0001085146-22-002942.txt : 20220810 0001085146-22-002942.hdr.sgml : 20220810 20220810143758 ACCESSION NUMBER: 0001085146-22-002942 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220810 DATE AS OF CHANGE: 20220810 EFFECTIVENESS DATE: 20220810 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SBK Financial, Inc. CENTRAL INDEX KEY: 0001911894 IRS NUMBER: 364549119 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22308 FILM NUMBER: 221151466 BUSINESS ADDRESS: STREET 1: 1001 HAXALL POINT STREET 2: SUITE 705 CITY: RICHMOND STATE: VA ZIP: 23219 BUSINESS PHONE: (804) 237-1700 MAIL ADDRESS: STREET 1: 1001 HAXALL POINT STREET 2: SUITE 705 CITY: RICHMOND STATE: VA ZIP: 23219 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001911894 XXXXXXXX 06-30-2022 06-30-2022 false SBK Financial, Inc.

1001 HAXALL POINT SUITE 705 RICHMOND VA 23219

13F HOLDINGS REPORT 028-22308 N Stephanie F. Stumpf 804-237-1700 /s/Stephanie F. Stumpf Richmond VA 08-10-2022 0 68 76565 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 282 2600 SH SOLE 0 0 2600 ALPHABET INC CAP STK CL A 02079K305 1800 826 SH SOLE 0 0 826 ALPHABET INC CAP STK CL C 02079K107 744 340 SH SOLE 0 0 340 AMAZON COM INC COM 023135106 1145 10780 SH SOLE 0 0 10780 AMERICAN TOWER CORP NEW COM 03027X100 383 1500 SH SOLE 0 0 1500 APPLE INC COM 037833100 5434 39743 SH SOLE 0 0 39743 BANK NEW YORK MELLON CORP COM 064058100 250 6000 SH SOLE 0 0 6000 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 567 2075 SH SOLE 0 0 2075 BRISTOL-MYERS SQUIBB CO COM 110122108 539 7000 SH SOLE 0 0 7000 CAPITAL ONE FINL CORP COM 14040H105 554 5316 SH SOLE 0 0 5316 CHEVRON CORP NEW COM 166764100 655 4524 SH SOLE 0 0 4524 COCA COLA CO COM 191216100 924 14685 SH SOLE 0 0 14685 DANAHER CORPORATION COM 235851102 1242 4900 SH SOLE 0 0 4900 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 452 11084 SH SOLE 11084 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 207 6538 SH SOLE 0 0 6538 DISNEY WALT CO COM 254687106 1510 16000 SH SOLE 0 0 16000 DOLLAR TREE INC COM 256746108 711 4562 SH SOLE 0 0 4562 EXXON MOBIL CORP COM 30231G102 1319 15400 SH SOLE 0 0 15400 HOME DEPOT INC COM 437076102 1152 4200 SH SOLE 0 0 4200 INTEL CORP COM 458140100 299 8000 SH SOLE 0 0 8000 INTERNATIONAL BUSINESS MACHS COM 459200101 491 3475 SH SOLE 0 0 3475 ISHARES TR AGGRES ALLOC ETF 464289859 243 4056 SH SOLE 0 0 4056 ISHARES TR CORE S&P MCP ETF 464287507 226 1001 SH SOLE 0 0 1001 ISHARES TR CORE S&P SCP ETF 464287804 868 9394 SH SOLE 0 0 9394 ISHARES TR CORE S&P500 ETF 464287200 777 2048 SH SOLE 578 0 1470 ISHARES TR CRE U S REIT ETF 464288521 13021 243834 SH SOLE 30249 0 213585 ISHARES TR EAFE