0001536029-22-000001.txt : 20220114
0001536029-22-000001.hdr.sgml : 20220114
20220114074157
ACCESSION NUMBER: 0001536029-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220114
DATE AS OF CHANGE: 20220114
EFFECTIVENESS DATE: 20220114
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Advance Capital Management, Inc.
CENTRAL INDEX KEY: 0001536029
IRS NUMBER: 382685269
STATE OF INCORPORATION: MI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21444
FILM NUMBER: 22530446
BUSINESS ADDRESS:
STREET 1: ONE TOWNE SQUARE, SUITE 444
CITY: SOUTHFIELD
STATE: MI
ZIP: 48076
BUSINESS PHONE: 248-350-8543
MAIL ADDRESS:
STREET 1: ONE TOWNE SQUARE, SUITE 444
CITY: SOUTHFIELD
STATE: MI
ZIP: 48076
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001536029
XXXXXXXX
12-31-2021
12-31-2021
Advance Capital Management, Inc.
ONE TOWNE SQUARE, SUITE 444
SOUTHFIELD
MI
48076
13F HOLDINGS REPORT
028-21444
N
Teresa Farley
Compliance Manager
248-350-8543
Teresa Farley
Southfield
MI
01-14-2022
0
488715
86
false
INFORMATION TABLE
2
AdvanceCapitalManagement_13f.xml
ABBVIE INC
COM
00287Y109
218
1609
SH
SOLE
0
1568
0
41
ABERDEEN STD PRECIOUS METALS
PHYSCL PM BASKET
003263100
512
5724
SH
SOLE
0
4670
0
1054
ALPHABET INC
CAP STK CL C
02079K107
492
170
SH
SOLE
0
60
0
110
ALPHABET INC
CAP STK CL A
02079K305
579
200
SH
SOLE
0
79
0
121
AMAZON COM INC
COM
023135106
1747
524
SH
SOLE
0
517
0
7
AMGEN INC
COM
031162100
1399
6219
SH
SOLE
0
0
0
6219
ANNALY CAPITAL MANAGEMENT IN
COM
035710409
102
13003
SH
SOLE
0
11209
0
1794
APPLE INC
COM
037833100
3613
20349
SH
SOLE
0
13545
0
6804
ARK ETF TR
INNOVATION ETF
00214Q104
336
3553
SH
SOLE
0
2984
0
569
AT&T INC
COM
00206R102
3187
129549
SH
SOLE
0
120393
0
9156
BOEING CO
COM
097023105
212
1054
SH
SOLE
0
899
0
155
COMCAST CORP NEW
CL A
20030N101
439
8719
SH
SOLE
0
7235
0
1484
DISNEY WALT CO
COM
254687106
649
4192
SH
SOLE
0
3701
0
491
DTE ENERGY CO
COM
233331107
664
5552
SH
SOLE
0
5552
0
0
EXXON MOBIL CORP
COM
30231G102
392
6402
SH
SOLE
0
5566
0
836
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
5009
87909
SH
SOLE
0
73063
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FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
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SH
SOLE
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FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
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SH
SOLE
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FIRST TR EXCHNG TRADED FD VI
VEST US EQTY BUF
33740F664
244
6836
SH
SOLE
0
6836
0
0
FORD MTR CO DEL
COM
345370860
688
33111
SH
SOLE
0
31319
0
1792
GENERAL ELECTRIC CO
COM NEW
369604301
235
2488
SH
SOLE
0
1552
0
936
INNOVATIVE INDL PPTYS INC
COM
45781V101
210
797
SH
SOLE
0
797
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
357
2675
SH
SOLE
0
2042
0
633
INVESCO QQQ TR
UNIT SER 1
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1043
2622
SH
SOLE
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2378
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244
ISHARES GOLD TR
ISHARES NEW
464285204
230
6615
SH
SOLE
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6615
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0
ISHARES TR
EAFE VALUE ETF
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224
4440
SH
SOLE
0
2432
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2008
ISHARES TR
EAFE SML CP ETF
464288273
243
3330
SH
SOLE
0
2061
0
1269
ISHARES TR
MSCI ACWI ETF
464288257
225
2127
SH
SOLE
0
2127
0
0
ISHARES TR
CORE US AGGBD ET
464287226
290
2545
SH
SOLE
0
2545
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
359
1267
SH
SOLE
0
1168
0
99
ISHARES TR
CORE S&P500 ETF
464287200
549
1150
SH
SOLE
0
1077
0
73
ISHARES TR
RUS 1000 ETF
464287622
8520
32220
SH
SOLE
0
24166
0
8054
ISHARES TR
RUS 2000 VAL ETF
464287630
296
1784
SH
SOLE
0
1784
0
0
ISHARES TR
