Close

Form 13F-HR/A Snider Financial Group For: Mar 31

FREE Breaking News Alerts from StreetInsider.com!

E-mail Address

StreetInsider.com Top Tickers, 4/24/2024

1. TSLA
2. ENPH
3. TXN
4. BA
5. SPOT
6. META
7. IBM
8. V
9. KMB
10. SPY


May 16, 2022 5:31 PM EDT

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 03-31-2022
Check here if Amendment X Amendment Number: 1
This Amendment (Check only one.): X is a restatement.
  adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Snider Financial Group
Address: 12505 BEL-RED ROAD
SUITE 200
BELLEVUE , WA98005
Form 13F File Number: 028-21364

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: MONTE SNIDER
Title: Chief Compliance Officer
Phone: 425-453-7080
Signature, Place, and Date of Signing:
MONTE SNIDER BELLEVUE , WA 05-16-2022
[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 reported are 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: 68
Form 13F Information Table Value Total: 219,812
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

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.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Alphabet Inc Cl C Common Stock 02079K107 9,329 3,340 SH SOLE 0 0 3,340
Amazon.com Inc Common Stock 023135106 3,863 1,185 SH SOLE 0 0 1,185
Apple Inc Common Stock 037833100 230 1,318 SH SOLE 0 0 1,318
Aspen Technology Inc Common Stock 045327103 4,522 27,345 SH SOLE 0 0 27,345
Azek Company Inc Cl A Common Stock 05478C105 265 10,655 SH SOLE 0 0 10,655
Banco Santander S A Adr Common Stock 05964H105 123 36,341 SH SOLE 0 0 36,341
Bank of America Corp Common Stock 060505104 5,956 144,484 SH SOLE 0 0 144,484
Bausch Health Companies Inc Common Stock 071734107 253 11,082 SH SOLE 0 0 11,082
Berkshire Hathaway Inc Cl A Common Stock 084670108 1,058 2 SH SOLE 0 0 2
Blackrock Ultra Short Term Bond Etf ETF 46434V878 13,505 269,300 SH SOLE 0 0 269,300
Boeing Company Common Stock 097023105 4,797 25,049 SH SOLE 0 0 25,049
Cisco Systems Inc Common Stock 17275R102 3,605 64,654 SH SOLE 0 0 64,654
Citigroup Inc New Common Stock 172967424 4,512 84,495 SH SOLE 0 0 84,495
Costco Wholesale Corp Common Stock 22160K105 236 409 SH SOLE 0 0 409
Danaher Corp Common Stock 235851102 204 696 SH SOLE 0 0 696
Everquote Inc Cl A Common Stock 30041R108 162 10,033 SH SOLE 0 0 10,033
Ford Motor Co New Common Stock 345370860 3,717 219,805 SH SOLE 0 0 219,805
General Electric Co New Common Stock 369604301 278 3,038 SH SOLE 0 0 3,038
General Motors Co Common Stock 37045V100 2,077 47,482 SH SOLE 0 0 47,482
Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket ETF 381430529 7,926 79,303 SH SOLE 0 0 79,303
Goldman Sachs Group Inc Common Stock 38141G104 598 1,811 SH SOLE 0 0 1,811
Iac Interactive Corp New Common Stock 44891N208 216 2,151 SH SOLE 0 0 2,151
Invesco S&p 500 Equal Weight Technology Etf ETF 46137V282 10,130 35,036 SH SOLE 0 0 35,036
