0001606587-20-000114.txt : 20200127 0001606587-20-000114.hdr.sgml : 20200127 20200127155336 ACCESSION NUMBER: 0001606587-20-000114 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200127 DATE AS OF CHANGE: 20200127 EFFECTIVENESS DATE: 20200127 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: 20549483 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 12-31-2019 12-31-2019 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 01-27-2020 0 94 173650 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COMPANY COM 88579Y101 249 1415 SH SOLE None 0 0 1415 ALPS ALERIAN ALERIAN MLP 00162Q866 197 23229 SH SOLE None 0 0 23229 AMAZON COM COM 023135106 850 460 SH SOLE None 0 0 460 APPLE INC COM 037833100 1656 5640 SH SOLE None 0 0 5640 AT&T INC COM 00206R102 472 12098 SH SOLE None 0 0 12098 BANK AMERICA COM 060505104 209 5941 SH SOLE None 0 0 5941 BARINGS GLOBAL COM 06760L100 729 41630 SH SOLE None 0 0 41630 BERKSHIRE HATHAWAY CL B NEW 084670702 296 1310 SH SOLE None 0 0 1310 BLACKSTONE/GSO COM SHS BN INT 09257D102 296 18975 SH SOLE None 0 0 18975 BOEING CO COM 097023105 1222 3753 SH SOLE None 0 0 3753 CALAMOS CONVERTIBLE SH BEN INT 128117108 165 15000 SH SOLE None 0 0 15000 CALAMOS DYNAMIC COM 12811V105 296 14011 SH SOLE None 0 0 14011 CENTRAL VY COM 155685100 227 10500 SH SOLE None 0 0 10500 CHEVRON CORP COM 166764100 1378 11434 SH SOLE None 0 0 11434 CIGNA CORP COM 125523100 290 1423 SH SOLE None 0 0 1423 CISCO SYSTEMS COM 17275R102 405 8448 SH SOLE None 0 0 8448 CLEARBRIDGE ENERGY COM 18469P100 100 12000 SH SOLE None 0 0 12000 CORNERSTONE STRATEGIC COM 21924B302 2392 213409 SH SOLE None 0 0 213409 CORNERSTONE TOTAL COM 21924U300 2212 201275 SH SOLE None 0 0 201275 EATON VANCE COM 27828H105 164 12410 SH SOLE None 0 0 12410 EATON VANCE COM 27829F108 148 16952 SH SOLE None 0 0 16952 ESSENTIAL PROPERTIES COM 29670E107 339 13675 SH SOLE None 0 0 13675 EVERSOURCE ENERGY COM 30040W108 224 2642 SH SOLE None 0 0 2642 EXXON MOBIL COM 30231G102 265 3802 SH SOLE None 0 0 3802 FACEBOOK INC CL A 30303M102 228 1112 SH SOLE None 0 0 1112 FIRST TRUST DJ INTERNT IDX 33733E302 484 3485 SH SOLE None 0 0 3485 FIRST TRUST FIRST TR ENH NEW 33739Q408 475 7908 SH SOLE None 0 0 7908 FIRST TRUST SHS 33734H106 879 24418 SH SOLE None 0 0 24418 FRANKLIN LTD COM 35472T101 1338 139545 SH SOLE None 0 0 139545 GABELLI HEALTHCARE SHS 36246K103 253 21980 SH SOLE None 0 0 21980 GENERAL MILLS COM 370334104 290 5433 SH SOLE None 0 0 5433 HARLEY DAVIDSON COM 412822108 297 8000 SH SOLE None 0 0 8000 HOME DEPOT COM 437076102 211 969 SH SOLE None 0 0 969 INTEL CORP COM 458140100 290 4850 SH SOLE None 0 0 4850 INVESCO EXCHANGE S&P500 LOW VOL 46138E354 1465 25116 SH SOLE None 0 0 25116 INVESCO LTD SHS G491BT108 405 22560 SH SOLE None 0 0 22560 INVESCO TAXABLE TAXABLE MUN BD 46138G805 233 7371 SH SOLE None 0 0 7371 ISHARES 0-5YR INVT GR CP 46434V100 301 5902 SH SOLE None 0 0 5902 ISHARES BROAD BROAD USD HIGH 46435U853 1863 45341 SH SOLE None 0 0 45341 ISHARES CORE CORE S&P MCP ETF 464287507 4086 19855 SH SOLE None 0 0 19855 ISHARES CORE CORE S&P US VLU 464287663 2398 38054 SH SOLE None 0 0 38054 ISHARES CORE CORE MSCI EAFE 46432F842 1075 16489 SH SOLE None 0 0 16489 ISHARES CORE CORE MSCI EMKT 46434G103 11519 214276 SH SOLE None 0 0 214276 ISHARES CORE CORE S&P500 ETF 464287200 1113 3445 SH SOLE None 0 0 3445 ISHARES CORE CORE S&P SCP ETF 464287804 385 4597 SH SOLE