0001780330-19-000002.txt : 20190719 0001780330-19-000002.hdr.sgml : 20190719 20190719144409 ACCESSION NUMBER: 0001780330-19-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190719 DATE AS OF CHANGE: 20190719 EFFECTIVENESS DATE: 20190719 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COLTON GROOME FINANCIAL ADVISORS, LLC CENTRAL INDEX KEY: 0001780330 IRS NUMBER: 364540515 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19550 FILM NUMBER: 19963145 BUSINESS ADDRESS: STREET 1: 1127-B HENDERSONVILLE ROAD CITY: ASHEVILLE STATE: NC ZIP: 28803 BUSINESS PHONE: 828-252-1816 MAIL ADDRESS: STREET 1: 1127-B HENDERSONVILLE ROAD CITY: ASHEVILLE STATE: NC ZIP: 28803 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001780330 XXXXXXXX 06-30-2019 06-30-2019 COLTON GROOME FINANCIAL ADVISORS, LLC

1127-B HENDERSONVILLE ROAD ASHEVILLE NC 28803

13F HOLDINGS REPORT 028-19550 N Colin S. Larsen 828-252-1816 Colin S. Larsen Asheville NC 07-18-2019 0 48 124791 false INFORMATION TABLE 2 13F_06302019.xml INITIAL FILING ISHARES TR S&P 500 VAL ETF 464287408 1684 14448 SH SOLE 0 0 14448 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 825 19779 SH SOLE 0 0 19779 VANECK VECTORS ETF TR JP MORGAN MKTS 92189H300 492 14192 SH SOLE 0 0 14192 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 280 5302 SH SOLE 0 0 5302 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 917 18118 SH SOLE 0 0 18118 SPDR SERIES TRUST BLOOMBERG SRT TR 78468R408 650 23872 SH SOLE 0 0 23872 ISHARES TR SH TR CRPORT ETF 464288646 228 4267 SH SOLE 0 0 4267 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 447 11535 SH SOLE 0 0 11535 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1000 23513 SH SOLE 0 0 23513 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 568 9328 SH SOLE 0 0 9328 ISHARES TR USA QUALITY FCTR 46432F339 9815 107306 SH SOLE 0 0 107306 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 508 16236 SH SOLE 0 0 16236 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 659 11546 SH SOLE 0 0 11546 FLEXSHARES TR MORNSTAR UPSTR 33939L407 732 22167 SH SOLE 0 0 22167 WISDOMTREE TR US QTLY DIV GRT 97717X669 9720 222682 SH SOLE 0 0 222682 WISDOMTREE TR YIELD ENHANCD US 97717X511 5203 101533 SH SOLE 0 0 101533 ISHARES TR IBOXX INV CP ETF 464287242 1051 8451 SH SOLE 0 0 8451 ISHARES TR 3 7 YR TREAS BD 464288661 1300 10339 SH SOLE 0 0 10339 ISHARES TR CORE S&P TTL STK 464287150 348 5219 SH SOLE 0 0 5219 DBX ETF TR XTRACK USD HIGH 233051432 3415 68039 SH SOLE 0 0 68039 ISHARES TR CORE S&P SCP ETF 464287804 865 11049 SH SOLE 0 0 11049 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 322 4875 SH SOLE 0 0 4875 SPDR SERIES TRUST BLOMBERG BRC INV 78468R200 395 12840 SH SOLE 0 0 12840 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 1348 36768 SH SOLE 0 0 36768 INVESCO QQQ TR UNIT SER 1 46090E103 5892 31553 SH SOLE 0 0 31553 INVESCO EXCHNG TRADED FD TR MSCI GBL TIMBR 46138E545 315 11654 SH SOLE 0 0 11654 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 697 13142 SH SOLE 0 0 13142 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 6547 133430 SH SOLE 0 0 133430 FIRST TR EXCH TRADED FD III HORIZON DMST ETF 33739P889 680 25645 SH SOLE 0 0 25645 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 512 5854 SH SOLE 0 0 5854 ISHARES TR CHINA LG-CAP ETF 464287184 10778 251993 SH SOLE 0 0 251993 PIMCO ETF TR INV GRD CRP BD 72201R817 4560 42438 SH SOLE 0 0 42438 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 5897 54701 SH SOLE 0 0 54701 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 507 8589 SH SOLE 0 0 8589 FIRST TR EXCH TRADED FD III HORIZON MNGD ETF 33739P871 286 8452 SH SOLE 0 0 8452 SPDR SERIES TRUST RUSSELL MOMENTUM 78468R762 6303 86379 SH SOLE 0 0 86379 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1083 21244 SH SOLE 0 0 21244 INVESCO EXCHNG TRADED FD TR PFD ETF 46138E511 149 10162 SH SOLE 0 0 10162 SPDR SERIES TRUST BLMBRG BRC INTRM 78464A672 5263 85167 SH SOLE 0 0 85167 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 16349 196482 SH SOLE 0 0 196482 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 10324 183906 SH SOLE 0 0 183906 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 884 28704 SH SOLE 0 0 28704 ROYAL BK CDA MONTREAL QUE COM 780087102 404 5087 SH SOLE 0 0 5087 ISHARES TR S&P 500 GRWT ETF 464287309 1355 7559 SH SOLE 0 0 7559 INVESCO EXCHNG TRADED FD TR S&P SMLCP LOW 46138G102 652 13584 SH SOLE 0 0 13584 ISHARES TR CORE S&P MCP ETF 464287507 1191 6131 SH SOLE 0 0 6131 INVESCO EXCHNG TRADED FD TR FNDMNTL HY CRP 46138E719 226 11951 SH SOLE 0 0 11951 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1165 23618 SH SOLE 0 0 23618