0001606587-18-000676.txt : 20180815 0001606587-18-000676.hdr.sgml : 20180815 20180814174228 ACCESSION NUMBER: 0001606587-18-000676 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180815 DATE AS OF CHANGE: 20180814 EFFECTIVENESS DATE: 20180815 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lehman Financial Resources, Inc. CENTRAL INDEX KEY: 0001589661 IRS NUMBER: 200614003 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15661 FILM NUMBER: 181019131 BUSINESS ADDRESS: STREET 1: 1215 W. BALTIMORE PIKE, SUITE 8 CITY: MEDIA STATE: PA ZIP: 19063 BUSINESS PHONE: 610-565-2343 MAIL ADDRESS: STREET 1: 1215 W. BALTIMORE PIKE, SUITE 8 CITY: MEDIA STATE: PA ZIP: 19063 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001589661 XXXXXXXX 06-30-2018 06-30-2018 false Lehman Financial Resources, Inc.

1215 W. Baltimore Pike, Suite 8 Media PA 19063

13F HOLDINGS REPORT 028-15661 N Rich DeRafelo 610-565-2343 Rich DeRafelo Media PA 08-14-2018 0 87 198385 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE NEXTERA ENERGY INC COM COM 65339F101 47018 281494 SH SOLE NONE 281494 0 0 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN COM UNIT PART IN 65341B106 20538 440083 SH SOLE NONE 440083 0 0 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 8893 32569 SH SOLE NONE 32569 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 8644 46314 SH SOLE NONE 46314 0 0 BANK OF AMERICA CORP COM 060505104 8285 293906 SH SOLE NONE 293906 0 0 PFIZER INC COM 717081103 7278 200630 SH SOLE NONE 200630 0 0 SPDR SER TR S&P BK ETF S&P BK ETF 78464A797 5948 126126 SH SOLE NONE 126126 0 0 BP PLC SPONSORED ADR SPONSORED ADR 055622104 5760 126169 SH SOLE NONE 126169 0 0 VANGUARD INTL EQUITY INDEX FUND INC TOTAL WORLD STK INDEX FUND ETF SHS TT WRLD ST ETF 922042742 5378 73300 SH SOLE NONE 73300 0 0 CISCO SYS INC COM COM 17275R102 5088 118259 SH SOLE NONE 118259 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP COM UNIT RP LP 559080106 4435 64213 SH SOLE NONE 64213 0 0 CHEVRON CORP NEW COM COM 166764100 4272 33793 SH SOLE NONE 33793 0 0 BLACKROCK CREDIT ALL INC TR COM COM 092508100 3729 308728 SH SOLE NONE 308728 0 0 UNITED PARCEL SVC INC CL B CL B 911312106 3291 30985 SH SOLE NONE 30985 0 0 REALTY INCOME CORP (MARYLAND) COM 756109104 3141 58400 SH SOLE NONE 58400 0 0 BLACKROCK MUNICIPAL 2030 TARGET TERM TRUST COM SHS BEN IN 09257P105 3104 143995 SH SOLE NONE 143995 0 0 HANESBRANDS INC COM COM 410345102 3027 137500 SH SOLE NONE 137500 0 0 MERCK & CO INC NEW COM COM 58933Y105 2860 47119 SH SOLE NONE 47119 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC SPDR TR TACTIC 78467V848 2857 60085 SH SOLE NONE 60085 0 0 ENTERPRISE PRODS PARTNERS L P COM COM 293792107 2555 92340 SH SOLE NONE 92340 0 0 GENERAL MTRS CO COM COM 37045V100 2548 64685 SH SOLE NONE 64685 0 0 PIMCO DYNMIC CREDIT AND MRT IN COM SHS COM SHS 72202D106 2385 101194 SH SOLE NONE 101194 0 0 GENERAL ELECTRIC CO COM 369604103 2269 166781 SH SOLE NONE 166781 0 0 BLACKROCK MUN 2020 TERM TR COM SHS COM SHS 09249X109 1922 127468 SH SOLE NONE 127468 0 0 ISHARES TRUST ISHARES CORE HIGH DIVIDEND CORE HIGH DV ETF 46429B663 1591 18723 SH SOLE NONE 18723 0 0 GILEAD SCIENCES INC COM 375558103 1526 21552 SH SOLE NONE 21552 0 0 JOHNSON & JOHNSON COM 478160104 1365 11256 SH SOLE NONE 11256 0 0 VANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERS ENERGY ETF 92204A306 1281 12200 SH SOLE NONE 12200 0 0 ISHARES TR NASDAQ BIOTECH NASDAQ BIOTECH 464287556 1279 11650 SH SOLE NONE 11650 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF US DIVIDEND EQ 808524797 1251 25400 SH SOLE NONE 25400 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF GOLD MINERS ETF 92189F106 1149 51503 SH SOLE NONE 51503 0 0 OPKO HEALTH INC COM 68375N103 1128 240050 SH SOLE NONE 240050 0 0 ISHARES SILVER TR ISHARES ISHARES 46428Q109 992 65500 SH SOLE NONE 65500 0 0 APPLE INC COM 037833100 950 5134 SH SOLE NONE 5134 0 0 DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 COM NEW 26441C204 927 