0001774343-22-000003.txt : 20220808 0001774343-22-000003.hdr.sgml : 20220808 20220808111431 ACCESSION NUMBER: 0001774343-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220808 DATE AS OF CHANGE: 20220808 EFFECTIVENESS DATE: 20220808 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: 221143146 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 06-30-2022 06-30-2022 Financial Strategies Group, Inc.

2270 JOLLY OAK RD., SUITE 2 OKEMOS MI 48864

13F COMBINATION REPORT 028-19935 Morningstar Investment Services N Kristin Prieur 8104417385 Kristin Prieur Flint MI 08-08-2022 0 85 238661 false INFORMATION TABLE 2 Form13F.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 869 7640 SH SOLE 0 0 0 7640 ALPHABET INC CAP STK CL C 02079K107 1221 558 SH SOLE 0 0 0 558 AMAZON COM INC COM 023135106 1453 13678 SH SOLE 0 0 0 13678 APPLE INC COM 037833100 1691 12365 SH SOLE 0 0 0 12365 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1194 4374 SH SOLE 0 0 0 4374 BP PLC SPONSORED ADR 055622104 255 9000 SH SOLE 0 0 0 9000 CHEVRON CORP NEW COM 166764100 280 1931 SH SOLE 0 0 0 1931 COCA COLA CO COM 191216100 305 4848 SH SOLE 0 0 0 4848 CSX CORP COM 126408103 314 10800 SH SOLE 0 0 0 10800 DEERE & CO COM 244199105 245 820 SH SOLE 0 0 0 820 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 440 9162 SH SOLE 0 0 0 9162 DISNEY WALT CO COM 254687106 754 7983 SH SOLE 0 0 0 7983 DTE ENERGY CO COM 233331107 207 1634 SH SOLE 0 0 0 1634 EXXON MOBIL CORP COM 30231G102 1369 15981 SH SOLE 0 0 0 15981 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 394 7791 SH SOLE 0 0 0 7791 FIRST TR EXCHNG TRADED FD VI CBOE VEST FD DEP 33740U703 9828 502943 SH SOLE 0 0 0 502943 FORD MTR CO DEL COM 345370860 787 70728 SH SOLE 0 0 0 70728 GRANITESHARES GOLD TR SHS BEN INT 38748G101 707 39481 SH SOLE 0 0 0 39481 HUNTINGTON BANCSHARES INC COM 446150104 241 20038 SH SOLE 0 0 0 20038 INTEL CORP COM 458140100 749 20012 SH SOLE 0 0 0 20012 ISHARES INC JP MORGAN EM ETF 464286517 6275 183642 SH SOLE 0 0 0 183642 ISHARES INC CORE MSCI EMKT 46434G103 246 5021 SH SOLE 0 0 0 5021 ISHARES TR GRWT ALLOCAT ETF 464289867 282 5881 SH SOLE 0 0 0 5881 ISHARES TR AGGRES ALLOC ETF 464289859 363 6057 SH SOLE 0 0 0 6057 ISHARES TR CORE US AGGBD ET 464287226 1331 13090 SH SOLE 0 0 0 13090 ISHARES TR CORE S&P MCP ETF 464287507 4090 18081 SH SOLE 0 0 0 18081 ISHARES TR CORE MSCI EAFE 46432F842 224 3804 SH SOLE 0 0 0 3804 ISHARES TR CORE S&P SCP ETF 464287804 232 2516 SH SOLE 0 0 0 2516 ISHARES TR SHRT NAT MUN ETF 464288158 982 9378 SH SOLE 0 0 0 9378 ISHARES TR NATIONAL MUN ETF 464288414 402 3784 SH SOLE 0 0 0 3784 ISHARES TR CORE S&P500 ETF 464287200 764 2014 SH SOLE 0 0 0 2014 ISHARES TR 0-5YR HI YL CP 46434V407 5908 145691 SH SOLE 0 0 0 145691 ISHARES TR MODERT ALLOC ETF 464289875 206 5287 SH SOLE 0 0 0 5287 ISHARES TR MSCI EAFE ETF 464287465 218 3487 SH SOLE 0 0 0 3487 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 286 5723 SH SOLE 0 0 0 5723 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 444 8867 SH SOLE 0 0 0 8867 JPMORGAN CHASE & CO COM 46625H100 875 7772 SH SOLE 0 0 0 7772 LOWES COS INC COM 548661107 819 4687 SH SOLE 0 0 0 4687 MCDONALDS CORP COM 580135101 474 1921 SH SOLE 0 0 0 1921 MERCK & CO INC COM 58933Y105 406 4457 SH SOLE 0 0 0 4457 METLIFE INC COM 59156R108 