President/CCO/Managing Member

0001606587-20-000397.txt : 20200420 0001606587-20-000397.hdr.sgml : 20200420 20200420163952 ACCESSION NUMBER: 0001606587-20-000397 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200420 DATE AS OF CHANGE: 20200420 EFFECTIVENESS DATE: 20200420 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sailer Financial LLC CENTRAL INDEX KEY: 0001803898 IRS NUMBER: 814909510 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20174 FILM NUMBER: 20802943 BUSINESS ADDRESS: STREET 1: 340 SEVEN SPRINGS WAY, SUITE 710 CITY: BRENTWOOD STATE: TN ZIP: 37027 BUSINESS PHONE: 6153701253 MAIL ADDRESS: STREET 1: 340 SEVEN SPRINGS WAY, SUITE 710 CITY: BRENTWOOD STATE: TN ZIP: 37027 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001803898 XXXXXXXX 03-31-2020 03-31-2020 false Sailer Financial LLC

340 Seven Springs Way, Suite 710 Brentwood TN 37027

13F HOLDINGS REPORT 028-20174 N Jeremy Hutzel President/CCO/Managing Member 6153701253 Jeremy Hutzel Brentwood TN 04-20-2020 0 143 141927 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 2204 8669 SH SOLE NONE 0 0 8669 ABBVIE INC COM 00287Y109 32 417 SH SOLE NONE 0 0 417 ABBOTT LABS COM 002824100 21 267 SH SOLE NONE 0 0 267 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 341 2091 SH SOLE NONE 0 0 2091 AUTOMATIC DATA PROCESSING IN COM 053015103 11 78 SH SOLE NONE 0 0 78 AMERICAN TOWER CORP NEW COM 03027X100 15 69 SH SOLE NONE 0 0 69 AMAZON COM INC COM 023135106 58 30 SH SOLE NONE 0 0 30 AMERICAN EXPRESS CO COM 025816109 9 107 SH SOLE NONE 0 0 107 BK OF AMERICA CORP COM 060505104 14 655 SH SOLE NONE 0 0 655 BROOKDALE SR LIVING INC COM 112463104 3 1099 SH SOLE NONE 0 0 1099 BLACKROCK INC COM 09247X101 12 28 SH SOLE NONE 0 0 28 BRISTOL-MYERS SQUIBB CO COM 110122108 14 250 SH SOLE NONE 0 0 250 BERKSHIRE HATHAWAY INC DEL CL A 084670108 544 2 SH SOLE NONE 0 0 2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23 125 SH SOLE NONE 0 0 125 COMMUNITY HEALTHCARE TR INC COM 20369C106 10 250 SH SOLE NONE 0 0 250 CIGNA CORP NEW COM 125523100 36449 205717 SH SOLE NONE 0 0 205717 CUMMINS INC COM 231021106 271 2000 SH SOLE NONE 0 0 2000 SPDR SER TR S&P KENSHO CLEAN 78468R655 24 643 SH SOLE NONE 0 0 643 COSTCO WHSL CORP NEW COM 22160K105 17 59 SH SOLE NONE 0 0 59 CANADIAN PAC RY LTD COM 13645T100 24 110 SH SOLE NONE 0 0 110 CISCO SYS INC COM 17275R102 18 450 SH SOLE NONE 0 0 450 CSX CORP COM 126408103 10 168 SH SOLE NONE 0 0 168 CARVANA CO CL A 146869102 3 58 SH SOLE NONE 0 0 58 CHEVRON CORP NEW COM 166764100 7 100 SH SOLE NONE 0 0 100 DOMINION ENERGY INC COM 25746U109 11 150 SH SOLE NONE 0 0 150 3-D SYS CORP DEL COM NEW 88554D205 2 230 SH SOLE NONE 0 0 230 DOLLAR GEN CORP NEW COM 256677105 731 4841 SH SOLE NONE 0 0 4841 ISHARES TR CORE DIV GRWTH 46434V621 8016 245967 SH SOLE NONE 0 0 245967 DISNEY WALT CO COM DISNEY 254687106 39 407 SH SOLE NONE 0 0 407 WISDOMTREE TR US LARGECAP DIVD 97717W307 146 1800 SH SOLE NONE 0 0 1800 WISDOMTREE TR US MIDCAP DIVID 97717W505 35 1452 SH SOLE NONE 0 0 1452 DARDEN RESTAURANTS INC COM 237194105 48 890 SH SOLE NONE 0 0 890 DUKE ENERGY CORP NEW COM NEW 26441C204 34 416 SH SOLE NONE 0 0 416 DXC TECHNOLOGY CO COM 23355L106 0 5 SH SOLE NONE 0 0 5 CONSOLIDATED EDISON INC COM 209115104 12 150 SH SOLE NONE 0 0 150 EATON VANCE TX MNG BY WRT OP COM 27828Y108 449 37252 SH SOLE NONE 0 0 37252 EXACT SCIENCES CORP COM 30063P105 3 60 SH SOLE NONE 0 0 60 FASTENAL CO COM 311900104 188 6000 SH SOLE NONE 0 0 6000 FACTSET RESH SYS INC