0001214659-24-014079.txt : 20240808
0001214659-24-014079.hdr.sgml : 20240808
20240808153104
ACCESSION NUMBER: 0001214659-24-014079
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240808
DATE AS OF CHANGE: 20240808
EFFECTIVENESS DATE: 20240808
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Williams Financial, LLC
CENTRAL INDEX KEY: 0001846923
ORGANIZATION NAME:
IRS NUMBER: 203469341
STATE OF INCORPORATION: VT
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21077
FILM NUMBER: 241187866
BUSINESS ADDRESS:
STREET 1: 204 UNION STREET
CITY: BENNINGTON
STATE: VT
ZIP: 05201
BUSINESS PHONE: 802-447-9769
MAIL ADDRESS:
STREET 1: 204 UNION STREET
CITY: BENNINGTON
STATE: VT
ZIP: 05201
13F-HR/A
1
primary_doc.xml
X0202
13F-HR/A
LIVE
false
false
false
0001846923
XXXXXXXX
06-30-2024
06-30-2024
true
1
RESTATEMENT
false
Williams Financial, LLC
204 UNION STREET
BENNINGTON
VT
05201
13F HOLDINGS REPORT
028-21077
Y
We are providing this amendment due to a technical error with the custodial report used for the original filing. We have reviewed the new report and agree with its accuracy.
James J. Williams
CEO
802-447-9769
/s/ James J. Williams
Bennington
VT
08-08-2024
0
17
150208884
INFORMATION TABLE
2
infotable.xml
AMAZON COM INC
COM
023135106
213928
1107
SH
SOLE
1107
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
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533
SH
SOLE
533
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0
CVS HEALTH CORP
COM
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SH
SOLE
6707
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0
DBX ETF TR
XTRACK MSCI EAFE
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15390035
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SOLE
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DIMENSIONAL ETF TRUST
US SMALL CAP ETF
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SOLE
185903
0
0
EXXON MOBIL CORP
COM
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SOLE
6084
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0
ISHARES TR
ESG AWRE USD ETF
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ISHARES TR
ESG ADV TTL USD
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ISHARES TR
RUS TP200 GR ETF
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SOLE
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ISHARES TR
0-5YR INVT GR CP
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
SHT TM US TRES
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SPDR SER TR
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SYSCO CORP
COM
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VANGUARD BD INDEX FDS
INTERMED TERM
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WISDOMTREE TR
EMER MKT HIGH FD
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