0001606587-22-002289.txt : 20221114 0001606587-22-002289.hdr.sgml : 20221114 20221114092458 ACCESSION NUMBER: 0001606587-22-002289 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: James Reed Financial Services, Inc. CENTRAL INDEX KEY: 0001911052 IRS NUMBER: 341529260 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22159 FILM NUMBER: 221381124 BUSINESS ADDRESS: STREET 1: 5885 LANDERBROOK DRIVE STREET 2: SUITE 110 CITY: CLEVELAND STATE: OH ZIP: 44124 BUSINESS PHONE: 2164642090 MAIL ADDRESS: STREET 1: 5885 LANDERBROOK DRIVE STREET 2: SUITE 110 CITY: CLEVELAND STATE: OH ZIP: 44124 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001911052 XXXXXXXX 09-30-2022 09-30-2022 false James Reed Financial Services, Inc.
5885 LANDERBROOK DRIVE SUITE 110 CLEVELAND OH 44124
13F HOLDINGS REPORT 028-22159 N
AMANDA ELIZABETH LISACHENKO COO/ Chief Compliance Officer 2164642090 AMANDA ELIZABETH LISACHENKO CLEVELAND OH 10-25-2022 0 12 66794 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO Com COM 88579Y101 330 2993 SH SOLE None 0 0 2993 APPLE COMPUTER INC. COM 037833100 795 5759 SH SOLE None 0 0 5759 ARK INNOVATION ETF INNOVATION ETF 00214Q104 575 15242 SH SOLE None 0 0 15242 Fs Kkr Cap Corp Com COM 302635206 268 15828 SH SOLE None 0 0 15828 ISHARES TR EDGE MSCI USA SIZE FACTOR ETF MSCI USA SZE FT 46432F370 17826 171012 SH SOLE None 0 0 171012 MICROSOFT CORP COM 594918104 617 2653 SH SOLE None 0 0 2653 PROGRESSIVE CORP COM 743315103 438 3770 SH SOLE None 0 0 3770 SPDR SP 500 ETF TR UNIT 78462F103 253 711 SH SOLE None 0 0 711 VANGUARD LARGE CAP ETF LARGE CAP ETF 922908637 18841 115199 SH SOLE None 0 0 115199 VANGUARD MIDCAP ETF MID CAP ETF 922908629 5859 31169 SH SOLE None 0 0 31169 VANGUARD SMALLCAP ETF SMALL CP ETF 922908751 3349 19596 SH SOLE None 0 0 19596 VICTORY PORTFOLIOS II VICTORYSHSARES US EQ INCOME VCSHS US EQ INCM 92647N824 17643 297229 SH SOLE None 0 0 297229