0001910273-22-000002.txt : 20220429 0001910273-22-000002.hdr.sgml : 20220429 20220429152901 ACCESSION NUMBER: 0001910273-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220429 DATE AS OF CHANGE: 20220429 EFFECTIVENESS DATE: 20220429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Investment Advisory Group, LLC CENTRAL INDEX KEY: 0001910273 IRS NUMBER: 043420668 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21817 FILM NUMBER: 22874714 BUSINESS ADDRESS: STREET 1: 51 MILL STREET STREET 2: BUILDING D, SUITE 101 CITY: HANOVER STATE: MA ZIP: 02339 BUSINESS PHONE: 781-826-1235 MAIL ADDRESS: STREET 1: 51 MILL STREET STREET 2: BUILDING D, SUITE 101 CITY: HANOVER STATE: MA ZIP: 02339 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001910273 XXXXXXXX 03-31-2022 03-31-2022 Investment Advisory Group, LLC

51 MILL STREET BUILDING D, SUITE 101 HANOVER MA 02339

13F HOLDINGS REPORT 028-21817 N JAY RICHARDS 781-826-1235 JAY RICHARDS HANOVER MA 04-29-2022 0 130 164647 false INFORMATION TABLE 2 13F_IAG_2022Q1.xml ABBOTT LABS COM 002824100 277 2330 SH SOLE 0 0 2330 ABBVIE INC COM 00287Y109 614 3798 SH SOLE 0 0 3798 ALPHABET INC CAP STK CL C 02079K107 937 335 SH SOLE 0 0 335 ALPHABET INC CAP STK CL A 02079K305 743 267 SH SOLE 0 0 267 ALTRIA GROUP INC COM 02209S103 435 8317 SH SOLE 0 0 8317 AMAZON COM INC COM 023135106 2123 650 SH SOLE 0 0 650 AMERICAN CENTY ETF TR DIVERSIFID CRP 025072109 396 8200 SH SOLE 0 0 8200 AMERICAN CENTY ETF TR DIVERSIFIED MU 025072505 206 4000 SH SOLE 0 0 4000 AMETEK INC COM 031100100 360 2700 SH SOLE 0 0 2700 AMGEN INC COM 031162100 492 2036 SH SOLE 0 0 2036 APPLE INC COM 037833100 5276 30228 SH SOLE 0 0 30228 AT&T INC COM 00206R102 300 12692 SH SOLE 0 0 12692 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 813 2302 SH SOLE 0 0 2302 BK OF AMERICA CORP COM 060505104 295 7194 SH SOLE 0 0 7194 BRISTOL-MYERS SQUIBB CO COM 110122108 265 3637 SH SOLE 0 0 3637 CHEVRON CORP NEW COM 166764100 261 1606 SH SOLE 0 0 1606 CISCO SYS INC COM 17275R102 325 5773 SH SOLE 0 0 5773 CVS HEALTH CORP COM 126650100 283 2801 SH SOLE 0 0 2801 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1449 29573 SH SOLE 0 0 29573 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1659 29603 SH SOLE 0 0 29603 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 11332 410812 SH SOLE 0 0 410812 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 4098 164314 SH SOLE 0 0 164314 DISNEY WALT CO COM 254687106 363 2646 SH SOLE 0 0 2646 EVERSOURCE ENERGY COM 30040W108 200 2282 SH SOLE 0 0 2282 EXXON MOBIL CORP COM 30231G102 1208 14655 SH SOLE 0 0 14655 FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 483 6115 SH SOLE 0 0 6115 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 228 2519 SH SOLE 0 0 2519 FS KKR CAP CORP COM 302635206 212 9287 SH SOLE 0 0 9287 HINGHAM INSTN SVGS MASS COM 433323102 256 749 SH SOLE 0 0 749 HONEYWELL INTL INC COM 438516106 248 1274 SH SOLE 0 0 1274 INTEL CORP COM 458140100 358 7246 SH SOLE 0 0 7246 INTERNATIONAL BUSINESS MACHS COM 459200101 213 1623 SH SOLE 0 0 1623 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 224 9181 SH SOLE 0 0 9181 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 202 2800 SH SOLE 