0001822731-22-000001.txt : 20220127 0001822731-22-000001.hdr.sgml : 20220127 20220127085007 ACCESSION NUMBER: 0001822731-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220127 DATE AS OF CHANGE: 20220127 EFFECTIVENESS DATE: 20220127 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: 22560024 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 12-31-2021 12-31-2021 Fullen Financial Group

3720 NORTH HIGH ST COLUMBUS OH 43214

13F HOLDINGS REPORT 028-20353 N Kelsey Fogel 3306361241 Kelsey Fogel Columbus OH 01-27-2022 0 60 179321 false INFORMATION TABLE 2 fullenfinancial13F123121.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 201 673 SH SOLE 0 0 673 ISHARES TR TIPS BD ETF 464287176 274 2123 SH SOLE 0 0 2123 ISHARES TR GRWT ALLOCAT ETF 464289867 690 12090 SH SOLE 0 0 12090 ISHARES TR CORE US AGGBD ET 464287226 335 2936 SH SOLE 0 0 2936 ISHARES TR ISHS 5-10YR INVT 464288638 417 7029 SH SOLE 0 0 7029 ISHARES TR MODERT ALLOC ETF 464289875 558 12269 SH SOLE 0 0 12269 ISHARES TR MSCI EAFE ETF 464287465 1311 16666 SH SOLE 0 0 16666 ISHARES TR EAFE SML CP ETF 464288273 717 9812 SH SOLE 0 0 9812 ISHARES TR RUS 1000 GRW ETF 464287614 3202 10479 SH SOLE 0 0 10479 ISHARES TR RUS 1000 ETF 464287622 2218 8387 SH SOLE 0 0 8387 ISHARES TR RUS 1000 VAL ETF 464287598 2414 14376 SH SOLE 0 0 14376 ISHARES TR RUS 2000 GRW ETF 464287648 229 783 SH SOLE 0 0 783 ISHARES TR RUSSELL 2000 ETF 464287655 724 3257 SH SOLE 0 0 3257 ISHARES TR RUS 2000 VAL ETF 464287630 614 3695 SH SOLE 0 0 3695 ISHARES TR RUS MD CP GR ETF 464287481 821 7124 SH SOLE 0 0 7124 ISHARES TR RUS MID CAP ETF 464287499 826 9948 SH SOLE 0 0 9948 ISHARES TR RUS MDCP VAL ETF 464287473 1001 8175 SH SOLE 0 0 8175 ISHARES TR CORE S&P500 ETF 464287200 453 949 SH SOLE 0 0 949 ISHARES TR ISHS 1-5YR INVS 464288646 12853 238548 SH SOLE 0 0 238548 ISHARES TR IBOXX INV CP ETF 464287242 234 1766 SH SOLE 0 0 1766 JPMORGAN CHASE & CO COM 46625H100 998 6303 SH SOLE 0 0 6303 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1137 38399 SH SOLE 0 0 38399 SPDR SER TR PORTFOLIO INTRMD 78464A375 573 15847 SH SOLE 0 0 15847 SPDR SER TR PORTFOLIO SHORT 78464A474 3796 122576 SH SOLE 0 0 122576 SPDR SER TR PRTFLO S&P500 VL 78464A508 3243 77223 SH SOLE 0 0 77223 SPDR SER TR S&P 400 MDCP VAL 78464A839 2113 29714 SH SOLE 0 0 29714 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 4428 121374 SH SOLE 0 0 121374 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1301 31365 SH SOLE 0 0 31365 SPDR S&P 500 ETF TR TR UNIT 78462F103 339 714 SH SOLE 0 0 714 SPDR SER TR PORTFOLIO AGRGTE 78464A649 4391 148241 SH SOLE 0 0 148241 SPDR SER TR PORTFOLIO SH TSR 78468R101 3250 106792 SH SOLE 0 0 106792 SPDR SER TR PORTFOLIO S&P600 78468R853 4837 108242 SH SOLE 0 0 108242 SPDR SER TR PRTFLO S&P500 GW 78464A409 3231 44587 SH SOLE 0 0 44587 SPDR SER TR S&P 400 MDCP GRW 78464A821 1172 14378 SH SOLE 0 0 14378 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 227 4549 SH SOLE 0 0 4549 VANGUARD INDEX FDS GROWTH ETF 922908736 7790 24275 SH SOLE 0 0 24275 VANGUARD INDEX FDS LARGE CAP ETF 922908637 253 1144 SH SOLE 0 0 1144 VANGUARD INDEX FDS VALUE ETF 922908744 9907 67346 SH SOLE 0 0 67346 VANGUARD WHITEHALL FDS EMERG MKT BD ETF 921946885 411 5288 SH SOLE 0 0 5288 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5599 113194 SH SOLE 0 0 113194 VANGUARD WORLD FD ESG US STK ETF 921910733 314 3578 SH SOLE 0 0 3578 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 220 1642 SH SOLE 0 0 1642 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 259 2308 SH SOLE 0 0 2308 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 585 8797 SH SOLE 0 0 8797 VANGUARD BD INDEX FDS INTERMED TERM 921937819 19491 222450 SH SOLE 0 0 222450 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 989 10667 SH SOLE 0 0 10667 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 700 12686 SH SOLE 0 0 12686 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 16799 274128 SH SOLE 0 0 274128 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4898 19238 SH SOLE 0 0 19238 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 8328 55398 SH SOLE 0 0 55398 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2822 55265 SH SOLE 0 0 55265 VANGUARD INDEX FDS MID CAP ETF 922908629 749 2938 SH SOLE 0 0 2938 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1066 3784 SH SOLE 0 0 3784 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 2159 27495 SH SOLE 0 0 27495 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 918 12452 SH SOLE 0 0 12452 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 421 5186 SH SOLE 0 0 5186 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 13242 163831 SH SOLE 0 0 163831 VANGUARD INDEX FDS SMALL CP ETF 922908751 12309 54462 SH SOLE 0 0 54462 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2708 15143 SH SOLE 0 0 15143 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1256 14816 SH SOLE 0 0 14816