0001910273-22-000003.txt : 20220718 0001910273-22-000003.hdr.sgml : 20220718 20220718105542 ACCESSION NUMBER: 0001910273-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220718 DATE AS OF CHANGE: 20220718 EFFECTIVENESS DATE: 20220718 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: 221088552 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 06-30-2022 06-30-2022 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 07-18-2022 0 125 147035 false INFORMATION TABLE 2 13F_IAG_Q22022.xml SESEN BIO INC COM 817763105 16 20000 SH SOLE 0 0 20000 NUVEEN FLOATING RATE INCOME COM 67072T108 162 19464 SH SOLE 0 0 19464 LORDSTOWN MOTORS CORP COM CL A 54405Q100 18 11035 SH SOLE 0 0 11035 WORKHORSE GROUP INC COM NEW 98138J206 27 10300 SH SOLE 0 0 10300 AT&T INC COM 00206R102 334 16007 SH SOLE 0 0 16007 ABBOTT LABS COM 002824100 249 2300 SH SOLE 0 0 2300 ABBVIE INC COM 00287Y109 581 3798 SH SOLE 0 0 3798 ALPHABET INC CAP STK CL C 02079K107 736 337 SH SOLE 0 0 337 ALPHABET INC CAP STK CL A 02079K305 581 267 SH SOLE 0 0 267 ALTRIA GROUP INC COM 02209S103 358 8616 SH SOLE 0 0 8616 AMAZON COM INC COM 023135106 1641 15480 SH SOLE 0 0 15480 AMERICAN CENTY ETF TR DIVERSIFID CRP 025072109 367 7950 SH SOLE 0 0 7950 AMERICAN CENTY ETF TR DIVERSIFIED MU 025072505 200 4000 SH SOLE 0 0 4000 AMETEK INC COM 031100100 297 2700 SH SOLE 0 0 2700 AMGEN INC COM 031162100 494 2036 SH SOLE 0 0 2036 APPLE INC COM 037833100 4158 30434 SH SOLE 0 0 30434 BK OF AMERICA CORP COM 060505104 215 6823 SH SOLE 0 0 6823 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 629 2302 SH SOLE 0 0 2302 BRISTOL-MYERS SQUIBB CO COM 110122108 254 3285 SH SOLE 0 0 3285 CVS HEALTH CORP COM 126650100 241 2601 SH SOLE 0 0 2601 CHEVRON CORP NEW COM 166764100 235 1624 SH SOLE 0 0 1624 CISCO SYS INC COM 17275R102 246 5775 SH SOLE 0 0 5775 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1302 31920 SH SOLE 0 0 31920 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1421 29604 SH SOLE 0 0 29604 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 9678 415278 SH SOLE 0 0 415278 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 2042 64652 SH SOLE 0 0 64652 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 3410 158936 SH SOLE 0 0 158936 DISNEY WALT CO COM 254687106 213 2265 SH SOLE 0 0 2265 EDWARDS LIFESCIENCES CORP COM 28176E108 340 3574 SH SOLE 0 0 3574 EXXON MOBIL CORP COM 30231G102 1263 14774 SH SOLE 0 0 14774 HINGHAM INSTN SVGS MASS COM 433323102 321 1130 SH SOLE 0 0 1130 INTEL CORP COM 458140100 265 7115 SH SOLE 0 0 7115 INTERNATIONAL BUSINESS MACHS COM 459200101 298 2120 SH SOLE 0 0 2120 INVESCO QQQ TR UNIT SER 1 46090E103 1128 4015 SH SOLE 0 0 4015 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 203 9160 SH SOLE 0 0 9160 ISHARES TR CORE S&P TTL STK 464287150 2883 34454 SH SOLE 0 0 34454 ISHARES TR SELECT DIVID ETF 464287168 1943 16493 SH SOLE 0 0 16493 ISHARES TR TIPS BD ETF 464287176 