0001932496-22-000003.txt : 20220728
0001932496-22-000003.hdr.sgml : 20220728
20220728140254
ACCESSION NUMBER: 0001932496-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20220728
DATE AS OF CHANGE: 20220728
EFFECTIVENESS DATE: 20220728
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Sanford Advisory Services, LLC
CENTRAL INDEX KEY: 0001932496
IRS NUMBER: 270645757
STATE OF INCORPORATION: MI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22579
FILM NUMBER: 221114344
BUSINESS ADDRESS:
STREET 1: 590 WEST CENTRE AVE.
CITY: PORTAGE
STATE: MI
ZIP: 49024
BUSINESS PHONE: 269-488-6900
MAIL ADDRESS:
STREET 1: 590 WEST CENTRE AVE.
CITY: PORTAGE
STATE: MI
ZIP: 49024
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001932496
XXXXXXXX
06-30-2021
06-30-2021
Sanford Advisory Services, LLC
590 WEST CENTRE AVE.
PORTAGE
MI
49024
13F HOLDINGS REPORT
028-22579
N
Lori Bumgart
Chief Compliance Officer
269-488-6900
Lori Bumgart
Portage
MI
07-28-2022
0
107
388311
false
INFORMATION TABLE
2
sanford2q213.xml
ABBVIE INCORPORATED
COM
00287Y109
331
2937
SH
SOLE
0
0
2937
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
G1151C101
1624
5509
SH
SOLE
0
0
5509
ADVANCED MICRO DEVICES INCORPORATED
COM
007903107
2598
27660
SH
SOLE
0
0
27660
ALPHABET INCORPORATED CAP STK CLASS A
CAP STK CL A
02079K305
352
144
SH
SOLE
0
0
144
AMAZON COM INCORPORATED
COM
023135106
3299
959
SH
SOLE
0
0
959
AMBU A S SHS
COM
K03293147
221
5750
SH
SOLE
0
0
5750
AMGEN INCORPORATED
COM
031162100
307
1261
SH
SOLE
0
0
1261
APPLE INCORPORATED
COM
037833100
28648
209169
SH
SOLE
0
0
209169
BANK NEW YORK MELLON CORPORATION
COM
064058100
207
4037
SH
SOLE
0
0
4037
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
CL B NEW
084670702
1523
5481
SH
SOLE
0
0
5481
BLACKSTONE INCORPORATED
COM
09260D107
279
2877
SH
SOLE
0
0
2877
BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT
PARTNERSHIP UNIT
G16258108
215
5566
SH
SOLE
0
0
5566
CATERPILLAR INCORPORATED
COM
149123101
342
1569
SH
SOLE
0
0
1569
CIGNA CORPORATION NEW
COM
125523100
227
957
SH
SOLE
0
0
957
CISCO SYSTEMS INCORPORATED
COM
17275R102
429
8099
SH
SOLE
0
0
8099
CMS ENERGY CORPORATION
COM
125896100
408
6900
SH
SOLE
0
0
6900
CSX CORPORATION
COM
126408103
933
29070
SH
SOLE
0
0
29070
CURE PHARMACEUTICAL HLDG CORPORATION
COM
23127P104
27
54520
SH
SOLE
0
0
54520
DISNEY WALT COMPANY
COM
254687106
418
2378
SH
SOLE
0
0
2378
DTE ENERGY COMPANY
COM
233331107
365
2818
SH
SOLE
0
0
2818
ETFMG PRIME MOBILE PAYMENTS ETF
PRIME MOBILE PAY
26924G409
620
8808
SH
SOLE
0
0
8808
EXRO TECHNOLOGIES INCORPORATED SHS
COM
30222R109
46
14623
SH
SOLE
0
0
14623
EXXON MOBIL CORPORATION
COM
30231G102
431
6840
SH
SOLE
0
0
6840
FIRST TRUST DOW JONES INTERNET INDEX FUND
DJ INTERNT IDX
33733E302
251
1026
SH
SOLE
0
0
1026
FORD MTR COMPANY DEL
COM
345370860
466
31383
SH
SOLE
0
0
31383
GENERAC HLDGS INCORPORATED
COM
368736104
377
908
SH
SOLE
0
0
908
GENERAL MTRS COMPANY
COM
37045V100
239
4039
SH
SOLE
0
0
4039
GLOBAL X NASDAQ 100 COVERED CALL ETF
NASDAQ 100 COVER
37954Y483
224
10000
SH
SOLE
0
0
10000
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
