0001606587-22-001925.txt : 20221020 0001606587-22-001925.hdr.sgml : 20221020 20221020100339 ACCESSION NUMBER: 0001606587-22-001925 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221020 DATE AS OF CHANGE: 20221020 EFFECTIVENESS DATE: 20221020 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Leverty Financial Group, LLC CENTRAL INDEX KEY: 0001908386 IRS NUMBER: 853028301 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21686 FILM NUMBER: 221320206 BUSINESS ADDRESS: STREET 1: 201 2ND STREET SOUTH CITY: HUDSON STATE: WI ZIP: 54016 BUSINESS PHONE: 715-377-2080 MAIL ADDRESS: STREET 1: 201 2ND STREET SOUTH CITY: HUDSON STATE: WI ZIP: 54016 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001908386 XXXXXXXX 09-30-2022 09-30-2022 false Leverty Financial Group, LLC
201 2nd Street South Hudson WI 54016
13F HOLDINGS REPORT 028-21686 N
Luke Edward Keene Chief Compliance Officer 715-377-2092 Luke Edward Keene Hudson WI 10-12-2022 0 24 103413 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM COM 88579Y101 3363 30437 SH SOLE None 0 0 30437 APPLE INC COM COM 037833100 449 3253 SH SOLE None 0 0 3253 CEMEX SAB DE CV SPON ADR NEW SPON ADR NEW 151290889 34 10000 SH SOLE None 0 0 10000 CHEVRON CORP NEW COM COM 166764100 241 1677 SH SOLE None 0 0 1677 ECOLAB INC COM COM 278865100 1532 10609 SH SOLE None 0 0 10609 EXXON MOBIL CORP COM COM 30231G102 610 6992 SH SOLE None 0 0 6992 GABELLI UTIL TR COM COM 36240A101 215 31267 SH SOLE None 0 0 31267 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 2758 52374 SH SOLE None 0 0 52374 ISHARES CORE SP 500 ETF CORE S&P500 ETF 464287200 50318 140231 SH SOLE None 0 0 140231 ISHARES CORE SP MIDCAP ETF CORE S&P MCP ETF 464287507 3769 17191 SH SOLE None 0 0 17191 ISHARES CORE SP SMALL CAP ETF CORE S&P SCP ETF 464287804 1227 14071 SH SOLE None 0 0 14071 ISHARES ESG AWARE MSCI EAFE ETF ESG AW MSCI EAFE 46435G516 519 9257 SH SOLE None 0 0 9257 ISHARES ESG AWARE MSCI EM ETF ESG AWR MSCI EM 46434G863 239 8665 SH SOLE None 0 0 8665 ISHARES ESG SCREENED SP 500 ETF ESG SCRND S&P500 46436E569 378 14117 SH SOLE None 0 0 14117 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 3695 65974 SH SOLE None 0 0 65974 MEDTRONIC PLC SHS SHS G5960L103 269 3340 SH SOLE None 0 0 3340 MICROSOFT CORP COM COM 594918104 238 1023 SH SOLE None 0 0 1023 SCHWAB INTERNATIONAL EQUITY ETF INTL EQTY ETF 808524805 28397 1009227 SH SOLE None 0 0 1009227 SHERWIN WILLIAMS CO COM COM 824348106 285 1395 SH SOLE None 0 0 1395 SPDR PORTFOLIO SP 600 SMALL CAP ETF PORTFOLIO S&P600 78468R853 248 7282 SH SOLE None 0 0 7282 SPDR SP 500 ETF TRUST TR UNIT 78462F103 3801 10644 SH SOLE None 0 0 10644 SPS COMM INC COM COM 78463M107 218 1757 SH SOLE None 0 0 1757 TARGET CORP COM COM 87612E106 327 2209 SH SOLE None 0 0 2209 XCEL ENERGY INC COM COM 98389B100 283 4437 SH SOLE None 0 0 4437