0001774343-21-000001.txt : 20210212 0001774343-21-000001.hdr.sgml : 20210212 20210212070610 ACCESSION NUMBER: 0001774343-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210212 DATE AS OF CHANGE: 20210212 EFFECTIVENESS DATE: 20210212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Financial Strategies Group, Inc. CENTRAL INDEX KEY: 0001774343 IRS NUMBER: 822226358 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19935 FILM NUMBER: 21622664 BUSINESS ADDRESS: STREET 1: 2270 JOLLY OAK RD., SUITE 2 CITY: OKEMOS STATE: MI ZIP: 48864 BUSINESS PHONE: (517) 347-4337 MAIL ADDRESS: STREET 1: 2270 JOLLY OAK RD., SUITE 2 CITY: OKEMOS STATE: MI ZIP: 48864 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001774343 XXXXXXXX 12-31-2020 12-31-2020 Financial Strategies Group, Inc.

2270 JOLLY OAK RD., SUITE 2 OKEMOS MI 48864

13F COMBINATION REPORT 028-19935 0001478215 Morningstar Investment Services LLC N Kristin Prieur 8008040420 Kristin Prieur Okemos MI 02-12-2021 0 68 187836363 false INFORMATION TABLE 2 Form13f.xml PFIZER INC COM 717081103 388 10545 SH SOLE 0 0 0 10545 DISNEY WALT CO COM 254687106 1003 5538 SH SOLE 0 0 0 5538 DEERE & CO COM 244199105 231 860 SH SOLE 0 0 0 860 ISHARES TR SHRT NAT MUN ETF 464288158 1677 15508 SH SOLE 0 0 0 15508 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 693 12218 SH SOLE 0 0 0 12218 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 465 3312 SH SOLE 0 0 0 3312 ISHARES TR TIPS BD ETF 464287176 297 2329 SH SOLE 0 0 0 2329 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1338 28349 SH SOLE 0 0 0 28349 TCF FINL CORP COM 872307103 210 5684 SH SOLE 0 0 0 5684 NEXTERA ENERGY INC COM 65339F101 359 4648 SH SOLE 0 0 0 4648 APPLE INC COM 037833100 1995 15035 SH SOLE 0 0 0 15035 AMAZON COM INC COM 023135106 563 173 SH SOLE 0 0 0 173 MERCK & CO. INC COM 58933Y105 420 5139 SH SOLE 0 0 0 5139 LOWES COS INC COM 548661107 206 1282 SH SOLE 0 0 0 1282 PROCTER AND GAMBLE CO COM 742718109 516 3708 SH SOLE 0 0 0 3708 BOEING CO COM 097023105 325 1518 SH SOLE 0 0 0 1518 NIKE INC CL B 654106103 527 3722 SH SOLE 0 0 0 3722 WALMART INC COM 931142103 245 1702 SH SOLE 0 0 0 1702 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 671 10907 SH SOLE 0 0 0 10907 J P MORGAN EXCHANGE-TRADED F MUNICIPAL ETF 46641Q647 282 5125 SH SOLE 0 0 0 5125 SPDR SER TR S&P 600 SMCP VAL 78464A300 7053 106560 SH SOLE 0 0 0 106560 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 1139 32165 SH SOLE 0 0 0 32165 JPMORGAN CHASE & CO COM 46625H100 365 2876 SH SOLE 0 0 0 2876 ISHARES TR US TREAS BD ETF 46429B267 2168 79583 SH SOLE 0 0 0 79583 SPDR SER TR S&P 600 SMCP GRW 78464A201 3231 42309 SH SOLE 0 0 0 42309 EXXON MOBIL CORP COM 30231G102 428 10380 SH SOLE 0 0 0 10380 PLEXUS CORP COM 729132100 243 3101 SH SOLE 0 0 0 3101 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 291 1251 SH SOLE 0 0 0 1251 SPDR SER TR PORTFOLIO LN TSR 78464A664 239 5294 SH SOLE 0 0 0 5294 VANGUARD INDEX FDS VALUE ETF 922908744 208 1748 SH SOLE 0 0 0 1748 ISHARES INC JP MORGAN EM ETF 464286517 4482 99051 SH SOLE 0 0 0 99051 ISHARES TR GRWT ALLOCAT ETF 464289867 655 12554 SH SOLE 0 0 0 12554 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 462 5244 SH SOLE 0 0 0 5244 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 201 4964 SH SOLE 0 0 0 4964 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 1197 23182 SH SOLE 0 0 0 23182 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 2340 33495 SH SOLE 0 0 0 33495 VANGUARD INDEX FDS TOTAL STK MKT 922908769 302 1554 SH SOLE 0 0 0 1554 ISHARES TR CORE US AGGBD ET 464287226 375 3170 SH SOLE 0 0 0 3170 ADVANCED MICRO DEVICES INC COM 007903107 295 3220 SH SOLE 0 0 0 3220 ISHARES TR AGGRES ALLOC ETF 464289859 367 5718 SH SOLE 0 0 0 5718 COCA COLA CO COM 191216100 250 4551 SH SOLE 0 0 0 4551 SPDR SER TR PORTFOLIO S&P400 78464A847 9998 247484 SH SOLE 0 0 0 247484 DIREXION SHS ETF TR DLY ENRGY BULL2X 25460G609 146 10156 SH SOLE 0 0 0 10156 VERIZON COMMUNICATIONS INC COM 92343V104 342 5820 SH SOLE 0 0 0 5820 WASTE MGMT INC DEL COM 94106L109 216 1828 SH SOLE 0 0 0 1828 CSX CORP COM 126408103 327 3600 SH SOLE 0 0 0 3600 SCHWAB STRATEGIC TR US TIPS ETF 808524870 8129 130941 SH SOLE 0 0 0 130941 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 5193 62381 SH SOLE 0 0 0 62381 SPDR SER TR PORTFOLIO AGRGTE 78464A649 18598 604025 SH SOLE 0 0 0 604025 MICROSOFT CORP COM 594918104 1044 4695 SH SOLE 0 0 0 4695 ISHARES TR CORE S&P MCP ETF 464287507 3771 16408 SH SOLE 0 0 0 16408 MCDONALDS CORP COM 580135101 345 1608 SH SOLE 0 0 0 1608 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 11962 283722 SH SOLE 0 0 0 283722 ISHARES TR MSCI EAFE ETF 464287465 349 4785 SH SOLE 0 0 0 4785 ISHARES TR 20 YR TR BD ETF 464287432 205 1300 SH SOLE 0 0 0 1300 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 3057 60183 SH SOLE 0 0 0 60183 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 19129 566798 SH SOLE 0 0 0 566798 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 478 9541 SH SOLE 0 0 0 9541 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 8697 85227 SH SOLE 0 0 0 85227 FORD MTR CO DEL COM 345370860 225 25640 SH SOLE 0 0 0 25640 ISHARES TR CORE S&P500 ETF 464287200 667 1776 SH SOLE 0 0 0 1776 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1552 28127 SH SOLE 0 0 0 28127 BP PLC SPONSORED ADR 055622104 225 10983 SH SOLE 0 0 0 10983 ISHARES TR MODERT ALLOC ETF 464289875 344 7958 SH SOLE 0 0 0 7958 SPDR SER TR PORTFOLI S&P1500 78464A805 33277 722009 SH SOLE 0 0 0 722009 SPDR SER TR MSCI USA STRTGIC 78468R812 7598 72728 SH SOLE 0 0 0 72728 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 297 5925 SH SOLE 0 0 0 5925 ISHARES TR 0-5YR HI YL CP 46434V407 4482 98641 SH SOLE 0 0 0 98641