ACTIVEBETA US LG
381430503
50067
581974
SH
SOLE
0
0
581974
GOLDMAN SACHS BDC INCORPORATED SHS
CLOSED END FUND
38147U107
196
10000
SH
SOLE
0
0
10000
HORMEL FOODS CORPORATION
COM
440452100
511
10705
SH
SOLE
0
0
10705
IDEXX LABS INCORPORATED
COM
45168D104
1137
1800
SH
SOLE
0
0
1800
INTERNATIONAL BUSINESS MACHINES
COM
459200101
323
2201
SH
SOLE
0
0
2201
INVESCO QQQ
UNIT SER 1
46090E103
3022
8525
SH
SOLE
0
0
8525
INVESCO S&P 500 LOW VOLATILITY ETF
S&P500 LOW VOL
46138E354
3116
51154
SH
SOLE
0
0
51154
INVESCO S&P MIDCAP LOW VOLATILITY ETF
S&P MIDCP LOW
46138E198
11842
221428
SH
SOLE
0
0
221428
INVESCO S&P SMALLCAP LOW VOLATILITY ETF
S&P SMLCP LOW
46138G102
4899
104473
SH
SOLE
0
0
104473
ISHARES INCORPORATED MSCI EMERG MRKT
MSCI EMERG MRKT
464286533
1896
29547
SH
SOLE
0
0
29547
ISHARES INCORPORATED MSCI GBL MIN VOL
MSCI GBL MIN VOL
464286525
9874
95994
SH
SOLE
0
0
95994
ISHARES TR 1 3 YR TREAS BD
1 3 YR TREAS BD
464287457
972
11281
SH
SOLE
0
0
11281
ISHARES TR 3 7 YR TREAS BD
3 7 YR TREAS BD
464288661
668
5115
SH
SOLE
0
0
5115
ISHARES TR CORE DIV GRWTH
CORE DIV GRWTH
46434V621
18495
367259
SH
SOLE
0
0
367259
ISHARES TR CORE HIGH DV ETF
CORE HIGH DV ETF
46429B663
465
4817
SH
SOLE
0
0
4817
ISHARES TR CORE S&P MCP ETF
CORE S&P MCP ETF
464287507
33821
125854
SH
SOLE
0
0
125854
ISHARES TR CORE S&P SCP ETF
CORE S&P SCP ETF
464287804
2931
25946
SH
SOLE
0
0
25946
ISHARES TR CORE S&P TTL STK
CORE S&P TTL STK
464287150
7101
71904
SH
SOLE
0
0
71904
ISHARES TR CORE S&P US VLU
CORE S&P US VLU
464287663
461
6413
SH
SOLE
0
0
6413
ISHARES TR CORE S&P500 ETF
CORE S&P500 ETF
464287200
44939
104529
SH
SOLE
0
0
104529
ISHARES TR CORE US AGGBD ET
CORE US AGGBD ETF
464287226
1256
10896
SH
SOLE
0
0
10896
ISHARES TR EXPANDED TECH
EXPANDED TECH
464287515
1394
3575
SH
SOLE
0
0
3575
ISHARES TR EXPONENTIAL TECH
EXPONENTIAL TECH
46434V381
1027
16230
SH
SOLE
0
0
16230
ISHARES TR GL CLEAN ENE ETF
GL CLEAN ENE ETF
464288224
307
13100
SH
SOLE
0
0
13100
ISHARES TR ISHARES BIOTECH
NASDAQ BIOTECH
464287556
559
3418
SH
SOLE
0
0
3418
ISHARES TR ISHARES SEMICDTR
PHLX SEMICND ETF
464287523
674
1482
SH
SOLE
0
0
1482
ISHARES TR ISHS 1-5YR INVS
ISHS 1-5YR INVS
464288646
199
3634
SH
SOLE
0
0
3634
ISHARES TR ISHS 5-10YR INVT
ISHS 5-10YR INVT
464288638
1150
18994
SH
SOLE
0
0
18994
ISHARES TR MRGSTR SM CP ETF
MRGSTR SM CP ETF
464288505
1657
28260
SH
SOLE
0
0
28260
ISHARES TR MSCI ACWI EX US
MSCI ACWI EX US
464288240
1498
26008
SH
SOLE
0
0
26008
ISHARES TR MSCI EAFE ETF
MSCI EAFE ETF
464287465
640
8118
SH
SOLE
0
0
8118
ISHARES TR MSCI EAFE MIN VL
MSCI EAFE MIN VL
46429B689
9232
122193
SH
SOLE
0
0
122193
ISHARES TR MSCI GBL SUS DEV
MSCI GLOBAL IMP
46435G532
280
2819
SH
SOLE
0
0
2819
ISHARES TR MSCI USA ESG SLC
MSCI USA ESG SLC
464288802
727
7612
SH
SOLE
0
0
7612
ISHARES TR MSCI USA MIN VOL
MSCI USA MIN VOL
46429B697
57080
775429
SH
SOLE
0
0
775429
ISHARES TR MSCI USA SMCP MN
MSCI USA SMCP MN
46435G433
1776
46704
SH
SOLE
0
0
46704
ISHARES TR NATIONAL MUN ETF
NATIONAL MUN ETF
464288414
501
5131
SH
SOLE
0
0
5131
ISHARES TR PFD AND INCM SEC
