0001172661-23-001871.txt : 20230505 0001172661-23-001871.hdr.sgml : 20230505 20230505161948 ACCESSION NUMBER: 0001172661-23-001871 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230505 DATE AS OF CHANGE: 20230505 EFFECTIVENESS DATE: 20230505 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KFA Private Wealth Group, LLC CENTRAL INDEX KEY: 0001800556 IRS NUMBER: 475451134 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19697 FILM NUMBER: 23894142 BUSINESS ADDRESS: STREET 1: 8000 TOWERS CRESCENT DRIVE STREET 2: SUITE 1250 CITY: VIENNA STATE: VA ZIP: 22182 BUSINESS PHONE: 7034629475 MAIL ADDRESS: STREET 1: 8000 TOWERS CRESCENT DRIVE STREET 2: SUITE 1250 CITY: VIENNA STATE: VA ZIP: 22182 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001800556 XXXXXXXX 03-31-2023 03-31-2023 false KFA Private Wealth Group, LLC

8000 Towers Crescent Drive Suite 1250 Vienna VA 22182

13F HOLDINGS REPORT 028-19697 000281678 801-106726 N John Fennig 703-462-9482 /s/ John Fennig Vienna VA 05-05-2023 0 78 219593027 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 390825 3860 SH SOLE 3860 0 0 ABBVIE INC COM 00287Y109 408542 2563 SH SOLE 2563 0 0 ALPHABET INC CAP STK CL A 02079K305 391581 3775 SH SOLE 3775 0 0 ALPHABET INC CAP STK CL C 02079K107 584584 5621 SH SOLE 5621 0 0 AMAZON COM INC COM 023135106 1570215 15202 SH SOLE 15202 0 0 AMERICAN EXPRESS CO COM 025816109 251879 1527 SH SOLE 1527 0 0 AMERIPRISE FINL INC COM 03076C106 271637 886 SH SOLE 886 0 0 AMGEN INC COM 031162100 357623 1479 SH SOLE 1479 0 0 APPLE INC COM 037833100 4512487 27365 SH SOLE 27365 0 0 AT&T INC COM 00206R102 288291 14976 SH SOLE 14976 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 465600 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1058004 3427 SH SOLE 3427 0 0 BLACKROCK DEBT STRATEGIES FD COM NEW 09255R202 2361332 248300 SH SOLE 248300 0 0 CHEVRON CORP NEW COM 166764100 202584 1242 SH SOLE 1242 0 0 CISCO SYS INC COM 17275R102 209720 4012 SH SOLE 4012 0 0 COCA COLA CO COM 191216100 866242 13965 SH SOLE 13965 0 0 COSTCO WHSL CORP NEW COM 22160K105 268755 541 SH SOLE 541 0 0 DISNEY WALT CO COM 254687106 269221 2689 SH SOLE 2689 0 0 EXXON MOBIL CORP COM 30231G102 728310 6642 SH SOLE 6642 0 0 HOME DEPOT INC COM 437076102 287985 976 SH SOLE 976 0 0 HONEYWELL INTL INC COM 438516106 478492 2504 SH SOLE 2504 0 0 HUT 8 MNG CORP COM 44812T102 21497 11620 SH SOLE 11620 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 305642 952 SH SOLE 952 0 0 IRIDIUM COMMUNICATIONS INC COM 46269C102 290323 4688 SH SOLE 4688 0 0 ISHARES INC CORE MSCI EMKT 46434G103 475243 9741 SH SOLE 9741 0 0 ISHARES TR CORE US AGGBD ET 464287226 1958452 19655 SH SOLE 19655 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 11269806 110858 SH SOLE 110858 0 0 ISHARES TR MSCI KLD400 SOC 464288570 281352 3608 SH SOLE 3608 0 0 ISHARES TR MSCI EAFE ETF 464287465 1427728 19963 SH SOLE 19963 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 3480052 19507 SH SOLE 19507 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 576258 9020 SH SOLE 9020 0 0 ISHARES TR CORE S&P TTL STK 464287150 9602076 106042 SH SOLE 106042 0 0 ISHARES TR US AER DEF ETF 464288760 487653 4238 SH SOLE 4238 