
SH
SOLE
0
0
10930
TORONTO DOMINION BK ONT
COM NEW
891160509
503
7771
SH
SOLE
0
0
7771
TOTALENERGIES SE
SPONSORED ADS
89151E109
262
4224
SH
SOLE
0
0
4224
UNITED PARCEL SERVICE INC
CL B
911312106
936
5386
SH
SOLE
0
0
5386
US BANCORP DEL
COM NEW
902973304
399
9141
SH
SOLE
0
0
9141
VANECK ETF TRUST
MRNGSTR WDE MOAT
92189F643
259
3996
SH
SOLE
0
0
3996
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
263
3499
SH
SOLE
0
0
3499
VANGUARD INDEX FDS
MID CAP ETF
922908629
16754
82202
SH
SOLE
0
0
82202
VANGUARD INDEX FDS
SMALL CP ETF
922908751
16265
88619
SH
SOLE
0
0
88619
VANGUARD INDEX FDS
GROWTH ETF
922908736
15951
74847
SH
SOLE
0
0
74847
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
6684
37182
SH
SOLE
0
0
37182
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
5628
28063
SH
SOLE
0
0
28063
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
3918
24675
SH
SOLE
0
0
24675
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
2142
15836
SH
SOLE
0
0
15836
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1145
5989
SH
SOLE
0
0
5989
VANGUARD INDEX FDS
VALUE ETF
922908744
777
5533
SH
SOLE
0
0
5533
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
1154
23318
SH
SOLE
0
0
23318
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
17250
229413
SH
SOLE
0
0
229413
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
10257
177387
SH
SOLE
0
0
177387
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
369
6699
SH
SOLE
0
0
6699
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1491
9816
SH
SOLE
0
0
9816
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
17176
409255
SH
SOLE
0
0
409255
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
18922
174867
SH
SOLE
0
0
174867
VANGUARD WORLD FDS
INF TECH ETF
92204A702
2121
6642
SH
SOLE
0
0
6642
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
1616
8434
SH
SOLE
0
0
8434
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
706
4147
SH
SOLE
0
0
4147
VERIZON COMMUNICATIONS INC
COM
92343V104
961
24389
SH
SOLE
0
0
24389
VISA INC
COM CL A
92826C839
541
2602
SH
SOLE
0
0
2602