0001774343-23-000002.txt : 20230502
0001774343-23-000002.hdr.sgml : 20230502
20230502104719
ACCESSION NUMBER: 0001774343-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230502
DATE AS OF CHANGE: 20230502
EFFECTIVENESS DATE: 20230502
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: 23877200
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
X0202
13F-HR
LIVE
false
false
false
0001774343
XXXXXXXX
03-31-2023
03-31-2023
Financial Strategies Group, Inc.
2270 JOLLY OAK RD., SUITE 2
OKEMOS
MI
48864
13F COMBINATION REPORT
028-19935
000289054
Morningstar Investment Services
N
Kristin Prieur
CCO
8104417385
Kristin Prieur
Flint
MI
05-02-2023
0
78
259703787
false
INFORMATION TABLE
2
Form13F.xml
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
1590738
15568
SH
SOLE
0
0
0
15568
ALPHABET INC
CAP STK CL C
02079K107
2423720
23305
SH
SOLE
0
0
0
23305
AMAZON COM INC
COM
023135106
2638130
25541
SH
SOLE
0
0
0
25541
APPLE INC
COM
037833100
2956637
17930
SH
SOLE
0
0
0
17930
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2237347
7246
SH
SOLE
0
0
0
7246
BP PLC
SPONSORED ADR
055622104
341460
9000
SH
SOLE
0
0
0
9000
CHEVRON CORP NEW
COM
166764100
324095
1986
SH
SOLE
0
0
0
1986
COCA COLA CO
COM
191216100
303699
4896
SH
SOLE
0
0
0
4896
CSX CORP
COM
126408103
323352
10800
SH
SOLE
0
0
0
10800
DEERE & CO
COM
244199105
211094
511
SH
SOLE
0
0
0
511
EXXON MOBIL CORP
COM
30231G102
2160812
19705
SH
SOLE
0
0
0
19705
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
353716
6944
SH
SOLE
0
0
0
6944
FIRST TR EXCHNG TRADED FD VI
CBOE VEST FD DEP
33740U703
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SOLE
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0
485864
FORD MTR CO DEL
COM
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114619
GRANITESHARES GOLD TR
SHS BEN INT
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41790
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HCA HEALTHCARE INC
COM
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SH
SOLE
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0
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HUNTINGTON BANCSHARES INC
COM
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239506
21384
SH
SOLE
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0
0
21384
ISHARES INC
JP MORGAN EM ETF
464286517
6463786
179301
SH
SOLE
0
0
0
179301
ISHARES INC
CORE MSCI EMKT
46434G103
248843
5100
SH
SOLE
0
0
0
5100
ISHARES INC
MSCI EMERG MRKT
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3978
SH
SOLE
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0
0
3978
ISHARES TR
CORE S&P SCP ETF
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ISHARES TR
GRWT ALLOCAT ETF
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6005
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ISHARES TR
NATIONAL MUN ETF
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ISHARES TR
SHRT NAT MUN ETF
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SOLE
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8271
ISHARES TR
AGGRES ALLOC ETF
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401571
6315
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0
6315
ISHARES TR
CORE US AGGBD ET
464287226
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10918
SH
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0
10918
ISHARES TR
CORE S&P500 ETF
464287200
649087
1579
SH
SOLE
0
0
0
1579
ISHARES TR
CORE S&P MCP ETF
464287507
3291822
13159
SH
SOLE
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0
0
13159
ISHARES TR
MSCI INTL QUALTY
46434V456
29818969
844730
SH
SOLE
0
0
0
844730
ISHARES TR
0-5YR HI YL CP
46434V407
13390575
321271
SH
SOLE
0
0
0
321271
ISHARES TR
INTERNATIONAL SL
46434V266
5104693
164231
SH
SOLE
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0
164231
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
46641Q647
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5006
SH
SOLE
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0
0
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J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
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SH
SOLE
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J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
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SH
SOLE
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0
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JPMORGAN CHASE & CO
COM
46625H100
1459439
11200
SH
SOLE
0
0
0
11200
KLA CORP
COM NEW
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1437196
3600
SH
SOLE
0
0
0
3600
LOWES COS INC
COM
548661107
1394453
6973
SH
SOLE
0
0
0
6973
MCDONALDS CORP
COM
580135101
566490
2026
SH
SOLE
0
0
0
2026
MERCK & CO INC
COM
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478542
4498
SH
SOLE
0
0
0
4498
METLIFE INC
COM
59156R108
1108577
19133
SH
SOLE
0
0
0
19133
MICROSOFT CORP
COM
