0001973849-23-000001.txt : 20230421 0001973849-23-000001.hdr.sgml : 20230421 20230421133403 ACCESSION NUMBER: 0001973849-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230421 DATE AS OF CHANGE: 20230421 EFFECTIVENESS DATE: 20230421 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Whitaker-Myers Wealth Managers, LTD. CENTRAL INDEX KEY: 0001973849 IRS NUMBER: 465068404 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23186 FILM NUMBER: 23835675 BUSINESS ADDRESS: STREET 1: 1485 LEXINGTON AVE. CITY: MANSFIELD STATE: OH ZIP: 44907 BUSINESS PHONE: 330-345-5000 MAIL ADDRESS: STREET 1: 1485 LEXINGTON AVE. CITY: MANSFIELD STATE: OH ZIP: 44907 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001973849 XXXXXXXX 12-31-2022 12-31-2022 false Whitaker-Myers Wealth Managers, LTD.

1485 Lexington Ave. Mansfield OH 44907

13F HOLDINGS REPORT 028-23186 000286093 801-118404 N Kelly F. Taylor 3303453900 /s/ Kelly F. Taylor Mansfield OH 04-21-2023 0 68 104312394 INFORMATION TABLE 2 infotable.xml ABRDN ASIA PACIFIC INCOME FU COM 003009107 92303 35096 SH SOLE 0 0 35096 AMAZON COM INC COM 023135106 202055 2405 SH SOLE 0 0 2405 AMERICAN CENTY ETF TR US SML CP VALU 025072877 361245 4848 SH SOLE 0 0 4848 APPLE INC COM 037833100 1115036 8582 SH SOLE 0 0 8582 DBX ETF TR XTRACK MSCI EAFE 233051200 4934578 153105 SH SOLE 0 0 153105 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 291878 11918 SH SOLE 0 0 11918 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 445639 11468 SH SOLE 0 0 11468 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 263104 5550 SH SOLE 0 0 5550 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 2308549 30801 SH SOLE 0 0 30801 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 1035168 23569 SH SOLE 0 0 23569 FIRST TR VALUE LINE DIVID IN SHS 33734H106 2302289 57687 SH SOLE 0 0 57687 FRANKLIN TEMPLETON ETF TR INTL COR DIV TIL 35473P108 400609 15005 SH SOLE 0 0 15005 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 3063317 27968 SH SOLE 0 0 27968 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 584337 10924 SH SOLE 0 0 10924 INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 46137V472 325588 4714 SH SOLE 0 0 4714 INVESCO EXCHANGE TRADED FD T S&P MDCP VLU MNT 46137V456 1981558 44995 SH SOLE 0 0 44995 INVESCO QQQ TR UNIT SER 1 46090E103 1715121 6441 SH SOLE 0 0 6441 ISHARES TR U.S. ENERGY ETF 464287796 786408 16916 SH SOLE 0 0 16916 ISHARES TR SP SMCP600VL ETF 464287879 635041 6955 SH SOLE 0 0 6955 ISHARES TR S&P SML 600 GWT 464287887 786349 7276 SH SOLE 0 0 7276 ISHARES TR MRGSTR MD CP GRW 464288307 677598 12576 SH SOLE 0 0 12576 ISHARES TR S&P MC 400VL ETF 464287705 1035483 10273 SH SOLE 0 0 10273 ISHARES TR US HLTHCARE ETF 464287762 733311 2585 SH SOLE 0 0 2585 ISHARES TR CORE S&P TTL STK 464287150 1498662 17673 SH SOLE 0 0 17673 ISHARES TR S&P MC 400GR ETF 464287606 763293 11176 SH SOLE 0 0 11176 ISHARES TR MSCI ACWI EXUS 46435G847 1727426 67710 SH SOLE 0 0 67710 ISHARES TR RUS MDCP VAL ETF 464287473 1756030 16670 SH SOLE 0 0 16670 ISHARES TR RUS MD CP GR ETF 464287481 1654938 19796 SH SOLE 0 0 19796 ISHARES TR CORE S&P MCP ETF 464287507 2152867 8900 SH SOLE 0 0 8900 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1720204 34315 SH SOLE 0 0 34315 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 296389 6253 SH SOLE 0 0 6253 JPMORGAN CHASE & CO COM 46625H100 230911 1722 SH SOLE 0 0 1722 MICROSOFT CORP COM 594918104 249219 1039 SH SOLE 0 0 1039 NORTHERN LTS FD TR IV INSPIRE 100 ETF 66538H534 602412 20121 SH SOLE 0 0 20121 NORTHERN LTS FD TR IV INSPIRE SML/ MID 66538H641 233175 7744 SH SOLE 0 0 7744 NORTHERN LTS FD TR IV INSPIRE INTL ETF 66538H419 364482 13981 SH SOLE 0 0 13981 OUSTER INC COM 68989M103 18246 21143 SH SOLE 0 0 21143 PACER FDS TR PACER US SMALL 69374H857 208084 5788 SH SOLE 0 0 5788 PACER FDS TR TRENDPILOT INTL 69374H683 1185357 48881 SH SOLE 0 0 48881 PACER FDS TR TRENDPILOT US BD 69374H642 227807 11328 SH SOLE 0 0 11328 PACER FDS TR TRENDP US MID CP 69374H204 1218910 39055 SH SOLE 0 0 39055 PACER FDS TR TRENDP US LAR CP 69374H105 2962206 79013 SH SOLE 0 0 79013 PACER FDS TR US CASH COWS 100 69374H881 255734 5529 SH SOLE 0 0 5529 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 7953779 105292 SH SOLE 0 0 105292 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 510932 10591 SH SOLE 0 0 10591 SCHWAB STRATEGIC TR US TIPS ETF 808524870 268182 5178 SH SOLE 0 0 5178 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2679792 66151 SH SOLE 0 0 66151 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 733667 16373 SH SOLE 0 0 16373 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1434466 25818 SH SOLE 0 0 25818 SPDR S&P 500 ETF TR TR UNIT 78462F103 340612 891 SH SOLE 0 0 891 TESLA INC COM 88160R101 219668 1783 SH SOLE 0 0 1783 TIMOTHY PLAN U S SM CP CORE 887432342 247570 8136 SH SOLE 0 0 8136 TIMOTHY PLAN HIG DV STK ETF 887432326 266645 8565 SH SOLE 0 0 8565 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 18305050 282007 SH SOLE 0 0 282007 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1747093 24319 SH SOLE 0 0 24319 VANGUARD INDEX FDS SMALL CP ETF 922908751 338690 1845 SH SOLE 0 0 1845 VANGUARD INDEX FDS TOTAL STK MKT 922908769 618089 3233 SH SOLE 0 0 3233 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4544606 28618 SH SOLE 0 0 28618 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1772874 8841 SH SOLE 0 0 8841 VANGUARD INDEX FDS VALUE ETF 922908744 1838828 13100 SH SOLE 0 0 13100 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 302665 2238 SH SOLE 0 0 2238 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5813122 16546 SH SOLE 0 0 16546 VANGUARD INDEX FDS GROWTH ETF 922908736 2353922 11046 SH SOLE 0 0 11046 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 437787 5648 SH SOLE 0 0 5648 VANGUARD STAR FDS VG TL INTL STK F 921909768 667076 12898 SH SOLE 0 0 12898 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1098561 26175 SH SOLE 0 0 26175 VICTORY PORTFOLIOS II VCSHS US SMCP HG 92647N873 291038 5642 SH SOLE 0 0 5642 WISDOMTREE TR INTL SMCAP DIV 97717W760 4124764 71166 SH SOLE 0 0 71166