0001398344-20-014212.txt : 20200723 0001398344-20-014212.hdr.sgml : 20200723 20200723172057 ACCESSION NUMBER: 0001398344-20-014212 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200723 DATE AS OF CHANGE: 20200723 EFFECTIVENESS DATE: 20200723 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: 201044331 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 06-30-2020 06-30-2020 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 07-23-2020 0 39 116255 INFORMATION TABLE 2 fp0055765_13fhr-table.xml 13F INFORMATION TABLE ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3038 14085 SH SOLE 0 0 14085 AMAZON COM INC COM 023135106 3388 1228 SH SOLE 0 0 1228 APPLE INC COM 037833100 292 800 SH SOLE 0 0 800 ARK ETF TR INNOVATION ETF 00214Q104 1421 19926 SH SOLE 0 0 19926 ARK ETF TR GENOMIC REV ETF 00214Q302 1418 27181 SH SOLE 0 0 27181 AT&T INC COM 00206R102 1113 36815 SH SOLE 0 0 36815 CLOROX CO DEL COM 189054109 678 3090 SH SOLE 0 0 3090 COMCAST CORP NEW CL A 20030N101 737 18918 SH SOLE 0 0 18918 COSTCO WHSL CORP NEW COM 22160K105 4709 15531 SH SOLE 0 0 15531 EMERGENT BIOSOLUTIONS INC COM 29089Q105 682 8626 SH SOLE 0 0 8626 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 1341 40592 SH SOLE 0 0 40592 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 378 7456 SH SOLE 0 0 7456 GLOBAL X FDS SOCIAL MED ETF 37950E416 1144 26700 SH SOLE 0 0 26700 INTEL CORP COM 458140100 1511 25252 SH SOLE 0 0 25252 ISHARES TR MSCI MIN VOL ETF 46429B697 13222 218079 SH SOLE 0 0 218079 ISHARES TR US AER DEF ETF 464288760 495 3003 SH SOLE 0 0 3003 ISHARES TR S&P SML 600 GWT 464287887 307 1811 SH SOLE 0 0 1811 ISHARES TR MIN VOL EAFE ETF 46429B689 219 3321 SH SOLE 0 0 3321 J P MORGAN EXCHANGE-TRADED F DIV RTN INT EQ 46641Q209 4236 85731 SH SOLE 0 0 85731 JOHNSON & JOHNSON COM 478160104 846 6018 SH SOLE 0 0 6018 LABORATORY CORP AMER HLDGS COM NEW 50540R409 3851 23185 SH SOLE 0 0 23185 LOGITECH INTL S A SHS H50430232 3709 56779 SH SOLE 0 0 56779 MARRIOTT INTL INC NEW CL A 571903202 970 11310 SH SOLE 0 0 11310 MICROSOFT CORP COM 594918104 6452 31701 SH SOLE 0 0 31701 SCHWAB CHARLES CORP COM 808513105 586 17358 SH SOLE 0 0 17358 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 5947 56912 SH SOLE 0 0 56912 SELECT SECTOR SPDR TR ENERGY 81369Y506 3527 93191 SH SOLE 0 0 93191 SPDR SER TR PORTFOLI S&P1500 78464A805 12983 343651 SH SOLE 0 0 343651 SPOTIFY TECHNOLOGY S A SHS L8681T102 4427 17148 SH SOLE 0 0 17148 STARBUCKS CORP COM 855244109 3079 41838 SH SOLE 0 0 41838 VALERO ENERGY CORP COM 91913Y100 216 3671 SH SOLE 0 0 3671 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 4012 35930 SH SOLE 0 0 35930 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3711 39819 SH SOLE 0 0 39819 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 498 8633 SH SOLE 0 0 8633 VANGUARD INDEX FDS GROWTH ETF 922908736 757 3744 SH SOLE 0 0 3744 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 579 2042 SH SOLE 0 0 2042 VISA INC COM CL A 92826C839 4740 24539 SH SOLE 0 0 24539 WISDOMTREE TR YIELD ENHANCD US 97717X511 14584 270972 SH SOLE 0 0 270972 WISDOMTREE TR FLOATNG RAT TREA 97717X628 452 18007 SH SOLE 0 0 18007