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1725553
5985
SH
SOLE
0
0
0
5985
NEXTERA ENERGY INC
COM
65339F101
409045
5307
SH
SOLE
0
0
0
5307
NIKE INC
CL B
654106103
455698
3716
SH
SOLE
0
0
0
3716
PEPSICO INC
COM
713448108
1442011
7910
SH
SOLE
0
0
0
7910
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
2172133
21885
SH
SOLE
0
0
0
21885
PROCTER AND GAMBLE CO
COM
742718109
1832519
12324
SH
SOLE
0
0
0
12324
PROGRESSIVE CORP
COM
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1586188
11088
SH
SOLE
0
0
0
11088
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
344980
6435
SH
SOLE
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0
0
6435
SCHWAB STRATEGIC TR
1 5YR CORP BD
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10757
SH
SOLE
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0
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SCHWAB STRATEGIC TR
SCHWAB FDT US LG
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SH
SOLE
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0
0
249417
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
1664879
25387
SH
SOLE
0
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0
25387
SPDR INDEX SHS FDS
S&P EMKTSC ETF
78463X756
1710296
33767
SH
SOLE
0
0
0
33767
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
441915
13758
SH
SOLE
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0
0
13758
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
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476544
SH
SOLE
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0
0
476544
SPDR SER TR
BLOOMBERG SHT TE
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20580
SH
SOLE
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0
0
20580
SPDR SER TR
BLOOMBERG EMERGI
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SH
SOLE
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20628
SPDR SER TR
PORTFOLIO AGRGTE
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SH
SOLE
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535689
SPDR SER TR
NUVEEN BLOOMBERG
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SOLE
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SPDR SER TR
PORTFOLIO S&P400
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SOLE
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332814
SPDR SER TR
S&P 600 SMCP GRW
78464A201
4380595
59398
SH
SOLE
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0
0
59398
SPDR SER TR
S&P 600 SMCP VAL
78464A300
9328393
122452
SH
SOLE
0
0
0
122452
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
732032
15395
SH
SOLE
0
0
0
15395
SPDR SER TR
PORTFOLI S&P1500
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39903973
791275
SH
SOLE
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791275
SSGA ACTIVE ETF TR
SPDR TR TACTIC
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SH
SOLE
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SSGA ACTIVE TR
SPDR DBLELN SHRT
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SH
SOLE
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T ROWE PRICE ETF INC
PRICE DIV GRWT
87283Q404
202867
6349
SH
SOLE
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0
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VANECK ETF TRUST
HIGH YLD MUNIETF
92189H409
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SH
SOLE
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0
19146
VANGUARD ADMIRAL FDS INC
SMLCP 600 VAL
921932778
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SH
SOLE
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VANGUARD BD INDEX FDS
TOTAL BND MRKT
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SOLE
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VANGUARD INDEX FDS
TOTAL STK MKT
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SH
SOLE
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10797
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3833952
94900
SH
SOLE
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0
0
94900
VANGUARD MUN BD FDS
TAX EXEMPT BD
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SH
SOLE
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23602
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
8847896
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SH
SOLE
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0
116068
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
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SH
SOLE
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0
0
27685
VERIZON COMMUNICATIONS INC
COM
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52396
SH
SOLE
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0
0
52396
WALMART INC
COM
931142103
257595
1747
SH
SOLE
0
0
0
1747
WASTE MGMT INC DEL
COM
94106L109
311316
1908
SH
SOLE
0
0
0
1908
WORLD GOLD TR
SPDR GLD MINIS
98149E303
8140119
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SH
SOLE
0
0
0
208134