0001767940-23-000003.txt : 20230718 0001767940-23-000003.hdr.sgml : 20230718 20230718112941 ACCESSION NUMBER: 0001767940-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230718 DATE AS OF CHANGE: 20230718 EFFECTIVENESS DATE: 20230718 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: 231093400 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 06-30-2023 06-30-2023 Wolff Financial Management LLC

5938 VENTURE PARK DRIVE KALAMAZOO MI 49009

13F HOLDINGS REPORT 028-19175 N Ashleigh Swayze 6463953900 Ashleigh Swayze Newtown PA 07-18-2023 0 35 114801 false INFORMATION TABLE 2 Wolff13f_2q2023.xml ALTRIA GROUP INC COM 02209S103 643 14203 SH SOLE 0 0 14203 CISCO SYS INC COM 17275R102 553 10692 SH SOLE 0 0 10692 DUKE ENERGY CORP NEW COM NEW 26441C204 432 4810 SH SOLE 0 0 4810 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 152 12000 SH SOLE 0 0 12000 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 759 12089 SH SOLE 0 0 12089 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 5539 36307 SH SOLE 0 0 36307 INVESCO QQQ TR UNIT SER 1 46090E103 1227 3321 SH SOLE 0 0 3321 ISHARES TR CORE DIV GRWTH 46434V621 22842 443271 SH SOLE 0 0 443271 ISHARES TR CORE HIGH DV ETF 46429B663 3524 34960 SH SOLE 0 0 34960 ISHARES TR MSCI EAFE MIN VL 46429B689 1380 20446 SH SOLE 0 0 20446 ISHARES TR 0-5YR INVT GR CP 46434V100 1351 28019 SH SOLE 0 0 28019 ISHARES TR MSCI USA QLT FCT 46432F339 1146 8499 SH SOLE 0 0 8499 ISHARES TR MSCI INTL QUALTY 46434V456 884 24839 SH SOLE 0 0 24839 ISHARES TR FLTG RATE NT ETF 46429B655 441 8673 SH SOLE 0 0 8673 ISHARES TR INTERNATIONAL SL 46434V266 381 12353 SH SOLE 0 0 12353 JPMORGAN CHASE & CO COM 46625H100 468 3216 SH SOLE 0 0 3216 MERCK & CO INC COM 58933Y105 1428 12380 SH SOLE 0 0 12380 META PLATFORMS INC CL A 30303M102 1431 4987 SH SOLE 0 0 4987 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 593 7815 SH SOLE 0 0 7815 RAYTHEON TECHNOLOGIES CORP COM 75513E101 537 5486 SH SOLE 0 0 5486 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 553 5156 SH SOLE 0 0 5156 SPDR GOLD TR GOLD SHS 78463V107 377 2113 SH SOLE 0 0 2113 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2879 83747 SH SOLE 0 0 83747 SPDR S&P 500 ETF TR TR UNIT 78462F103 652 1470 SH SOLE 0 0 1470 SPDR SER TR S&P DIVID ETF 78464A763 24747 201881 SH SOLE 0 0 201881 TOTALENERGIES SE SPONSORED ADS 89151E109 243 4224 SH SOLE 0 0 4224 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 319 3996 SH SOLE 0 0 3996 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 18519 244760 SH SOLE 0 0 244760 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 14012 242716 SH SOLE 0 0 242716 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 474 6700 SH SOLE 0 0 6700 VANGUARD WORLD FDS INF TECH ETF 92204A702 2430 5496 SH SOLE 0 0 5496 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 1621 8338 SH SOLE 0 0 8338 VANGUARD WORLD FDS MATERIALS ETF 92204A801 755 4149 SH SOLE 0 0 4149 VERIZON COMMUNICATIONS INC COM 92343V104 891 23956 SH SOLE 0 0 23956 VISA INC COM CL A 92826C839 618 2603 SH SOLE 0 0 2603