0001398344-21-015695.txt : 20210809 0001398344-21-015695.hdr.sgml : 20210809 20210806174200 ACCESSION NUMBER: 0001398344-21-015695 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210809 DATE AS OF CHANGE: 20210806 EFFECTIVENESS DATE: 20210809 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: 211154021 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 06-30-2021 06-30-2021 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 08-06-2021 0 36 138739 INFORMATION TABLE 2 fp0067347_13fhr-table.xml 13F INFORMATION TABLE APPLE INC COM 037833100 544 3970 SH SOLE 0 0 3970 ARK ETF TR INNOVATION ETF 00214Q104 8758 66964 SH SOLE 0 0 66964 AMAZON COM INC COM 023135106 808 235 SH SOLE 0 0 235 COSTCO WHSL CORP NEW COM 22160K105 666 1682 SH SOLE 0 0 1682 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 8512 182037 SH SOLE 0 0 182037 FORTINET INC COM 34959E109 1152 4837 SH SOLE 0 0 4837 GLOBAL X FDS SOCIAL MED ETF 37950E416 8488 117250 SH SOLE 0 0 117250 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 582 16651 SH SOLE 0 0 16651 GOLDMAN SACHS ETF TR ACCESS INVT GR 381430479 6900 125812 SH SOLE 0 0 125812 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 1421 16518 SH SOLE 0 0 16518 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 539 12221 SH SOLE 0 0 12221 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 565 36864 SH SOLE 0 0 36864 ISHARES TR ASIA 50 ETF 464288430 4836 52767 SH SOLE 0 0 52767 ISHARES TR MSCI USA MIN VOL 46429B697 1155 15696 SH SOLE 0 0 15696 ISHARES TR HIGH YLD BD FCTR 46435G250 377 7238 SH SOLE 0 0 7238 ISHARES TR RUSEL 2500 ETF 46435G268 9295 140351 SH SOLE 0 0 140351 ISHARES TR CR 5 10 YR ETF 46435G417 936 18204 SH SOLE 0 0 18204 J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM 46641Q332 265 4377 SH SOLE 0 0 4377 J P MORGAN EXCHANGE-TRADED F INTL BD OPP ETF 46641Q852 373 7247 SH SOLE 0 0 7247 LABORATORY CORP AMER HLDGS COM NEW 50540R409 596 2162 SH SOLE 0 0 2162 LOGITECH INTL S A SHS H50430232 378 3128 SH SOLE 0 0 3128 MICROSOFT CORP COM 594918104 826 3049 SH SOLE 0 0 3049 PACER FDS TR US CASH COWS 100 69374H881 17528 409722 SH SOLE 0 0 409722 PIMCO ETF TR ACTIVE BD ETF 72201R775 14123 127277 SH SOLE 0 0 127277 QUALCOMM INC COM 747525103 560 3915 SH SOLE 0 0 3915 SPDR SER TR HLTH CR EQUIP 78464A581 7861 60832 SH SOLE 0 0 60832 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 562 12140 SH SOLE 0 0 12140 SELECT SECTOR SPDR TR ENERGY 81369Y506 348 6457 SH SOLE 0 0 6457 STARBUCKS CORP COM 855244109 382 3415 SH SOLE 0 0 3415 TESLA INC COM 88160R101 224 330 SH SOLE 0 0 330 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1191 13245 SH SOLE 0 0 13245 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 8209 129502 SH SOLE 0 0 129502 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 28280 71865 SH SOLE 0 0 71865 VANGUARD INDEX FDS MID CAP ETF 922908629 471 1986 SH SOLE 0 0 1986 VISA INC COM CL A 92826C839 585 2503 SH SOLE 0 0 2503 WISDOMTREE TR YIELD ENHANCD US 97717X511 442 8475 SH SOLE 0 0 8475