0001398344-19-013110.txt : 20190730 0001398344-19-013110.hdr.sgml : 20190730 20190730121912 ACCESSION NUMBER: 0001398344-19-013110 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190730 DATE AS OF CHANGE: 20190730 EFFECTIVENESS DATE: 20190730 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lee Financial Group Hawaii, Inc. CENTRAL INDEX KEY: 0000837980 IRS NUMBER: 990263125 STATE OF INCORPORATION: HI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18232 FILM NUMBER: 19984139 BUSINESS ADDRESS: STREET 1: 3113 OLU STREET CITY: HONOLULU STATE: HI ZIP: 96816 BUSINESS PHONE: 8089888088 MAIL ADDRESS: STREET 1: 3113 OLU STREET CITY: HONOLULU STATE: HI ZIP: 96816 FORMER COMPANY: FORMER CONFORMED NAME: FIRST PACIFIC MANAGEMENT CORP /ADV DATE OF NAME CHANGE: 20001213 FORMER COMPANY: FORMER CONFORMED NAME: FIRST PACIFIC CAPITAL CORP /ADV DATE OF NAME CHANGE: 19880823 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000837980 XXXXXXXX 06-30-2019 06-30-2019 false Lee Financial Group Hawaii, Inc.

3113 OLU STREET HONOLULU HI 96816

13F HOLDINGS REPORT 028-18232 N Terrence K.H. Lee 808-988-8088 /s/ Terrence K.H. Lee Honolulu HI 07-26-2019 0 30 117033 INFORMATION TABLE 2 fp0044119_13fhr-table.xml 13F INFORMATION TABLE AT&T INC COM 00206R102 1227 36604 SH SOLE 0 0 36604 ALTRIA GROUP INC COM 02209S103 766 16169 SH SOLE 0 0 16169 AMERICAN ELEC PWR CO INC COM 025537101 1479 16805 SH SOLE 0 0 16805 APPLE INC COM 037833100 221 1115 SH SOLE 0 0 1115 BANK AMER CORP COM 060505104 3689 127202 SH SOLE 0 0 127202 COSTCO WHSL CORP NEW COM 22160K105 4631 17526 SH SOLE 0 0 17526 DISNEY WALT CO COM DISNEY 254687106 3521 25213 SH SOLE 0 0 25213 ENBRIDGE INC COM 29250N105 784 21716 SH SOLE 0 0 21716 FORTINET INC COM 34959E109 2082 27100 SH SOLE 0 0 27100 INTEL CORP COM 458140100 1285 26838 SH SOLE 0 0 26838 ISHARES TR US AER DEF ETF 464288760 8110 37836 SH SOLE 0 0 37836 ISHARES TR MIN VOL EAFE ETF 46429B689 4802 66107 SH SOLE 0 0 66107 ISHARES TR MIN VOL USA ETF 46429B697 13339 216087 SH SOLE 0 0 216087 JP MORGAN EXCHANGE TRADED FD DIV RTN INT EQ 46641Q209 6264 115015 SH SOLE 0 0 115015 LABORATORY CORP AMER HLDGS COM NEW 50540R409 3015 17436 SH SOLE 0 0 17436 LOCKHEED MARTIN CORP COM 539830109 2009 5527 SH SOLE 0 0 5527 LOWES COS INC COM 548661107 6413 63553 SH SOLE 0 0 63553 MARRIOTT INTL INC NEW CL A 571903202 3500 24948 SH SOLE 0 0 24948 MERCK & CO INC COM 58933Y105 204 2435 SH SOLE 0 0 2435 MICROSOFT CORP COM 594918104 3646 27214 SH SOLE 0 0 27214 PNC FINL SVCS GROUP INC COM 693475105 1103 8032 SH SOLE 0 0 8032 SPDR SERIES TRUST PORTFOLIO LN COR 78464A367 4050 140876 SH SOLE 0 0 140876 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 11683 320424 SH SOLE 0 0 320424 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4653 59626 SH SOLE 0 0 59626 SIMPSON MANUFACTURING CO INC COM 829073105 2482 37351 SH SOLE 0 0 37351 VALERO ENERGY CORP NEW COM 91913Y100 4152 48496 SH SOLE 0 0 48496 VANGUARD STAR FD VG TL INTL STK F 921909768 509 9652 SH SOLE 0 0 9652 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 3259 37677 SH SOLE 0 0 37677 VISA INC COM CL A 92826C839 4118 23727 SH SOLE 0 0 23727 WISDOMTREE TR YIELD ENHANCD US 97717X511 10037 195888 SH SOLE 0 0 195888