0 0 2800 ISHARES INC CORE MSCI EMKT 46434G103 319 5687 SH SOLE 0 0 5687 ISHARES TR CORE S&P TTL STK 464287150 3434 34028 SH SOLE 0 0 34028 ISHARES TR SELECT DIVID ETF 464287168 2119 16539 SH SOLE 0 0 16539 ISHARES TR TIPS BD ETF 464287176 818 6589 SH SOLE 0 0 6589 ISHARES TR CORE S&P500 ETF 464287200 7130 15727 SH SOLE 0 0 15727 ISHARES TR CORE US AGGBD ET 464287226 870 8102 SH SOLE 0 0 8102 ISHARES TR IBOXX INV CP ETF 464287242 2608 21689 SH SOLE 0 0 21689 ISHARES TR S&P 500 GRWT ETF 464287309 3876 50694 SH SOLE 0 0 50694 ISHARES TR S&P 500 VAL ETF 464287408 1646 10547 SH SOLE 0 0 10547 ISHARES TR 1 3 YR TREAS BD 464287457 819 9794 SH SOLE 0 0 9794 ISHARES TR RUS MDCP VAL ETF 464287473 401 3357 SH SOLE 0 0 3357 ISHARES TR RUS MID CAP ETF 464287499 656 8446 SH SOLE 0 0 8446 ISHARES TR CORE S&P MCP ETF 464287507 893 3329 SH SOLE 0 0 3329 ISHARES TR RUS 1000 VAL ETF 464287598 353 2127 SH SOLE 0 0 2127 ISHARES TR RUS 1000 GRW ETF 464287614 904 3247 SH SOLE 0 0 3247 ISHARES TR RUS 2000 VAL ETF 464287630 567 3520 SH SOLE 0 0 3520 ISHARES TR CORE S&P US VLU 464287663 345 4558 SH SOLE 0 0 4558 ISHARES TR U.S. TECH ETF 464287721 618 5992 SH SOLE 0 0 5992 ISHARES TR U.S. REAL ES ETF 464287739 566 5234 SH SOLE 0 0 5234 ISHARES TR U.S. FINLS ETF 464287788 235 2805 SH SOLE 0 0 2805 ISHARES TR CORE S&P SCP ETF 464287804 6381 59254 SH SOLE 0 0 59254 ISHARES TR SP SMCP600VL ETF 464287879 221 2167 SH SOLE 0 0 2167 ISHARES TR EAFE SML CP ETF 464288273 331 5015 SH SOLE 0 0 5015 ISHARES TR JPMORGAN USD EMG 464288281 255 2615 SH SOLE 0 0 2615 ISHARES TR NATIONAL MUN ETF 464288414 345 3150 SH SOLE 0 0 3150 ISHARES TR ISHS 5-10YR INVT 464288638 214 3900 SH SOLE 0 0 3900 ISHARES TR ISHS 1-5YR INVS 464288646 2430 46975 SH SOLE 0 0 46975 ISHARES TR SHORT TREAS BD 464288679 553 5016 SH SOLE 0 0 5016 ISHARES TR PFD AND INCM SEC 464288687 533 14642 SH SOLE 0 0 14642 ISHARES TR EAFE VALUE ETF 464288877 356 7102 SH SOLE 0 0 7102 ISHARES TR MODERT ALLOC ETF 464289875 4677 108788 SH SOLE 0 0 108788 ISHARES TR CONSER ALLOC ETF 464289883 6516 172805 SH SOLE 0 0 172805 ISHARES TR FLTG RATE NT ETF 46429B655 313 6202 SH SOLE 0 0 6202 ISHARES TR CORE HIGH DV ETF 46429B663 1792 16780 SH SOLE 0 0 16780 ISHARES TR MSCI USA MIN VOL 46429B697 5047 65093 SH SOLE 0 0 65093 ISHARES TR MSCI USA QLT FCT 46432F339 758 5630 SH SOLE 0 0 5630 ISHARES TR MSCI USA MMENTM 46432F396 548 3260 SH SOLE 0 0 3260 ISHARES TR CORE MSCI TOTAL 46432F834 494 7394 SH SOLE 0 0 7394 ISHARES TR CORE MSCI EAFE 46432F842 2125 30661 SH SOLE 0 0 30661 ISHARES TR CORE 1 5 YR USD 46432F859 2049 42208 SH SOLE 0 0 42208 ISHARES TR 0-5YR INVT GR CP 46434V100 302 6125 SH SOLE 0 0 6125 ISHARES TR CORE TOTAL USD 46434V613 588 11821 SH SOLE 0 0 11821 ISHARES TR CORE DIV GRWTH 46434V621 513 9597 SH SOLE 0 0 9597 ISHARES TR U.S. FIXED INCME 46435U796 1225 13219 SH SOLE 0 0 13219 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 1004 20175 SH SOLE 0 0 20175 JOHNSON & JOHNSON COM 478160104 1152 6494 SH SOLE 0 0 6494 JPMORGAN CHASE & CO COM 46625H100 629 4621 SH SOLE 0 0 4621 LORDSTOWN MOTORS CORP COM CL A 54405Q100 38 11035 SH SOLE 0 0 11035 MICROSOFT CORP COM 594918104 2558 8299 SH SOLE 0 0 8299 NUVEEN FLOATING RATE INCOME