0001894921-22-000001.txt : 20220119
0001894921-22-000001.hdr.sgml : 20220119
20220119130801
ACCESSION NUMBER: 0001894921-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220119
DATE AS OF CHANGE: 20220119
EFFECTIVENESS DATE: 20220119
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Whelan Financial
CENTRAL INDEX KEY: 0001894921
IRS NUMBER: 260262268
STATE OF INCORPORATION: CA
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21428
FILM NUMBER: 22537892
BUSINESS ADDRESS:
STREET 1: 7700 N. PALM AVE
STREET 2: SUITE 201
CITY: FRESNO
STATE: CA
ZIP: 93711
BUSINESS PHONE: 5592288002
MAIL ADDRESS:
STREET 1: 7700 N. PALM AVE
STREET 2: SUITE 201
CITY: FRESNO
STATE: CA
ZIP: 93711
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001894921
XXXXXXXX
12-31-2021
12-31-2021
Whelan Financial
7700 N. PALM AVE
SUITE 201
FRESNO
CA
93711
13F HOLDINGS REPORT
028-21428
N
Taylor J. Whelan
CCO
5592288002
Taylor J. Whelan
Fresno
CA
01-19-2022
0
19
161118
false
INFORMATION TABLE
2
WhelanFinancial_13f.xml
WHELAN FINACIAL FORM 13F FILING AS OF 12'31'2021
APPLE INC
COM
037833100
208
1171
SH
SOLE
0
0
0
1171
BP PLC
SPONSORED ADR
055622104
231
8684
SH
SOLE
0
0
0
8684
CISCO SYS INC
COM
17275R102
239
3779
SH
SOLE
0
0
0
3779
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
46138G649
26796
163839
SH
SOLE
0
0
0
163839
INVESCO QQQ TR
UNIT SER 1
46090E103
234
588
SH
SOLE
0
0
0
588
LOWES COS INC
COM
548661107
216
836
SH
SOLE
0
0
0
836
MICROSOFT CORP
COM
594918104
900
2676
SH
SOLE
0
0
0
2676
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
1043
10189
SH
SOLE
0
0
0
10189
SCHWAB STRATEGIC TR
US REIT ETF
808524847
487
9235
SH
SOLE
0
0
0
9235
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
527
9782
SH
SOLE
0
0
0
9782
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
26863
332341
SH
SOLE
0
0
0
332341
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
16586
195705
SH
SOLE
0
0
0
195705
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
706
2924
SH
SOLE
0
0
0
2924
VANGUARD INDEX FDS
MID CAP ETF
922908629
9760
38309
SH
SOLE
0
0
0
38309
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
19242
165863
SH
SOLE
0
0
0
165863
VANGUARD INDEX FDS
SMALL CP ETF
922908751
23482
103897
SH
SOLE
0
0
0
103897
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
18044
222048
SH
SOLE
0
0
0
222048
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
15333
230679
SH
SOLE
0
0
0
230679
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
221
1284
SH
SOLE
0
0
0
1284