0001932496-22-000005.txt : 20220728
0001932496-22-000005.hdr.sgml : 20220728
20220728141020
ACCESSION NUMBER: 0001932496-22-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
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: 221114366
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
12-31-2021
12-31-2021
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
112
443737
false
INFORMATION TABLE
2
sanford4q215.xml
APPLE INCORPORATED
COM
037833100
36983
208271
SH
SOLE
0
0
208271
ABBVIE INCORPORATED
COM
00287Y109
399
2945
SH
SOLE
0
0
2945
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
G1151C101
2304
5558
SH
SOLE
0
0
5558
ISHARES INCORPORATED MSCI GBL MIN VOL
MSCI GBL MIN VOL
464286525
9612
88772
SH
SOLE
0
0
88772
ISHARES TR MSCI ACWI EX US
MSCI ACWI EX US
464288240
1759
31627
SH
SOLE
0
0
31627
ISHARES TR CORE US AGGBD ET
CORE US AGGBD ETF
464287226
1545
13542
SH
SOLE
0
0
13542
ADVANCED MICRO DEVICES INCORPORATED
COM
007903107
2537
17630
SH
SOLE
0
0
17630
AMGEN INCORPORATED
COM
031162100
281
1249
SH
SOLE
0
0
1249
AMAZON COM INCORPORATED
COM
023135106
3268
980
SH
SOLE
0
0
980
BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT
PARTNERSHIP UNIT
G16258108
200
5566
SH
SOLE
0
0
5566
BANK NEW YORK MELLON CORPORATION
COM
064058100
234
4037
SH
SOLE
0
0
4037
VANGUARD TOTAL BOND MARKET ETF
TOTAL BND MRKT
921937835
420
4953
SH
SOLE
0
0
4953
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
CL B NEW
084670702
1644
5497
SH
SOLE
0
0
5497
BLACKSTONE INCORPORATED
COM
09260D107
382
2952
SH
SOLE
0
0
2952
CATERPILLAR INCORPORATED
COM
149123101
324
1569
SH
SOLE
0
0
1569
CIGNA CORPORATION NEW
COM
125523100
220
957
SH
SOLE
0
0
957
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF
NASDAQ CYB ETF
33734X846
255
4824
SH
SOLE
0
0
4824
COMERICA INCORPORATED
COM
200340107
232
2663
SH
SOLE
0
0
2663
CMS ENERGY CORPORATION
COM
125896100
450
6911
SH
SOLE
0
0
6911
COSTCO WHOLESALE CORPORATION NEW
COM
22160K105
286
503
SH
SOLE
0
0
503
CISCO SYSTEMS INCORPORATED
COM
17275R102
513
8099
SH
SOLE
0
0
8099
CSX CORPORATION
COM
126408103
1093
29070
SH
SOLE
0
0
29070
CURE PHARMACEUTICAL HLDG CORPORATION
COM
23127P104
31
85020
SH
SOLE
0
0
85020
SPDR BLOOMBERG CONVERTIBLE SECURITIES ET
BLMBRG BRC CNVRT
78464A359
944
11374
SH
SOLE
0
0
11374
ISHARES TR CORE DIV GRWTH
CORE DIV GRWTH
46434V621
30042
540515
SH
SOLE
0
0
540515
DISNEY WALT COMPANY
COM
254687106
368
2378
SH
SOLE
0
0
2378
DTE ENERGY COMPANY
COM
233331107
337
2818
SH
SOLE
0
0
2818
ISHARES TR SELECT DIVID ETF
SELECT DIVID ETF
464287168
725
5915
SH
SOLE
0
0
5915
ISHARES INCORPORATED MSCI EMERG MRKT
MSCI EMERG MRKT
464286533
1543
24556
SH
SOLE
0
0
24556
ISHARES TR MSCI EAFE ETF
MSCI EAFE ETF
464287465
309
3921
SH
SOLE
0
0
3921
ISHARES TR MSCI EAFE MIN VL
MSCI EAFE MIN VL
46429B689
8613
112196
SH
SOLE
0
0
112196
ENTERPRISE FINL SVCS CORPORATION
COM
293712105
394
8372
SH
SOLE
0
0
8372
EXRO TECHNOLOGIES INCORPORATED SHS
COM
30222R109
36
15623
SH
SOLE
0
0
15623
FORD MTR COMPANY DEL
COM
345370860
648
31209
SH
SOLE