PFD AND INCM SEC
464288687
680
17287
SH
SOLE
0
0
17287
ISHARES TR RUS MID CAP ETF
RUS MID CAP EF
464287499
891
11249
SH
SOLE
0
0
11249
ISHARES TR SELECT DIVID ETF
SELECT DIVID ETF
464287168
690
5914
SH
SOLE
0
0
5914
ISHARES TR U.S. MED DVC ETF
U.S. MED DVC ETF
464288810
546
1511
SH
SOLE
0
0
1511
ISHARES TR U.S. REAL ES ETF
U.S. REAL ES ETF
464287739
213
2090
SH
SOLE
0
0
2090
ISHARES TR U.S. TECH ETF
U.S. TECH ETF
464287721
260
2616
SH
SOLE
0
0
2616
ISHARES TR U.S. UTILITS ETF
U.S. UTILITS ETF
464287697
410
5225
SH
SOLE
0
0
5225
ISHARES TR US HLTHCARE ETF
US HLTHCARE ETF
464287762
455
1669
SH
SOLE
0
0
1669
JANUS HENDERSON SHORT DURATION INCOME ETF
HENDRSN SHRT ETF
47103U886
1350
26873
SH
SOLE
0
0
26873
JOHNSON & JOHNSON
COM
478160104
1015
6159
SH
SOLE
0
0
6159
JPMORGAN CHASE & COMPANY
COM
46625H100
509
3270
SH
SOLE
0
0
3270
KELLOGG COMPANY
COM
487836108
720
11199
SH
SOLE
0
0
11199
LILLY ELI & COMPANY
COM
532457108
228
995
SH
SOLE
0
0
995
MERCANTILE BK CORPORATION
COM
587376104
2617
86640
SH
SOLE
0
0
86640
MICROSOFT CORPORATION
COM
594918104
857
3162
SH
SOLE
0
0
3162
NEOGEN CORPORATION
COM
640491106
439
9528
SH
SOLE
0
0
9528
NVIDIA CORPORATION
COM
67066G104
1314
1642
SH
SOLE
0
0
1642
PEPSICO INCORPORATED
COM
713448108
436
2940
SH
SOLE
0
0
2940
PFIZER INCORPORATED
COM
717081103
599
15289
SH
SOLE
0
0
15289
PROCTER AND GAMBLE COMPANY
COM
742718109
333
2464
SH
SOLE
0
0
2464
RAYMOND JAMES FINL INCORPORATED
COM
754730109
2346
18063
SH
SOLE
0
0
18063
SHOPIFY INCORPORATED CLASS A
CL A
82509L107
693
474
SH
SOLE
0
0
474
SOUTHWEST AIRLS COMPANY
COM
844741108
205
3866
SH
SOLE
0
0
3866
SPDR BLOOMBERG CONVERTIBLE SECURITIES ET
BLMBRG BRC CNVRT
78464A359
999
11512
SH
SOLE
0
0
11512
SPDR MATERIALS SELECT SECTOR FUND
SBI MATERIALS
81369Y100
545
6617
SH
SOLE
0
0
6617
SPDR S&P 500 ETF
TR UNIT
78462F103
1698
3967
SH
SOLE
0
0
3967
SPDR S&P DIVIDEND ETF
S&P DIVID ETF
78464A763
2894
23669
SH
SOLE
0
0
23669
SPDR S&P HEALTH CARE EQUIPMENT ETF
HLTH CR EQUIP
78464A581
764
5913
SH
SOLE
0
0
5913
SPDR S&P MIDCAP 400 ETF TRUST
UTSER1 S&PDCRP
78467Y107
298
607
SH
SOLE
0
0
607
STRYKER CORPORATION
COM
863667101
31575
121568
SH
SOLE
0
0
121568
TESLA INCORPORATED
COM
88160R101
1747
2570
SH
SOLE
0
0
2570
TJX COMPANIES INCORPORATED NEW
COM
872540109
309
4578
SH
SOLE
0
0
4578
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
S&P 500 ETF SHS
922908363
2364
6007
SH
SOLE
0
0
6007
VANGUARD MID-CAP ETF
MID CAP ETF
922908629
868
3658
SH
SOLE
0
0
3658
VANGUARD SMALL-CAP ETF
SMALL CP ETF
922908751
275
1222
SH
SOLE
0
0
1222
VANGUARD TOTAL BOND MARKET ETF
TOTAL BND MRKT
921937835
751
8748
SH
SOLE
0
0
8748
VANGUARD TOTAL STOCK MARKET ETF
TOTAL STK MKT
922908769
449
2018
SH
SOLE
0
0
2018
VERIZON COMMUNICATIONS INCORPORATED
COM
92343V104
216
3856
SH
SOLE
0
0
3856
WELLS FARGO COMPANY NEW
COM
949746101
321
7090
SH
SOLE
0
0
7090
WIALAN TECHNOLOGIES INCORPORATED
COM
96685A107
0
750000
SH
SOLE
0
0
750000
ZOETIS INCORPORATED CLASS A
CL A
98978V103
1844
9894
SH
SOLE
0
0
9894
ZOOM VIDEO COMMUNICATIONS INCORPORATED CLASS A
CL A
98980L101
488
1260
SH
SOLE
0
0
1260