0001797734-22-000003.txt : 20220516
0001797734-22-000003.hdr.sgml : 20220516
20220516161657
ACCESSION NUMBER: 0001797734-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220516
DATE AS OF CHANGE: 20220516
EFFECTIVENESS DATE: 20220516
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Erickson Financial Group, LLC
CENTRAL INDEX KEY: 0001797734
IRS NUMBER: 464597811
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22397
FILM NUMBER: 22929289
BUSINESS ADDRESS:
STREET 1: 33 SOUTH 7TH STREET
STREET 2: SUITE 300
CITY: ALLENTOWN
STATE: PA
ZIP: 18101
BUSINESS PHONE: (484) 209-5270
MAIL ADDRESS:
STREET 1: 33 SOUTH 7TH STREET
STREET 2: SUITE 300
CITY: ALLENTOWN
STATE: PA
ZIP: 18101
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001797734
XXXXXXXX
03-31-2022
03-31-2022
Erickson Financial Group, LLC
33 SOUTH 7TH STREET
SUITE 300
ALLENTOWN
PA
18101
13F HOLDINGS REPORT
028-22397
N
Timothy Erickson
Partner, CCO
(484) 209-5270
Timothy Erickson
Allentown
PA
05-16-2022
0
26
111166
false
INFORMATION TABLE
2
Ericksonq113f2022.xml
APPLE INC
COM
037833100
430
2464
SH
SOLE
0
0
2464
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
1190
22435
SH
SOLE
0
0
22435
INVESCO EXCH TRADED FD TR II
NASDAQNXTGEN100
46138G631
7243
249423
SH
SOLE
0
0
249423
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
1824
11566
SH
SOLE
0
0
11566
INVESCO QQQ TR
UNIT SER 1
46090E103
17102
47174
SH
SOLE
0
0
47174
ISHARES INC
MSCI GBL MIN VOL
464286525
224
2139
SH
SOLE
0
0
2139
ISHARES TR
ESG AWR MSCI USA
46435G425
16669
164467
SH
SOLE
0
0
164467
ISHARES TR
MSCI KLD400 SOC
464288570
544
6279
SH
SOLE
0
0
6279
ISHARES TR
RUS 2000 GRW ETF
464287648
4979
19469
SH
SOLE
0
0
19469
ISHARES TR
CORE US AGGBD ET
464287226
6379
59565
SH
SOLE
0
0
59565
ISHARES TR
IBOXX HI YD ETF
464288513
4247
51614
SH
SOLE
0
0
51614
ISHARES TR
NATIONAL MUN ETF
464288414
774
7063
SH
SOLE
0
0
7063
ISHARES TR
MSCI USA MIN VOL
46429B697
1728
22280
SH
SOLE
0
0
22280
JOHNSON & JOHNSON
COM
478160104
1216
6859
SH
SOLE
0
0
6859
PROCTER AND GAMBLE CO
COM
742718109
306
2000
SH
SOLE
0
0
2000
PROSHARES TR
ULTRAPRO QQQ
74347X831
228
3915
SH
SOLE
0
0
3915
PROSHARES TR
ULTRPRO S&P500
74347X864
287
4518
SH
SOLE
0
0
4518
SPDR SER TR
PORTFLI INTRMDIT
78464A672
561
18508
SH
SOLE
0
0
18508
SPDR SER TR
PRTFLO S&P500 HI
78468R788
2364
53792
SH
SOLE
0
0
53792
SPDR SER TR
NUVEEN BLOOMBERG
78464A284
3912
70925
SH
SOLE
0
0
70925
SPDR SER TR
MSCI USA STRTGIC
78468R812
219
1754
SH
SOLE
0
0
1754
SPDR SER TR
PRTFLO S&P500 VL
78464A508
326
7815
SH
SOLE
0
0
7815
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
572
11091
SH
SOLE
0
0
11091
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
3888
49795
SH
SOLE
0
0
49795
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
6432
74758
SH
SOLE
0
0
74758
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
27522
116914
SH
SOLE
0
0
116914