0001398344-23-013921.txt : 20230802 0001398344-23-013921.hdr.sgml : 20230802 20230802085114 ACCESSION NUMBER: 0001398344-23-013921 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230802 DATE AS OF CHANGE: 20230802 EFFECTIVENESS DATE: 20230802 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: 231133874 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 X0202 13F-HR LIVE false false false 0000837980 XXXXXXXX 06-30-2023 06-30-2023 false Lee Financial Group Hawaii, Inc.

3113 OLU STREET HONOLULU HI 96816

13F HOLDINGS REPORT 028-18232 000104781 801-33016 N Terrence K.H. Lee 808-988-8088 /s/Terrence K.H. Lee Honolulu HI 07-26-2023 0 30 109437955 INFORMATION TABLE 2 fp0084611-1_13fhr-table.xml ALTRIA GROUP INC COM 02209S103 536624 11846 SH SOLE 0 0 11846 APPLE INC COM 037833100 289088 1753 SH SOLE 0 0 1753 BANK NOVA SCOTIA HALIFAX COM 064149107 528623 10564 SH SOLE 0 0 10564 CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103 11831 14000 SH SOLE 0 0 14000 COSTCO WHSL CORP NEW COM 22160K105 647322 1202 SH SOLE 0 0 1202 FIRST HAWAIIAN INC COM 32051X108 495851 27532 SH SOLE 0 0 27532 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 8086523 334569 SH SOLE 0 0 334569 FORTINET INC COM 34959E109 729066 9645 SH SOLE 0 0 9645 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 4645993 161656 SH SOLE 0 0 161656 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 1267249 14516 SH SOLE 0 0 14516 INNOVATIVE INDL PPTYS INC COM 45781V101 520780 7133 SH SOLE 0 0 7133 ISHARES TR MSCI USA MIN VOL 46429B697 570705 7685 SH SOLE 0 0 7685 J P MORGAN EXCHANGE TRADED F US VALUE FACTR 46641Q753 4934576 138301 SH SOLE 0 0 138301 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 1813697 32780 SH SOLE 0 0 32780 KELLOGG CO COM 487836108 518306 7690 SH SOLE 0 0 7690 MICROSOFT CORP COM 594918104 434185 1276 SH SOLE 0 0 1276 ONEOK INC NEW COM 682680103 704331 11338 SH SOLE 0 0 11338 PACER FDS TR US CASH COWS 100 69374H881 26129728 545848 SH SOLE 0 0 545848 PACER FDS TR LUNT LRG CP ALTR 69374H717 13820550 368155 SH SOLE 0 0 368155 PHYSICIANS RLTY TR COM 71943U104 493511 35276 SH SOLE 0 0 35276 PIMCO ETF TR ACTIVE BD ETF 72201R775 7818387 85335 SH SOLE 0 0 85335 SPDR SER TR AEROSPACE DEF 78464A631 5446102 44813 SH SOLE 0 0 44813 TESLA INC COM 88160R101 230319 1106 SH SOLE 0 0 1106 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 23361228 57360 SH SOLE 0 0 57360 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1353858 5893 SH SOLE 0 0 5893 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 806384 10658 SH SOLE 0 0 10658 VERIZON COMMUNICATIONS INC COM 92343V104 498086 13393 SH SOLE 0 0 13393 VISA INC COM CL A 92826C839 363299 1530 SH SOLE 0 0 1530 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 1557013 38761 SH SOLE 0 0 38761 WISDOMTREE TR INTRST RATE HDGE 97717W380 824740 18642 SH SOLE 0 0 18642