0001606587-18-000744.txt : 20181017 0001606587-18-000744.hdr.sgml : 20181017 20181017164345 ACCESSION NUMBER: 0001606587-18-000744 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181017 DATE AS OF CHANGE: 20181017 EFFECTIVENESS DATE: 20181017 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: 181126739 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 09-30-2018 09-30-2018 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 10-16-2018 0 44 136958 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON.COM INC COM 023135106 372 186 SH SOLE None 0 0 186 APPLE INC COM 037833100 966 4254 SH SOLE None 0 0 4254 BANK AMERICA CORP COM 060505104 204 6882 SH SOLE None 0 0 6882 BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND COM 06760L100 752 38830 SH SOLE None 0 0 38830 BERKSHIRE HATHAWAY INC DE CL B NEW CL B NEW 084670702 271 1265 SH SOLE None 0 0 1265 CALAMOS CONVERTIBLE OPP & INC FUND SHS BEN INT SH BEN INT 128117108 195 16000 SH SOLE None 0 0 16000 CALAMOS DYNAMIC CONVERTIBLE & INCOME FUND COM 12811V105 333 15228 SH SOLE None 0 0 15228 CENTRAL VY CMNTY BANCORP COM 155685100 426 20000 SH SOLE None 0 0 20000 CHEVRON CORP COM 166764100 205 1650 SH SOLE None 0 0 1650 CLEARBRIDGE ENERGY MLP OPPTY FD INC COM 18469P100 142 12300 SH SOLE None 0 0 12300 CORNERSTONE STRATEGIC VALUE FUND INC PAR 0.001 COM 21924B302 1583 112658 SH SOLE None 0 0 112658 CORNERSTONE TOTAL RETURN FUND INC PAR 0.01 COM 21924U300 1404 100928 SH SOLE None 0 0 100928 EATON VANCE LIMITED DURATION INCOME FUND COM 27828H105 136 10729 SH SOLE None 0 0 10729 EATON VANCE TAX MANAGED GLBL DIVERSIFIED EQUITY COM 27829F108 153 16071 SH SOLE None 0 0 16071 FIRST TRUST DOW JONES INTERNET INDEX ETF DJ INTERNT IDX 33733E302 468 3334 SH SOLE None 0 0 3334 FRANKLIN LTD RTS DURATION EXP 10/18/18 RIGHT 10/18/2018 353793110 1197 229873 SH SOLE None 0 0 229873 GENERAL ELECTRIC COMPANY COM 369604103 181 15039 SH SOLE None 0 0 15039 INVESCO QQQ UNIT SER 1 46090E103 447 2403 SH SOLE None 0 0 2403 INVESCO SENIOR INCOME TR COM 46131H107 108 25258 SH SOLE None 0 0 25258 ISHARES CORE MSCI EMERGING MARKETS ETF CORE MSCI EMKT 46434G103 7338 134753 SH SOLE None 0 0 134753 ISHARES CORE S&P MID CAP ETF CORE S&P MCP ETF 464287507 3437 17210 SH SOLE None 0 0 17210 ISHARES CORE S&P U S GROWTH ETF CORE S&P US GWT 464287671 2679 43026 SH SOLE None 0 0 43026 ISHARES CORE S&P U S VALUE ETF CORE S&P US VLU 464287663 2033 35947 SH SOLE None 0 0 35947 ISHARES RUSSELL MID CAP GROWTH ETF RUS MD CP GR ETF 464287481 7515 53135 SH SOLE None 0 0 53135 ISHARES RUSSELL MID CAP VALUE ETF RUS MDCP VAL ETF 464287473 928 10309 SH SOLE None 0 0 10309 ISHARES TIPS BOND ETF TIPS BD ETF 464287176 1443 13098 SH SOLE None 0 0 13098 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 269 4754 SH SOLE None 0 0 4754 SCHEIN HENRY INC COM 806407102 208 2400 SH SOLE None 0 0 2400 SECTOR ENERGY SELECT SECTOR SPDR ETF ENERGY 81369Y506 658 8576 SH SOLE None 0 0 8576 SPDR BLACKSTONE GSO SR LN ETF BLKSTN GSOSRLN 78467V608 5132 108718 SH SOLE None 0 0 108718 SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF BLOOMBERG BRCLYS 78464A417 924 25693 SH SOLE None 0 0 25693 SPDR BLOOMBERG BARCLAYS INVT GRADE FLTG RATE ETF BLOMBERG BRC INV 78468R200 305 9960 SH SOLE None 0 0 9960 SPDR PORTFOLIO S&P 500 VALUE ETF PRTFLO S&P500 VL 78464A508 43107 1274865 SH SOLE None 0 0 1274865 SPDR S&P 500 ETF TR UNIT 78462F103 204 702 SH SOLE None 0 0 702 SPDR SERIES TRUST S&P DIVIDEND ETF S&P DIVID ETF 78464A763 203 2078 SH SOLE None 0 0 2078 VANGUARD DIVIDEND APPRECIATION ETF DIV APP ETF 921908844 724 6523 SH SOLE None 0 0 6523 VANGUARD EXTENDED MARKET ETF EXTEND MKT ETF 922908652 1126 9273 SH SOLE None 0 0 9273 VANGUARD INTERMEDIATE TERM CORP BOND ETF INT-TERM CORP 92206C870 3680 44199 SH SOLE None 0 0 44199 VANGUARD SMALL CAP VALUE ETF SM CP VAL ETF 922908611 9758 63039 SH SOLE None 0 0 63039 VANGUARD TOTAL BOND MARKET ETF TOTAL BND MRKT 921937835 3958 50516 SH SOLE None 0 0 50516 VANGUARD TOTAL STOCK MARKET ETF TOTAL STK MKT 922908769 30919 206759 SH SOLE None 0 0 206759 VOYA GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNIT COM 92912T100 525 72421 SH SOLE None 0 0 72421