0001606587-19-000377.txt : 20190417 0001606587-19-000377.hdr.sgml : 20190417 20190417114801 ACCESSION NUMBER: 0001606587-19-000377 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190417 DATE AS OF CHANGE: 20190417 EFFECTIVENESS DATE: 20190417 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: 19752596 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 03-31-2019 03-31-2019 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 04-17-2019 0 71 139453 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE Alps Sector Dividend Dogs Etf SECTR DIV DOGS 00162Q858 219 5121 SH SOLE None 0 0 5121 Alps Alerian Mlp Etf ALERIAN MLP 00162Q866 471 46992 SH SOLE None 0 0 46992 Amazon.com Inc COM 023135106 690 388 SH SOLE None 0 0 388 Apple Inc COM 037833100 974 5128 SH SOLE None 0 0 5128 Barings Global Short Duration High Yield Fund COM 06760L100 699 38661 SH SOLE None 0 0 38661 Berkshire Hathaway Inc Cl B New CL B NEW 084670702 306 1525 SH SOLE None 0 0 1525 Blackstone/gso Long Short Credit Income Fund COM SHS BN INT 09257D102 207 13600 SH SOLE None 0 0 13600 Boeing Co COM 097023105 289 760 SH SOLE None 0 0 760 Calamos Convertible Opp & Inc Fund Shs Ben Int SH BEN INT 128117108 162 16000 SH SOLE None 0 0 16000 Calamos Dynamic Convertible & Income Fund COM 12811V105 309 15228 SH SOLE None 0 0 15228 Central Vy Cmnty Bancorp COM 155685100 394 20193 SH SOLE None 0 0 20193 Chevron Corp COM 166764100 1304 10591 SH SOLE None 0 0 10591 Cisco Systems Inc COM 17275R102 490 9084 SH SOLE None 0 0 9084 Clearbridge Energy Midstream Opportunity Fund Inc COM 18469P100 118 12300 SH SOLE None 0 0 12300 Consolidated Edison Inc COM 209115104 229 2708 SH SOLE None 0 0 2708 Cornerstone Strategic Value Fund Inc Par 0.001 COM 21924B302 1719 141139 SH SOLE None 0 0 141139 Cornerstone Total Return Fund Inc Par 0.01 COM 21924U300 1502 125312 SH SOLE None 0 0 125312 Dte Energy Co COM 233331107 252 2024 SH SOLE None 0 0 2024 Eaton Vance Limited Duration Income Fund COM 27828H105 138 10920 SH SOLE None 0 0 10920 Eaton Vance Tax Managed Glbl Diversified Equity Income Fund COM 27829F108 133 16439 SH SOLE None 0 0 16439 Evergy Inc COM 30034W106 268 4629 SH SOLE None 0 0 4629 Eversource Energy COM 30040W108 299 4224 SH SOLE None 0 0 4224 Exxon Mobil Corp COM 30231G102 1153 14277 SH SOLE None 0 0 14277 First Trust Dow Jones Internet Index Etf DJ INTERNT IDX 33733E302 508 3660 SH SOLE None 0 0 3660 First Trust Value Line Dividend Index Etf SHS 33734H106 242 7473 SH SOLE None 0 0 7473 First Trust Iv Enhanced Short Maturity Etf New FIRST TR ENH NEW 33739Q408 320 5348 SH SOLE None 0 0 5348 Franklin LTD Duration Income Trust COM 35472T101 1253 130211 SH SOLE None 0 0 130211 Gabelli Healthcare & Wellness Trust SHS 36246K103 139 13297 SH SOLE None 0 0 13297 General Electric Co COM 369604103 147 14759 SH SOLE None 0 0 14759 General Mills Inc COM 370334104 281 5433 SH SOLE None 0 0 5433 Harley Davidson Inc COM 412822108 285 8000 SH SOLE None 0 0 8000 Invesco Qqq Etf UNIT SER 1 46090E103 393 2190 SH SOLE None 0 0 2190 Invesco Senior Income Tr COM 46131H107 225 53592 SH SOLE None 0 0 53592 Invesco Exchange S&p 500 Low Volatility Etf S&P500 LOW VOL 46138E354 3721 