11727 SH SOLE NONE 11727 0 0 GOLDCORP INC COM NPV ISIN #CA3809564097 SEDOL #2676302 COM 380956409 891 65001 SH SOLE NONE 65001 0 0 SAREPTA THERAPEUTICS INC COM COM 803607100 851 6442 SH SOLE NONE 6442 0 0 FORD MTR CO DEL COM COM PAR $0.01 345370860 802 72535 SH SOLE NONE 72535 0 0 EXELON CORP COM 30161N101 746 17531 SH SOLE NONE 17531 0 0 EXXON MOBIL CORP COM 30231G102 727 8794 SH SOLE NONE 8794 0 0 FACEBOOK INC COM USD0.000006 CL A CL A 30303M102 667 3437 SH SOLE NONE 3437 0 0 SPDR GOLD TR GOLD SHS GOLD SHS 78463V107 647 5460 SH SOLE NONE 5460 0 0 HARRIS CORP DEL COM 413875105 640 4428 SH SOLE NONE 4428 0 0 VISA INC COM CL A COM CL A 92826C839 622 4700 SH SOLE NONE 4700 0 0 PROCTER AND GAMBLE CO COM COM 742718109 620 7943 SH SOLE NONE 7943 0 0 VODAFONE GROUP SPON ADR EACH REP 10 ORD SPONSORED ADR 92857W308 615 25300 SH SOLE NONE 25300 0 0 AT&T INC COM USD1 COM 00206R102 608 18938 SH SOLE NONE 18938 0 0 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 589 7065 SH SOLE NONE 7065 0 0 SPDR S&P 500 ETF TRUST UNIT SER 1 S&P TR UNIT 78462F103 567 2093 SH SOLE NONE 2093 0 0 AMAZON.COM INC COM 023135106 506 298 SH SOLE NONE 298 0 0 ISHARES MSCI EMERGING MARKETS ETF MSCI EMG MKT ETF 464287234 444 10247 SH SOLE NONE 10247 0 0 VERIZON COMMUNICATIONS COM 92343V104 428 8510 SH SOLE NONE 8510 0 0 WELLS FARGO CO NEW COM COM 949746101 418 7540 SH SOLE NONE 7540 0 0 CORPORATE CAP TR INC COM COM 219880101 411 26350 SH SOLE NONE 26350 0 0 DISNEY WALT CO COM DISNEY 254687106 370 3535 SH SOLE NONE 3535 0 0 AMERICAN ELEC PWR CO COM 025537101 363 5255 SH SOLE NONE 5255 0 0 BOEING CO COM 097023105 362 1080 SH SOLE NONE 1080 0 0 INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEV BUYBACK ACHIEV 46137V308 360 6350 SH SOLE NONE 6350 0 0 MICROSOFT CORP COM 594918104 350 3550 SH SOLE NONE 3550 0 0 CITIGROUP INC COM NEW COM NEW 172967424 345 5160 SH SOLE NONE 5160 0 0 SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 UT SER 1 78467X109 310 1281 SH SOLE NONE 1281 0 0 HOME DEPOT INC COM COM 437076102 307 1575 SH SOLE NONE 1575 0 0 CONSOLIDATED EDISON HLDG CO INC COM 209115104 292 3750 SH SOLE NONE 3750 0 0 UNION PACIFIC CORP COM 907818108 277 1960 SH SOLE NONE 1960 0 0 VANGUARD STAR FD VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS VG TL INTL STK F 921909768 275 5100 SH SOLE NONE 5100 0 0 ROYAL DUTCH SHELL PLC SPON ADR B SPON ADR B 780259107 268 3700 SH SOLE NONE 3700 0 0 ORGANOVO HLDGS INC COM COM 68620A104 256 183242 SH SOLE NONE 183242 0 0 VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS HIGH DIV YLD 921946406 255 3075 SH SOLE NONE 3075 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR SPONSORED ADR 874039100 252 6900 SH SOLE NONE 6900 0 0 CONOCOPHILLIPS COM COM 20825C104 251 3611 SH SOLE NONE 3611 0 0 AQUA AMERICA INC COM 03836W103 246 7020 SH SOLE NONE 7020 0 0 ALTRIA GROUP INC COM 02209S103 240 4230 SH SOLE NONE 4230 0 0 INTEL CORP COM 458140100 237 4785 SH SOLE NONE 4785 0 0 DOWDUPONT INC COM COM 26078J100 225 3415 SH SOLE NONE 3415 0 0 ISHARES EDGE MSCI MULTIFACTOR INTERNATIONAL ETF MULTIFACTOR INTL 46434V274 221 8000 SH SOLE NONE 8000 0 0 ALTABA INC COM COM 021346101 219 3000 SH SOLE NONE 3000 0 0 NORFOLK SOUTHERN CRP COM 655844108 216 1433 SH SOLE NONE 1433 0 0 BRISTOL MYERS SQUIBB COM 110122108 207 3757 SH SOLE NONE 3757 0 0 WALMART INC COM COM 931142103 205 2403 SH SOLE NONE 2403 0 0 EMERSON ELECTRIC CO COM 291011104 205 2966 SH SOLE NONE 2966 0 0 KIMBERLY CLARK CORP COM 494368103 203 1933 SH SOLE NONE 1933 0 0 SYNERGY PHARMACEUTICALS DEL COM NEW COM NEW 871639308 140 80800 SH SOLE NONE 80800 0 0 ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL #B0SF3S5 ISHARES 464285105 131 10900 SH SOLE NONE 10900 0 0 FS INVT CORP COM COM 302635107 119 16195 SH SOLE NONE 16195 0 0 SIRIUS XM HLDGS INC COM COM 82968B103 107 15945 SH SOLE NONE 15945 0 0 NUVEEN MUN 2021 TARGET TERM FD COM COM 670687102 98 10417 SH SOLE NONE 10417 0 0 XG TECHNOLOGY INC COM PAR COM PAR 98372A705 10 16034 SH SOLE NONE 16034 0 0