None 0 0 4597 ISHARES CORE CORE LT USDB ETF 464289479 232 3414 SH SOLE None 0 0 3414 ISHARES CORE CORE DIV GRWTH 46434V621 566 13469 SH SOLE None 0 0 13469 ISHARES EDGE MSCI MIN VOL ETF 46429B697 6381 97278 SH SOLE None 0 0 97278 ISHARES EDGE USA QUALITY FCTR 46432F339 2923 28945 SH SOLE None 0 0 28945 ISHARES EDGE MIN VOL EMRG MKT 464286533 368 6288 SH SOLE None 0 0 6288 ISHARES EDGE MIN VOL EAFE ETF 46429B689 600 8049 SH SOLE None 0 0 8049 ISHARES EDGE EDGE US FIXD INM 46435U796 304 2988 SH SOLE None 0 0 2988 ISHARES GLOBAL GLOBAL ENERG ETF 464287341 693 22500 SH SOLE None 0 0 22500 ISHARES JPMORGAN JPMORGAN USD EMG 464288281 945 8252 SH SOLE None 0 0 8252 ISHARES RUSS RUS MDCP VAL ETF 464287473 216 2284 SH SOLE None 0 0 2284 ISHARES RUSSELL RUSSELL 2000 ETF 464287655 2044 12339 SH SOLE None 0 0 12339 ISHARES RUSSELL RUS MD CP GR ETF 464287481 2481 16262 SH SOLE None 0 0 16262 ISHARES S&P CORE S&P US GWT 464287671 2984 44124 SH SOLE None 0 0 44124 ISHARES TIPS TIPS BD ETF 464287176 1324 11364 SH SOLE None 0 0 11364 ISHARES TREASURY TRS FLT RT BD 46434V860 602 12002 SH SOLE None 0 0 12002 IVY HIGH COM 465893105 176 12700 SH SOLE None 0 0 12700 JOHNSON & JOHNSON COM 478160104 264 1810 SH SOLE None 0 0 1810 JPMORGAN ULTRA SHRT INC 46641Q837 464 9205 SH SOLE None 0 0 9205 JPMORGAN CHASE COM 46625H100 2286 16399 SH SOLE None 0 0 16399 MEDICAL PROPERTIES COM 58463J304 251 11925 SH SOLE None 0 0 11925 MICROSOFT CORP COM 594918104 660 4191 SH SOLE None 0 0 4191 PEPSICO INC COM 713448108 232 1704 SH SOLE None 0 0 1704 REALTY INCOME COM 756109104 1186 16120 SH SOLE None 0 0 16120 RIVERNORTH DOUBLELINE COM 76882G107 550 33506 SH SOLE None 0 0 33506 SEMPRA ENERGY COM 816851109 288 1907 SH SOLE None 0 0 1907 SERVICE PROPERTIES COM SH BEN INT 81761L102 276 11350 SH SOLE None 0 0 11350 SIMON PROPERTY COM 828806109 851 5716 SH SOLE None 0 0 5716 SPDR BLACKSTONE BLKSTN GSOSRLN 78467V608 1029 22103 SH SOLE None 0 0 22103 SPDR BLOOMBERG BLOOMBERG BRCLYS 78468R622 260 2377 SH SOLE None 0 0 2377 SPDR DOUBLELINE SPDR TR TACTIC 78467V848 300 6126 SH SOLE None 0 0 6126 SPDR PORTFOLIO PRTFLO S&P500 GW 78464A409 24066 574242 SH SOLE None 0 0 574242 SPDR PORTFOLIO PRTFLO S&P500 VL 78464A508 29996 859246 SH SOLE None 0 0 859246 SPDR S&P TR UNIT 78462F103 397 1234 SH SOLE None 0 0 1234 SPDR SERIES S&P DIVID ETF 78464A763 231 2148 SH SOLE None 0 0 2148 SPROTT PHYSICAL TR UNIT 85208R101 188 12853 SH SOLE None 0 0 12853 TELADOC HEALTH COM 87918A105 380 4540 SH SOLE None 0 0 4540 UNION PACIFIC CORP COM 907818108 392 2173 SH SOLE None 0 0 2173 UNITEDHEALTH GROUP COM 91324P102 293 998 SH SOLE None 0 0 998 VANECK VECTORS HIGH YLD MUN ETF 92189H409 289 4519 SH SOLE None 0 0 4519 VANGUARD DIVIDEND DIV APP ETF 921908844 841 6748 SH SOLE None 0 0 6748 VANGUARD INTERMEDIATE INT-TERM CORP 92206C870 5115 56016 SH SOLE None 0 0 56016 VANGUARD MID MCAP VL IDXVIP 922908512 416 3497 SH SOLE None 0 0 3497 VANGUARD SMALL SM CP VAL ETF 922908611 2049 14955 SH SOLE None 0 0 14955 VANGUARD SMALL SML CP GRW ETF 922908595 684 3445 SH SOLE None 0 0 3445 VANGUARD TOTAL TOTAL BND MRKT 921937835 5688 67832 SH SOLE None 0 0 67832 VANGUARD TOTAL TOTAL STK MKT 922908769 25747 157362 SH SOLE None 0 0 157362 VISA INC COM CL A 92826C839 243 1297 SH SOLE None 0 0 1297 VOYA GLOBAL COM 92912T100 264 42663 SH SOLE None 0 0 42663 WALT DISNEY COM DISNEY 254687106 266 1844 SH SOLE None 0 0 1844