0001774343-21-000004.txt : 20210813 0001774343-21-000004.hdr.sgml : 20210813 20210813091906 ACCESSION NUMBER: 0001774343-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210813 DATE AS OF CHANGE: 20210813 EFFECTIVENESS DATE: 20210813 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: 211169974 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 06-30-2021 06-30-2021 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 Grand Blanc MI 08-13-2021 0 73 216191 false INFORMATION TABLE 2 Form13F.xml DISNEY WALT CO COM 254687106 376 2136 SH SOLE 0 0 0 2136 PFIZER INC COM 717081103 435 11105 SH SOLE 0 0 0 11105 DEERE & CO COM 244199105 286 812 SH SOLE 0 0 0 812 ISHARES TR SHRT NAT MUN ETF 464288158 1144 10613 SH SOLE 0 0 0 10613 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 804 14042 SH SOLE 0 0 0 14042 SPDR S&P 500 ETF TR TR UNIT 78462F103 203 474 SH SOLE 0 0 0 474 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 514 2821 SH SOLE 0 0 0 2821 PEPSICO INC COM 713448108 359 2424 SH SOLE 0 0 0 2424 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1352 26242 SH SOLE 0 0 0 26242 NEXTERA ENERGY INC COM 65339F101 391 5332 SH SOLE 0 0 0 5332 VANECK VECTORS ETF TR INVT GRADE FLTG 92189F486 337 13285 SH SOLE 0 0 0 13285 UNION PAC CORP COM 907818108 314 1426 SH SOLE 0 0 0 1426 PROGRESSIVE CORP COM 743315103 424 4314 SH SOLE 0 0 0 4314 APPLE INC COM 037833100 1203 8783 SH SOLE 0 0 0 8783 HUNTINGTON BANCSHARES INC COM 446150104 286 20020 SH SOLE 0 0 0 20020 AMAZON COM INC COM 023135106 884 257 SH SOLE 0 0 0 257 LOWES COS INC COM 548661107 422 2176 SH SOLE 0 0 0 2176 PROCTER AND GAMBLE CO COM 742718109 694 5145 SH SOLE 0 0 0 5145 BOEING CO COM 097023105 614 2564 SH SOLE 0 0 0 2564 WORLD GOLD TR SPDR GLD MINIS 98149E204 8524 484024 SH SOLE 0 0 0 484024 NIKE INC CL B 654106103 575 3719 SH SOLE 0 0 0 3719 WALMART INC COM 931142103 239 1694 SH SOLE 0 0 0 1694 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 833 13095 SH SOLE 0 0 0 13095 INTEL CORP COM 458140100 327 5823 SH SOLE 0 0 0 5823 SPDR SER TR S&P 600 SMCP VAL 78464A300 8579 100098 SH SOLE 0 0 0 100098 ISHARES TR CORE S&P SCP ETF 464287804 223 1972 SH SOLE 0 0 0 1972 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 1333 34490 SH SOLE 0 0 0 34490 JPMORGAN CHASE & CO COM 46625H100 547 3516 SH SOLE 0 0 0 3516 ISHARES TR US TREAS BD ETF 46429B267 4339 163117 SH SOLE 0 0 0 163117 SPDR SER TR S&P 600 SMCP GRW 78464A201 3703 41710 SH SOLE 0 0 0 41710 EXXON MOBIL CORP COM 30231G102 827 13112 SH SOLE 0 0 0 13112 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 442 1950 SH SOLE 0 0 0 1950 VANGUARD INDEX FDS VALUE ETF 922908744 332 2412 SH SOLE 0 0 0 2412 ISHARES INC JP MORGAN EM ETF 464286517 5486 125691 SH SOLE 0 0 0 125691 ISHARES TR GRWT ALLOCAT ETF 464289867 697 12442 SH SOLE 0 0 0 12442 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 476 5542 SH SOLE 0 0 0 5542 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 201 4964 SH SOLE 0 0 0 4964 VANGUARD INDEX FDS TOTAL STK MKT 922908769 319 1430 SH SOLE 0 0 0 1430 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 1539 25102 SH SOLE 0 0 0 25102 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 2935 38810 SH SOLE 0 0 0 38810 ISHARES TR CORE US AGGBD ET 464287226 606 5258 SH SOLE 0 0 0 5258 METLIFE INC COM 59156R108 277 4628 SH SOLE 0 0 0 4628 ISHARES TR AGGRES ALLOC ETF 464289859 473 6691 SH SOLE 0 0 0 6691 COCA COLA CO COM 191216100 261 4829 SH SOLE 0 0 0 4829 SPDR SER TR PORTFOLIO S&P400 78464A847 11979 253742 SH SOLE 0 0 0 253742 TESLA INC COM 88160R101 697 1025 SH SOLE 0 0 0 1025 VERIZON COMMUNICATIONS INC COM 92343V104 518 9254 SH SOLE 0 0 0 9254 WASTE MGMT INC DEL COM 94106L109 258 1844 SH SOLE 0 0 0 1844 CSX CORP COM 126408103 346 10800 SH SOLE 0 0 0 10800 SCHWAB STRATEGIC TR US TIPS ETF 808524870 9733 155705 SH SOLE 0 0 0 155705 GRANITESHARES GOLD TR SHS BEN INT 38748G101 799 45425 SH SOLE 0 0 0 45425 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6765 81793 SH SOLE 0 0 0 81793 MERCK & CO INC COM 58933Y105 411 5288 SH SOLE 0 0 0 5288 SPDR SER TR PORTFOLIO AGRGTE 78464A649 21783 725845 SH SOLE 0 0 0 725845 MICROSOFT CORP COM 594918104 613 2263 SH SOLE 0 0 0 2263 ISHARES TR CORE S&P MCP ETF 464287507 3895 14496 SH SOLE 0 0 0 14496 ISHARES TR CORE MSCI EAFE 46432F842 203 2716 SH SOLE 0 0 0 2716 MCDONALDS CORP COM 580135101 440 1907 SH SOLE 0 0 0 1907 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 14471 318046 SH SOLE 0 0 0 318046 ISHARES TR MSCI EAFE ETF 464287465 367 4655 SH SOLE 0 0 0 4655 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 2286 45050 SH SOLE 0 0 0 45050 ALPHABET INC CAP STK CL C 02079K107 434 173 SH SOLE 0 0 0 173 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 23289 633035 SH SOLE 0 0 0 633035 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 490 9031 SH SOLE 0 0 0 9031 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2117 20758 SH SOLE 0 0 0 20758 FORD MTR CO DEL COM 345370860 465 31319 SH SOLE 0 0 0 31319 ISHARES TR CORE S&P500 ETF 464287200 739 1719 SH SOLE 0 0 0 1719 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1495 27038 SH SOLE 0 0 0 27038 BP PLC SPONSORED ADR 055622104 290 10983 SH SOLE 0 0 0 10983 ISHARES TR MODERT ALLOC ETF 464289875 355 7886 SH SOLE 0 0 0 7886 SPDR SER TR PORTFOLI S&P1500 78464A805 39302 741963 SH SOLE 0 0 0 741963 SPDR SER TR MSCI USA STRTGIC 78468R812 9350 78272 SH SOLE 0 0 0 78272 ISHARES TR 0-5YR HI YL CP 46434V407 7166 155580 SH SOLE 0 0 0 155580