0001973849-23-000002.txt : 20230421 0001973849-23-000002.hdr.sgml : 20230421 20230421133501 ACCESSION NUMBER: 0001973849-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230421 DATE AS OF CHANGE: 20230421 EFFECTIVENESS DATE: 20230421 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Whitaker-Myers Wealth Managers, LTD. CENTRAL INDEX KEY: 0001973849 IRS NUMBER: 465068404 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23186 FILM NUMBER: 23835679 BUSINESS ADDRESS: STREET 1: 1485 LEXINGTON AVE. CITY: MANSFIELD STATE: OH ZIP: 44907 BUSINESS PHONE: 330-345-5000 MAIL ADDRESS: STREET 1: 1485 LEXINGTON AVE. CITY: MANSFIELD STATE: OH ZIP: 44907 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001973849 XXXXXXXX 03-31-2023 03-31-2023 false Whitaker-Myers Wealth Managers, LTD.

1485 Lexington Ave. Mansfield OH 44907

13F HOLDINGS REPORT 028-23186 000286093 801-118404 N Kelly F. Taylor 3303453900 /s/ Kelly F. Taylor Mansfield OH 04-21-2023 0 66 129159464 INFORMATION TABLE 2 infotable.xml ABRDN ASIA PACIFIC INCOME FU COM 003009107 96120 36135 SH SOLE 0 0 36135 AMAZON COM INC COM 023135106 361095 3496 SH SOLE 0 0 3496 AMERICAN CENTY ETF TR US SML CP VALU 025072877 378625 5112 SH SOLE 0 0 5112 APPLE INC COM 037833100 1454384 8820 SH SOLE 0 0 8820 DBX ETF TR XTRACK MSCI EAFE 233051200 8718439 247683 SH SOLE 0 0 247683 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 375677 9212 SH SOLE 0 0 9212 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 267237 5583 SH SOLE 0 0 5583 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 1012498 22565 SH SOLE 0 0 22565 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 1944108 26654 SH SOLE 0 0 26654 FIRST TR VALUE LINE DIVID IN SHS 33734H106 2095065 52168 SH SOLE 0 0 52168 FRANKLIN TEMPLETON ETF TR INTL COR DIV TIL 35473P108 438437 15250 SH SOLE 0 0 15250 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 533484 10181 SH SOLE 0 0 10181 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 6124040 46391 SH SOLE 0 0 46391 INVESCO EXCHANGE TRADED FD T S&P MDCP VLU MNT 46137V456 1750074 40098 SH SOLE 0 0 40098 INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 46137V472 367391 5006 SH SOLE 0 0 5006 INVESCO QQQ TR UNIT SER 1 46090E103 1934956 6029 SH SOLE 0 0 6029 ISHARES TR US HLTHCARE ETF 464287762 840398 3078 SH SOLE 0 0 3078 ISHARES TR U.S. ENERGY ETF 464287796 955827 21847 SH SOLE 0 0 21847 ISHARES TR S&P SML 600 GWT 464287887 1059520 9637 SH SOLE 0 0 9637 ISHARES TR MRGSTR MD CP GRW 464288307 840980 14610 SH SOLE 0 0 14610 ISHARES TR S&P MC 400VL ETF 464287705 1224418 11914 SH SOLE 0 0 11914 ISHARES TR S&P MC 400GR ETF 464287606 957686 13392 SH SOLE 0 0 13392 ISHARES TR CORE S&P MCP ETF 464287507 1597552 6386 SH SOLE 0 0 6386 ISHARES TR RUS MD CP GR ETF 464287481 3088230 33918 SH SOLE 0 0 33918 ISHARES TR RUS MDCP VAL ETF 464287473 2995087 28202 SH SOLE 0 0 28202 ISHARES TR MSCI ACWI EXUS 46435G847 1117461 40816 SH SOLE 0 0 40816 ISHARES TR CORE S&P TTL STK 464287150 1458404 16106 SH SOLE 0 0 16106 ISHARES TR SP SMCP600VL ETF 464287879 798486 8532 SH SOLE 0 0 8532 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 2659611 52854 SH SOLE 0 0 52854 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 327531 6859 SH SOLE 0 0 6859 JPMORGAN CHASE & CO COM 46625H100 231982 1780 SH SOLE 0 0 1780 MICROSOFT CORP COM 594918104 353105 1225 SH SOLE 0 0 1225 NORTHERN LTS FD TR IV INSPIRE 100 ETF 66538H534 644135 20494 SH SOLE 0 0 20494 NORTHERN LTS FD TR IV INSPIRE INTL ETF 66538H419 388001 14012 SH SOLE 0 0 14012 NORTHERN LTS FD TR IV INSPIRE SML/ MID 66538H641 241197 7771 SH SOLE 0 0 7771 OUSTER INC COM 68989M103 17807 21283 SH SOLE 0 0 21283 PACER FDS TR US CASH COWS 100 69374H881 276750 5895 SH SOLE 0 0 5895 PACER FDS TR TRENDP US LAR CP 69374H105 3015580 79211 SH SOLE 0 0 79211 PACER FDS TR TRENDP US MID CP 69374H204 1249270 39347 SH SOLE 0 0 39347 PACER FDS TR TRENDPILOT INTL 69374H683 1280667 48769 SH SOLE 0 0 48769 PACER FDS TR PACER US SMALL 69374H857 239597 6295 SH SOLE 0 0 6295 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 9399669 128481 SH SOLE 0 0 128481 SCHWAB STRATEGIC TR US TIPS ETF 808524870 236434 4410 SH SOLE 0 0 4410 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1846791 28338 SH SOLE 0 0 28338 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2222027 52994 SH SOLE 0 0 52994 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 542825 11126 SH SOLE 0 0 11126 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 762466 15935 SH SOLE 0 0 15935 SPDR S&P 500 ETF TR TR UNIT 78462F103 359613 878 SH SOLE 0 0 878 TESLA INC COM 88160R101 735220 3543 SH SOLE 0 0 3543 TIMOTHY PLAN HIG DV STK ETF 887432326 224337 7185 SH SOLE 0 0 7185 TIMOTHY PLAN U S SM CP CORE 887432342 262451 8394 SH SOLE 0 0 8394 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 25126140 340324 SH SOLE 0 0 340324 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 899924 12189 SH SOLE 0 0 12189 VANGUARD INDEX FDS VALUE ETF 922908744 2302467 16671 SH SOLE 0 0 16671 VANGUARD INDEX FDS TOTAL STK MKT 922908769 654173 3205 SH SOLE 0 0 3205 VANGUARD INDEX FDS GROWTH ETF 922908736 2276466 9126 SH SOLE 0 0 9126 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6911375 18378 SH SOLE 0 0 18378 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 405585 3025 SH SOLE 0 0 3025 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3152610 14568 SH SOLE 0 0 14568 VANGUARD INDEX FDS SM CP VAL ETF 922908611 5636976 35506 SH SOLE 0 0 35506 VANGUARD INDEX FDS SMALL CP ETF 922908751 340085 1794 SH SOLE 0 0 1794 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 239888 2990 SH SOLE 0 0 2990 VANGUARD STAR FDS VG TL INTL STK F 921909768 724243 13118 SH SOLE 0 0 13118 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1458050 32279 SH SOLE 0 0 32279 VICTORY PORTFOLIOS II VCSHS US SMCP HG 92647N873 294927 5683 SH SOLE 0 0 5683 WISDOMTREE TR INTL SMCAP DIV 97717W760 6433810 105576 SH SOLE 0 0 105576