0001609008-21-000006.txt : 20211012
0001609008-21-000006.hdr.sgml : 20211012
20211012100418
ACCESSION NUMBER: 0001609008-21-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211012
DATE AS OF CHANGE: 20211012
EFFECTIVENESS DATE: 20211012
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SMI Advisory Services, LLC
CENTRAL INDEX KEY: 0001609008
IRS NUMBER: 352130742
STATE OF INCORPORATION: IN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21187
FILM NUMBER: 211317412
BUSINESS ADDRESS:
STREET 1: P.O. BOX 547
CITY: COLUMBUS
STATE: IN
ZIP: 47202
BUSINESS PHONE: 800-910-3651
MAIL ADDRESS:
STREET 1: P.O. BOX 547
CITY: COLUMBUS
STATE: IN
ZIP: 47202
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
true
0001609008
XXXXXXXX
09-30-2021
09-30-2021
SMI Advisory Services, LLC
P.O. BOX 547
COLUMBUS
IN
47202
13F HOLDINGS REPORT
028-21187
N
Fred Beerwart
Chief Compliance Officer
800.796.4975
Fred Beerwart
Columbus
IN
10-12-2021
0
27
223323
true
INFORMATION TABLE
2
smi13fq32021.xml
MODERNA INC
COM
60770K107
236
614
SH
SOLE
0
0
614
INNOVATOR ETFS TR
US EQTY BUF SEP
45782C664
257
8234
SH
SOLE
0
0
8234
SPDR SER TR
PORTFOLIO S&P400
78464A847
258
5584
SH
SOLE
0
0
5584
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
382
1902
SH
SOLE
0
0
1902
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
383
17688
SH
SOLE
0
0
17688
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
400
18587
SH
SOLE
0
0
18587
INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 CB
46138J700
440
20852
SH
SOLE
0
0
20852
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
637
7452
SH
SOLE
0
0
7452
SPDR INDEX SHS FDS
MSCI ACWI EXUS
78463X848
744
25692
SH
SOLE
0
0
25692
HUBBELL INC
COM
443510607
818
4525
SH
SOLE
0
0
4525
ISHARES TR
RUS MID CAP ETF
464287499
896
11460
SH
SOLE
0
0
11460
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
906
14866
SH
SOLE
0
0
14866
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
954
2418
SH
SOLE
0
0
2418
ISHARES TR
RUS 1000 ETF
464287622
1217
5034
SH
SOLE
0
0
5034
SPDR SER TR
S&P RETAIL ETF
78464A714
3110
34430
SH
SOLE
0
0
34430
ISHARES TR
US BR DEL SE ETF
464288794
3296
31570
SH
SOLE
0
0
31570
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
5377
29487
SH
SOLE
0
0
29487
ISHARES TR
CORE S&P500 ETF
464287200
6931
16089
SH
SOLE
0
0
16089
INVESCO EXCH TRADED FD TR II
S&P 500 HB ETF
46138E370
6958
95184
SH
SOLE
0
0
95184
ISHARES TR
RUS 2000 VAL ETF
464287630
7140
44560
SH
SOLE
0
0
44560
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
15715
175705
SH
SOLE
0
0
175705
VANGUARD ADMIRAL FDS INC
SMLCP 600 VAL
921932778
18817
108126
SH
SOLE
0
0
108126
SPDR S&P 500 ETF TR
TR UNIT
78462F103
19138
44597
SH
SOLE
0
0
44597
ISHARES TR
RUS 1000 GRW ETF
464287614
20506
74828
SH
SOLE
0
0
74828
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
31973
608082
SH
SOLE
0
0
608082
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
37560
369029
SH
SOLE
0
0
369029
ISHARES TR
MSCI EAFE ETF
464287465
38274
490627
SH
SOLE
0
0
490627