0001797734-22-000004.txt : 20220809 0001797734-22-000004.hdr.sgml : 20220809 20220808185250 ACCESSION NUMBER: 0001797734-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220809 DATE AS OF CHANGE: 20220808 EFFECTIVENESS DATE: 20220809 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: 221145923 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 06-30-2022 06-30-2022 Erickson Financial Group, LLC

33 SOUTH 7TH STREET SUITE 300 ALLENTOWN PA 18101

13F HOLDINGS REPORT 028-22397 N TIMOTHY ERICKSON (484) 209-5270 TIMOTHY ERICKSON ALLENTOWN PA 08-08-2022 0 23 93333 false INFORMATION TABLE 2 EricksonQ22022.xml APPLE INC COM 037833100 337 2467 SH SOLE 0 0 2467 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1125 22227 SH SOLE 0 0 22227 INVESCO EXCH TRADED FD TR II NASDAQNXTGEN100 46138G631 5847 251142 SH SOLE 0 0 251142 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1600 11920 SH SOLE 0 0 11920 INVESCO QQQ TR UNIT SER 1 46090E103 13464 48037 SH SOLE 0 0 48037 ISHARES INC MSCI GBL MIN VOL 464286525 202 2139 SH SOLE 0 0 2139 ISHARES TR RUS 2000 GRW ETF 464287648 4098 19863 SH SOLE 0 0 19863 ISHARES TR CORE US AGGBD ET 464287226 6037 59376 SH SOLE 0 0 59376 ISHARES TR IBOXX HI YD ETF 464288513 3770 51217 SH SOLE 0 0 51217 ISHARES TR ESG AWR MSCI USA 46435G425 14100 168059 SH SOLE 0 0 168059 ISHARES TR NATIONAL MUN ETF 464288414 892 8383 SH SOLE 0 0 8383 ISHARES TR MSCI USA MIN VOL 46429B697 1476 21027 SH SOLE 0 0 21027 ISHARES TR MSCI KLD400 SOC 464288570 688 9573 SH SOLE 0 0 9573 JOHNSON & JOHNSON COM 478160104 1218 6859 SH SOLE 0 0 6859 PROCTER AND GAMBLE CO COM 742718109 288 2000 SH SOLE 0 0 2000 SPDR SER TR PORTFLI INTRMDIT 78464A672 249 8459 SH SOLE 0 0 8459 SPDR SER TR PRTFLO S&P500 HI 78468R788 2186 54764 SH SOLE 0 0 54764 SPDR SER TR NUVEEN BLOOMBERG 78464A284 3583 69742 SH SOLE 0 0 69742 SPDR SER TR PRTFLO S&P500 VL 78464A508 288 7815 SH SOLE 0 0 7815 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 524 10491 SH SOLE 0 0 10491 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 5988 74830 SH SOLE 0 0 74830 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3669 48118 SH SOLE 0 0 48118 VANGUARD WORLD FD MEGA GRWTH IND 921910816 21704 119456 SH SOLE 0 0 119456