0001822731-22-000003.txt : 20220726 0001822731-22-000003.hdr.sgml : 20220726 20220726123126 ACCESSION NUMBER: 0001822731-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220726 DATE AS OF CHANGE: 20220726 EFFECTIVENESS DATE: 20220726 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: 221105882 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 false 0001822731 XXXXXXXX 06-30-2022 06-30-2022 Fullen Financial Group

3720 NORTH HIGH ST COLUMBUS OH 43214

13F HOLDINGS REPORT 028-20353 N Kelsey Fogel 3306361241 Kelsey Fogel Columbus OH 07-26-2022 0 56 155213 false INFORMATION TABLE 2 Schedule13F63022.xml ISHARES TR TIPS BD ETF 464287176 249 2190 SH SOLE 0 0 2190 ISHARES TR GRWT ALLOCAT ETF 464289867 592 12331 SH SOLE 0 0 12331 ISHARES TR CORE US AGGBD ET 464287226 301 2959 SH SOLE 0 0 2959 ISHARES TR ISHS 5-10YR INVT 464288638 350 6847 SH SOLE 0 0 6847 ISHARES TR MODERT ALLOC ETF 464289875 497 12768 SH SOLE 0 0 12768 ISHARES TR MSCI EAFE ETF 464287465 1048 16778 SH SOLE 0 0 16778 ISHARES TR EAFE SML CP ETF 464288273 536 9812 SH SOLE 0 0 9812 ISHARES TR RUS 1000 GRW ETF 464287614 2243 10255 SH SOLE 0 0 10255 ISHARES TR RUS 1000 ETF 464287622 1730 8325 SH SOLE 0 0 8325 ISHARES TR RUS 1000 VAL ETF 464287598 1999 13790 SH SOLE 0 0 13790 ISHARES TR RUSSELL 2000 ETF 464287655 554 3272 SH SOLE 0 0 3272 ISHARES TR RUS 2000 VAL ETF 464287630 507 3722 SH SOLE 0 0 3722 ISHARES TR RUS MD CP GR ETF 464287481 561 7084 SH SOLE 0 0 7084 ISHARES TR RUS MID CAP ETF 464287499 623 9628 SH SOLE 0 0 9628 ISHARES TR RUS MDCP VAL ETF 464287473 837 8237 SH SOLE 0 0 8237 ISHARES TR CORE S&P500 ETF 464287200 362 955 SH SOLE 0 0 955 ISHARES TR ISHS 1-5YR INVS 464288646 11874 234889 SH SOLE 0 0 234889 ISHARES TR IBOXX INV CP ETF 464287242 205 1859 SH SOLE 0 0 1859 JPMORGAN CHASE & CO COM 46625H100 772 6855 SH SOLE 0 0 6855 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 975 38404 SH SOLE 0 0 38404 SPDR SER TR PORTFOLIO INTRMD 78464A375 507 15540 SH SOLE 0 0 15540 SPDR SER TR PORTFOLIO SHORT 78464A474 3716 124994 SH SOLE 0 0 124994 SPDR SER TR PRTFLO S&P500 VL 78464A508 2845 77266 SH SOLE 0 0 77266 SPDR SER TR S&P 400 MDCP VAL 78464A839 1797 29706 SH SOLE 0 0 29706 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3608 125099 SH SOLE 0 0 125099 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1116 32083 SH SOLE 0 0 32083 SPDR S&P 500 ETF TR TR UNIT 78462F103 271 719 SH SOLE 0 0 719 SPDR SER TR PORTFOLIO AGRGTE 78464A649 4119 156310 SH SOLE 0 0 156310 SPDR SER TR PORTFOLIO SH TSR 78468R101 3213 109103 SH SOLE 0 0 109103 SPDR SER TR PORTFOLIO S&P600 78468R853 3900 108382 SH SOLE 0 0 108382 SPDR SER TR PRTFLO S&P500 GW 78464A409 2274 43500 SH SOLE 0 0 43500 SPDR SER TR S&P 400 MDCP GRW 78464A821 873 14322 SH SOLE 0 0 14322 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 400 8122 SH SOLE 0 0 8122 VANGUARD INDEX FDS GROWTH ETF 922908736 6222 27916 SH SOLE 0 0 27916 VANGUARD INDEX FDS VALUE ETF 922908744 9489 71954 SH SOLE 0 0 71954 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 413 6742 SH SOLE 0 0 6742 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5260 126300 SH SOLE 0 0 126300 VANGUARD WORLD FD ESG US STK ETF 921910733 239 3597 SH SOLE 0 0 3597 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 238 2341 SH SOLE 0 0 2341 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 564 9216 SH SOLE 0 0 9216 VANGUARD BD INDEX FDS INTERMED TERM 921937819 17790 229104 SH SOLE 0 0 229104 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 874 10926 SH SOLE 0 0 10926 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 734 14818 SH SOLE 0 0 14818 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 15133 302904 SH SOLE 0 0 302904 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3556 20279 SH SOLE 0 0 20279 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 7287 56265 SH SOLE 0 0 56265 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 2216 54325 SH SOLE 0 0 54325 VANGUARD INDEX FDS MID CAP ETF 922908629 584 2965 SH SOLE 0 0 2965 VANGUARD INDEX FDS SML CP GRW ETF 922908595 690 3504 SH SOLE 0 0 3504 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 1525 27090 SH SOLE 0 0 27090 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 795 12503 SH SOLE 0 0 12503 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 398 5220 SH SOLE 0 0 5220 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 11778 153374 SH SOLE 0 0 153374 VANGUARD INDEX FDS SMALL CP ETF 922908751 10578 60062 SH SOLE 0 0 60062 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2272 15164 SH SOLE 0 0 15164 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1124 14934 SH SOLE 0 0 14934