0001728866-23-000002.txt : 20230508 0001728866-23-000002.hdr.sgml : 20230508 20230508111201 ACCESSION NUMBER: 0001728866-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230508 DATE AS OF CHANGE: 20230508 EFFECTIVENESS DATE: 20230508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Smart Money Group LLC CENTRAL INDEX KEY: 0001728866 IRS NUMBER: 813038854 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18631 FILM NUMBER: 23896465 BUSINESS ADDRESS: STREET 1: PO BOX 904 CITY: EASTLAND STATE: TX ZIP: 76448 BUSINESS PHONE: 254-629-3863 MAIL ADDRESS: STREET 1: PO BOX 904 CITY: EASTLAND STATE: TX ZIP: 76448 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001728866 XXXXXXXX 03-31-2023 03-31-2023 Smart Money Group LLC

PO BOX 904 EASTLAND TX 76448

13F HOLDINGS REPORT 028-18631 N Tammy Satterwhite 254-629-3863 Tammy Satterwhite Eastland TX 05-08-2023 0 52 199245791 false INFORMATION TABLE 2 SMG.Q123_13fhr-table.xml FIRST FINL BANKSHARES INC COM 32020R109 3017331 103121 SH SOLE 0 0 103121 ABBVIE INC COM 00287Y109 770234 5097 SH SOLE 0 0 5097 AMAZON COM INC COM 023135106 306965 2911 SH SOLE 0 0 2911 AMERICAN ELEC PWR CO INC COM 025537101 530282 5738 SH SOLE 0 0 5738 APPLE INC COM 037833100 625412 3686 SH SOLE 0 0 3686 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 648558 1974 SH SOLE 0 0 1974 CHEVRON CORP NEW COM 166764100 627078 3720 SH SOLE 0 0 3720 CONOCOPHILLIPS COM 20825C104 269040 2615 SH SOLE 0 0 2615 DILLARDS INC CL A 254067101 236325 792 SH SOLE 0 0 792 ENTERPRISE PRODS PARTNERS L COM 293792107 321424 12217 SH SOLE 0 0 12217 EXXON MOBIL CORP COM 30231G102 336980 2848 SH SOLE 0 0 2848 FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 33734X143 1478282 13542 SH SOLE 0 0 13542 ALPHABET INC CAP STK CL A 02079K305 243232 2266 SH SOLE 0 0 2266 ISHARES TR 0-5 YR TIPS ETF 46429B747 5316190 53612 SH SOLE 0 0 53612 ISHARES TR CORE S&P500 ETF 464287200 6254058 14974 SH SOLE 0 0 14974 ISHARES TR CORE S&P SCP ETF 464287804 362031 3851 SH SOLE 0 0 3851 ISHARES TR MSCI USA MIN VOL 46429B697 14915869 202057 SH SOLE 0 0 202057 ISHARES TR MSCI USA MMENTM 46432F396 1398490 9823 SH SOLE 0 0 9823 ISHARES TR MSCI USA QLT FCT 46432F339 1776277 14076 SH SOLE 0 0 14076 JOHNSON & JOHNSON COM 478160104 426340 2604 SH SOLE 0 0 2604 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 3795777 74823 SH SOLE 0 0 74823 LISTED FD TR CORE ALT FD 53656F847 2844823 96664 SH SOLE 0 0 96664 MICROSOFT CORP COM 594918104 704192 2292 SH SOLE 0 0 2292 NOVARTIS AG SPONSORED ADR 66987V109 445144 4340 SH SOLE 0 0 4340 NVIDIA CORPORATION COM 67066G104 256852 926 SH SOLE 0 0 926 PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 435200 13798 SH SOLE 0 0 13798 PIMCO ETF TR INTER MUN BD ACT 72201R866 2502945 48023 SH SOLE 0 0 48023 INVESCO QQQ TR UNIT SER 1 46090E103 1969877 6107 SH SOLE 0 0 6107 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 212330 4413 SH SOLE 0 0 4413 PROSHARES TR S&P 500 DV ARIST 74348A467 277028 2973 SH SOLE 0 0 2973 ROCKWELL AUTOMATION INC COM 773903109 266901 942 SH SOLE 0 0 942 SANARA MEDTECH INC COM 79957L100 209750 5000 SH SOLE 0 0 5000 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 13677303 188470 SH SOLE 0 0 188470 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 3528739 74984 SH SOLE 0 0 74984 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 17338329 188912 SH SOLE 0 0 188912 SPDR GOLD TR GOLD SHS 78463V107 2528692 13683 SH SOLE 0 0 13683 SPDR SER TR NUVEEN BLMBRG SH 78468R739 5771292 122221 SH SOLE 0 0 122221 SPDR S&P 500 ETF TR TR UNIT 78462F103 14303875 34390 SH SOLE 0 0 34390 SPDR SER TR S&P DIVID ETF 78464A763 18457967 147699 SH SOLE 0 0 147699 SPDR SER TR MSCI USA STRTGIC 78468R812 246810 2094 SH SOLE 0 0 2094 TIDAL ETF TR FOLIOBEYOND RISI 886364637 9521633 300509 SH SOLE 0 0 300509 TRIMTABS ETF TR FCF US QLTY ETF 89628W302 1076279 21900 SH SOLE 0 0 21900 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 12555628 168306 SH SOLE 0 0 168306 VANECK MERK GOLD TR GOLD TRUST 921078101 1839331 95401 SH SOLE 0 0 95401 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5887302 37363 SH SOLE 0 0 37363 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 4227702 17204 SH SOLE 0 0 17204 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6833323 17886 SH SOLE 0 0 17886 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3698965 47951 SH SOLE 0 0 47951 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4490954 93874 SH SOLE 0 0 93874 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3765463 18252 SH SOLE 0 0 18252 VANGUARD WELLINGTON FD US VALUE FACTR 921935805 15263476 158138 SH SOLE 0 0 158138 WALMART INC COM 931142103 451511 2991 SH SOLE 0 0 2991