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