0
0
31209
FIRST TRUST DOW JONES INTERNET INDEX FUND
DJ INTERNT IDX
33733E302
232
1026
SH
SOLE
0
0
1026
FORTINET INCORPORATED
COM
34959E109
226
630
SH
SOLE
0
0
630
GENERAL MTRS COMPANY
COM
37045V100
237
4039
SH
SOLE
0
0
4039
GENERAC HLDGS INCORPORATED
COM
368736104
322
915
SH
SOLE
0
0
915
ALPHABET INCORPORATED CAP STK CLASS A
CAP STK CL A
02079K305
432
149
SH
SOLE
0
0
149
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
ACTIVEBETA US LG
381430503
49682
522184
SH
SOLE
0
0
522184
ISHARES TR CORE HIGH DV ETF
CORE HIGH DV ETF
46429B663
462
4572
SH
SOLE
0
0
4572
HORMEL FOODS CORPORATION
COM
440452100
528
10817
SH
SOLE
0
0
10817
ISHARES TR ISHARES BIOTECH
NASDAQ BIOTECH
464287556
565
3698
SH
SOLE
0
0
3698
INTERNATIONAL BUSINESS MACHINES
COM
459200101
214
1601
SH
SOLE
0
0
1601
ISHARES TR GL CLEAN ENE ETF
GL CLEAN ENE ETF
464288224
266
12574
SH
SOLE
0
0
12574
ISHARES TR CONV BD ETF
CONV BD ETF
46435G102
15359
172221
SH
SOLE
0
0
172221
ISHARES TR U.S. UTILITS ETF
U.S. UTILITS ETF
464287697
490
5542
SH
SOLE
0
0
5542
IDEXX LABS INCORPORATED
COM
45168D104
1231
1870
SH
SOLE
0
0
1870
ISHARES TR 3 7 YR TREAS BD
3 7 YR TREAS BD
464288661
403
3133
SH
SOLE
0
0
3133
ISHARES TR ISHS 5-10YR INVT
ISHS 5-10YR INVT
464288638
1072
18081
SH
SOLE
0
0
18081
ISHARES TR EXPANDED TECH
EXPANDED TECH
464287515
1695
4262
SH
SOLE
0
0
4262
ISHARES TR U.S. MED DVC ETF
U.S. MED DVC ETF
464288810
593
9002
SH
SOLE
0
0
9002
ISHARES TR CORE S&P MCP ETF
CORE S&P MCP ETF
464287507
42055
148562
SH
SOLE
0
0
148562
ISHARES TR CORE S&P SCP ETF
CORE S&P SCP ETF
464287804
3418
29852
SH
SOLE
0
0
29852
ETFMG PRIME MOBILE PAYMENTS ETF
PRIME MOBILE PAY
26924G409
526
9055
SH
SOLE
0
0
9055
ISHARES TR MRGSTR SM CP ETF
MRGSTR SM CP ETF
464288505
1366
23860
SH
SOLE
0
0
23860
INTUITIVE SURGICAL INCORPORATED COM NEW
COM NEW
46120E602
323
900
SH
SOLE
0
0
900
ISHARES TR CORE S&P TTL STK
CORE S&P TTL STK
464287150
10040
93852
SH
SOLE
0
0
93852
ISHARES TR CORE S&P US VLU
CORE S&P US VLU
464287663
677
8870
SH
SOLE
0
0
8870
ISHARES TR CORE S&P500 ETF
CORE S&P500 ETF
464287200
56271
117971
SH
SOLE
0
0
117971
ISHARES TR RUS MID CAP ETF
RUS MID CAP EF
464287499
928
11180
SH
SOLE
0
0
11180
ISHARES TR US HLTHCARE ETF
US HLTHCARE ETF
464287762
730
2432
SH
SOLE
0
0
2432
ISHARES TR U.S. REAL ES ETF
U.S. REAL ES ETF
464287739
360
3101
SH
SOLE
0
0
3101
ISHARES TR U.S. TECH ETF
U.S. TECH ETF
464287721
300
2616
SH
SOLE
0
0
2616
JOHNSON & JOHNSON
COM
478160104
977
5709
SH
SOLE
0
0
5709
JPMORGAN CHASE & COMPANY
COM
46625H100
496
3131
SH
SOLE
0
0
3131
KELLOGG COMPANY
COM
487836108
714
11079
SH
SOLE
0
0
11079
LILLY ELI & COMPANY
COM
532457108
275
995
SH
SOLE
0
0
995
MERCANTILE BK CORPORATION
COM
587376104
3035
86640
SH
SOLE
0
0
86640
SPDR S&P MIDCAP 400 ETF TRUST
UTSER1 S&PDCRP
78467Y107
263
508
SH
SOLE
0
0
508
MICROSOFT CORPORATION
COM
594918104
406
1207
SH
SOLE
0
0
1207
ISHARES TR NATIONAL MUN ETF
NATIONAL MUN ETF
464288414
598
5144
SH
SOLE
0
0
5144
NEOGEN CORPORATION
COM
640491106
432
9506
SH
SOLE
0
0
9506