0 0 ISHARES TR CORE S&P MCP ETF 464287507 6367101 25452 SH SOLE 25452 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 3179301 51320 SH SOLE 51320 0 0 ISHARES TR CORE S&P500 ETF 464287200 44292572 107747 SH SOLE 107747 0 0 ISHARES TR CORE S&P US GWT 464287671 250452 2821 SH SOLE 2821 0 0 ISHARES TR CORE MSCI EAFE 46432F842 480230 7184 SH SOLE 7184 0 0 ISHARES TR CORE TOTAL USD 46434V613 2301561 49871 SH SOLE 49871 0 0 ISHARES TR CORE S&P SCP ETF 464287804 12412822 128364 SH SOLE 128364 0 0 ISHARES TR S&P 500 VAL ETF 464287408 7084560 46683 SH SOLE 46683 0 0 ISHARES TR NATIONAL MUN ETF 464288414 466640 4331 SH SOLE 4331 0 0 ISHARES TR 0-5YR HI YL CP 46434V407 363247 8715 SH SOLE 8715 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 16021873 195008 SH SOLE 195008 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 316946 3028 SH SOLE 3028 0 0 ISHARES TR SHORT TREAS BD 464288679 8077389 73099 SH SOLE 73099 0 0 ISHARES TR EAFE SML CP ETF 464288273 491719 8263 SH SOLE 8263 0 0 JOHNSON & JOHNSON COM 478160104 935804 6037 SH SOLE 6037 0 0 JPMORGAN CHASE & CO COM 46625H100 237818 1825 SH SOLE 1825 0 0 MASTERCARD INCORPORATED CL A 57636Q104 207667 571 SH SOLE 571 0 0 MCDONALDS CORP COM 580135101 359638 1286 SH SOLE 1286 0 0 META PLATFORMS INC CL A 30303M102 304558 1437 SH SOLE 1437 0 0 MICROSOFT CORP COM 594918104 1841221 6386 SH SOLE 6386 0 0 MULLEN AUTOMOTIVE INC COM 62526P109 8928 68000 SH SOLE 68000 0 0 NETFLIX INC COM 64110L106 339607 983 SH SOLE 983 0 0 NVIDIA CORPORATION COM 67066G104 820301 2953 SH SOLE 2953 0 0 PROCTER AND GAMBLE CO COM 742718109 468825 3153 SH SOLE 3153 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 422374 4629 SH SOLE 4629 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 574914 4441 SH SOLE 4441 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 304382 9468 SH SOLE 9468 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1214089 8040 SH SOLE 8040 0 0 SPDR GOLD TR GOLD SHS 78463V107 977340 5334 SH SOLE 5334 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1743230 4258 SH SOLE 4258 0 0 SPDR SER TR S&P HOMEBUILD 78464A888 259549 3830 SH SOLE 3830 0 0 TESLA INC COM 88160R101 370806 1787 SH SOLE 1787 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1232795 2609 SH SOLE 2609 0 0 VANECK ETF TRUST IG FLOATING RATE 92189F486 19335284 774341 SH SOLE 774341 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 239785 3248 SH SOLE 3248 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 12049215 87244 SH SOLE 87244 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1576988 7727 SH SOLE 7727 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 17762614 84215 SH SOLE 84215 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1086207 2888 SH SOLE 2888 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 524591 2103 SH SOLE 2103 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 2841774 14991 SH SOLE 14991 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 1567487 28391 SH SOLE 28391 0 0 VISA INC COM CL A 92826C839 312689 1387 SH SOLE 1387 0 0 WALMART INC COM 931142103 646438 4384 SH SOLE 4384 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 519705 1500 SH SOLE 1500 0 0