20 YR TR BD ETF
464287432
341
2299
SH
SOLE
0
1632
0
667
JPMORGAN CHASE & CO
COM
46625H100
373
2356
SH
SOLE
0
2356
0
0
LINCOLN NATL CORP IND
COM
534187109
216
3163
SH
SOLE
0
3163
0
0
LOWES COS INC
COM
548661107
262
1014
SH
SOLE
0
1014
0
0
MAGNA INTL INC
COM
559222401
370
4572
SH
SOLE
0
4572
0
0
MCDONALDS CORP
COM
580135101
837
3123
SH
SOLE
0
3123
0
0
META PLATFORMS INC
CL A
30303M102
310
923
SH
SOLE
0
913
0
10
MICROSOFT CORP
COM
594918104
1620
4817
SH
SOLE
0
4146
0
670
NEOGEN CORP
COM
640491106
398
8770
SH
SOLE
0
8770
0
0
NETFLIX INC
COM
64110L106
302
501
SH
SOLE
0
501
0
0
NEW YORK MTG TR INC
COM PAR $.02
649604501
70
18834
SH
SOLE
0
18834
0
0
NEXTERA ENERGY INC
COM
65339F101
665
7123
SH
SOLE
0
7123
0
0
NORFOLK SOUTHN CORP
COM
655844108
834
2800
SH
SOLE
0
2800
0
0
NVIDIA CORPORATION
COM
67066G104
324
1100
SH
SOLE
0
936
0
164
ORACLE CORP
COM
68389X105
1698
19472
SH
SOLE
0
19198
0
274
PARKER-HANNIFIN CORP
COM
701094104
346
1089
SH
SOLE
0
1089
0
0
PFIZER INC
COM
717081103
622
10526
SH
SOLE
0
9851
0
675
PROCTER AND GAMBLE CO
COM
742718109
459
2803
SH
SOLE
0
2736
0
67
PROGRESSIVE CORP
COM
743315103
2920
28447
SH
SOLE
0
28447
0
0
ROCKWELL AUTOMATION INC
COM
773903109
279
800
SH
SOLE
0
800
0
0
SCHWAB STRATEGIC TR
1000 INDEX ETF
808524722
391
8402
SH
SOLE
0
8402
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
303
4238
SH
SOLE
0
4238
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
773
4448
SH
SOLE
0
3988
0
460
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
497
13631
SH
SOLE
0
11596
0
2035
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
4504
108568
SH
SOLE
0
84380
0
24188
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
4848
128350
SH
SOLE
0
97455
0
30895
SPDR INDEX SHS FDS
PORTFLI MSCI GBL
78463X475
22089
381901
SH
SOLE
0
296384
0
85518
SPDR S&P 500 ETF TR
TR UNIT
78462F103
496
1044
SH
SOLE
0
1020
0
24
SPDR SER TR
S&P 600 SMCP VAL
78464A300
612
7225
SH
SOLE
0
6486
0
739
SPDR SER TR
PRTFLO S&P500 GW
78464A409
583
8039
SH
SOLE
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7909
0
130
SPDR SER TR
PORTFOLI S&P1500
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1299
22232
SH
SOLE
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20468
0
1764
SPDR SER TR
PORTFOLIO S&P400
78464A847
10082
202685
SH
SOLE
0
159654
0
43031
SPDR SER TR
S&P 400 MDCP VAL
78464A839
678
9542
SH
SOLE
0
9279
0
263
SPDR SER TR
PORTFOLIO S&P500
78464A854
53441
957216
SH
SOLE
0
613599
0
343618
SPDR SER TR
PRTFLO S&P500 VL
78464A508
448
10676
SH
SOLE
0
10465
0
211
TESLA INC
COM
88160R101
769
728
SH
SOLE
0
578
0
150
UNITED PARCEL SERVICE INC
CL B
911312106
2169
10121
SH
SOLE
0
10121
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
260
3215
SH
SOLE
0
3215
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
279
639
SH
SOLE
0
639
0
0
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
1307
7150
SH
SOLE
0
4143
0
3007
VANGUARD INDEX FDS
VALUE ETF
922908744
563
3829
SH
SOLE
0
2407
0
1422
VANGUARD INDEX FDS
MID CAP ETF
922908629
613
2407
SH
SOLE
0
1726
0
681
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
205
1145
SH
SOLE
0
776
0
369
VANGUARD INDEX FDS
SMALL CP ETF
922908751
429
1897
SH
SOLE
0
1311
0
586
VANGUARD INDEX FDS
GROWTH ETF
922908736
3118
9716
SH
SOLE
0
6508
0
3208
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
621
2570
SH
SOLE
0
2204
0
366
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
321
6491
SH
SOLE
0
4215
0
2276
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
478
4451
SH
SOLE
0
3614
0
837
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
639
12515
SH
SOLE
0
7039
0
5476
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
745
6648
SH
SOLE
0
3876
0
2772
VERIZON COMMUNICATIONS INC
COM
92343V104
952
18317
SH
SOLE
0
16781
0
1536
WALMART INC
COM
931142103
308
2127
SH
SOLE
0
2127
0
0
WELLTOWER INC
COM
95040Q104
1165
13588
SH
SOLE
0
0
0
13588