0001398344-19-018701.txt : 20191029 0001398344-19-018701.hdr.sgml : 20191029 20191029152627 ACCESSION NUMBER: 0001398344-19-018701 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191029 DATE AS OF CHANGE: 20191029 EFFECTIVENESS DATE: 20191029 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: 191176135 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 09-30-2019 09-30-2019 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 10-29-2019 0 25 112123 INFORMATION TABLE 2 fp0046717_13fhr-table.xml 13F INFORMATION TABLE AT&T INC COM 00206R102 1409 37226 SH SOLE 0 0 37226 ALTRIA GROUP INC COM 02209S103 706 17256 SH SOLE 0 0 17256 AMERICAN ELEC PWR CO INC COM 025537101 1587 16934 SH SOLE 0 0 16934 APPLE INC COM 037833100 250 1117 SH SOLE 0 0 1117 COSTCO WHSL CORP NEW COM 22160K105 4882 16945 SH SOLE 0 0 16945 DISNEY WALT CO COM DISNEY 254687106 3232 24799 SH SOLE 0 0 24799 ENBRIDGE INC COM 29250N105 838 23895 SH SOLE 0 0 23895 INTEL CORP COM 458140100 1410 27364 SH SOLE 0 0 27364 ISHARES TR US AER DEF ETF 464288760 8555 38074 SH SOLE 0 0 38074 ISHARES TR MIN VOL EAFE ETF 46429B689 2676 36518 SH SOLE 0 0 36518 ISHARES TR MSCI MIN VOL ETF 46429B697 13943 217517 SH SOLE 0 0 217517 JP MORGAN EXCHANGE TRADED FD DIV RTN INT EQ 46641Q209 6390 120180 SH SOLE 0 0 120180 LABORATORY CORP AMER HLDGS COM NEW 50540R409 2879 17139 SH SOLE 0 0 17139 LOCKHEED MARTIN CORP COM 539830109 2144 5497 SH SOLE 0 0 5497 LOWES COS INC COM 548661107 7138 64916 SH SOLE 0 0 64916 MARRIOTT INTL INC NEW CL A 571903202 3048 24508 SH SOLE 0 0 24508 MICROSOFT CORP COM 594918104 3885 27942 SH SOLE 0 0 27942 SPDR SERIES TRUST PORTFOLIO LN COR 78464A367 4438 147489 SH SOLE 0 0 147489 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 12069 328487 SH SOLE 0 0 328487 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2693 33442 SH SOLE 0 0 33442 SIMPSON MANUFACTURING CO INC COM 829073105 2642 38093 SH SOLE 0 0 38093 VALERO ENERGY CORP NEW COM 91913Y100 4195 49218 SH SOLE 0 0 49218 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 3470 39430 SH SOLE 0 0 39430 VISA INC COM CL A 92826C839 3927 22829 SH SOLE 0 0 22829 WISDOMTREE TR YIELD ENHANCD US 97717X511 13717 262369 SH SOLE 0 0 262369