0001822731-22-000004.txt : 20221110 0001822731-22-000004.hdr.sgml : 20221110 20221110101054 ACCESSION NUMBER: 0001822731-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221110 DATE AS OF CHANGE: 20221110 EFFECTIVENESS DATE: 20221110 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: 221375468 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 false false 0001822731 XXXXXXXX 09-30-2022 09-30-2022 Fullen Financial Group

3720 NORTH HIGH ST COLUMBUS OH 43214

13F HOLDINGS REPORT 028-20353 N Kelsey Fogel 3306361241 Kelsey Fogel Columbus OH 11-10-2022 0 58 157054 false INFORMATION TABLE 2 Schedule13F9.30.22.xml APPLE INC COM 037833100 269 1756 SH SOLE 0 0 1756 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 227 768 SH SOLE 0 0 768 ISHARES TR TIPS BD ETF 464287176 240 2252 SH SOLE 0 0 2252 ISHARES TR GRWT ALLOCAT ETF 464289867 615 13366 SH SOLE 0 0 13366 ISHARES TR CORE US AGGBD ET 464287226 283 2983 SH SOLE 0 0 2983 ISHARES TR ISHS 5-10YR INVT 464288638 331 6917 SH SOLE 0 0 6917 ISHARES TR MODERT ALLOC ETF 464289875 495 13296 SH SOLE 0 0 13296 ISHARES TR MSCI EAFE ETF 464287465 995 16778 SH SOLE 0 0 16778 ISHARES TR EAFE SML CP ETF 464288273 500 9812 SH SOLE 0 0 9812 ISHARES TR RUS 1000 GRW ETF 464287614 2266 10180 SH SOLE 0 0 10180 ISHARES TR RUS 1000 ETF 464287622 1683 7905 SH SOLE 0 0 7905 ISHARES TR RUS 1000 VAL ETF 464287598 2053 13710 SH SOLE 0 0 13710 ISHARES TR RUSSELL 2000 ETF 464287655 608 3318 SH SOLE 0 0 3318 ISHARES TR RUS 2000 VAL ETF 464287630 545 3748 SH SOLE 0 0 3748 ISHARES TR RUS MD CP GR ETF 464287481 591 6980 SH SOLE 0 0 6980 ISHARES TR RUS MID CAP ETF 464287499 628 9284 SH SOLE 0 0 9284 ISHARES TR RUS MDCP VAL ETF 464287473 871 8288 SH SOLE 0 0 8288 ISHARES TR CORE S&P500 ETF 464287200 372 960 SH SOLE 0 0 960 ISHARES TR ISHS 1-5YR INVS 464288646 11325 230838 SH SOLE 0 0 230838 JPMORGAN CHASE & CO COM 46625H100 877 6965 SH SOLE 0 0 6965 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 832 38404 SH SOLE 0 0 38404 SPDR SER TR PORTFOLIO INTRMD 78464A375 450 14468 SH SOLE 0 0 14468 SPDR SER TR PORTFOLIO SHORT 78464A474 3616 124170 SH SOLE 0 0 124170 SPDR SER TR PRTFLO S&P500 VL 78464A508 3102 80727 SH SOLE 0 0 80727 SPDR SER TR S&P 400 MDCP VAL 78464A839 1938 30052 SH SOLE 0 0 30052 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3505 128202 SH SOLE 0 0 128202 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 984 32523 SH SOLE 0 0 32523 SPDR S&P 500 ETF TR TR UNIT 78462F103 287 744 SH SOLE 0 0 744 SPDR SER TR PORTFOLIO AGRGTE 78464A649 3957 160834 SH SOLE 0 0 160834 SPDR SER TR PORTFOLIO SH TSR 78468R101 3158 109528 SH SOLE 0 0 109528 SPDR SER TR PORTFOLIO S&P600 78468R853 4273 111897 SH SOLE 0 0 111897 SPDR SER TR PRTFLO S&P500 GW 78464A409 2290 43730 SH SOLE 0 0 43730 SPDR SER TR S&P 400 MDCP GRW 78464A821 983 14889 SH SOLE 0 0 14889 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 320 6543 SH SOLE 0 0 6543 VANGUARD INDEX FDS GROWTH ETF 922908736 6398 28724 SH SOLE 0 0 28724 VANGUARD INDEX FDS LARGE CAP ETF 922908637 204 1157 SH SOLE 0 0 1157 VANGUARD INDEX FDS VALUE ETF 922908744 10099 73196 SH SOLE 0 0 73196 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 392 6855 SH SOLE 0 0 6855 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4646 131055 SH SOLE 0 0 131055 VANGUARD WORLD FD ESG US STK ETF 921910733 242 3609 SH SOLE 0 0 3609 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 251 2358 SH SOLE 0 0 2358 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 593 10259 SH SOLE 0 0 10259 VANGUARD BD INDEX FDS INTERMED TERM 921937819 17099 234842 SH SOLE 0 0 234842 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 916 12189 SH SOLE 0 0 12189 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 713 14870 SH SOLE 0 0 14870 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 14503 316187 SH SOLE 0 0 316187 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3840 21116 SH SOLE 0 0 21116 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 7692 57401 SH SOLE 0 0 57401 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2090 54177 SH SOLE 0 0 54177 VANGUARD INDEX FDS MID CAP ETF 922908629 610 2988 SH SOLE 0 0 2988 VANGUARD INDEX FDS SML CP GRW ETF 922908595 848 4060 SH SOLE 0 0 4060 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 1559 27223 SH SOLE 0 0 27223 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 831 12656 SH SOLE 0 0 12656 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 467 6310 SH SOLE 0 0 6310 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 12196 163576 SH SOLE 0 0 163576 VANGUARD INDEX FDS SMALL CP ETF 922908751 11889 63294 SH SOLE 0 0 63294 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2448 15241 SH SOLE 0 0 15241 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1059 15058 SH SOLE 0 0 15058