656 10451 SH SOLE 0 0 0 10451 MICROSOFT CORP COM 594918104 992 3864 SH SOLE 0 0 0 3864 NEXTERA ENERGY INC COM 65339F101 408 5261 SH SOLE 0 0 0 5261 NIKE INC CL B 654106103 379 3712 SH SOLE 0 0 0 3712 PEPSICO INC COM 713448108 849 5094 SH SOLE 0 0 0 5094 PFIZER INC COM 717081103 583 11115 SH SOLE 0 0 0 11115 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1879 18960 SH SOLE 0 0 0 18960 PROCTER AND GAMBLE CO COM 742718109 1184 8236 SH SOLE 0 0 0 8236 PROGRESSIVE CORP COM 743315103 950 8167 SH SOLE 0 0 0 8167 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 560 22076 SH SOLE 0 0 0 22076 SCHWAB STRATEGIC TR US TIPS ETF 808524870 10124 181433 SH SOLE 0 0 0 181433 SCHWAB STRATEGIC TR 1 5YR CORP BD 808524714 779 16395 SH SOLE 0 0 0 16395 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 13203 259390 SH SOLE 0 0 0 259390 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1458 23359 SH SOLE 0 0 0 23359 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 24862 862076 SH SOLE 0 0 0 862076 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 15440 444060 SH SOLE 0 0 0 444060 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 1552 31896 SH SOLE 0 0 0 31896 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 3066 49462 SH SOLE 0 0 0 49462 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 1357 46919 SH SOLE 0 0 0 46919 SPDR SER TR S&P 600 SMCP VAL 78464A300 9306 128511 SH SOLE 0 0 0 128511 SPDR SER TR S&P 600 SMCP GRW 78464A201 3878 55006 SH SOLE 0 0 0 55006 SPDR SER TR PORTFOLIO LN TSR 78464A664 254 7685 SH SOLE 0 0 0 7685 SPDR SER TR PORTFLI TIPS ETF 78464A656 530 19249 SH SOLE 0 0 0 19249 SPDR SER TR NUVEEN BLMBRG SH 78468R739 250 5297 SH SOLE 0 0 0 5297 SPDR SER TR PORTFOLIO S&P400 78464A847 12817 322918 SH SOLE 0 0 0 322918 SPDR SER TR PORTFOLIO AGRGTE 78464A649 14983 568603 SH SOLE 0 0 0 568603 SPDR SER TR BLOOMBERG SHT TE 78468R408 473 19631 SH SOLE 0 0 0 19631 SPDR SER TR BLOOMBERG EMERGI 78464A391 395 19319 SH SOLE 0 0 0 19319 SPDR SER TR PORTFOLI S&P1500 78464A805 37928 816012 SH SOLE 0 0 0 816012 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 513 12162 SH SOLE 0 0 0 12162 VANECK ETF TRUST INVESTMENT GRD 92189F486 722 29243 SH SOLE 0 0 0 29243 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 660 12249 SH SOLE 0 0 0 12249 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 639 4154 SH SOLE 0 0 0 4154 VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 311 1719 SH SOLE 0 0 0 1719 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 716 9513 SH SOLE 0 0 0 9513 VANGUARD INDEX FDS VALUE ETF 922908744 379 2874 SH SOLE 0 0 0 2874 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2366 12542 SH SOLE 0 0 0 12542 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1442 34627 SH SOLE 0 0 0 34627 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1174 23508 SH SOLE 0 0 0 23508 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 7117 93321 SH SOLE 0 0 0 93321 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 3266 80041 SH SOLE 0 0 0 80041 VERIZON COMMUNICATIONS INC COM 92343V104 1353 26669 SH SOLE 0 0 0 26669 WALMART INC COM 931142103 210 1724 SH SOLE 0 0 0 1724 WASTE MGMT INC DEL COM 94106L109 289 1887 SH SOLE 0 0 0 1887 WORLD GOLD TR SPDR GLD MINIS 98149E303 8279 230745 SH SOLE 0 0 0 230745