0001774343-21-000003.txt : 20210506 0001774343-21-000003.hdr.sgml : 20210506 20210506082908 ACCESSION NUMBER: 0001774343-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210506 DATE AS OF CHANGE: 20210506 EFFECTIVENESS DATE: 20210506 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: 21895931 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 false false 0001774343 XXXXXXXX 03-31-2021 03-31-2021 Financial Strategies Group, Inc.

2270 JOLLY OAK RD., SUITE 2 OKEMOS MI 48864

13F COMBINATION REPORT 028-19935 Morningstar Investment Services N Kristin Prieur 8104417385 Kristin Prieur Okemos MI 05-06-2021 0 70 193080 false INFORMATION TABLE 2 Form13F.xml PFIZER INC COM 717081103 381 10520 SH SOLE 0 0 0 10520 DISNEY WALT CO COM 254687106 309 1673 SH SOLE 0 0 0 1673 DEERE & CO COM 244199105 303 811 SH SOLE 0 0 0 811 ISHARES TR SHRT NAT MUN ETF 464288158 1049 9731 SH SOLE 0 0 0 9731 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 741 13126 SH SOLE 0 0 0 13126 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 499 2866 SH SOLE 0 0 0 2866 PEPSICO INC COM 713448108 257 1814 SH SOLE 0 0 0 1814 ISHARES TR TIPS BD ETF 464287176 280 2231 SH SOLE 0 0 0 2231 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1314 26749 SH SOLE 0 0 0 26749 NEXTERA ENERGY INC COM 65339F101 386 5107 SH SOLE 0 0 0 5107 UNION PAC CORP COM 907818108 227 1029 SH SOLE 0 0 0 1029 APPLE INC COM 037833100 827 6771 SH SOLE 0 0 0 6771 AMAZON COM INC COM 023135106 628 203 SH SOLE 0 0 0 203 MERCK & CO. INC COM 58933Y105 396 5142 SH SOLE 0 0 0 5142 LOWES COS INC COM 548661107 324 1706 SH SOLE 0 0 0 1706 PROCTER AND GAMBLE CO COM 742718109 618 4565 SH SOLE 0 0 0 4565 BOEING CO COM 097023105 475 1863 SH SOLE 0 0 0 1863 WORLD GOLD TR SPDR GLD MINIS 98149E204 7520 442373 SH SOLE 0 0 0 442373 NIKE INC CL B 654106103 494 3719 SH SOLE 0 0 0 3719 WALMART INC COM 931142103 231 1702 SH SOLE 0 0 0 1702 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 735 11831 SH SOLE 0 0 0 11831 INTEL CORP COM 458140100 246 3843 SH SOLE 0 0 0 3843 SPDR SER TR S&P 600 SMCP VAL 78464A300 7690 93789 SH SOLE 0 0 0 93789 ISHARES TR CORE S&P SCP ETF 464287804 246 2263 SH SOLE 0 0 0 2263 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 1200 32105 SH SOLE 0 0 0 32105 JPMORGAN CHASE & CO COM 46625H100 416 2730 SH SOLE 0 0 0 2730 ISHARES TR US TREAS BD ETF 46429B267 3775 144123 SH SOLE 0 0 0 144123 SPDR SER TR S&P 600 SMCP GRW 78464A201 3302 38460 SH SOLE 0 0 0 38460 EXXON MOBIL CORP COM 30231G102 665 11903 SH SOLE 0 0 0 11903 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 333 1467 SH SOLE 0 0 0 1467 VANGUARD INDEX FDS VALUE ETF 922908744 297 2261 SH SOLE 0 0 0 2261 ISHARES INC JP MORGAN EM ETF 464286517 4745 111443 SH SOLE 0 0 0 111443 ISHARES TR GRWT ALLOCAT ETF 464289867 688 12844 SH SOLE 0 0 0 12844 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 481 5680 SH SOLE 0 0 0 5680 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 201 4964 SH SOLE 0 0 0 4964 VANGUARD INDEX FDS TOTAL STK MKT 922908769 305 1474 SH SOLE 0 0 0 1474 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 1302 23498 SH SOLE 0 0 0 23498 PNC FINL SVCS GROUP INC COM 693475105 250 1426 SH SOLE 0 0 0 1426 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 2587 35900 SH SOLE 0 0 0 35900 ISHARES TR CORE US AGGBD ET 464287226 485 4257 SH SOLE 0 0 0 4257 METLIFE INC COM 59156R108 227 3734 SH SOLE 0 0 0 3734 ISHARES TR AGGRES ALLOC ETF 464289859 423 6314 SH SOLE 0 0 0 6314 COCA COLA CO COM 191216100 232 4405 SH SOLE 0 0 0 4405 SPDR SER TR PORTFOLIO S&P400 78464A847 10849 237078 SH SOLE 0 0 0 237078 VERIZON COMMUNICATIONS INC COM 92343V104 446 7662 SH SOLE 0 0 0 7662 WASTE MGMT INC DEL COM 94106L109 237 1836 SH SOLE 0 0 0 1836 CSX CORP COM 126408103 347 3600 SH SOLE 0 0 0 3600 SCHWAB STRATEGIC TR US TIPS ETF 808524870 8911 145704 SH SOLE 0 0 0 145704 GRANITESHARES GOLD TR SHS BEN INT 38748G101 767 45167 SH SOLE 0 0 0 45167 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 5975 72424 SH SOLE 0 0 0 72424 SPDR SER TR PORTFOLIO AGRGTE 78464A649 20002 674598 SH SOLE 0 0 0 674598 MICROSOFT CORP COM 594918104 430 1822 SH SOLE 0 0 0 1822 ISHARES TR CORE S&P MCP ETF 464287507 3842 14761 SH SOLE 0 0 0 14761 MCDONALDS CORP COM 580135101 427 1907 SH SOLE 0 0 0 1907 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 12563 286960 SH SOLE 0 0 0 286960 ISHARES TR MSCI EAFE ETF 464287465 352 4635 SH SOLE 0 0 0 4635 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 2781 54792 SH SOLE 0 0 0 54792 ALPHABET INC CAP STK CL C 02079K107 277 134 SH SOLE 0 0 0 134 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 20618 583102 SH SOLE 0 0 0 583102 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 465 8943 SH SOLE 0 0 0 8943 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1938 19016 SH SOLE 0 0 0 19016 FORD MTR CO DEL COM 345370860 363 29594 SH SOLE 0 0 0 29594 ISHARES TR CORE S&P500 ETF 464287200 685 1723 SH SOLE 0 0 0 1723 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1374 25144 SH SOLE 0 0 0 25144 BP PLC SPONSORED ADR 055622104 267 10983 SH SOLE 0 0 0 10983 ISHARES TR MODERT ALLOC ETF 464289875 358 8229 SH SOLE 0 0 0 8229 TCF FINL CORP COM 872307103 264 5684 SH SOLE 0 0 0 5684 SPDR SER TR PORTFOLI S&P1500 78464A805 35639 724518 SH SOLE 0 0 0 724518 SPDR SER TR MSCI USA STRTGIC 78468R812 8280 74539 SH SOLE 0 0 0 74539 ISHARES TR 0-5YR HI YL CP 46434V407 6533 142616 SH SOLE 0 0 0 142616