# EDGAR Filing Document

**Accession Number:** 0001822731
**File Stem:** 0001822731-23-000002
**Filing Date:** 2023-2
**Character Count:** 9515
**Document Hash:** 0a234c284873eed6419b2884ac77f241
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001822731-23-000002.hdr.sgml**: 20230213

**ACCESSION NUMBER**: 0001822731-23-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230213

**DATE AS OF CHANGE**: 20230213

**EFFECTIVENESS DATE**: 20230213

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Fullen Financial Group
- **CENTRAL INDEX KEY:** 0001822731
- **IRS NUMBER:** 342034339
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20353
- **FILM NUMBER:** 23615056

**BUSINESS ADDRESS:**
- **STREET 1:** 3720 NORTH HIGH ST
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43214
- **BUSINESS PHONE:** 6143725430

**MAIL ADDRESS:**
- **STREET 1:** 3720 NORTH HIGH ST
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43214

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Fullen Financial Group<br>**Address:** 3720 NORTH HIGH ST<br>COLUMBUS, OH 43214

**Form 13F File Number:** 028-20353

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Kelsey Fogel<br>**Title:** Client Service Administrator<br>**Phone:** 614-372-5430

**Signature, Place, and Date of Signing:**

Kelsey Fogel  Columbus, OH  02-13-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 59

**Form 13F Information Table Value Total:** $176131

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 225 | 1560 | SH |  | SOLE |  | 0 | 0 | 1560 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 246 | 2262 | SH |  | SOLE |  | 0 | 0 | 2262 |
| ISHARES TR | GRWT ALLOCAT ETF | 464289867 |  | 703 | 14049 | SH |  | SOLE |  | 0 | 0 | 14049 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 301 | 3004 | SH |  | SOLE |  | 0 | 0 | 3004 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 360 | 6975 | SH |  | SOLE |  | 0 | 0 | 6975 |
| ISHARES TR | MODERT ALLOC ETF | 464289875 |  | 549 | 13735 | SH |  | SOLE |  | 0 | 0 | 13735 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 1203 | 16814 | SH |  | SOLE |  | 0 | 0 | 16814 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 600 | 9812 | SH |  | SOLE |  | 0 | 0 | 9812 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 2140 | 9222 | SH |  | SOLE |  | 0 | 0 | 9222 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 1783 | 7940 | SH |  | SOLE |  | 0 | 0 | 7940 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 2164 | 13571 | SH |  | SOLE |  | 0 | 0 | 13571 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 597 | 3118 | SH |  | SOLE |  | 0 | 0 | 3118 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 574 | 3774 | SH |  | SOLE |  | 0 | 0 | 3774 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 608 | 6687 | SH |  | SOLE |  | 0 | 0 | 6687 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 679 | 9294 | SH |  | SOLE |  | 0 | 0 | 9294 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 919 | 8068 | SH |  | SOLE |  | 0 | 0 | 8068 |
| ISHARES TR | CORE S ETF | 464287200 |  | 392 | 961 | SH |  | SOLE |  | 0 | 0 | 961 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 11623 | 229425 | SH |  | SOLE |  | 0 | 0 | 229425 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 210 | 1896 | SH |  | SOLE |  | 0 | 0 | 1896 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 982 | 7014 | SH |  | SOLE |  | 0 | 0 | 7014 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 1022 | 39829 | SH |  | SOLE |  | 0 | 0 | 39829 |
| SPDR SER TR | PORTFOLIO INTRMD | 78464A375 |  | 477 | 14581 | SH |  | SOLE |  | 0 | 0 | 14581 |
| SPDR SER TR | PORTFOLIO SHORT | 78464A474 |  | 3705 | 124733 | SH |  | SOLE |  | 0 | 0 | 124733 |
| SPDR SER TR | PRTFLO S VL | 78464A508 |  | 3313 | 79641 | SH |  | SOLE |  | 0 | 0 | 79641 |
| SPDR SER TR | S 400 MDCP VAL | 78464A839 |  | 2081 | 28838 | SH |  | SOLE |  | 0 | 0 | 28838 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 4166 | 128545 | SH |  | SOLE |  | 0 | 0 | 128545 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 1159 | 32600 | SH |  | SOLE |  | 0 | 0 | 32600 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 234 | 575 | SH |  | SOLE |  | 0 | 0 | 575 |
| SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 |  | 4555 | 175473 | SH |  | SOLE |  | 0 | 0 | 175473 |
| SPDR SER TR | PORTFOLIO SH TSR | 78468R101 |  | 3181 | 109234 | SH |  | SOLE |  | 0 | 0 | 109234 |
| SPDR SER TR | PORTFOLIO S | 78468R853 |  | 4512 | 111423 | SH |  | SOLE |  | 0 | 0 | 111423 |
| SPDR SER TR | PRTFLO S GW | 78464A409 |  | 2315 | 43263 | SH |  | SOLE |  | 0 | 0 | 43263 |
| SPDR SER TR | S 400 MDCP GRW | 78464A821 |  | 1047 | 14958 | SH |  | SOLE |  | 0 | 0 | 14958 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 258 | 5232 | SH |  | SOLE |  | 0 | 0 | 5232 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 7266 | 30886 | SH |  | SOLE |  | 0 | 0 | 30886 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 216 | 1163 | SH |  | SOLE |  | 0 | 0 | 1163 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 11104 | 76961 | SH |  | SOLE |  | 0 | 0 | 76961 |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 |  | 441 | 6946 | SH |  | SOLE |  | 0 | 0 | 6946 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 5891 | 139504 | SH |  | SOLE |  | 0 | 0 | 139504 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 258 | 3626 | SH |  | SOLE |  | 0 | 0 | 3626 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 229 | 2050 | SH |  | SOLE |  | 0 | 0 | 2050 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 264 | 2380 | SH |  | SOLE |  | 0 | 0 | 2380 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 681 | 11381 | SH |  | SOLE |  | 0 | 0 | 11381 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 20209 | 262996 | SH |  | SOLE |  | 0 | 0 | 262996 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 1090 | 13489 | SH |  | SOLE |  | 0 | 0 | 13489 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 726 | 14963 | SH |  | SOLE |  | 0 | 0 | 14963 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 18192 | 333791 | SH |  | SOLE |  | 0 | 0 | 333791 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 4306 | 21994 | SH |  | SOLE |  | 0 | 0 | 21994 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 8531 | 58861 | SH |  | SOLE |  | 0 | 0 | 58861 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 2571 | 56180 | SH |  | SOLE |  | 0 | 0 | 56180 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 661 | 3005 | SH |  | SOLE |  | 0 | 0 | 3005 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 922 | 4116 | SH |  | SOLE |  | 0 | 0 | 4116 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 1523 | 25514 | SH |  | SOLE |  | 0 | 0 | 25514 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 891 | 12738 | SH |  | SOLE |  | 0 | 0 | 12738 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 560 | 7323 | SH |  | SOLE |  | 0 | 0 | 7323 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 13995 | 183637 | SH |  | SOLE |  | 0 | 0 | 183637 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 12927 | 63936 | SH |  | SOLE |  | 0 | 0 | 63936 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 2669 | 15410 | SH |  | SOLE |  | 0 | 0 | 15410 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1125 | 15164 | SH |  | SOLE |  | 0 | 0 | 15164 |

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