COM 303075105 21 81 SH SOLE NONE 0 0 81 FEDEX CORP COM 31428X106 259 2136 SH SOLE NONE 0 0 2136 FIFTH THIRD BANCORP COM 316773100 13 906 SH SOLE NONE 0 0 906 FRANKLIN FINL NETWORK INC COM 35352P104 22 1064 SH SOLE NONE 0 0 1064 GENERAL ELECTRIC CO COM 369604103 119 14932 SH SOLE NONE 0 0 14932 GILEAD SCIENCES INC COM 375558103 225 3014 SH SOLE NONE 0 0 3014 GENERAL MLS INC COM 370334104 169 3200 SH SOLE NONE 0 0 3200 ALPHABET INC CAP STK CL C 02079K107 12 10 SH SOLE NONE 0 0 10 ALPHABET INC CAP STK CL A 02079K305 12 10 SH SOLE NONE 0 0 10 HOME DEPOT INC COM 437076102 662 3546 SH SOLE NONE 0 0 3546 ISHARES TR CORE HIGH DV ETF 46429B663 129 1799 SH SOLE NONE 0 0 1799 HARLEY DAVIDSON INC COM 412822108 16 861 SH SOLE NONE 0 0 861 HONEYWELL INTL INC COM 438516106 10 75 SH SOLE NONE 0 0 75 HEWLETT PACKARD ENTERPRISE C COM 42824C109 1 63 SH SOLE NONE 0 0 63 HP INC COM 40434L105 1 63 SH SOLE NONE 0 0 63 HEALTHCARE TR AMER INC CL A NEW 42225P501 801 33005 SH SOLE NONE 0 0 33005 ISHARES GOLD TRUST ISHARES 464285105 23 1521 SH SOLE NONE 0 0 1521 ISHARES TR ULTR SH TRM BD 46434V878 10080 201801 SH SOLE NONE 0 0 201801 ISHARES TR CORE MSCI EAFE 46432F842 4417 88540 SH SOLE NONE 0 0 88540 ISHARES INC CORE MSCI EMKT 46434G103 2538 62708 SH SOLE NONE 0 0 62708 ISHARES TR SH TR CRPORT ETF 464288646 467 8921 SH SOLE NONE 0 0 8921 INTEL CORP COM 458140100 39 718 SH SOLE NONE 0 0 718 ISHARES TR CORE 1 5 YR USD 46432F859 72 1419 SH SOLE NONE 0 0 1419 ISHARES TR CORE S&P US GWT 464287671 3 59 SH SOLE NONE 0 0 59 ISHARES TR CORE S&P500 ETF 464287200 2399 9282 SH SOLE NONE 0 0 9282 ISHARES TR RUS 1000 GRW ETF 464287614 166 1100 SH SOLE NONE 0 0 1100 JOHNSON &JOHNSON COM 478160104 590 4496 SH SOLE NONE 0 0 4496 JPMORGAN CHASE &CO COM 46625H100 32 357 SH SOLE NONE 0 0 357 KRAFT HEINZ CO COM 500754106 9 346 SH SOLE NONE 0 0 346 KIMBERLY CLARK CORP COM 494368103 26 200 SH SOLE NONE 0 0 200 CARMAX INC COM 143130102 3 49 SH SOLE NONE 0 0 49 COCA COLA CO COM 191216100 247 5572 SH SOLE NONE 0 0 5572 LENDINGCLUB CORP COM NEW 52603A208 0 8 SH SOLE NONE 0 0 8 LINDE PLC SHS G5494J103 111 640 SH SOLE NONE 0 0 640 LILLY ELI &CO COM 532457108 21 150 SH SOLE NONE 0 0 150 MACYS INC COM 55616P104 20 4074 SH SOLE NONE 0 0 4074 ISHARES TR MBS ETF 464288588 8614 77994 SH SOLE NONE 0 0 77994 MCDONALDS CORP COM 580135101 122 735 SH SOLE NONE 0 0 735 MICROCHIP TECHNOLOGY INC COM 595017104 0 5 SH SOLE NONE 0 0 5 MONDELEZ INTL INC CL A 609207105 52 1038 SH SOLE NONE 0 0 1038 MICRO FOCUS INTL PLC SPON ADR NEW 594837403 0 6 SH SOLE NONE 0 0 6 3M CO COM 88579Y101 341 2500 SH SOLE NONE 0 0 2500 ALTRIA GROUP INC COM 02209S103 58 1500 SH SOLE NONE 0 0 1500 MERCK &CO. INC COM 58933Y105 15 200 SH SOLE NONE 0 0 200 MICROSOFT CORP COM 594918104 530 3360 SH SOLE NONE 0 0 3360 NIKE INC CL B 654106103 270 3259 SH SOLE NONE 0 0 3259 ORACLE CORP COM 68389X105 422 8738 SH SOLE NONE 0 0 8738 OCCIDENTAL PETE CORP COM 674599105 4 360 SH SOLE NONE 0 0 360 PEPSICO INC COM 713448108 698 5811 SH SOLE NONE 0 0 5811 PFIZER INC COM 717081103 163 4989 SH SOLE NONE 0 0 4989 PRINCIPAL FINL GROUP INC COM 74251V102 3 100 SH SOLE NONE 0 0 100 PHILIP MORRIS INTL INC COM 718172109 124 1700 SH SOLE NONE 0 0 1700 PINNACLE FINL PARTNERS INC COM 72346Q104 1 36 SH SOLE NONE 0 0 36 PERSPECTA INC COM 715347100 0 2 SH SOLE NONE 0 0 2 PAYPAL HLDGS INC COM 70450Y103 23 243 SH SOLE NONE 0 0 243 STARBUCKS CORP COM 855244109 129 1966 SH SOLE NONE 0 0 1966 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 