0000892712-24-000121.txt : 20241106 0000892712-24-000121.hdr.sgml : 20241106 20241106142553 ACCESSION NUMBER: 0000892712-24-000121 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241106 DATE AS OF CHANGE: 20241106 EFFECTIVENESS DATE: 20241106 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Spectrum Investment Advisors, Inc. CENTRAL INDEX KEY: 0001856042 ORGANIZATION NAME: IRS NUMBER: 391828175 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23628 FILM NUMBER: 241430260 BUSINESS ADDRESS: STREET 1: 6329 WEST MEQUON ROAD CITY: MEQUON STATE: WI ZIP: 53092 BUSINESS PHONE: 262-238-4010 MAIL ADDRESS: STREET 1: 6329 WEST MEQUON ROAD CITY: MEQUON STATE: WI ZIP: 53092 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001856042 XXXXXXXX 09-30-2024 09-30-2024 Spectrum Investment Advisors, Inc.

6329 WEST MEQUON ROAD MEQUON WI 53092

13F HOLDINGS REPORT 028-23628 000108669 801-56966 N Jonathan J. Marshall 262-238-4010 /s/ Jonathan J. Marshall Mequon WI 11-05-2024 0 27 145832582 false INFORMATION TABLE 2 siaq3.xml ABBOTT LABS COM 002824100 287791 2524 SH SOLE 2524 0 0 ABBVIE INC COM 00287Y109 538061 2725 SH SOLE 2725 0 0 APPLE INC COM 037833100 1028925 4416 SH SOLE 4416 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 929265 2019 SH SOLE 2019 0 0 COSTCO WHSL CORP NEW COM 22160K105 209478 236 SH SOLE 236 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 16143434 507975 SH SOLE 507975 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 23541027 593122 SH SOLE 593122 0 0 FIDELITY COVINGTON TRUST ENHANCED LARGE 31609A305 22023155 663748 SH SOLE 663748 0 0 FIDELITY COVINGTON TRUST VLU FACTOR ETF 316092782 809842 13364 SH SOLE 13364 0 0 INNOVATOR ETFS TRUST INTRNL DEV JULY 45782C722 228340 7765 SH SOLE 7765 0 0 INVESCO EXCH TRADED FD TR II EQUAL WEGT 0-30 46138E107 11557168 397427 SH SOLE 397427 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 13526131 186233 SH SOLE 186233 0 0 ISHARES TR MBS ETF 464288588 12279029 128160 SH SOLE 128160 0 0 ISHARES TR NATIONAL MUN ETF 464288414 905859 8339 SH SOLE 8339 0 0 ISHARES TR MSCI EAFE ETF 464287465 200210 2394 SH SOLE 2394 0 0 ISHARES TR CORE US AGGBD ET 464287226 4925419 48637 SH SOLE 48637 0 0 MICROSOFT CORP COM 594918104 602896 1401 SH SOLE 1401 0 0 NEXTERA ENERGY INC COM 65339F101 208028 2461 SH SOLE 2461 0 0 NVIDIA CORPORATION COM 67066G104 426870 3515 SH SOLE 3515 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 234856 409 SH SOLE 409 0 0 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 790437 8257 SH SOLE 8257 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 4799104 18190 SH SOLE 18190 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 18617223 35282 SH SOLE 35282 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 7955979 39625 SH SOLE 39625 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 222128 784 SH SOLE 784 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 2604057 26979 SH SOLE 26979 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 237870 1201 SH SOLE 1201 0 0