0001822731-21-000003.txt : 20210726 0001822731-21-000003.hdr.sgml : 20210726 20210726114341 ACCESSION NUMBER: 0001822731-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210726 DATE AS OF CHANGE: 20210726 EFFECTIVENESS DATE: 20210726 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Fullen Financial Group CENTRAL INDEX KEY: 0001822731 IRS NUMBER: 342034339 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20353 FILM NUMBER: 211113050 BUSINESS ADDRESS: STREET 1: 3720 NORTH HIGH ST CITY: COLUMBUS STATE: OH ZIP: 43214 BUSINESS PHONE: 6143725430 MAIL ADDRESS: STREET 1: 3720 NORTH HIGH ST CITY: COLUMBUS STATE: OH ZIP: 43214 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001822731 XXXXXXXX 06-30-2021 06-30-2021 Fullen Financial Group

3720 NORTH HIGH ST COLUMBUS OH 43214

13F HOLDINGS REPORT 028-20353 N Paula Miller 6147871034 Paula Miller Columbus OH 07-26-2021 0 60 169755 false INFORMATION TABLE 2 FullenFinancial13F63021.xml FULLEN FINANCIAL 13F 6-30-21 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 298 1073 SH SOLE 0 0 1073 ISHARES TR TIPS BD ETF 464287176 263 2057 SH SOLE 0 0 2057 ISHARES TR GRWT ALLOCAT ETF 464289867 648 11577 SH SOLE 0 0 11577 ISHARES TR CORE US AGGBD ET 464287226 335 2907 SH SOLE 0 0 2907 ISHARES TR ISHS 5-10YR INVT 464288638 423 6995 SH SOLE 0 0 6995 ISHARES TR MODERT ALLOC ETF 464289875 527 11699 SH SOLE 0 0 11699 ISHARES TR MSCI EAFE ETF 464287465 1303 16516 SH SOLE 0 0 16516 ISHARES TR EAFE SML CP ETF 464288273 728 9812 SH SOLE 0 0 9812 ISHARES TR RUS 1000 GRW ETF 464287614 3150 11602 SH SOLE 0 0 11602 ISHARES TR RUS 1000 ETF 464287622 2017 8333 SH SOLE 0 0 8333 ISHARES TR RUS 1000 VAL ETF 464287598 2431 15326 SH SOLE 0 0 15326 ISHARES TR RUS 2000 GRW ETF 464287648 243 781 SH SOLE 0 0 781 ISHARES TR RUSSELL 2000 ETF 464287655 816 3558 SH SOLE 0 0 3558 ISHARES TR RUS 2000 VAL ETF 464287630 622 3752 SH SOLE 0 0 3752 ISHARES TR RUS MD CP GR ETF 464287481 805 7110 SH SOLE 0 0 7110 ISHARES TR RUS MID CAP ETF 464287499 785 9909 SH SOLE 0 0 9909 ISHARES TR RUS MDCP VAL ETF 464287473 939 8164 SH SOLE 0 0 8164 ISHARES TR CORE S&P500 ETF 464287200 404 940 SH SOLE 0 0 940 ISHARES TR ISHS 1-5YR INVS 464288646 12607 230005 SH SOLE 0 0 230005 ISHARES TR IBOXX INV CP ETF 464287242 234 1743 SH SOLE 0 0 1743 JPMORGAN CHASE & CO COM 46625H100 1011 6500 SH SOLE 0 0 6500 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1262 38369 SH SOLE 0 0 38369 SPDR SER TR PORTFOLIO INTRMD 78464A375 577 15718 SH SOLE 0 0 15718 SPDR SER TR PORTFOLIO SHORT 78464A474 3819 121998 SH SOLE 0 0 121998 SPDR SER TR PRTFLO S&P500 VL 78464A508 3221 81470 SH SOLE 0 0 81470 SPDR SER TR S&P 400 MDCP VAL 78464A839 2019 29896 SH SOLE 0 0 29896 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 4484 121869 SH SOLE 0 0 121869 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1374 30204 SH SOLE 0 0 30204 SPDR S&P 500 ETF TR TR UNIT 78462F103 266 621 SH SOLE 0 0 621 SPDR SER TR PORTFOLIO AGRGTE 78464A649 4439 147903 SH SOLE 0 0 147903 SPDR SER TR PORTFOLIO SH TSR 78468R101 3243 105851 SH SOLE 0 0 105851 SPDR SER TR PORTFOLIO S&P600 78468R853 4874 110935 SH SOLE 0 0 110935 SPDR SER TR PRTFLO S&P500 GW 78464A409 2910 46214 SH SOLE 0 0 46214 SPDR SER TR S&P 400 MDCP GRW 78464A821 1166 15035 SH SOLE 0 0 15035 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 218 4356 SH SOLE 0 0 4356 VANGUARD INDEX FDS GROWTH ETF 922908736 6779 23634 SH SOLE 0 0 23634 VANGUARD INDEX FDS LARGE CAP ETF 922908637 228 1137 SH SOLE 0 0 1137 VANGUARD INDEX FDS VALUE ETF 922908744 8378 60951 SH SOLE 0 0 60951 VANGUARD WHITEHALL FDS EMERG MKT BD ETF 921946885 370 4635 SH SOLE 0 0 4635 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5628 103633 SH SOLE 0 0 103633 VANGUARD WORLD FD ESG US STK ETF 921910733 284 3557 SH SOLE 0 0 3557 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 220 1616 SH SOLE 0 0 1616 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 238 2272 SH SOLE 0 0 2272 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 591 8720 SH SOLE 0 0 8720 VANGUARD BD INDEX FDS INTERMED TERM 921937819 17595 195586 SH SOLE 0 0 195586 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1003 10552 SH SOLE 0 0 10552 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 647 11324 SH SOLE 0 0 11324 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 15754 248518 SH SOLE 0 0 248518 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4377 18518 SH SOLE 0 0 18518 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 7319 52094 SH SOLE 0 0 52094 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2797 54298 SH SOLE 0 0 54298 VANGUARD INDEX FDS MID CAP ETF 922908629 693 2920 SH SOLE 0 0 2920 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1096 3780 SH SOLE 0 0 3780 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 2018 28901 SH SOLE 0 0 28901 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 855 12282 SH SOLE 0 0 12282 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 447 5402 SH SOLE 0 0 5402 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 12789 155664 SH SOLE 0 0 155664 VANGUARD INDEX FDS SMALL CP ETF 922908751 11293 50129 SH SOLE 0 0 50129 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2638 15190 SH SOLE 0 0 15190 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1257 14632 SH SOLE 0 0 14632