70700 SH SOLE None 0 0 70700 Ishares Tips Bond Etf TIPS BD ETF 464287176 1608 14227 SH SOLE None 0 0 14227 Ishares Russell Mid Cap Value Etf RUS MDCP VAL ETF 464287473 600 6909 SH SOLE None 0 0 6909 Ishares Russell Mid Cap Growth Etf RUS MD CP GR ETF 464287481 4847 35731 SH SOLE None 0 0 35731 Ishares Core S&p Mid Cap Etf CORE S&P MCP ETF 464287507 3447 18204 SH SOLE None 0 0 18204 Ishares Russell 2000 Etf RUSSELL 2000 ETF 464287655 1748 11422 SH SOLE None 0 0 11422 Ishares Core S&p U S Value Etf CORE S&P US VLU 464287663 2037 37163 SH SOLE None 0 0 37163 Ishares Core S&p U S Growth Etf CORE S&P US GWT 464287671 2557 42402 SH SOLE None 0 0 42402 Ishares U S Trust Short Maturity Bond Etf SHT MAT BD ETF 46431W507 226 4500 SH SOLE None 0 0 4500 Ishares Core Msci Eafe Etf CORE MSCI EAFE 46432F842 1614 26567 SH SOLE None 0 0 26567 Ishares Core Msci Emerging Markets Etf CORE MSCI EMKT 46434G103 10157 196438 SH SOLE None 0 0 196438 Ishares Global Reit Etf GLOBAL REIT ETF 46434V647 3187 119291 SH SOLE None 0 0 119291 Ishares Treasury Floating Rate Bond Etf TRS FLT RT BD 46434V860 518 10292 SH SOLE None 0 0 10292 Ivy High Income Oppty Fund COM 465893105 171 12700 SH SOLE None 0 0 12700 Jpmorgan Chase & Co COM 46625H100 1622 16025 SH SOLE None 0 0 16025 Johnson & Johnson COM 478160104 369 2642 SH SOLE None 0 0 2642 Kayne Anderson Mlp Midstream Investment Co COM 486606106 222 13850 SH SOLE None 0 0 13850 Medical Properties Trust COM 58463J304 233 12590 SH SOLE None 0 0 12590 Microsoft Corp COM 594918104 446 3787 SH SOLE None 0 0 3787 Pepsico Inc COM 713448108 211 1729 SH SOLE None 0 0 1729 Realty Income Corp COM 756109104 1377 18720 SH SOLE None 0 0 18720 Spdr S&p 500 Etf TR UNIT 78462F103 332 1178 SH SOLE None 0 0 1178 Spdr Portfolio S&p 500 Growth Etf PRTFLO S&P500 GW 78464A409 19279 518133 SH SOLE None 0 0 518133 Spdr Bloomberg Barclays High Yield Bond Etf BLOOMBERG BRCLYS 78464A417 931 25894 SH SOLE None 0 0 25894 Spdr Portfolio S&p 500 Value Etf PRTFLO S&P500 VL 78464A508 20257 668997 SH SOLE None 0 0 668997 Spdr Series Trust S&p Dividend Etf S&P DIVID ETF 78464A763 209 2105 SH SOLE None 0 0 2105 Spdr Blackstone Gso Sr Ln Etf BLKSTN GSOSRLN 78467V608 2893 62825 SH SOLE None 0 0 62825 Sector Energy Select Sector Spdr Etf ENERGY 81369Y506 446 6760 SH SOLE None 0 0 6760 Sprott Physical Gold & Silver Trust Unit TR UNIT 85208R101 204 16453 SH SOLE None 0 0 16453 Vanguard Dividend Appreciation Etf DIV APP ETF 921908844 818 7467 SH SOLE None 0 0 7467 Vanguard Total Bond Market Etf TOTAL BND MRKT 921937835 4423 54486 SH SOLE None 0 0 54486 Vanguard Intermediate Term Corp Bond Etf INT-TERM CORP 92206C870 4188 48216 SH SOLE None 0 0 48216 Vanguard Small Cap Growth Etf SML CP GRW ETF 922908595 1120 6232 SH SOLE None 0 0 6232 Vanguard Small Cap Value Etf SM CP VAL ETF 922908611 2916 22653 SH SOLE None 0 0 22653 Vanguard Total Stock Market Etf TOTAL STK MKT 922908769 23513 162485 SH SOLE None 0 0 162485 Verizon Communications Inc COM 92343V104 255 4320 SH SOLE None 0 0 4320 Visa Inc Cl A COM CL A 92826C839 218 1402 SH SOLE None 0 0 1402 Voya Global Equity Dividend & Premium Opportunity COM 92912T100 415 63939 SH SOLE None 0 0 63939