0001802365-20-000001.txt : 20200211 0001802365-20-000001.hdr.sgml : 20200211 20200211104307 ACCESSION NUMBER: 0001802365-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200211 DATE AS OF CHANGE: 20200211 EFFECTIVENESS DATE: 20200211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Strategic Wealth Designers CENTRAL INDEX KEY: 0001802365 IRS NUMBER: 331027701 STATE OF INCORPORATION: KY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19838 FILM NUMBER: 20594659 BUSINESS ADDRESS: STREET 1: 500 N. HURSTBOURNE PKWY STREET 2: SUITE 120 CITY: LOUISVILLE STATE: KY ZIP: 40222 BUSINESS PHONE: 5024123354 MAIL ADDRESS: STREET 1: 500 N. HURSTBOURNE PKWY STREET 2: SUITE 120 CITY: LOUISVILLE STATE: KY ZIP: 40222 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001802365 XXXXXXXX 12-31-2019 12-31-2019 false Strategic Wealth Designers

500 N. Hurstbourne Pkwy Suite 120 Louisville KY 40222

13F HOLDINGS REPORT 028-19838 N Jason Christopher Vander Pol 502-412-3354 /s/ Jason Christopher Vander Pol Louisville KY 02-11-2020 0 56 96437 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 302 3413 SH SOLE 0 0 3413 ALPHABET INC CAP STK CL A 02079K305 1045 780 SH SOLE 48 0 732 AMAZON COM INC COM 023135106 3382 1830 SH SOLE 138 0 1692 AMERICAN EXPRESS CO COM 025816109 662 5317 SH SOLE 266 0 5051 APPLE INC COM 037833100 4460 15187 SH SOLE 1093 0 14094 ARBOR RLTY TR INC COM 038923108 1953 136070 SH SOLE 9071 0 126999 ASE TECHNOLOGY HOLDING CO LT SPONSORED ADS 00215W100 96 17295 SH SOLE 0 0 17295 AT&T INC COM 00206R102 3165 80998 SH SOLE 5464 0 75534 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 228 1005 SH SOLE 134 0 871 BOEING CO COM 097023105 273 839 SH SOLE 28 0 811 BP PLC SPONSORED ADR 055622104 937 24840 SH SOLE 1834 0 23006 BRISTOL MYERS SQUIBB CO RIGHT 99/99/9999 110122157 1 240 SH SOLE 0 0 240 COCA COLA CO COM 191216100 1805 32618 SH SOLE 2062 0 30556 COSTCO WHSL CORP NEW COM 22160K105 881 2999 SH SOLE 124 0 2875 DISNEY WALT CO COM DISNEY 254687106 220 1522 SH SOLE 65 0 1457 DUKE ENERGY CORP NEW COM NEW 26441C204 286 3133 SH SOLE 0 0 3133 EKSO BIONICS HLDGS INC COM NEW 282644202 32 81471 SH SOLE 0 0 81471 ENBRIDGE INC COM 29250N105 259 6505 SH SOLE 0 0 6505 FACEBOOK INC CL A 30303M102 1242 6053 SH SOLE 299 0 5754 GENERAL ELECTRIC CO COM 369604103 245 21922 SH SOLE 3654 0 18268 GLOBAL X FDS US PFD ETF 37954Y657 240 9599 SH SOLE 5236 0 4363 GOLDMAN SACHS GROUP INC COM 38141G104 726 3156 SH SOLE 132 0 3024 HUMANA INC COM 444859102 389 1061 SH SOLE 0 0 1061 INTERNATIONAL BUSINESS MACHS COM 459200101 1285 9587 SH SOLE 371 0 9217 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 2017 126443 SH SOLE 35954 0 90086 INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621 2377 125965 SH SOLE 11171 0 114795 ISHARES TR PFD AND INCM SEC 464288687 4247 112971 SH SOLE 9468 0 103503 ISHARES TR EXPONENTIAL TECH 46434V381 1112 26002 SH SOLE 1156 0 24846 JPMORGAN CHASE & CO COM 46625H100 1490 10690 SH SOLE 396 0 10294 KRAFT HEINZ CO COM 500754106 661 20584 SH SOLE 1023 0 19561 MICROSOFT CORP COM 594918104 1194 7573 SH SOLE 316 0 7258 NETFLIX INC COM 64110L106 392 1210 SH SOLE 58 0 1152 PHILIP MORRIS INTL INC COM 718172109 203 2388 SH SOLE 177 0 2211 PROCTER & GAMBLE CO COM 742718109 761 6093 SH SOLE 297 0 5796 PROSHARES TR S&P 500 DV ARIST 74348A467 12249 162049 SH SOLE 26095 0 135735 SALESFORCE COM INC COM 79466L302 1039 6387 SH SOLE 383 0 6004 SIMON PPTY GROUP INC NEW COM 828806109 305 2049 SH SOLE 0 0 2049 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 2561 8982 SH SOLE 2258 0 6698 SPDR GOLD TRUST GOLD SHS 78463V107 2428 16989 SH SOLE 4356 0 12584 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 668 15182 SH SOLE 2169 0 13013 SPDR SERIES TRUST BLOOMBERG BRCLYS 78468R622 359 3276 SH SOLE 152 0 3124 SPDR SERIES TRUST PORTFOLIO LN TSR 78464A664 2518 64774 SH SOLE 18507 0 46057 STANLEY BLACK & DECKER INC COM 854502101 441 2661 SH SOLE 0 0 2661 TESLA INC COM 88160R101 548 1309 SH SOLE 71 0 1238 TRUIST FINL CORP COM 89832Q109 393 6972 SH SOLE 3486 0 3486 TYSON FOODS INC CL A 902494103 440 4831 SH SOLE 174 0 4657 UNITED PARCEL SERVICE INC CL B 911312106 244 2084 SH SOLE 347 0 1737 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 284 3387 SH SOLE 609 0 2779 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 11909 136537 SH SOLE 23062 0 113271 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 6099 60784 SH SOLE 10637 0 50046 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2283 24606 SH SOLE 1608 0 22998 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6092 37230 SH SOLE 8117 0 29052 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 3598 35495 SH SOLE 10192 0 25186 VERIZON COMMUNICATIONS INC COM 92343V104 1671 27212 SH SOLE 1887 0 25325 VISA INC COM CL A 92826C839 696 3705 SH SOLE 171 0 3534 WISDOMTREE TR INDIA ERNGS FD 97717W422 1044 41933 SH SOLE 1677 0 40256