0001774343-20-000011.txt : 20201113 0001774343-20-000011.hdr.sgml : 20201113 20201113111828 ACCESSION NUMBER: 0001774343-20-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201113 DATE AS OF CHANGE: 20201113 EFFECTIVENESS DATE: 20201113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Financial Strategies Group, Inc. CENTRAL INDEX KEY: 0001774343 IRS NUMBER: 822226358 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19935 FILM NUMBER: 201309890 BUSINESS ADDRESS: STREET 1: 2270 JOLLY OAK RD., SUITE 2 CITY: OKEMOS STATE: MI ZIP: 48864 BUSINESS PHONE: (517) 347-4337 MAIL ADDRESS: STREET 1: 2270 JOLLY OAK RD., SUITE 2 CITY: OKEMOS STATE: MI ZIP: 48864 13F-HR 1 primary_doc.xml 13F-HR LIVE false true true 0001774343 XXXXXXXX 09-30-2020 09-30-2020 Financial Strategies Group, Inc.

2270 JOLLY OAK RD., SUITE 2 OKEMOS MI 48864

13F COMBINATION REPORT 028-19935 Morningstar Investment Services N Kristin Prieur 8008040420 Kristin Prieur Flint MI 11-13-2020 0 58 148455 false INFORMATION TABLE 2 Form13F.xml PFIZER INC COM 717081103 382 10407 SH SOLE 0 0 0 10407 ISHARES TR SHRT NAT MUN ETF 464288158 1030 9531 SH SOLE 0 0 0 9531 DISNEY WALT CO COM DISNEY 254687106 603 4858 SH SOLE 0 0 0 4858 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 631 11341 SH SOLE 0 0 0 11341 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 238 2245 SH SOLE 0 0 0 2245 ISHARES TR TIPS BD ETF 464287176 269 2124 SH SOLE 0 0 0 2124 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1042 25475 SH SOLE 0 0 0 25475 NEXTERA ENERGY INC COM 65339F101 321 1156 SH SOLE 0 0 0 1156 APPLE INC COM 037833100 1587 13707 SH SOLE 0 0 0 13707 AMAZON COM INC COM 023135106 397 126 SH SOLE 0 0 0 126 MERCK & CO. INC COM 58933Y105 269 3247 SH SOLE 0 0 0 3247 PROCTER AND GAMBLE CO COM 742718109 421 3027 SH SOLE 0 0 0 3027 NIKE INC CL B 654106103 464 3700 SH SOLE 0 0 0 3700 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 450 7531 SH SOLE 0 0 0 7531 SPDR SER TR S&P 600 SMCP VAL 78464A300 5099 101800 SH SOLE 0 0 0 101800 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 897 29550 SH SOLE 0 0 0 29550 ISHARES TR US TREAS BD ETF 46429B267 1967 70366 SH SOLE 0 0 0 70366 SPDR SER TR S&P 600 SMCP GRW 78464A201 2322 39344 SH SOLE 0 0 0 39344 PLEXUS CORP COM 729132100 219 3101 SH SOLE 0 0 0 3101 EXXON MOBIL CORP COM 30231G102 238 6931 SH SOLE 0 0 0 6931 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 226 769 SH SOLE 0 0 0 769 SPDR SER TR PORTFOLIO LN TSR 78464A664 388 8296 SH SOLE 0 0 0 8296 ISHARES INC JP MORGAN EM ETF 464286517 3813 91158 SH SOLE 0 0 0 91158 ISHARES TR GRWT ALLOCAT ETF 464289867 584 12051 SH SOLE 0 0 0 12051 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 356 4030 SH SOLE 0 0 0 4030 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 201 4964 SH SOLE 0 0 0 4964 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 952 21451 SH SOLE 0 0 0 21451 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 1882 30428 SH SOLE 0 0 0 30428 ISHARES TR CORE US AGGBD ET 464287226 385 3264 SH SOLE 0 0 0 3264 ADVANCED MICRO DEVICES INC COM 007903107 265 3229 SH SOLE 0 0 0 3229 ISHARES TR AGGRES ALLOC ETF 464289859 306 5279 SH SOLE 0 0 0 5279 COCA COLA CO COM 191216100 224 4542 SH SOLE 0 0 0 4542 SPDR SER TR PORTFOLIO S&P400 78464A847 7573 232092 SH SOLE 0 0 0 232092 VERIZON COMMUNICATIONS INC COM 92343V104 247 4151 SH SOLE 0 0 0 4151 WASTE MGMT INC DEL COM 94106L109 206 1820 SH SOLE 0 0 0 1820 CSX CORP COM 126408103 280 3600 SH SOLE 0 0 0 3600 SCHWAB STRATEGIC TR US TIPS ETF 808524870 7425 120483 SH SOLE 0 0 0 120483 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 4765 57518 SH SOLE 0 0 0 57518 SPDR SER TR PORTFOLIO AGRGTE 78464A649 16951 550182 SH SOLE 0 0 0 550182 MICROSOFT CORP COM 594918104 895 4254 SH SOLE 0 0 0 4254 ISHARES TR CORE S&P MCP ETF 464287507 3070 16565 SH SOLE 0 0 0 16565 MCDONALDS CORP COM 580135101 353 1608 SH SOLE 0 0 0 1608 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 290 5780 SH SOLE 0 0 0 5780 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 9582 262102 SH SOLE 0 0 0 262102 ISHARES TR MSCI EAFE ETF 464287465 338 5314 SH SOLE 0 0 0 5314 ISHARES TR 20 YR TR BD ETF 464287432 269 1646 SH SOLE 0 0 0 1646 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 2999 59044 SH SOLE 0 0 0 59044 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 15243 520934 SH SOLE 0 0 0 520934 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 393 9100 SH SOLE 0 0 0 9100 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 7964 78109 SH SOLE 0 0 0 78109 ISHARES TR CORE S&P500 ETF 464287200 551 1640 SH SOLE 0 0 0 1640 FORD MTR CO DEL COM 345370860 98 14667 SH SOLE 0 0 0 14667 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 968 17788 SH SOLE 0 0 0 17788 BP PLC SPONSORED ADR 055622104 192 10983 SH SOLE 0 0 0 10983 ISHARES TR MODERT ALLOC ETF 464289875 312 7612 SH SOLE 0 0 0 7612 SPDR SER TR PORTFOLI S&P1500 78464A805 28558 698411 SH SOLE 0 0 0 698411 SPDR SER TR MSCI USA STRTGIC 78468R812 6542 69133 SH SOLE 0 0 0 69133 ISHARES TR 0-5YR HI YL CP 46434V407 3963 90165 SH SOLE 0 0 0 90165