0001822731-23-000002.txt : 20230213 0001822731-23-000002.hdr.sgml : 20230213 20230213090929 ACCESSION NUMBER: 0001822731-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 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: 23615056 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 X0202 13F-HR LIVE false false false 0001822731 XXXXXXXX 12-31-2022 12-31-2022 Fullen Financial Group

3720 NORTH HIGH ST COLUMBUS OH 43214

13F HOLDINGS REPORT 028-20353 N Kelsey Fogel 614-372-5430 Kelsey Fogel Columbus OH 02-13-2023 0 59 176131 false INFORMATION TABLE 2 Schedule13F12.31.22.xml APPLE INC COM 037833100 225 1560 SH SOLE 0 0 1560 ISHARES TR TIPS BD ETF 464287176 246 2262 SH SOLE 0 0 2262 ISHARES TR GRWT ALLOCAT ETF 464289867 703 14049 SH SOLE 0 0 14049 ISHARES TR CORE US AGGBD ET 464287226 301 3004 SH SOLE 0 0 3004 ISHARES TR ISHS 5-10YR INVT 464288638 360 6975 SH SOLE 0 0 6975 ISHARES TR MODERT ALLOC ETF 464289875 549 13735 SH SOLE 0 0 13735 ISHARES TR MSCI EAFE ETF 464287465 1203 16814 SH SOLE 0 0 16814 ISHARES TR EAFE SML CP ETF 464288273 600 9812 SH SOLE 0 0 9812 ISHARES TR RUS 1000 GRW ETF 464287614 2140 9222 SH SOLE 0 0 9222 ISHARES TR RUS 1000 ETF 464287622 1783 7940 SH SOLE 0 0 7940 ISHARES TR RUS 1000 VAL ETF 464287598 2164 13571 SH SOLE 0 0 13571 ISHARES TR RUSSELL 2000 ETF 464287655 597 3118 SH SOLE 0 0 3118 ISHARES TR RUS 2000 VAL ETF 464287630 574 3774 SH SOLE 0 0 3774 ISHARES TR RUS MD CP GR ETF 464287481 608 6687 SH SOLE 0 0 6687 ISHARES TR RUS MID CAP ETF 464287499 679 9294 SH SOLE 0 0 9294 ISHARES TR RUS MDCP VAL ETF 464287473 919 8068 SH SOLE 0 0 8068 ISHARES TR CORE S&P500 ETF 464287200 392 961 SH SOLE 0 0 961 ISHARES TR ISHS 1-5YR INVS 464288646 11623 229425 SH SOLE 0 0 229425 ISHARES TR IBOXX INV CP ETF 464287242 210 1896 SH SOLE 0 0 1896 JPMORGAN CHASE & CO COM 46625H100 982 7014 SH SOLE 0 0 7014 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1022 39829 SH SOLE 0 0 39829 SPDR SER TR PORTFOLIO INTRMD 78464A375 477 14581 SH SOLE 0 0 14581 SPDR SER TR PORTFOLIO SHORT 78464A474 3705 124733 SH SOLE 0 0 124733 SPDR SER TR PRTFLO S&P500 VL 78464A508 3313 79641 SH SOLE 0 0 79641 SPDR SER TR S&P 400 MDCP VAL 78464A839 2081 28838 SH SOLE 0 0 28838 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 4166 128545 SH SOLE 0 0 128545 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1159 32600 SH SOLE 0 0 32600 SPDR S&P 500 ETF TR TR UNIT 78462F103 234 575 SH SOLE 0 0 575 SPDR SER TR PORTFOLIO AGRGTE 78464A649 4555 175473 SH SOLE 0 0 175473 SPDR SER TR PORTFOLIO SH TSR 78468R101 3181 109234 SH SOLE 0 0 109234 SPDR SER TR PORTFOLIO S&P600 78468R853 4512 111423 SH SOLE 0 0 111423 SPDR SER TR PRTFLO S&P500 GW 78464A409 2315 43263 SH SOLE 0 0 43263 SPDR SER TR S&P 400 MDCP GRW 78464A821 1047 14958 SH SOLE 0 0 14958 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 258 5232 SH SOLE 0 0 5232 VANGUARD INDEX FDS GROWTH ETF 922908736 7266 30886 SH SOLE 0 0 30886 VANGUARD INDEX FDS LARGE CAP ETF 922908637 216 1163 SH SOLE 0 0 1163 VANGUARD INDEX FDS VALUE ETF 922908744 11104 76961 SH SOLE 0 0 76961 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 441 6946 SH SOLE 0 0 6946 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5891 139504 SH SOLE 0 0 139504 VANGUARD WORLD FD ESG US STK ETF 921910733 258 3626 SH SOLE 0 0 3626 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 229 2050 SH SOLE 0 0 2050 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 264 2380 SH SOLE 0 0 2380 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 681 11381 SH SOLE 0 0 11381 VANGUARD BD INDEX FDS INTERMED TERM 921937819 20209 262996 SH SOLE 0 0 262996 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1090 13489 SH SOLE 0 0 13489 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 726 14963 SH SOLE 0 0 14963 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 18192 333791 SH SOLE 0 0 333791 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4306 21994 SH SOLE 0 0 21994 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 8531 58861 SH SOLE 0 0 58861 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2571 56180 SH SOLE 0 0 56180 VANGUARD INDEX FDS MID CAP ETF 922908629 661 3005 SH SOLE 0 0 3005 VANGUARD INDEX FDS SML CP GRW ETF 922908595 922 4116 SH SOLE 0 0 4116 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 1523 25514 SH SOLE 0 0 25514 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 891 12738 SH SOLE 0 0 12738 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 560 7323 SH SOLE 0 0 7323 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 13995 183637 SH SOLE 0 0 183637 VANGUARD INDEX FDS SMALL CP ETF 922908751 12927 63936 SH SOLE 0 0 63936 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2669 15410 SH SOLE 0 0 15410 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1125 15164 SH SOLE 0 0 15164