0001398344-22-002333.txt : 20220208 0001398344-22-002333.hdr.sgml : 20220208 20220208120152 ACCESSION NUMBER: 0001398344-22-002333 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220208 DATE AS OF CHANGE: 20220208 EFFECTIVENESS DATE: 20220208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lee Financial Group Hawaii, Inc. CENTRAL INDEX KEY: 0000837980 IRS NUMBER: 990263125 STATE OF INCORPORATION: HI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18232 FILM NUMBER: 22599970 BUSINESS ADDRESS: STREET 1: 3113 OLU STREET CITY: HONOLULU STATE: HI ZIP: 96816 BUSINESS PHONE: 8089888088 MAIL ADDRESS: STREET 1: 3113 OLU STREET CITY: HONOLULU STATE: HI ZIP: 96816 FORMER COMPANY: FORMER CONFORMED NAME: FIRST PACIFIC MANAGEMENT CORP /ADV DATE OF NAME CHANGE: 20001213 FORMER COMPANY: FORMER CONFORMED NAME: FIRST PACIFIC CAPITAL CORP /ADV DATE OF NAME CHANGE: 19880823 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000837980 XXXXXXXX 12-31-2021 12-31-2021 false Lee Financial Group Hawaii, Inc.

3113 OLU STREET HONOLULU HI 96816

13F HOLDINGS REPORT 028-18232 N Terrence K.H. Lee 808-988-8088 /s/ Terrence K.H. Lee Honolulu HI 02-03-2022 0 36 137571 INFORMATION TABLE 2 fp0072245_13fhr-table.xml 13F INFORMATION TABLE AMAZON COM INC COM 023135106 597 179 SH SOLE 0 0 179 AMERICAN ELEC PWR CO INC COM 025537101 208 2343 SH SOLE 0 0 2343 APPLE INC COM 037833100 426 2401 SH SOLE 0 0 2401 ARK ETF TR INNOVATION ETF 00214Q104 4744 50153 SH SOLE 0 0 50153 COSTCO WHSL CORP NEW COM 22160K105 915 1611 SH SOLE 0 0 1611 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 6080 115179 SH SOLE 0 0 115179 FORTINET INC COM 34959E109 1738 4837 SH SOLE 0 0 4837 GOLDMAN SACHS ETF TR ACCESS INVT GR 381430479 537 9935 SH SOLE 0 0 9935 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 543 15406 SH SOLE 0 0 15406 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 1642 17261 SH SOLE 0 0 17261 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 650 43336 SH SOLE 0 0 43336 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 563 12440 SH SOLE 0 0 12440 ISHARES TR CR 5 10 YR ETF 46435G417 1031 20454 SH SOLE 0 0 20454 ISHARES TR HIGH YLD BD FCTR 46435G250 421 8195 SH SOLE 0 0 8195 ISHARES TR MSCI USA MIN VOL 46429B697 1161 14347 SH SOLE 0 0 14347 ISHARES TR RUSEL 2500 ETF 46435G268 10375 156299 SH SOLE 0 0 156299 ISHARES TR U.S. FIN SVC ETF 464287770 4899 25373 SH SOLE 0 0 25373 J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM 46641Q332 430 6799 SH SOLE 0 0 6799 J P MORGAN EXCHANGE-TRADED F INTL BD OPP ETF 46641Q852 411 8116 SH SOLE 0 0 8116 LABORATORY CORP AMER HLDGS COM NEW 50540R409 679 2162 SH SOLE 0 0 2162 MICROSOFT CORP COM 594918104 1058 3146 SH SOLE 0 0 3146 PACER FDS TR US CASH COWS 100 69374H881 19705 418454 SH SOLE 0 0 418454 PIMCO ETF TR ACTIVE BD ETF 72201R775 17929 163868 SH SOLE 0 0 163868 PROCTER AND GAMBLE CO COM 742718109 227 1385 SH SOLE 0 0 1385 QUALCOMM INC COM 747525103 684 3741 SH SOLE 0 0 3741 SELECT SECTOR SPDR TR ENERGY 81369Y506 308 5552 SH SOLE 0 0 5552 SPDR SER TR AEROSPACE DEF 78464A631 5189 44549 SH SOLE 0 0 44549 SPDR SER TR HLTH CR EQUIP 78464A581 5282 45034 SH SOLE 0 0 45034 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 627 13747 SH SOLE 0 0 13747 STARBUCKS CORP COM 855244109 385 3288 SH SOLE 0 0 3288 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1112 12688 SH SOLE 0 0 12688 VANGUARD INDEX FDS MID CAP ETF 922908629 448 1760 SH SOLE 0 0 1760 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 35814 82036 SH SOLE 0 0 82036 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 9989 163000 SH SOLE 0 0 163000 VISA INC COM CL A 92826C839 459 2116 SH SOLE 0 0 2116 WISDOMTREE TR YIELD ENHANCD US 97717X511 305 5911 SH SOLE 0 0 5911