0000892712-24-000070.txt : 20240506 0000892712-24-000070.hdr.sgml : 20240506 20240506145426 ACCESSION NUMBER: 0000892712-24-000070 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240506 DATE AS OF CHANGE: 20240506 EFFECTIVENESS DATE: 20240506 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Spectrum Investment Advisors, Inc. CENTRAL INDEX KEY: 0001856042 ORGANIZATION NAME: IRS NUMBER: 391828175 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23628 FILM NUMBER: 24917083 BUSINESS ADDRESS: STREET 1: 6329 WEST MEQUON ROAD CITY: MEQUON STATE: WI ZIP: 53092 BUSINESS PHONE: 262-238-4010 MAIL ADDRESS: STREET 1: 6329 WEST MEQUON ROAD CITY: MEQUON STATE: WI ZIP: 53092 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001856042 XXXXXXXX 03-31-2024 03-31-2024 Spectrum Investment Advisors, Inc.

6329 WEST MEQUON ROAD MEQUON WI 53092

13F HOLDINGS REPORT 028-23628 000108669 801-56966 N Jonathan J. Marshall 262-238-4010 /s/ Jonathan J. Marshall Mequon WI 05-06-2024 0 34 135420562 false INFORMATION TABLE 2 siaq1.xml ABBOTT LABS COM 002824100 314710 2769 SH SOLE 2769 0 0 ABBVIE INC COM 00287Y109 564991 3103 SH SOLE 3103 0 0 AMAZON COM INC COM 023135106 304121 1686 SH SOLE 1686 0 0 APPLE INC COM 037833100 1642447 9578 SH SOLE 9578 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 940703 2237 SH SOLE 2237 0 0 COSTCO WHSL CORP NEW COM 22160K105 210870 288 SH SOLE 288 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 12718390 420860 SH SOLE 420860 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 20752931 567951 SH SOLE 567951 0 0 FIDELITY COVINGTON TRUST ENHANCED LARGE 31609A305 20314547 687464 SH SOLE 687464 0 0 FIDELITY COVINGTON TRUST VLU FACTOR ETF 316092782 723153 12676 SH SOLE 12676 0 0 FISERV INC COM 337738108 310530 1943 SH SOLE 1943 0 0 INNOVATOR ETFS TRUST INTRNL DEV JULY 45782C722 6106478 216465 SH SOLE 216465 0 0 INNOVATOR ETFS TRUST US SML CP PWR ET 45782C342 4632152 148657 SH SOLE 148657 0 0 INNOVATOR ETFS TRUST GRWT100 PWR BUF 45782C276 295221 5121 SH SOLE 5121 0 0 INNOVATOR ETFS TRUST US EQTY BUFR JUL 45782C789 342281 8487 SH SOLE 8487 0 0 INVESCO EXCH TRADED FD TR II EQUAL WEGT 0-30 46138E107 10023852 356975 SH SOLE 356975 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 10783689 158911 SH SOLE 158911 0 0 ISHARES TR MBS ETF 464288588 6957655 75283 SH SOLE 75283 0 0 ISHARES TR CORE US AGGBD ET 464287226 3690397 37680 SH SOLE 37680 0 0 ISHARES TR NATIONAL MUN ETF 464288414 854737 7944 SH SOLE 7944 0 0 JPMORGAN CHASE & CO COM 46625H100 219800 1097 SH SOLE 1097 0 0 MCDONALDS CORP COM 580135101 249864 886 SH SOLE 886 0 0 MERCK & CO INC COM 58933Y105 257623 1952 SH SOLE 1952 0 0 MICROSOFT CORP COM 594918104 796584 1893 SH SOLE 1893 0 0 NVIDIA CORPORATION COM 67066G104 875658 969 SH SOLE 969 0 0 PEPSICO INC COM 713448108 788780 4507 SH SOLE 4507 0 0 PIONEER PWR SOLUTIONS INC COM NEW 723836300 650940 114000 SH SOLE 114000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 201998 386 SH SOLE 386 0 0 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 685081 7545 SH SOLE 7545 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 17800739 37031 SH SOLE 37031 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 7520546 39194 SH SOLE 39194 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 2417177 27889 SH SOLE 27889 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 254193 1392 SH SOLE 1392 0 0 WEC ENERGY GROUP INC COM 92939U106 217724 2651 SH SOLE 2651 0 0