NVIDIA CORPORATION
COM
67066G104
1934
6577
SH
SOLE
0
0
6577
PEPSICO INCORPORATED
COM
713448108
511
2940
SH
SOLE
0
0
2940
PFIZER INCORPORATED
COM
717081103
986
16705
SH
SOLE
0
0
16705
ISHARES TR PFD AND INCM SEC
PFD AND INCM SEC
464288687
657
16678
SH
SOLE
0
0
16678
PROCTER AND GAMBLE COMPANY
COM
742718109
404
2471
SH
SOLE
0
0
2471
INVESCO QQQ
UNIT SER 1
46090E103
3528
8866
SH
SOLE
0
0
8866
GLOBAL X NASDAQ 100 COVERED CALL ETF
NASDAQ 100 COVER
37954Y483
555
25000
SH
SOLE
0
0
25000
RAYMOND JAMES FINL INCORPORATED
COM
754730109
2660
26493
SH
SOLE
0
0
26493
STARBUCKS CORPORATION
COM
855244109
200
1713
SH
SOLE
0
0
1713
ISHARES TR MSCI GBL SUS DEV
MSCI GLOBAL IMP
46435G532
350
3859
SH
SOLE
0
0
3859
SPDR S&P DIVIDEND ETF
S&P DIVID ETF
78464A763
2673
20705
SH
SOLE
0
0
20705
SHOPIFY INCORPORATED CLASS A
CL A
82509L107
653
474
SH
SOLE
0
0
474
ISHARES TR MSCI USA SMCP MN
MSCI USA SMCP MN
46435G433
1204
30795
SH
SOLE
0
0
30795
ISHARES TR ISHARES SEMICDTR
PHLX SEMICND ETF
464287523
1229
2266
SH
SOLE
0
0
2266
INVESCO S&P 500 LOW VOLATILITY ETF
S&P500 LOW VOL
46138E354
3695
53845
SH
SOLE
0
0
53845
SPDR S&P 500 ETF
TR UNIT
78462F103
1887
3973
SH
SOLE
0
0
3973
ISHARES TR MSCI USA ESG SLC
MSCI USA ESG SLC
464288802
813
7652
SH
SOLE
0
0
7652
STRYKER CORPORATION
COM
863667101
32319
120854
SH
SOLE
0
0
120854
TJX COMPANIES INCORPORATED NEW
COM
872540109
340
4475
SH
SOLE
0
0
4475
TESLA INCORPORATED
COM
88160R101
3139
2970
SH
SOLE
0
0
2970
CALL: TESLA INCORPORATED MAR 900 EXP 03/18/22
CALL
88160R901
205
10
SH
Call
SOLE
0
0
10
ISHARES TR MSCI USA MIN VOL
MSCI USA MIN VOL
46429B697
43875
542328
SH
SOLE
0
0
542328
JANUS HENDERSON SHORT DURATION INCOME ETF
HENDRSN SHRT ETF
47103U886
1231
24838
SH
SOLE
0
0
24838
VANGUARD MID-CAP ETF
MID CAP ETF
922908629
956
3754
SH
SOLE
0
0
3754
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
S&P 500 ETF SHS
922908363
3075
7041
SH
SOLE
0
0
7041
VANGUARD TOTAL STOCK MARKET ETF
TOTAL STK MKT
922908769
550
2280
SH
SOLE
0
0
2280
VERIZON COMMUNICATIONS INCORPORATED
COM
92343V104
200
3856
SH
SOLE
0
0
3856
WELLS FARGO COMPANY NEW
COM
949746101
332
6930
SH
SOLE
0
0
6930
WIALAN TECHNOLOGIES INCORPORATED
COM
96685A107
0
750000
SH
SOLE
0
0
750000
SPDR S&P HEALTH CARE EQUIPMENT ETF
HLTH CR EQUIP
78464A581
754
6431
SH
SOLE
0
0
6431
SPDR MATERIALS SELECT SECTOR FUND
SBI MATERIALS
81369Y100
691
7629
SH
SOLE
0
0
7629
SPDR HEALTH CARE SELECT
SBI HEALTHCARE
81369Y209
223
1580
SH
SOLE
0
0
1580
INVESCO S&P MIDCAP LOW VOLATILITY ETF
S&P MIDCP LOW
46138E198
12441
212818
SH
SOLE
0
0
212818
EXXON MOBIL CORPORATION
COM
30231G102
419
6840
SH
SOLE
0
0
6840
INVESCO S&P SMALLCAP LOW VOLATILITY ETF
S&P SMLCP LOW
46138G102
5119
98264
SH
SOLE
0
0
98264
ISHARES TR EXPONENTIAL TECH
EXPONENTIAL TECH
46434V381
1204
18230
SH
SOLE
0
0
18230
ISHARES TR ESG SCRND S&P500
ESG SCRND S&P500
46436E569
215
5853
SH
SOLE
0
0
5853
ZOOM VIDEO COMMUNICATIONS INCORPORATED CLASS A
CL A
98980L101
2372
1260
SH
SOLE
0
0
1260
ZOETIS INCORPORATED CLASS A
CL A
98978V103
3008
12326
SH
SOLE
0
0
12326