COM 67072T108 196 19437 SH SOLE 0 0 19437 NVIDIA CORPORATION COM 67066G104 680 2494 SH SOLE 0 0 2494 PEPSICO INC COM 713448108 289 1719 SH SOLE 0 0 1719 PFIZER INC COM 717081103 315 6075 SH SOLE 0 0 6075 PROCTER AND GAMBLE CO COM 742718109 3117 20415 SH SOLE 0 0 20415 PROLOGIS INC. COM 74340W103 1168 7226 SH SOLE 0 0 7226 REALTY INCOME CORP COM 756109104 1807 26063 SH SOLE 0 0 26063 REPLIGEN CORP COM 759916109 324 1720 SH SOLE 0 0 1720 RLI CORP COM 749607107 332 3000 SH SOLE 0 0 3000 ROGERS CORP COM 775133101 324 1193 SH SOLE 0 0 1193 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 562 7148 SH SOLE 0 0 7148 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 275 3631 SH SOLE 0 0 3631 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 219 5709 SH SOLE 0 0 5709 SESEN BIO INC COM 817763105 12 20000 SH SOLE 0 0 20000 SPDR GOLD TR GOLD SHS 78463V107 554 3052 SH SOLE 0 0 3052 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 289 5129 SH SOLE 0 0 5129 SPDR S&P 500 ETF TR TR UNIT 78462F103 557 1234 SH SOLE 0 0 1234 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1810 3682 SH SOLE 0 0 3682 SPDR SER TR S&P DIVID ETF 78464A763 540 4216 SH SOLE 0 0 4216 STARBUCKS CORP COM 855244109 251 2753 SH SOLE 0 0 2753 TESLA INC COM 88160R101 981 911 SH SOLE 0 0 911 UNITEDHEALTH GROUP INC COM 91324P102 209 408 SH SOLE 0 0 408 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 969 3517 SH SOLE 0 0 3517 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 462 5802 SH SOLE 0 0 5802 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 517 1249 SH SOLE 0 0 1249 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1460 13486 SH SOLE 0 0 13486 VANGUARD INDEX FDS SM CP VAL ETF 922908611 236 1340 SH SOLE 0 0 1340 VANGUARD INDEX FDS GROWTH ETF 922908736 7477 25996 SH SOLE 0 0 25996 VANGUARD INDEX FDS VALUE ETF 922908744 3300 22322 SH SOLE 0 0 22322 VANGUARD INDEX FDS SMALL CP ETF 922908751 1169 5489 SH SOLE 0 0 5489 VANGUARD INDEX FDS TOTAL STK MKT 922908769 361 1587 SH SOLE 0 0 1587 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 224 3775 SH SOLE 0 0 3775 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1545 33433 SH SOLE 0 0 33433 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 988 19191 SH SOLE 0 0 19191 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 257 3297 SH SOLE 0 0 3297 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 248 2878 SH SOLE 0 0 2878 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3184 19638 SH SOLE 0 0 19638 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 466 9708 SH SOLE 0 0 9708 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 10690 95259 SH SOLE 0 0 95259 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 2385 35293 SH SOLE 0 0 35293 VERIZON COMMUNICATIONS INC COM 92343V104 789 15445 SH SOLE 0 0 15445 WELLS FARGO CO NEW COM 949746101 303 6241 SH SOLE 0 0 6241 WELLTOWER INC COM 95040Q104 474 4927 SH SOLE 0 0 4927 WORKHORSE GROUP INC COM NEW 98138J206 53 10300 SH SOLE 0 0 10300 RAYTHEON TECHNOLOGIES CORP COM 75513E101 277 2816 SH SOLE 0 0 2816 INVESCO QQQ TR UNIT SER 1 46090E103 1508 4149 SH SOLE 0 0 4149 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 236 4242 SH SOLE 0 0 4242