# EDGAR Filing Document

**Accession Number:** 0001910858
**File Stem:** 0001910858-23-000002
**Filing Date:** 2023-2
**Character Count:** 10338
**Document Hash:** d12b6a307278d1b05b23c62bef627f9f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001910858-23-000002.hdr.sgml**: 20230213

**ACCESSION NUMBER**: 0001910858-23-000002

**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:** G2 CAPITAL MANAGEMENT, LLC / OH
- **CENTRAL INDEX KEY:** 0001910858
- **IRS NUMBER:** 814912492
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22043
- **FILM NUMBER:** 23615551

**BUSINESS ADDRESS:**
- **STREET 1:** 1600 WEST LANE AVENUE
- **STREET 2:** SUITE 270
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43221
- **BUSINESS PHONE:** (614) 484-1400

**MAIL ADDRESS:**
- **STREET 1:** 1600 WEST LANE AVENUE
- **STREET 2:** SUITE 270
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43221

### 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:** G2 CAPITAL MANAGEMENT LLC / OH<br>**Address:** 1600 WEST LANE AVENUE<br>SUITE 270<br>COLUMBUS, OH 43221

**Form 13F File Number:** 028-22043

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:** JEFFREY GOMEZ<br>**Title:** Chief Compliance Officer<br>**Phone:** (614) 484-1400

