0001398344-21-002151.txt : 20210203 0001398344-21-002151.hdr.sgml : 20210203 20210202184605 ACCESSION NUMBER: 0001398344-21-002151 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210203 DATE AS OF CHANGE: 20210202 EFFECTIVENESS DATE: 20210203 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: 21583297 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 12-31-2020 12-31-2020 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 02-02-2021 0 42 118685 INFORMATION TABLE 2 fp0061724_13fhr-table.xml 13F INFORMATION TABLE AT&T INC COM 00206R102 279 9718 SH SOLE 0 0 9718 ARK ETF TR INNOVATION ETF 00214Q104 5574 44777 SH SOLE 0 0 44777 ARK ETF TR GENOMIC REV ETF 00214Q302 5226 56041 SH SOLE 0 0 56041 AMAZON COM INC COM 023135106 3573 1097 SH SOLE 0 0 1097 COSTCO WHSL CORP NEW COM 22160K105 767 2036 SH SOLE 0 0 2036 DOCUSIGN INC COM 256163106 719 3234 SH SOLE 0 0 3234 EMERGENT BIOSOLUTIONS INC COM 29089Q105 635 7085 SH SOLE 0 0 7085 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 3712 83635 SH SOLE 0 0 83635 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 513 7453 SH SOLE 0 0 7453 FORTINET INC COM 34959E109 4807 32362 SH SOLE 0 0 32362 GLOBAL X FDS SOCIAL MED ETF 37950E416 2872 46493 SH SOLE 0 0 46493 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 786 24653 SH SOLE 0 0 24653 GOLDMAN SACHS ETF TR ACCESS INVT GR 381430479 486 8645 SH SOLE 0 0 8645 INTEL CORP COM 458140100 1009 20259 SH SOLE 0 0 20259 ISHARES TR TIPS BD ETF 464287176 4002 31350 SH SOLE 0 0 31350 ISHARES TR S&P SML 600 GWT 464287887 391 3427 SH SOLE 0 0 3427 ISHARES TR GL CLEAN ENE ETF 464288224 606 21454 SH SOLE 0 0 21454 ISHARES TR ASIA 50 ETF 464288430 333 3816 SH SOLE 0 0 3816 ISHARES TR US AER DEF ETF 464288760 497 5246 SH SOLE 0 0 5246 ISHARES TR MSCI EAFE MIN VL 46429B689 250 3407 SH SOLE 0 0 3407 ISHARES TR MSCI USA MIN VOL 46429B697 13059 192390 SH SOLE 0 0 192390 ISHARES TR RUSEL 2500 ETF 46435G268 5883 103640 SH SOLE 0 0 103640 LABORATORY CORP AMER HLDGS COM NEW 50540R409 670 3290 SH SOLE 0 0 3290 MICROSOFT CORP COM 594918104 6007 27010 SH SOLE 0 0 27010 QUALCOMM INC COM 747525103 4684 30748 SH SOLE 0 0 30748 RENAISSANCE CAP GREENWICH FD IPO ETF 759937204 527 8169 SH SOLE 0 0 8169 SPDR SER TR PORTFLI INTRMDIT 78464A672 3391 102576 SH SOLE 0 0 102576 SPDR SER TR PORTFOLI S&P1500 78464A805 7612 165148 SH SOLE 0 0 165148 SELECT SECTOR SPDR TR ENERGY 81369Y506 1093 28826 SH SOLE 0 0 28826 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1126 8660 SH SOLE 0 0 8660 STARBUCKS CORP COM 855244109 569 5321 SH SOLE 0 0 5321 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 1008 9197 SH SOLE 0 0 9197 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2138 23028 SH SOLE 0 0 23028 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 285 4871 SH SOLE 0 0 4871 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 884 15144 SH SOLE 0 0 15144 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 349 1562 SH SOLE 0 0 1562 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 17135 49857 SH SOLE 0 0 49857 VANGUARD INDEX FDS MID CAP ETF 922908629 4077 19719 SH SOLE 0 0 19719 VISA INC COM CL A 92826C839 4913 22462 SH SOLE 0 0 22462 WISDOMTREE TR YIELD ENHANCD US 97717X511 758 14124 SH SOLE 0 0 14124 WISDOMTREE TR FLOATNG RAT TREA 97717X628 272 10829 SH SOLE 0 0 10829 LOGITECH INTL S A SHS H50430232 5208 53588 SH SOLE 0 0 53588