Compliance Consultant

0001729847-23-000004.txt : 20231017 0001729847-23-000004.hdr.sgml : 20231017 20231017170344 ACCESSION NUMBER: 0001729847-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231017 DATE AS OF CHANGE: 20231017 EFFECTIVENESS DATE: 20231017 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Nikulski Financial, Inc. CENTRAL INDEX KEY: 0001729847 IRS NUMBER: 204042214 STATE OF INCORPORATION: IA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18302 FILM NUMBER: 231330268 BUSINESS ADDRESS: STREET 1: 4275 ONTARIO DRIVE CITY: BETTENDORF STATE: IA ZIP: 52722 BUSINESS PHONE: 5633440118 MAIL ADDRESS: STREET 1: 4275 ONTARIO DRIVE CITY: BETTENDORF STATE: IA ZIP: 52722 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001729847 XXXXXXXX 09-30-2023 09-30-2023 Nikulski Financial, Inc.

4275 ONTARIO DRIVE BETTENDORF IA 52722

13F HOLDINGS REPORT 028-18302 000151569 801-109933 N Christina Duncan Compliance Consultant (720) 961-5825 Christina Duncan Westminster CO 10-17-2023 0 125 241666683 false INFORMATION TABLE 2 13f_20230930.xml ABBOTT LABS COM 002824100 1081572 11168 SH SOLE 0 0 11168 ALLSTATE CORP COM 020002101 2023324 18161 SH SOLE 0 0 18161 AMAZON COM INC COM 023135106 8817679 69365 SH SOLE 0 0 69365 AMGEN INC COM 031162100 536803 1997 SH SOLE 0 0 1997 APPLE INC COM 037833100 13352740 77990 SH SOLE 0 0 77990 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 380776 1087 SH SOLE 0 0 1087 CHEVRON CORP NEW COM 166764100 557795 3308 SH SOLE 0 0 3308 COLGATE PALMOLIVE CO COM 194162103 254076 3573 SH SOLE 0 0 3573 DEERE & CO COM 244199105 3231657 8563 SH SOLE 0 0 8563 DISNEY WALT CO COM 254687106 666606 8225 SH SOLE 0 0 8225 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 7015517 83290 SH SOLE 0 0 83290 HOME DEPOT INC COM 437076102 2272982 7522 SH SOLE 0 0 7522 ILLINOIS TOOL WKS INC COM 452308109 215570 936 SH 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ETFS TR US EQTY PWR BUF 45782C748 420963 13445 SH SOLE 0 0 13445 INNOVATOR ETFS TR US EQTY PWR BUF 45782C797 427047 12575 SH SOLE 0 0 12575 INNOVATOR ETFS TR US EQTY PWR BUF 45782C813 456804 13555 SH SOLE 0 0 13555 INNOVATOR ETFS TR US EQT PWR BUF 45782C870 3422779 111819 SH SOLE 0 0 111819 INVENTRUST PPTYS CORP COM NEW 46124J201 201933 8481 SH SOLE 0 0 8481 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 7504838 149977 SH SOLE 0 0 149977 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 2031550 34556 SH SOLE 0 0 34556 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 1038629 49482 SH SOLE 0 0 49482 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 739525 36774 SH SOLE 0 0 36774 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 1684192 81480 SH SOLE 0 0 81480 ISHARES TR MSCI INDIA ETF 46429B598 278100 6289 SH SOLE 0 0 6289 ISHARES TR MSCI EAFE MIN VL 46429B689 1640622 25155 SH SOLE 0 0 25155 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 1713021 34336 SH SOLE 0 0 34336 ISHARES TR MSCI USA QLT FCT 46432F339 905266 6869 SH SOLE 0 0 6869 ISHARES TR MSCI USA VALUE 46432F388 201852 2225 SH SOLE 0 0 2225 JPMORGAN CHASE & CO COM 46625H100 4668083 32189 SH SOLE 0 0 32189 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 2582313 51461 SH SOLE 0 0 51461 MASTERCARD INCORPORATED CL A 57636Q104 1532568 3871 SH SOLE 0 0 3871 NVIDIA CORPORATION COM 67066G104 1261477 2900 SH SOLE 0 0 2900 PROSHARES TR S&P 500 DV ARIST 74348A467 1187898 13415 SH SOLE 0 0 13415 SPDR S&P 500 ETF TR TR UNIT 78462F103 3818339 8932 SH SOLE 0 0 8932 SPDR GOLD TR GOLD SHS 78463V107 368618 2150 SH SOLE 0 0 2150 SPDR SER TR PORTFOLI S&P1500 78464A805 792074 15090 SH SOLE 0 0 15090 SPDR SER TR PORTFOLIO S&P500 78464A854 989515 19688 SH SOLE 0 0 19688 SPDR SER TR PORTFLI HIGH YLD 78468R606 1773983 79125 SH SOLE 0 0 79125 SPDR SER TR PORTFOLIO S&P600 78468R853 1108328 30036 SH SOLE 0 0 30036 SALESFORCE INC COM 79466L302 1709030 8428 SH SOLE 0 0 8428 SELECT SECTOR SPDR TR SBI CONS STPLS 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