774 6807 SH SOLE 0 0 6807 ISHARES TR CORE S&P500 ETF 464287200 5942 15677 SH SOLE 0 0 15677 ISHARES TR CORE US AGGBD ET 464287226 794 7842 SH SOLE 0 0 7842 ISHARES TR IBOXX INV CP ETF 464287242 2374 21478 SH SOLE 0 0 21478 ISHARES TR S&P 500 GRWT ETF 464287309 3038 50360 SH SOLE 0 0 50360 ISHARES TR S&P 500 VAL ETF 464287408 1473 10698 SH SOLE 0 0 10698 ISHARES TR 1 3 YR TREAS BD 464287457 1066 12882 SH SOLE 0 0 12882 ISHARES TR RUS MDCP VAL ETF 464287473 329 3254 SH SOLE 0 0 3254 ISHARES TR RUS MID CAP ETF 464287499 546 8446 SH SOLE 0 0 8446 ISHARES TR CORE S&P MCP ETF 464287507 775 3422 SH SOLE 0 0 3422 ISHARES TR RUS 1000 VAL ETF 464287598 351 2417 SH SOLE 0 0 2417 ISHARES TR RUS 1000 GRW ETF 464287614 710 3248 SH SOLE 0 0 3248 ISHARES TR RUS 2000 VAL ETF 464287630 403 2975 SH SOLE 0 0 2975 ISHARES TR CORE S&P US VLU 464287663 306 4558 SH SOLE 0 0 4558 ISHARES TR U.S. TECH ETF 464287721 485 6061 SH SOLE 0 0 6061 ISHARES TR U.S. REAL ES ETF 464287739 484 5284 SH SOLE 0 0 5284 ISHARES TR CORE S&P SCP ETF 464287804 5613 60720 SH SOLE 0 0 60720 ISHARES TR JPMORGAN USD EMG 464288281 223 2624 SH SOLE 0 0 2624 ISHARES TR NATIONAL MUN ETF 464288414 321 3023 SH SOLE 0 0 3023 ISHARES TR ISHS 5-10YR INVT 464288638 200 3900 SH SOLE 0 0 3900 ISHARES TR ISHS 1-5YR INVS 464288646 2314 45925 SH SOLE 0 0 45925 ISHARES TR SHORT TREAS BD 464288679 552 5016 SH SOLE 0 0 5016 ISHARES TR PFD AND INCM SEC 464288687 561 17048 SH SOLE 0 0 17048 ISHARES TR MODERT ALLOC ETF 464289875 4204 107946 SH SOLE 0 0 107946 ISHARES TR CONSER ALLOC ETF 464289883 5934 171633 SH SOLE 0 0 171633 ISHARES TR FLTG RATE NT ETF 46429B655 310 6202 SH SOLE 0 0 6202 ISHARES TR CORE HIGH DV ETF 46429B663 1621 16186 SH SOLE 0 0 16186 ISHARES TR MSCI USA MIN VOL 46429B697 4521 64328 SH SOLE 0 0 64328 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 846 17122 SH SOLE 0 0 17122 ISHARES TR MSCI USA QLT FCT 46432F339 573 5136 SH SOLE 0 0 5136 ISHARES TR MSCI USA MMENTM 46432F396 389 2854 SH SOLE 0 0 2854 ISHARES TR CORE MSCI TOTAL 46432F834 422 7394 SH SOLE 0 0 7394 ISHARES TR CORE MSCI EAFE 46432F842 1825 30987 SH SOLE 0 0 30987 ISHARES TR CORE 1 5 YR USD 46432F859 2012 42414 SH SOLE 0 0 42414 ISHARES INC CORE MSCI EMKT 46434G103 293 5911 SH SOLE 0 0 5911 ISHARES TR 0-5YR INVT GR CP 46434V100 438 9055 SH SOLE 0 0 9055 ISHARES TR CORE TOTAL USD 46434V613 964 20611 SH SOLE 0 0 20611 ISHARES TR CORE DIV GRWTH 46434V621 458 9613 SH SOLE 0 0 9613 ISHARES TR U.S. FIXED INCME 46435U796 1045 12186 SH SOLE 0 0 12186 JPMORGAN CHASE &CO COM 46625H100 384 3416 SH SOLE 0 0 3416 JOHNSON &JOHNSON COM 478160104 1126 6327 SH SOLE 0 0 6327 LILLY ELI &CO COM 532457108 219 677 SH SOLE 0 0 677 MERCK &CO INC COM 58933Y105 218 2398 SH SOLE 0 0 2398 MICROSOFT CORP COM 594918104 2390 9295 SH SOLE 0 0 9295 NVIDIA CORPORATION COM 67066G104 393 2594 SH SOLE 0 0 2594 PEPSICO INC COM 713448108 248 1491 SH SOLE 0 0 1491 PFIZER INC