0001822731-21-000004.txt : 20211206 0001822731-21-000004.hdr.sgml : 20211206 20211206091314 ACCESSION NUMBER: 0001822731-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211206 DATE AS OF CHANGE: 20211206 EFFECTIVENESS DATE: 20211206 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Fullen Financial Group CENTRAL INDEX KEY: 0001822731 IRS NUMBER: 342034339 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20353 FILM NUMBER: 211472221 BUSINESS ADDRESS: STREET 1: 3720 NORTH HIGH ST CITY: COLUMBUS STATE: OH ZIP: 43214 BUSINESS PHONE: 6143725430 MAIL ADDRESS: STREET 1: 3720 NORTH HIGH ST CITY: COLUMBUS STATE: OH ZIP: 43214 13F-HR 1 primary_doc.xml 13F-HR LIVE false false true 0001822731 XXXXXXXX 09-30-2021 09-30-2021 Fullen Financial Group

3720 NORTH HIGH ST COLUMBUS OH 43214

13F HOLDINGS REPORT 028-20353 N Kelsey Fogel 3306361241 Kelsey Fogel Columbus OH 12-06-2021 0 58 175075 false INFORMATION TABLE 2 Schedule13F.xml ISHARES TR TIPS BD ETF 464287176 273 2107 SH SOLE 0 0 2107 ISHARES TR GRWT ALLOCAT ETF 464289867 678 12050 SH SOLE 0 0 12050 ISHARES TR CORE US AGGBD ET 464287226 336 2929 SH SOLE 0 0 2929 ISHARES TR ISHS 5-10YR INVT 464288638 415 6987 SH SOLE 0 0 6987 ISHARES TR MODERT ALLOC ETF 464289875 547 12120 SH SOLE 0 0 12120 ISHARES TR MSCI EAFE ETF 464287465 1269 16516 SH SOLE 0 0 16516 ISHARES TR EAFE SML CP ETF 464288273 706 9812 SH SOLE 0 0 9812 ISHARES TR RUS 1000 GRW ETF 464287614 3441 11475 SH SOLE 0 0 11475 ISHARES TR RUS 1000 ETF 464287622 2133 8362 SH SOLE 0 0 8362 ISHARES TR RUS 1000 VAL ETF 464287598 2399 15117 SH SOLE 0 0 15117 ISHARES TR RUS 2000 GRW ETF 464287648 228 782 SH SOLE 0 0 782 ISHARES TR RUSSELL 2000 ETF 464287655 759 3478 SH SOLE 0 0 3478 ISHARES TR RUS 2000 VAL ETF 464287630 605 3770 SH SOLE 0 0 3770 ISHARES TR RUS MD CP GR ETF 464287481 818 7118 SH SOLE 0 0 7118 ISHARES TR RUS MID CAP ETF 464287499 796 9943 SH SOLE 0 0 9943 ISHARES TR RUS MDCP VAL ETF 464287473 948 8200 SH SOLE 0 0 8200 ISHARES TR CORE S&P500 ETF 464287200 432 944 SH SOLE 0 0 944 ISHARES TR ISHS 1-5YR INVS 464288646 12703 235018 SH SOLE 0 0 235018 ISHARES TR IBOXX INV CP ETF 464287242 234 1759 SH SOLE 0 0 1759 JPMORGAN CHASE & CO COM 46625H100 1001 6303 SH SOLE 0 0 6303 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1145 38369 SH SOLE 0 0 38369 SPDR SER TR PORTFOLIO INTRMD 78464A375 572 15810 SH SOLE 0 0 15810 SPDR SER TR PORTFOLIO SHORT 78464A474 3789 122149 SH SOLE 0 0 122149 SPDR SER TR PRTFLO S&P500 VL 78464A508 3045 77185 SH SOLE 0 0 77185 SPDR SER TR S&P 400 MDCP VAL 78464A839 2012 29796 SH SOLE 0 0 29796 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 4252 119364 SH SOLE 0 0 119364 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1285 30833 SH SOLE 0 0 30833 SPDR S&P 500 ETF TR TR UNIT 78462F103 279 613 SH SOLE 0 0 613 SPDR SER TR PORTFOLIO AGRGTE 78464A649 4372 146618 SH SOLE 0 0 146618 SPDR SER TR PORTFOLIO SH TSR 78468R101 3238 106175 SH SOLE 0 0 106175 SPDR SER TR PORTFOLIO S&P600 78468R853 4653 108162 SH SOLE 0 0 108162 SPDR SER TR PRTFLO S&P500 GW 78464A409 3202 45180 SH SOLE 0 0 45180 SPDR SER TR S&P 400 MDCP GRW 78464A821 1150 14652 SH SOLE 0 0 14652 VANGUARD INDEX FDS GROWTH ETF 922908736 7711 24372 SH SOLE 0 0 24372 VANGUARD INDEX FDS LARGE CAP ETF 922908637 243 1140 SH SOLE 0 0 1140 VANGUARD INDEX FDS VALUE ETF 922908744 9364 67662 SH SOLE 0 0 67662 VANGUARD WHITEHALL FDS EMERG MKT BD ETF 921946885 396 5170 SH SOLE 0 0 5170 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5472 111247 SH SOLE 0 0 111247 VANGUARD WORLD FD ESG US STK ETF 921910733 302 3567 SH SOLE 0 0 3567 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 213 1621 SH SOLE 0 0 1621 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 242 2288 SH SOLE 0 0 2288 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 588 8749 SH SOLE 0 0 8749 VANGUARD BD INDEX FDS INTERMED TERM 921937819 19297 216847 SH SOLE 0 0 216847 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 988 10578 SH SOLE 0 0 10578 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 698 12199 SH SOLE 0 0 12199 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 16141 269283 SH SOLE 0 0 269283 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4850 19379 SH SOLE 0 0 19379 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 7846 55090 SH SOLE 0 0 55090 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2708 54492 SH SOLE 0 0 54492 VANGUARD INDEX FDS MID CAP ETF 922908629 720 2927 SH SOLE 0 0 2927 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1050 3781 SH SOLE 0 0 3781 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 2116 27450 SH SOLE 0 0 27450 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 862 12388 SH SOLE 0 0 12388 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 421 5162 SH SOLE 0 0 5162 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 13412 164930 SH SOLE 0 0 164930 VANGUARD INDEX FDS SMALL CP ETF 922908751 11878 54075 SH SOLE 0 0 54075 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2582 15047 SH SOLE 0 0 15047 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1260 14746 SH SOLE 0 0 14746