# EDGAR Filing Document

**Accession Number:** 0001609008
**File Stem:** 0001609008-23-000001
**Filing Date:** 2023-1
**Character Count:** 8921
**Document Hash:** 4516c36289fb8c39ce141b7d20fcb94e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001609008-23-000001.hdr.sgml**: 20230103

**ACCESSION NUMBER**: 0001609008-23-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230103

**DATE AS OF CHANGE**: 20230103

**EFFECTIVENESS DATE**: 20230103

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SMI Advisory Services, LLC
- **CENTRAL INDEX KEY:** 0001609008
- **IRS NUMBER:** 352130742
- **STATE OF INCORPORATION:** IN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21187
- **FILM NUMBER:** 23503004

**BUSINESS ADDRESS:**
- **STREET 1:** P.O. BOX 547
- **CITY:** COLUMBUS
- **STATE:** IN
- **ZIP:** 47202
- **BUSINESS PHONE:** 800-910-3651

**MAIL ADDRESS:**
- **STREET 1:** P.O. BOX 547
- **CITY:** COLUMBUS
- **STATE:** IN
- **ZIP:** 47202

### 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:** SMI Advisory Services LLC<br>**Address:** P.O. BOX 547<br>COLUMBUS, IN 47202

**Form 13F File Number:** 028-21187

**CRD Number (if applicable):** 000137872

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:** Fred Beerwart<br>**Title:** Chief Compliance Officer<br>**Phone:** 800.796.4975

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

Fred Beerwart  Columbus, IN  01-03-2023<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:** 41

**Form 13F Information Table Value Total:** $308626582

      (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

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 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 |
| CO-DIAGNOSTICS INC | COM | 189763105 |  | 66110 | 20595 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 20595 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 201178 | 2440 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 2440 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 204319 | 1321 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 1321 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 205675 | 2140 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 2140 |
| ISHARES TR | RUS TP200 VL ETF | 464289420 |  | 232110 | 4022 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 4022 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 235468 | 1850 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 1850 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C656 |  | 270258 | 9718 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 9718 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 |  | 400576 | 11574 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 11574 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 422943 | 9534 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 9534 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 530796 | 12641 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 12641 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 |  | 540376 | 10726 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 10726 |
| SPDR SER TR | PORTFOLIO S | 78464A847 |  | 543780 | 14102 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 14102 |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | 78463X848 |  | 546603 | 25771 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 25771 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C383 |  | 548475 | 18835 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 18835 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 594930 | 10168 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 10168 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 598031 | 8384 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 8384 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 601861 | 9684 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 9684 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 46138J841 |  | 706881 | 34668 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 34668 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 806007 | 4085 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 4085 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 807823 | 4939 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 4939 |
| SPDR SER TR | PORTFOLIO SH TSR | 78468R101 |  | 818991 | 28329 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 28329 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 887367 | 2703 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 2703 |
| INNOVATOR ETFS TR | US EQT ULTRA BF | 45782C300 |  | 990008 | 33916 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 33916 |
| HUBBELL INC | COM | 443510607 |  | 1009075 | 4525 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 4525 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | 46138J866 |  | 1096051 | 52518 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 52518 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2022 CB | 46138J882 |  | 1354609 | 63957 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 63957 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1397288 | 3912 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 3912 |
| INVESCO EXCHANGE TRADED FD T | DYNMC ENRG EXP | 46137V761 |  | 3373511 | 122450 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 122450 |
| SPDR SER TR | S OILGAS EXP | 78468R556 |  | 3568135 | 28609 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 28609 |
| FIRST TR EXCHANGE-TRADED FD | NAT GAS ETF | 33733E807 |  | 3714722 | 162641 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 162641 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 5276481 | 41511 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 41511 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 5919716 | 122663 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 122663 |
| ISHARES TR | CORE S ETF | 464287200 |  | 7089057 | 19766 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 19766 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 13049566 | 101537 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 101537 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 15205111 | 211123 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 211123 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 18886474 | 392569 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 392569 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 36873922 | 492835 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 492835 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 41666400 | 560937 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 560937 |
| SPROTT PHYSICAL GOLD TR | UNIT | 85207H104 |  | 42824179 | 3345639 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 3345639 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 45664902 | 562306 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 562306 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 |  | 48896817 | 533808 | SH |  | SOLE | SMI Advisory Services LLC | 0 | 0 | 533808 |

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