COM 717081103 336 6389 SH SOLE 0 0 6389 PROCTER AND GAMBLE CO COM 742718109 2904 20215 SH SOLE 0 0 20215 PROLOGIS INC. COM 74340W103 852 7226 SH SOLE 0 0 7226 RLI CORP COM 749607107 350 3000 SH SOLE 0 0 3000 RAYTHEON TECHNOLOGIES CORP COM 75513E101 297 3101 SH SOLE 0 0 3101 REALTY INCOME CORP COM 756109104 1830 26820 SH SOLE 0 0 26820 REPLIGEN CORP COM 759916109 279 1720 SH SOLE 0 0 1720 ROGERS CORP COM 775133101 313 1193 SH SOLE 0 0 1193 SPDR S&P 500 ETF TR TR UNIT 78462F103 457 1208 SH SOLE 0 0 1208 SPDR GOLD TR GOLD SHS 78463V107 503 2987 SH SOLE 0 0 2987 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 233 4825 SH SOLE 0 0 4825 SPDR SER TR S&P DIVID ETF 78464A763 500 4216 SH SOLE 0 0 4216 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1523 3682 SH SOLE 0 0 3682 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 514 7177 SH SOLE 0 0 7177 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 251 3460 SH SOLE 0 0 3460 STARBUCKS CORP COM 855244109 206 2699 SH SOLE 0 0 2699 TESLA INC COM 88160R101 623 926 SH SOLE 0 0 926 UNITEDHEALTH GROUP INC COM 91324P102 217 424 SH SOLE 0 0 424 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3409 23753 SH SOLE 0 0 23753 VANGUARD STAR FDS VG TL INTL STK F 921909768 290 5614 SH SOLE 0 0 5614 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 549 2522 SH SOLE 0 0 2522 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 529 7050 SH SOLE 0 0 7050 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 382 9346 SH SOLE 0 0 9346 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 10772 105948 SH SOLE 0 0 105948 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 2583 43939 SH SOLE 0 0 43939 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 266 5373 SH SOLE 0 0 5373 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 732 17588 SH SOLE 0 0 17588 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 245 3233 SH SOLE 0 0 3233 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 236 3082 SH SOLE 0 0 3082 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 230 2878 SH SOLE 0 0 2878 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 958 19191 SH SOLE 0 0 19191 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 425 1223 SH SOLE 0 0 1223 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1219 13344 SH SOLE 0 0 13344 VANGUARD INDEX FDS SM CP VAL ETF 922908611 201 1340 SH SOLE 0 0 1340 VANGUARD INDEX FDS MID CAP ETF 922908629 214 1086 SH SOLE 0 0 1086 VANGUARD INDEX FDS GROWTH ETF 922908736 6542 29368 SH SOLE 0 0 29368 VANGUARD INDEX FDS VALUE ETF 922908744 3032 22992 SH SOLE 0 0 22992 VANGUARD INDEX FDS SMALL CP ETF 922908751 1085 6160 SH SOLE 0 0 6160 VANGUARD INDEX FDS TOTAL STK MKT 922908769 305 1609 SH SOLE 0 0 1609 VERIZON COMMUNICATIONS INC COM 92343V104 779 15317 SH SOLE 0 0 15317 WELLS FARGO CO NEW COM 949746101 244 6242 SH SOLE 0 0 6242 WELLTOWER INC COM 95040Q104 404 4927 SH SOLE 0 0 4927