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

JEFFREY GOMEZ  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:** 63

**Form 13F Information Table Value Total:** $272678064

      (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 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 25434V401 |  | 59570515 | 1431639 | SH |  | SOLE |  | 0 | 0 | 1431639 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 24843453 | 330409 | SH |  | SOLE |  | 0 | 0 | 330409 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 23398209 | 325699 | SH |  | SOLE |  | 0 | 0 | 325699 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 17497399 | 269564 | SH |  | SOLE |  | 0 | 0 | 269564 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 12565847 | 154809 | SH |  | SOLE |  | 0 | 0 | 154809 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 11153943 | 180953 | SH |  | SOLE |  | 0 | 0 | 180953 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 10092025 | 229625 | SH |  | SOLE |  | 0 | 0 | 229625 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 8787195 | 171793 | SH |  | SOLE |  | 0 | 0 | 171793 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 8474430 | 44325 | SH |  | SOLE |  | 0 | 0 | 44325 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 7539088 | 166979 | SH |  | SOLE |  | 0 | 0 | 166979 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 7437923 | 68736 | SH |  | SOLE |  | 0 | 0 | 68736 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 7255822 | 74810 | SH |  | SOLE |  | 0 | 0 | 74810 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 4132123 | 57311 | SH |  | SOLE |  | 0 | 0 | 57311 |
| INVESCO EXCH TRD SLF IDX FD | DEFENSIVE EQTY | 46138J775 |  | 4116644 | 61898 | SH |  | SOLE |  | 0 | 0 | 61898 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 3880515 | 18433 | SH |  | SOLE |  | 0 | 0 | 18433 |
| APPLE INC | COM | 037833100 |  | 3860764 | 29714 | SH |  | SOLE |  | 0 | 0 | 29714 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 |  | 3746659 | 50257 | SH |  | SOLE |  | 0 | 0 | 50257 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 3723887 | 122496 | SH |  | SOLE |  | 0 | 0 | 122496 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | 46138J866 |  | 3110789 | 148274 | SH |  | SOLE |  | 0 | 0 | 148274 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 2920809 | 135223 | SH |  | SOLE |  | 0 | 0 | 135223 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 2920003 | 58237 | SH |  | SOLE |  | 0 | 0 | 58237 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 2551607 | 52894 | SH |  | SOLE |  | 0 | 0 | 52894 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 2516015 | 14430 | SH |  | SOLE |  | 0 | 0 | 14430 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 46138J841 |  | 2499551 | 122018 | SH |  | SOLE |  | 0 | 0 | 122018 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 46138J825 |  | 2434241 | 120866 | SH |  | SOLE |  | 0 | 0 | 120866 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 2290701 | 45329 | SH |  | SOLE |  | 0 | 0 | 45329 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 1986399 | 14622 | SH |  | SOLE |  | 0 | 0 | 14622 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000GRW | 92206C623 |  | 1881288 | 12082 | SH |  | SOLE |  | 0 | 0 | 12082 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 |  | 1655824 | 87494 | SH |  | SOLE |  | 0 | 0 | 87494 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 1650100 | 16050 | SH |  | SOLE |  | 0 | 0 | 16050 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1588267 | 17900 | SH |  | SOLE |  | 0 | 0 | 17900 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1517935 | 4914 | SH |  | SOLE |  | 0 | 0 | 4914 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1487609 | 19693 | SH |  | SOLE |  | 0 | 0 | 19693 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 |  | 1417920 | 74647 | SH |  | SOLE |  | 0 | 0 | 74647 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 |  | 1382838 | 70499 | SH |  | SOLE |  | 0 | 0 | 70499 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1367065 | 6381 | SH |  | SOLE |  | 0 | 0 | 6381 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 964884 | 35710 | SH |  | SOLE |  | 0 | 0 | 35710 |
| VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 |  | 933442 | 12575 | SH |  | SOLE |  | 0 | 0 | 12575 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 895215 | 22966 | SH |  | SOLE |  | 0 | 0 | 22966 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 824301 | 6835 | SH |  | SOLE |  | 0 | 0 | 6835 |
| SPDR SER TR | S 600 SMCP VAL | 78464A300 |  | 750884 | 10117 | SH |  | SOLE |  | 0 | 0 | 10117 |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 316092501 |  | 728075 | 15187 | SH |  | SOLE |  | 0 | 0 | 15187 |
| ISHARES TR | GRWT ALLOCAT ETF | 464289867 |  | 717822 | 15221 | SH |  | SOLE |  | 0 | 0 | 15221 |
| AMAZON COM INC | COM | 023135106 |  | 705180 | 8395 | SH |  | SOLE |  | 0 | 0 | 8395 |
| MICROSOFT CORP | COM | 594918104 |  | 675420 | 2816 | SH |  | SOLE |  | 0 | 0 | 2816 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 653074 | 4829 | SH |  | SOLE |  | 0 | 0 | 4829 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 620685 | 4247 | SH |  | SOLE |  | 0 | 0 | 4247 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 594401 | 2964 | SH |  | SOLE |  | 0 | 0 | 2964 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 503372 | 8992 | SH |  | SOLE |  | 0 | 0 | 8992 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 421523 | 16834 | SH |  | SOLE |  | 0 | 0 | 16834 |
| AGILON HEALTH INC | COM | 00857U107 |  | 403500 | 25000 | SH |  | SOLE |  | 0 | 0 | 25000 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 333665 | 5054 | SH |  | SOLE |  | 0 | 0 | 5054 |
| TESLA INC | COM | 88160R101 |  | 331477 | 2691 | SH |  | SOLE |  | 0 | 0 | 2691 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 327513 | 13489 | SH |  | SOLE |  | 0 | 0 | 13489 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 |  | 316928 | 22477 | SH |  | SOLE |  | 0 | 0 | 22477 |
| NETFLIX INC | COM | 64110L106 |  | 296649 | 1006 | SH |  | SOLE |  | 0 | 0 | 1006 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 281851 | 532 | SH |  | SOLE |  | 0 | 0 | 532 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 280370 | 2091 | SH |  | SOLE |  | 0 | 0 | 2091 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 264799 | 4766 | SH |  | SOLE |  | 0 | 0 | 4766 |
| WORTHINGTON INDS INC | COM | 981811102 |  | 252190 | 5073 | SH |  | SOLE |  | 0 | 0 | 5073 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 221824 | 1234 | SH |  | SOLE |  | 0 | 0 | 1234 |
| ROOT INC | CL A NEW | 77664L207 |  | 95300 | 21225 | SH |  | SOLE |  | 0 | 0 | 21225 |
| WHEELS UP EXPERIENCE INC | COM CL A | 96328L106 |  | 28318 | 27493 | SH |  | SOLE |  | 0 | 0 | 27493 |

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