0001606587-18-000577.txt : 20180801 0001606587-18-000577.hdr.sgml : 20180801 20180801083141 ACCESSION NUMBER: 0001606587-18-000577 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180801 DATE AS OF CHANGE: 20180801 EFFECTIVENESS DATE: 20180801 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ford Financial Group, Inc. CENTRAL INDEX KEY: 0001730887 IRS NUMBER: 453356439 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18370 FILM NUMBER: 18983137 BUSINESS ADDRESS: STREET 1: 5260 N. PALM AVENUE STREET 2: SUITE 221 CITY: FRESNO STATE: CA ZIP: 93704 BUSINESS PHONE: 559-449-8690 MAIL ADDRESS: STREET 1: 5260 N. PALM AVENUE STREET 2: SUITE 221 CITY: FRESNO STATE: CA ZIP: 93704 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001730887 XXXXXXXX 06-30-2018 06-30-2018 false Ford Financial Group, Inc.

5260 N. PALM AVENUE SUITE 221 FRESNO CA 93704

13F HOLDINGS REPORT 028-18370 N Kelle Butler 559-449-8690 Kelle Butler Fresno CA 07-31-2018 0 40 137279 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON.COM INC COM 023135106 306 179 SH SOLE None 0 0 179 APPLE INC COM 037833100 802 4288 SH SOLE None 0 0 4288 BANK AMERICA CORP COM 060505104 621 21968 SH SOLE None 0 0 21968 BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND COM 06760L100 518 27657 SH SOLE None 0 0 27657 BERKSHIRE HATHAWAY INC DE CL B NEW CL B NEW 084670702 237 1265 SH SOLE None 0 0 1265 CALAMOS CONVERTIBLE OPP & INC FUND SHS BEN INT SH BEN INT 128117108 157 13400 SH SOLE None 0 0 13400 CALAMOS DYNAMIC CONVERTIBLE & INCOME FUND COM 12811V105 307 14228 SH SOLE None 0 0 14228 CENTRAL VY CMNTY BANCORP COM 155685100 432 20000 SH SOLE None 0 0 20000 CHEVRON CORP COM 166764100 247 1995 SH SOLE None 0 0 1995 CLEARBRIDGE ENERGY MLP OPPTY FD INC COM 18469P100 134 12300 SH SOLE None 0 0 12300 CORNERSTONE STRATEGIC VALUE FUND INC PAR 0.001 COM 21924B302 1001 72300 SH SOLE None 0 0 72300 CORNERSTONE TOTAL RETURN FUND INC PAR 0.01 COM 21924U300 934 67600 SH SOLE None 0 0 67600 FACEBOOK INC CL A CL A 30303M102 207 1049 SH SOLE None 0 0 1049 FIRST TRUST DOW JONES INTERNET INDEX ETF DJ INTERNT IDX 33733E302 460 3298 SH SOLE None 0 0 3298 FRANKLIN LTD DURATION INCOME TRUST COM 35472T101 942 85650 SH SOLE None 0 0 85650 GENERAL ELECTRIC COMPANY COM 369604103 201 15034 SH SOLE None 0 0 15034 INVESCO QQQ UNIT SER 1 46090E103 397 2301 SH SOLE None 0 0 2301 ISHARES CORE MSCI EMERGING MARKETS ETF CORE MSCI EMKT 46434G103 7236 133327 SH SOLE None 0 0 133327 ISHARES CORE S&P MID CAP ETF CORE S&P MCP ETF 464287507 3338 17133 SH SOLE None 0 0 17133 ISHARES CORE S&P U S GROWTH ETF CORE S&P US GWT 464287671 2452 42645 SH SOLE None 0 0 42645 ISHARES CORE S&P U S VALUE ETF CORE S&P US VLU 464287663 1886 35184 SH SOLE None 0 0 35184 ISHARES MSCI EAFE VALUE ETF EAFE VALUE ETF 464288877 3540 53410 SH SOLE None 0 0 53410 ISHARES RUSSELL MID CAP GROWTH ETF RUS MD CP GR ETF 464287481 7196 53344 SH SOLE None 0 0 53344 ISHARES RUSSELL MID CAP VALUE ETF RUS MDCP VAL ETF 464287473 906 10253 SH SOLE None 0 0 10253 ISHARES TIPS BOND ETF TIPS BD ETF 464287176 1491 13258 SH SOLE None 0 0 13258 IVY HIGH INCOME OPPTY FUND COM 465893105 181 12700 SH SOLE None 0 0 12700 NUVEEN AMT FREE MUN CREDIT INCOME FUND COM 67071L106 161 11000 SH SOLE None 0 0 11000 REALTY INCOME CORP COM 756109104 253 4754 SH SOLE None 0 0 4754 SECTOR ENERGY SELECT SECTOR SPDR ETF ENERGY 81369Y506 626 8370 SH SOLE None 0 0 8370 SPDR BLACKSTONE GSO SR LN ETF BLKSTN GSOSRLN 78467V608 4664 99683 SH SOLE None 0 0 99683 SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF BLOOMBERG BRCLYS 78464A417 938 26579 SH SOLE None 0 0 26579 SPDR PORTFOLIO S&P 500 VALUE ETF PRTFLO S&P500 VL 78464A508 39974 1261752 SH SOLE None 0 0 1261752 SPDR S&P 500 ETF TR UNIT 78462F103 222 819 SH SOLE None 0 0 819 VANGUARD DIVIDEND APPRECIATION ETF DIV APP ETF 921908844 624 6139 SH SOLE None 0 0 6139 VANGUARD EXTENDED MARKET ETF EXTEND MKT ETF 922908652 3769 31843 SH SOLE None 0 0 31843 VANGUARD INTERMEDIATE TERM CORP BOND ETF INT-TERM CORP 92206C870 3996 48016 SH SOLE None 0 0 48016 VANGUARD SMALL CAP VALUE ETF SM CP VAL ETF 922908611 9535 63295 SH SOLE None 0 0 63295 VANGUARD TOTAL BOND MARKET ETF TOTAL BND MRKT 921937835 4227 53544 SH SOLE None 0 0 53544 VANGUARD TOTAL STOCK MARKET ETF TOTAL STK MKT 922908769 31817 226477 SH SOLE None 0 0 226477 VOYA GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNIT COM 92912T100 344 47300 SH SOLE None 0 0 47300