0001910273-22-000004.txt : 20221024 0001910273-22-000004.hdr.sgml : 20221024 20221024111250 ACCESSION NUMBER: 0001910273-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221024 DATE AS OF CHANGE: 20221024 EFFECTIVENESS DATE: 20221024 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: 221325298 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 09-30-2022 09-30-2022 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 10-24-2022 0 126 144110 false INFORMATION TABLE 2 13F_IAG_2022Q3.xml AT&T INC COM 00206R102 246 16030 SH SOLE 0 0 16030 ABBOTT LABS COM 002824100 223 2300 SH SOLE 0 0 2300 ABBVIE INC COM 00287Y109 510 3798 SH SOLE 0 0 3798 ALPHABET INC CAP STK CL C 02079K107 656 6826 SH SOLE 0 0 6826 ALPHABET INC CAP STK CL A 02079K305 511 5340 SH SOLE 0 0 5340 ALTRIA GROUP INC COM 02209S103 348 8616 SH SOLE 0 0 8616 AMAZON COM INC COM 023135106 1770 15660 SH SOLE 0 0 15660 AMERICAN CENTY ETF TR DIVERSIFID CRP 025072109 355 7950 SH SOLE 0 0 7950 AMETEK INC COM 031100100 306 2700 SH SOLE 0 0 2700 AMGEN INC COM 031162100 459 2036 SH SOLE 0 0 2036 APPLE INC COM 037833100 4170 30175 SH SOLE 0 0 30175 BK OF AMERICA CORP COM 060505104 206 6832 SH SOLE 0 0 6832 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 611 2289 SH SOLE 0 0 2289 BRISTOL-MYERS SQUIBB CO COM 110122108 234 3285 SH SOLE 0 0 3285 CVS HEALTH CORP COM 126650100 248 2601 SH SOLE 0 0 2601 CHEVRON CORP NEW COM 166764100 233 1624 SH SOLE 0 0 1624 CISCO SYS INC COM 17275R102 231 5764 SH SOLE 0 0 5764 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1294 33329 SH SOLE 0 0 33329 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1377 29605 SH SOLE 0 0 29605 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 9661 434408 SH SOLE 0 0 434408 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1939 65468 SH SOLE 0 0 65468 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 3137 166090 SH SOLE 0 0 166090 DISNEY WALT CO COM 254687106 282 2992 SH SOLE 0 0 2992 EDWARDS LIFESCIENCES CORP COM 28176E108 295 3574 SH SOLE 0 0 3574 EXXON MOBIL CORP COM 30231G102 1280 14666 SH SOLE 0 0 14666 META PLATFORMS INC CL A 30303M102 394 2901 SH SOLE 0 0 2901 FORTINET INC COM 34959E109 246 5000 SH SOLE 0 0 5000 HINGHAM INSTN SVGS MASS COM 433323102 284 1130 SH SOLE 0 0 1130 INTERNATIONAL BUSINESS MACHS COM 459200101 248 2084 SH SOLE 0 0 2084 INVESCO QQQ TR UNIT SER 1 46090E103 1104 4130 SH 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ISHARES TR RUS 2000 VAL ETF 464287630 381 2953 SH SOLE 0 0 2953 ISHARES TR RUS 2000 GRW ETF 464287648 296 1433 SH SOLE 0 0 1433 ISHARES TR CORE S&P US VLU 464287663 285 4558 SH SOLE 0 0 4558 ISHARES TR U.S. TECH ETF 464287721 445 6061 SH SOLE 0 0 6061 ISHARES TR U.S. REAL ES ETF 464287739 432 5309 SH SOLE 0 0 5309 ISHARES TR CORE S&P SCP ETF 464287804 5599 64214 SH SOLE 0 0 64214 ISHARES TR JPMORGAN USD EMG 464288281 323 4068 SH SOLE 0 0 4068 ISHARES TR NATIONAL MUN ETF 464288414 341 3323 SH SOLE 0 0 3323 ISHARES TR ISHS 1-5YR INVS 464288646 2273 46125 SH SOLE 0 0 46125 ISHARES TR SHORT TREAS BD 464288679 571 5190 SH SOLE 0 0 5190 ISHARES TR PFD AND INCM SEC 464288687 540 17055 SH SOLE 0 0 17055 ISHARES TR MODERT ALLOC ETF 464289875 3990 108981 SH SOLE 0 0 108981 ISHARES TR CONSER ALLOC ETF 464289883 5472 167741 SH SOLE 0 0 167741 ISHARES TR FLTG RATE NT ETF 46429B655 312 6202 SH SOLE 0 0 6202 ISHARES TR CORE HIGH DV ETF 46429B663 1490 16323 SH SOLE 0 0 16323 ISHARES TR MSCI USA MIN VOL 46429B697 4281 64760 SH SOLE 0 0 64760 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 777 15783 SH SOLE 0 0 15783 ISHARES TR MSCI USA QLT FCT 46432F339 530 5100 SH SOLE 0 0 5100 ISHARES TR MSCI USA MMENTM 46432F396 375 2856 SH SOLE 0 0 2856 ISHARES TR CORE MSCI TOTAL 46432F834 405 7944 SH SOLE 0 0 7944 ISHARES TR CORE MSCI EAFE 46432F842 1601 30391 SH SOLE 0 0 30391 ISHARES TR CORE 1 5 YR USD 46432F859 2045 44371 SH SOLE 0 0 44371 ISHARES INC CORE MSCI EMKT 46434G103 260 6052 SH SOLE 