0001085146-21-002862.txt : 20211021
0001085146-21-002862.hdr.sgml : 20211021
20211020214326
ACCESSION NUMBER: 0001085146-21-002862
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211021
DATE AS OF CHANGE: 20211020
EFFECTIVENESS DATE: 20211021
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Investors Financial Group, LLC
CENTRAL INDEX KEY: 0001800535
IRS NUMBER: 272553256
STATE OF INCORPORATION: MN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19693
FILM NUMBER: 211335517
BUSINESS ADDRESS:
STREET 1: 9800 SHELARD PKWY
STREET 2: SUITE 220
CITY: PLYMOUTH
STATE: MN
ZIP: 55441
BUSINESS PHONE: 763-525-0001
MAIL ADDRESS:
STREET 1: 9800 SHELARD PKWY
STREET 2: SUITE 220
CITY: PLYMOUTH
STATE: MN
ZIP: 55441
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INFORMATION TABLE
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ABBOTT LABS
COM
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3386
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COM
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ADOBE SYSTEMS INCORPORATED
COM
00724F101
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COM
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9325
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AIRBNB INC
COM CL A
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1308
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0
ALPS ETF TR
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29745
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COM
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494
SH
SOLE
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0
0
AMERICAN TOWER CORP NEW
COM
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276
1041
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SOLE
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AMGEN INC
COM
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ANAVEX LIFE SCIENCES CORP
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APPLE INC
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DIGI INTL INC
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COM
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SOLE
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MP MATERIALS CORP
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COM
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SH
SOLE
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COM
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262
429
SH
SOLE
429
0
0
NEXTERA ENERGY INC
COM
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NIKE INC
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263
1813
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NORFOLK SOUTHN CORP
COM
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1338
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COM
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TRENDP US LAR CP
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258
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SH
SOLE
10737
0
0
PAYCHEX INC
COM
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SH
SOLE
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0
0
PAYPAL HLDGS INC
COM
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278
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SH
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0
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PEPSICO INC
COM
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2637
SH
SOLE
2637
0
0
PFIZER INC
COM
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SOLE
20152
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PIMCO ETF TR
ACTIVE BD ETF
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SH
SOLE
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PROCTER AND GAMBLE CO
COM
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SOLE
3533
0
0
QUALCOMM INC
COM
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SH
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1843
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
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SALESFORCE COM INC
COM
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SH
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920
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SBI INT-UTILS
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517
8088
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SOLE
8088
0
0
SIRIUS XM HOLDINGS INC
COM
82968B103
106
17397
SH
SOLE
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0
0
SKYLINE CHAMPION CORPORATION
COM
830830105
300
5000
SH
SOLE
5000
0
0
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SOLE
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PORTFLI INTRMDIT
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S&P DIVID ETF
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TARGET CORP
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1512
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TESLA INC
COM
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TEXAS INSTRS INC
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0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
313
3815
SH
SOLE
3815
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
1146
13413
SH
SOLE
13413
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
1070
3686
SH
SOLE
3686
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
994
4946
SH
SOLE
4946
0
0
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
219
928
SH
SOLE
928
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
564
2383
SH
SOLE
2383
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
498
4889
SH
SOLE
4889
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1114
2824
SH
SOLE
2824
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
440
2598
SH
SOLE
2598
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
569
2602
SH
SOLE
2602
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
14337
64565
SH
SOLE
64565
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
827
6112
SH
SOLE
6112
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
479
5074
SH
SOLE
5074
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
2427
15802
SH
SOLE
15802
0
0
VANGUARD WORLD FD
MEGA CAP INDEX
921910873
1242
8153
SH
SOLE
8153
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
3409
8496
SH
SOLE
8496
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
2477
45865
SH
SOLE
45865
0
0
VISA INC
COM CL A
92826C839
316
1419
SH
SOLE
1419
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
325
6903
SH
SOLE
6903
0
0
WEBER INC
CL A
94770D102
3670
208650
SH
SOLE
208650
0
0
WELLS FARGO CO NEW
COM
949746101
591
12733
SH
SOLE
12733
0
0
WISDOMTREE TR
EM EX ST-OWNED
97717X578
417
11185
SH
SOLE
11185
0
0
WISDOMTREE TR
US HIGH DIVIDEND
97717W208
263
3422
SH
SOLE
3422
0
0
XCEL ENERGY INC
COM
98389B100
1943
31093
SH
SOLE
31093
0
0