GRWTH ETF 464288885 1259 15641 SH SOLE 7605 0 8036 ISHARES TR EAFE VALUE ETF 464288877 260 5980 SH SOLE 0 0 5980 ISHARES TR MSCI EAFE ETF 464287465 596 9530 SH SOLE 7784 0 1746 ISHARES TR MSCI EMG MKT ETF 464287234 382 9525 SH SOLE 9525 0 0 ISHARES TR RUS 1000 ETF 464287622 477 2295 SH SOLE 0 0 2295 ISHARES TR RUS 1000 GRW ETF 464287614 676 3092 SH SOLE 541 0 2551 ISHARES TR RUS 1000 VAL ETF 464287598 261 1801 SH SOLE 502 0 1299 ISHARES TR RUS 2000 GRW ETF 464287648 797 3861 SH SOLE 2008 0 1853 ISHARES TR RUS MD CP GR ETF 464287481 2559 32305 SH SOLE 11083 0 21222 ISHARES TR RUS MDCP VAL ETF 464287473 1980 19496 SH SOLE 341 0 19155 ISHARES TR RUS MID CAP ETF 464287499 738 11412 SH SOLE 892 0 10520 ISHARES TR S&P 500 GRWT ETF 464287309 1188 19686 SH SOLE 8645 0 11041 ISHARES TR S&P 500 VAL ETF 464287408 718 5221 SH SOLE 1927 0 3294 ISHARES TR SP SMCP600VL ETF 464287879 210 2360 SH SOLE 2110 0 250 JOHNSON & JOHNSON COM 478160104 1990 11213 SH SOLE 0 0 11213 JPMORGAN CHASE & CO COM 46625H100 678 6023 SH SOLE 0 0 6023 LOWES COS INC COM 548661107 2596 14860 SH SOLE 0 0 14860 MCDONALDS CORP COM 580135101 494 2000 SH SOLE 0 0 2000 MERCK & CO INC COM 58933Y105 939 10304 SH SOLE 0 0 10304 MICROSOFT CORP COM 594918104 6796 26461 SH SOLE 0 0 26461 NEXTERA ENERGY INC COM 65339F101 465 6000 SH SOLE 0 0 6000 NIKE INC CL B 654106103 1947 19050 SH SOLE 0 0 19050 ORACLE CORP COM 68389X105 377 5400 SH SOLE 0 0 5400 PFIZER INC COM 717081103 985 18778 SH SOLE 0 0 18778 PHILIP MORRIS INTL INC COM 718172109 1155 11700 SH SOLE 0 0 11700 PNC FINL SVCS GROUP INC COM 693475105 384 2433 SH SOLE 0 0 2433 PPG INDS INC COM 693506107 1128 9863 SH SOLE 0 0 9863 PROCTER AND GAMBLE CO COM 742718109 963 6700 SH SOLE 0 0 6700 RAYTHEON TECHNOLOGIES CORP COM 75513E101 644 6700 SH SOLE 0 0 6700 SPDR S&P 500 ETF TR TR UNIT 78462F103 1540 4081 SH SOLE 0 0 4081 UNION PAC CORP COM 907818108 725 3400 SH SOLE 0 0 3400 UNITED PARCEL SERVICE INC CL B 911312106 274 1500 SH SOLE 0 0 1500 UNITEDHEALTH GROUP INC COM 91324P102 220 429 SH SOLE 0 0 429 VANGUARD INDEX FDS MID CAP ETF 922908629 842 4277 SH SOLE 0 0 4277 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 397 4352 SH SOLE 0 0 4352 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 351 1011 SH SOLE 0 0 1011 VANGUARD INDEX FDS SMALL CP ETF 922908751 563 3198 SH SOLE 0 0 3198 VANGUARD INDEX FDS TOTAL STK MKT 922908769 374 1983 SH SOLE 0 0 1983 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 212 5094 SH SOLE 0 0 5094 VISA INC COM CL A 92826C839 1122 5700 SH SOLE 0 0 5700 WALMART INC COM 931142103 438 3600 SH SOLE 0 0 3600 WORKHORSE GROUP INC COM NEW 98138J206 70 27112 SH SOLE 0 0 27112