Managing Member

0001986156-23-000002.txt : 20230719 0001986156-23-000002.hdr.sgml : 20230719 20230719144837 ACCESSION NUMBER: 0001986156-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230719 DATE AS OF CHANGE: 20230719 EFFECTIVENESS DATE: 20230719 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Altiora Financial Group, LLC CENTRAL INDEX KEY: 0001986156 IRS NUMBER: 823812591 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23304 FILM NUMBER: 231096451 BUSINESS ADDRESS: STREET 1: 1607 MARIETTA DRIVE CITY: LEBANON STATE: OH ZIP: 45036 BUSINESS PHONE: (513) 652-5776 MAIL ADDRESS: STREET 1: 1607 MARIETTA DRIVE CITY: LEBANON STATE: OH ZIP: 45036 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001986156 XXXXXXXX 03-31-2023 03-31-2023 Altiora Financial Group, LLC

1607 MARIETTA DRIVE LEBANON OH 45036

13F HOLDINGS REPORT 028-23304 000292008 N Derek Tinnin Managing Member (513) 652-5776 Derek Tinnin Lebanon OH 07-19-2023 0 53 216757516 false INFORMATION TABLE 2 form13f03312023.xml 13F DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 66315254 2602639 SH SOLE 0 0 2602639 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 23628014 1024632 SH SOLE 0 0 1024632 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 21443335 439503 SH SOLE 0 0 439503 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 17518161 190788 SH SOLE 0 0 190788 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 9583651 159834 SH SOLE 0 0 159834 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 8029889 159228 SH SOLE 0 0 159228 SPDR SER TR BLOOMBERG 3-12 M 78468R523 6824166 68509 SH SOLE 0 0 68509 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5332491 26127 SH SOLE 0 0 26127 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 5284652 118756 SH SOLE 0 0 118756 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 4842772 144647 SH SOLE 0 0 144647 SPDR SER TR PORTFOLIO SH TSR 78468R101 3884404 132891 SH SOLE 0 0 132891 ISHARES GOLD TR ISHARES NEW 464285204 3535800 94616 SH SOLE 0 0 94616 ISHARES TR US TREAS BD ETF 46429B267 3171288 135641 SH SOLE 0 0 135641 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 3078482 52588 SH SOLE 0 0 52588 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 3069631 58247 SH SOLE 0 0 58247 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2371814 44242 SH SOLE 0 0 44242 VANGUARD INDEX FDS GROWTH ETF 922908736 1915700 7680 SH SOLE 0 0 7680 ISHARES TR 0-5 YR TIPS ETF 46429B747 1899722 19145 SH SOLE 0 0 19145 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 1809142 37542 SH SOLE 0 0 37542 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 1594775 31203 SH SOLE 0 0 31203 BILL HOLDINGS INC COM 090043100 1541660 19000 SH SOLE 0 0 19000 MICROSOFT CORP COM 594918104 1515253 5256 SH SOLE 0 0 5256 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1360475 13691 SH SOLE 0 0 13691 ISHARES TR RUS 2000 VAL ETF 464287630 1176865 8589 SH SOLE 0 0 8589 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 1110522 38600 SH SOLE 0 0 38600 VANGUARD STAR FDS VG TL INTL STK F 921909768 1075590 19482 SH SOLE 0 0 19482 SPDR GOLD TR GOLD SHS 78463V107 976380 5329 SH SOLE 0 0 5329 ISHARES TR 0-3 MNTH TREASRY 46436E718 809669 8050 SH SOLE 0 0 8050 APPLE INC COM 037833100 741024 4494 SH SOLE 0 0 4494 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 731886 15305 SH SOLE 0 0 15305 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 717137 29800 SH SOLE 0 0 29800 CHEVRON CORP NEW COM 166764100 690004 4229 SH SOLE 0 0 4229 SPDR SER TR PORTFOLIO SHORT 78464A474 657786 22200 SH SOLE 0 0 22200 ISHARES TR CORE INTL AGGR 46435G672 633903 12950 SH SOLE 0 0 12950 ISHARES TR CORE S&P500 ETF 464287200 632242 1538 SH SOLE 0 0 1538 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 619446 22985 SH SOLE 0 0 22985 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 529483 22650 SH SOLE 0 0 22650 ISHARES TR NATIONAL MUN ETF 464288414 517152 4800 SH SOLE 0 0 4800 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 511257 11507 SH SOLE 0 0 11507 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 476618 14788 SH SOLE 0 0 14788 ISHARES TR RUSSELL 3000 ETF 464287689 462110 1963 SH SOLE 0 0 1963 ISHARES TR SHRT NAT MUN ETF 464288158 453474 4332 SH SOLE 0 0 4332 SPDR SER TR BLOOMBERG INTL T 78464A516 444445 19223 SH SOLE 0 0 19223 VANGUARD INDEX FDS SM CP VAL ETF 922908611 387057 2438 SH SOLE 0 0 2438 PROCTER AND GAMBLE CO COM 742718109 367860 2474 SH SOLE 0 0 2474 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 359819 15253 SH SOLE 0 0 15253 COSTCO WHSL CORP NEW COM 22160K105 347809 700 SH SOLE 0 0 700 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 344537 24229 SH SOLE 0 0 24229 PROSHARES TR BITCOIN STRATE 74347G440 332880 19000 SH SOLE 0 0 19000 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 324718 2422 SH SOLE 0 0 2422 ISHARES TR SP SMCP600VL ETF 464287879 324383 3466 SH SOLE 0 0 3466 TRANSDIGM GROUP INC COM 893641100 245438 333 SH SOLE 0 0 333 VANGUARD INDEX FDS LARGE CAP ETF 922908637 205491 1100 SH SOLE 0 0 1100