4153 170190 SH SOLE NONE 0 0 170190 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 20 250 SH SOLE NONE 0 0 250 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 423 10038 SH SOLE NONE 0 0 10038 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 4 69 SH SOLE NONE 0 0 69 ISHARES TR EAFE SML CP ETF 464288273 1522 33955 SH SOLE NONE 0 0 33955 SPDR SER TR S&P DIVID ETF 78464A763 654 8192 SH SOLE NONE 0 0 8192 ISHARES TR 0-5YR INVT GR CP 46434V100 20181 402499 SH SOLE NONE 0 0 402499 SOUTHERN CO COM 842587107 28 525 SH SOLE NONE 0 0 525 ISHARES TR PHLX SEMICND ETF 464287523 373 1817 SH SOLE NONE 0 0 1817 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 6840 285731 SH SOLE NONE 0 0 285731 S&P GLOBAL INC COM 78409V104 14 59 SH SOLE NONE 0 0 59 SPLUNK INC COM 848637104 11 86 SH SOLE NONE 0 0 86 SPDR S&P 500 ETF TR TR UNIT 78462F103 10 37 SH SOLE NONE 0 0 37 STRATASYS LTD SHS M85548101 2 135 SH SOLE NONE 0 0 135 ISHARES TR SHRT NAT MUN ETF 464288158 50 475 SH SOLE NONE 0 0 475 STRYKER CORP COM 863667101 11 68 SH SOLE NONE 0 0 68 AT&T INC COM 00206R102 116 3994 SH SOLE NONE 0 0 3994 TRIPADVISOR INC COM 896945201 0 28 SH SOLE NONE 0 0 28 UNITEDHEALTH GROUP INC COM 91324P102 400 1604 SH SOLE NONE 0 0 1604 UNION PAC CORP COM 907818108 338 2395 SH SOLE NONE 0 0 2395 VISA INC COM CL A 92826C839 14 87 SH SOLE NONE 0 0 87 VANGUARD INDEX FDS SMALL CP ETF 922908751 1630 14118 SH SOLE NONE 0 0 14118 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 15 106 SH SOLE NONE 0 0 106 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 355 8650 SH SOLE NONE 0 0 8650 VIACOMCBS INC CL B 92556H206 10 737 SH SOLE NONE 0 0 737 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3471 33573 SH SOLE NONE 0 0 33573 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 126 2000 SH SOLE NONE 0 0 2000 VANGUARD INDEX FDS TOTAL STK MKT 922908769 366 2840 SH SOLE NONE 0 0 2840 VANGUARD INDEX FDS LARGE CAP ETF 922908637 166 1400 SH SOLE NONE 0 0 1400 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 12346 367983 SH SOLE NONE 0 0 367983 VERIZON COMMUNICATIONS INC COM 92343V104 216 4028 SH SOLE NONE 0 0 4028 WABTEC COM 929740108 2 47 SH SOLE NONE 0 0 47 WALGREENS BOOTS ALLIANCE INC COM 931427108 181 3957 SH SOLE NONE 0 0 3957 WASTE MGMT INC DEL COM 94106L109 19 200 SH SOLE NONE 0 0 200 WILLIAMS COS INC COM 969457100 54 3800 SH SOLE NONE 0 0 3800 WALMART INC COM 931142103 11 100 SH SOLE NONE 0 0 100 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 81 1799 SH SOLE NONE 0 0 1799 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 261 5896 SH SOLE NONE 0 0 5896 SELECT SECTOR SPDR TR ENERGY 81369Y506 95 3264 SH SOLE NONE 0 0 3264 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 308 14777 SH SOLE NONE 0 0 14777 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 237 4013 SH SOLE NONE 0 0 4013 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 609 7577 SH SOLE NONE 0 0 7577 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 191 3505 SH SOLE NONE 0 0 3505 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 102 3282 SH SOLE NONE 0 0 3282 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 83 1502 SH SOLE NONE 0 0 1502 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 267 3016 SH SOLE NONE 0 0 3016 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 252 2572 SH SOLE NONE 0 0 2572 EXXON MOBIL CORP COM 30231G102 133 3494 SH SOLE NONE 0 0 3494 ZIMMER BIOMET HOLDINGS INC COM 98956P102 24 240 SH SOLE NONE 0 0 240