0001800692-22-000002.txt : 20220419
0001800692-22-000002.hdr.sgml : 20220419
20220419122406
ACCESSION NUMBER: 0001800692-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220419
DATE AS OF CHANGE: 20220419
EFFECTIVENESS DATE: 20220419
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Secure Asset Management, LLC
CENTRAL INDEX KEY: 0001800692
IRS NUMBER: 141996228
STATE OF INCORPORATION: MI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19770
FILM NUMBER: 22834027
BUSINESS ADDRESS:
STREET 1: 2565 WEST MAPLE ROAD
CITY: TROY
STATE: MI
ZIP: 48084
BUSINESS PHONE: 248-414-1562
MAIL ADDRESS:
STREET 1: 2565 WEST MAPLE ROAD
CITY: TROY
STATE: MI
ZIP: 48084
13F-HR
1
primary_doc.xml
13F-HR
LIVE
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false
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0001800692
XXXXXXXX
03-31-2022
03-31-2022
false
Secure Asset Management, LLC
2565 West Maple Road
Troy
MI
48084
13F HOLDINGS REPORT
028-19770
N
Randall Eli Joseph
Chief Compliance Officer
248-414-1562
/s/ Randall Eli Joseph
Troy
MI
04-19-2022
0
203
221834
INFORMATION TABLE
2
infotable.xml
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CAP STK CL A
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COM
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COM
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COM
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COM
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COM
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COM
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326
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1570
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S&P METALS MNG
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S&P DIVID ETF
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339
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SH
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0
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2650
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S&P RETAIL ETF
78464A714
360
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SH
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4764
SSGA ACTIVE ETF TR
BLACKSTONE SENR
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515
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SH
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11448
STARBUCKS CORP
COM
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216
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COM
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COM
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COM
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SH
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TARGET CORP
COM
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COM
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COM
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UNITS
91232N207
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COM
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960
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
1192
14555
SH
SOLE
0
0
14555
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
430
8206
SH
SOLE
0
0
8206
VANGUARD INDEX FDS
VALUE ETF
922908744
744
5036
SH
SOLE
0
0
5036
VANGUARD INDEX FDS
MID CAP ETF
922908629
1954
8216
SH
SOLE
0
0
8216
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
457
2005
SH
SOLE
0
0
2005
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
818
4939
SH
SOLE
0
0
4939
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
6616
15936
SH
SOLE
0
0
15936
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
5079
99190
SH
SOLE
0
0
99190
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
541
6925
SH
SOLE
0
0
6925
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
92206C813
571
6098
SH
SOLE
0
0
6098
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
945
15951
SH
SOLE
0
0
15951
VANGUARD SCOTTSDALE FDS
TOTAL WLD BD ETF
92206C565
993
13392
SH
SOLE
0
0
13392
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
1171
13608
SH
SOLE
0
0
13608
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
2154
13281
SH
SOLE
0
0
13281
VANGUARD WELLINGTON FD
US QUALITY
921935706
297
2558
SH
SOLE
0
0
2558
VANGUARD WELLINGTON FD
US VALUE FACTR
921935805
272
2551
SH
SOLE
0
0
2551
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
826
7359
SH
SOLE
0
0
7359
VANGUARD WORLD FD
MEGA CAP VAL ETF
921910840
355
3310
SH
SOLE
0
0
3310
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
238
1214
SH
SOLE
0
0
1214
VANGUARD WORLD FDS
CONSUM DIS ETF
92204A108
390
1278
SH
SOLE
0
0
1278
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
276
2950
SH
SOLE
0
0
2950
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
402
1582
SH
SOLE
0
0
1582
VANGUARD WORLD FDS
INF TECH ETF
92204A702
1136
2728
SH
SOLE
0
0
2728
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
231
1425
SH
SOLE
0
0
1425
VERIZON COMMUNICATIONS INC
COM
92343V104
710
13939
SH
SOLE
0
0
13939
VICTORY PORTFOLIOS II
VCSHS INTL VOLTY
92647N840
215
5038
SH
SOLE
0
0
5038
VISA INC
COM CL A
92826C839
658
2967
SH
SOLE
0
0
2967
WALMART INC
COM
931142103
1229
8252
SH
SOLE
0
0
8252
WISDOMTREE TR
GLB US QTLY DIV
97717W844
1457
36683
SH
SOLE
0
0
36683
WORLD GOLD TR
SPDR GLD MINIS
98149E303
225
5850
SH
SOLE
0
0
5850