0001839890-21-000003.txt : 20210419 0001839890-21-000003.hdr.sgml : 20210419 20210419103532 ACCESSION NUMBER: 0001839890-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210419 DATE AS OF CHANGE: 20210419 EFFECTIVENESS DATE: 20210419 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Solitude Financial Services CENTRAL INDEX KEY: 0001839890 IRS NUMBER: 464473060 STATE OF INCORPORATION: VA FISCAL YEAR END: 1220 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20438 FILM NUMBER: 21833590 BUSINESS ADDRESS: STREET 1: 670 BERKMAR CIRCLE SUITE #1A CITY: CHARLOTTESVILLE STATE: VA ZIP: 22901 BUSINESS PHONE: 434-218-2201 MAIL ADDRESS: STREET 1: 670 BERKMAR CIRCLE SUITE #1A CITY: CHARLOTTESVILLE STATE: VA ZIP: 22901 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001839890 XXXXXXXX 03-31-2021 03-31-2021 Solitude Financial Services

670 BERKMAR CIRCLE SUITE #1A CHARLOTTESVILLE VA 22901

13F HOLDINGS REPORT 028-20438 N Michael Kauffman 434-218-2201 Michael Kauffman Charlottesville VA 04-19-2021 0 42 124069 false INFORMATION TABLE 2 13f-331.xml SPDR S&P 500 ETF TR TR UNIT 78462F103 7662 19332 SH SOLE 0 0 0 19332 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 4614 72046 SH SOLE 0 0 0 72046 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15777 61758 SH SOLE 0 0 0 61758 INVESCO QQQ TR UNIT SER 1 46090E103 781 2446 SH SOLE 0 0 0 2446 ISHARES TR MSCI EAFE ETF 464287465 2713 35754 SH SOLE 0 0 0 35754 CHEVRON CORP NEW COM 166764100 1574 15021 SH SOLE 0 0 0 15021 UNITED PARCEL SERVICE INC CL B 911312106 1088 6400 SH SOLE 0 0 0 6400 AT&T INC COM 00206R102 439 14510 SH SOLE 0 0 0 14510 CITIGROUP INC COM NEW 172967424 1184 16276 SH SOLE 0 0 0 16276 SELECT SECTOR SPDR TR ENERGY 81369Y506 1321 26933 SH SOLE 0 0 0 26933 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 3822 55958 SH SOLE 0 0 0 55958 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2602 22289 SH SOLE 0 0 0 22289 EXXON MOBIL CORP COM 30231G102 1625 29104 SH SOLE 0 0 0 29104 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1436 22854 SH SOLE 0 0 0 22854 GENERAL ELECTRIC CO COM 369604103 843 64192 SH SOLE 0 0 0 64192 JPMORGAN CHASE & CO COM 46625H100 2137 14035 SH SOLE 0 0 0 14035 APPLE INC COM 037833100 9357 76599 SH SOLE 0 0 0 76599 AMERICAN EXPRESS CO COM 025816109 2126 15028 SH SOLE 0 0 0 15028 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 437 8401 SH SOLE 0 0 0 8401 AMERICAN ELEC PWR CO INC COM 025537101 842 9936 SH SOLE 0 0 0 9936 ALPHABET INC CAP STK CL A 02079K305 2013 976 SH SOLE 0 0 0 976 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3438 37425 SH SOLE 0 0 0 37425 NATIONAL GRID PLC SPONSORED ADR NE 636274409 438 7400 SH SOLE 0 0 0 7400 VANGUARD INDEX FDS SMALL CP ETF 922908751 3795 17726 SH SOLE 0 0 0 17726 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 11369 74957 SH SOLE 0 0 0 74957 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 5573 31604 SH SOLE 0 0 0 31604 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2863 58307 SH SOLE 0 0 0 58307 INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 6627 143350 SH SOLE 0 0 0 143350 ISHARES TR EAFE SML CP ETF 464288273 750 10439 SH SOLE 0 0 0 10439 SCHWAB STRATEGIC TR US TIPS ETF 808524870 3412 55796 SH SOLE 0 0 0 55796 ABERDEEN STD PRECIOUS METALS PHYSCL PM BASKET 003263100 7399 79840 SH SOLE 0 0 0 79840 SCHWAB STRATEGIC TR US REIT ETF 808524847 1458 35479 SH SOLE 0 0 0 35479 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 858 40613 SH SOLE 0 0 0 40613 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 839 38792 SH SOLE 0 0 0 38792 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2538 11196 SH SOLE 0 0 0 11196 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 745 34200 SH SOLE 0 0 0 34200 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 736 33200 SH SOLE 0 0 0 33200 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 277 12500 SH SOLE 0 0 0 12500 FIRST TR EXCHANGE-TRADED FD FT CBOE VEST S&P 33739Q705 6534 127863 SH SOLE 0 0 0 127863 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9 200 SH Call SOLE 0 0 0 200 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 13 400 SH Call SOLE 0 0 0 400 EXXON MOBIL CORP COM 30231G102 5 200 SH Call SOLE 0 0 0 200