0 0 6052 ISHARES TR 0-5YR INVT GR CP 46434V100 429 9055 SH SOLE 0 0 9055 ISHARES TR CORE TOTAL USD 46434V613 941 21156 SH SOLE 0 0 21156 ISHARES TR CORE DIV GRWTH 46434V621 429 9638 SH SOLE 0 0 9638 ISHARES TR U.S. FIXED INCME 46435U796 973 11876 SH SOLE 0 0 11876 JPMORGAN CHASE & CO COM 46625H100 357 3416 SH SOLE 0 0 3416 JOHNSON & JOHNSON COM 478160104 1027 6288 SH SOLE 0 0 6288 LILLY ELI & CO COM 532457108 219 677 SH SOLE 0 0 677 LORDSTOWN MOTORS CORP COM CL A 54405Q100 20 11035 SH SOLE 0 0 11035 MERCK & CO INC COM 58933Y105 207 2398 SH SOLE 0 0 2398 MICROSOFT CORP COM 594918104 2182 9368 SH SOLE 0 0 9368 NVIDIA CORPORATION COM 67066G104 254 2094 SH SOLE 0 0 2094 NUVEEN FLOATING RATE INCOME COM 67072T108 158 19497 SH SOLE 0 0 19497 PEPSICO INC COM 713448108 235 1441 SH SOLE 0 0 1441 PFIZER INC COM 717081103 289 6595 SH SOLE 0 0 6595 PROCTER AND GAMBLE CO COM 742718109 2559 20269 SH SOLE 0 0 20269 PROLOGIS INC. COM 74340W103 734 7226 SH SOLE 0 0 7226 RLI CORP COM 749607107 307 3000 SH SOLE 0 0 3000 RAYTHEON TECHNOLOGIES CORP COM 75513E101 254 3101 SH SOLE 0 0 3101 REALTY INCOME CORP COM 756109104 1628 27980 SH SOLE 0 0 27980 REPLIGEN CORP COM 759916109 322 1720 SH SOLE 0 0 1720 ROGERS CORP COM 775133101 289 1193 SH SOLE 0 0 1193 SPDR S&P 500 ETF TR TR UNIT 78462F103 432 1209 SH SOLE 0 0 1209 SPDR GOLD TR GOLD SHS 78463V107 462 2987 SH SOLE 0 0 2987 SPDR SER TR S&P DIVID ETF 78464A763 470 4216 SH SOLE 0 0 4216 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1479 3683 SH SOLE 0 0 3683 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 543 8171 SH SOLE 0 0 8171 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 236 3530 SH SOLE 0 0 3530 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 256 8420 SH SOLE 0 0 8420 SESEN BIO INC COM 817763105 9 20000 SH SOLE 0 0 20000 STARBUCKS CORP COM 855244109 228 2704 SH SOLE 0 0 2704 TESLA INC COM 88160R101 1520 5730 SH SOLE 0 0 5730 UNITEDHEALTH GROUP INC COM 91324P102 235 465 SH SOLE 0 0 465 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3229 23888 SH SOLE 0 0 23888 VANGUARD STAR FDS VG TL INTL STK F 921909768 375 8199 SH SOLE 0 0 8199 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 526 2522 SH SOLE 0 0 2522 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 530 7425 SH SOLE 0 0 7425 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 336 9229 SH SOLE 0 0 9229 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 10510 110777 SH SOLE 0 0 110777 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 2463 47321 SH SOLE 0 0 47321 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 206 4218 SH SOLE 0 0 4218 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 256 5373 SH SOLE 0 0 5373 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 205 4626 SH SOLE 0 0 4626 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 698 19126 SH SOLE 0 0 19126 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 221 2973 SH SOLE 0 0 2973 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 238 3280 SH SOLE 0 0 3280 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 236 3119 SH SOLE 0 0 3119 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 924 19191 SH SOLE 0 0 19191 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 474 1444 SH SOLE 0 0 1444 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1074 13400 SH SOLE 0 0 13400 VANGUARD INDEX FDS MID CAP ETF 922908629 204 1086 SH SOLE 0 0 1086 VANGUARD INDEX FDS GROWTH ETF 922908736 7025 32835 SH SOLE 0 0 32835 VANGUARD INDEX FDS VALUE ETF 922908744 3180 25751 SH SOLE 0 0 25751 VANGUARD INDEX FDS SMALL CP ETF 922908751 1049 6136 SH SOLE 0 0 6136 VANGUARD INDEX FDS TOTAL STK MKT 922908769 999 5567 SH SOLE 0 0 5567 VERIZON COMMUNICATIONS INC COM 92343V104 582 15318 SH SOLE 0 0 15318 WELLS FARGO CO NEW COM 949746101 251 6243 SH SOLE 0 0 6243 WELLTOWER INC COM 95040Q104 317 4927 SH SOLE 0 0 4927 WORKHORSE GROUP INC COM NEW 98138J206 30 10300 SH SOLE 0 0 10300