Irobot Corp Common Stock 462726100 377 5,950 SH SOLE 0 0 5,950
Ishares 1-5 Year Investment Grade Corp Bond Etf ETF 464288646 206 3,986 SH SOLE 0 0 3,986
Ishares Biotechnology Etf ETF 464287556 672 5,157 SH SOLE 0 0 5,157
Ishares Broad Usd Investment Grade Corp Bond Etf ETF 464288620 304 5,515 SH SOLE 0 0 5,515
Ishares Core Growth Allocation Etf ETF 464289867 532 9,858 SH SOLE 0 0 9,858
Ishares Core Msci Total Intl Stock Etf ETF 46432F834 1,605 24,113 SH SOLE 0 0 24,113
Ishares Core S&p 500 Etf ETF 464287200 11,402 25,132 SH SOLE 0 0 25,132
Ishares Core S&p Small Cap Etf ETF 464287804 5,643 52,310 SH SOLE 0 0 52,310
Ishares Core S&p Total U S Stock Market Etf ETF 464287150 9,807 97,161 SH SOLE 0 0 97,161
Ishares Core Total Usd Bond Market Etf ETF 46434V613 654 13,169 SH SOLE 0 0 13,169
Ishares Core U S Aggregate Bond Etf ETF 464287226 14,849 138,645 SH SOLE 0 0 138,645
Ishares Floating Rate Bond Etf ETF 46429B655 278 5,511 SH SOLE 0 0 5,511
Ishares Global Energy Etf ETF 464287341 4,120 113,960 SH SOLE 0 0 113,960
Ishares Mbs Etf ETF 464288588 11,287 110,794 SH SOLE 0 0 110,794
Ishares Msci Eafe Growth Etf ETF 464288885 945 9,819 SH SOLE 0 0 9,819
Ishares Msci Usa Min Volatility Factor Etf ETF 46429B697 5,582 71,957 SH SOLE 0 0 71,957
Ishares Msci Usa Momentum Factor Etf ETF 46432F396 1,846 10,972 SH SOLE 0 0 10,972
Ishares Msci Usa Value Factor Etf ETF 46432F388 8,696 83,160 SH SOLE 0 0 83,160
Ishares U S Financial Services Etf ETF 464287770 3,526 19,550 SH SOLE 0 0 19,550
Ishares U S Medical Devices Etf ETF 464288810 5,563 91,255 SH SOLE 0 0 91,255
Ishares U S Treasury Bond Etf ETF 46429B267 2,014 80,842 SH SOLE 0 0 80,842
Jpmorgan Chase & Co Common Stock 46625H100 355 2,605 SH SOLE 0 0 2,605
Jpmorgan U S Momentum Factor Etf ETF 46641Q779 261 5,924 SH SOLE 0 0 5,924
Jpmorgan U S Value Factor Etf ETF 46641Q753 611 16,514 SH SOLE 0 0 16,514
Liberty Media Corp Ser A Braves Group Common Stock 531229706 2,175 75,571 SH SOLE 0 0 75,571
Meta Platforms Inc Cl A Common Stock 30303M102 6,399 28,777 SH SOLE 0 0 28,777
Microsoft Corp Common Stock 594918104 5,732 18,592 SH SOLE 0 0 18,592
Newmont Corp Common Stock 651639106 280 3,527 SH SOLE 0 0 3,527
Nvidia Corp Common Stock 67066G104 356 1,306 SH SOLE 0 0 1,306
Pimco Enhanced Short Maturity Active Etf ETF 72201R833 636 6,346 SH SOLE 0 0 6,346
Seagen Inc Common Stock 81181C104 2,534 17,591 SH SOLE 0 0 17,591
Skechers Usa Inc Cl A Common Stock 830566105 360 8,842 SH SOLE 0 0 8,842
Smartsheet Inc Cl A Common Stock 83200N103 234 4,273 SH SOLE 0 0 4,273
Spdr Gold Trust Gold Shares ETF 78463V107 3,225 17,853 SH SOLE 0 0 17,853
Spdr Portfolio Aggregate Bond Etf ETF 78464A649 601 21,622 SH SOLE 0 0 21,622
Spdr S&p 500 Etf ETF 78462F103 269 595 SH SOLE 0 0 595
Trupanion Inc Common Stock 898202106 257 2,889 SH SOLE 0 0 2,889
Vaneck Fallen Angel High Yield Etf ETF 92189F437 3,472 114,218 SH SOLE 0 0 114,218
Vaneck Merk Gold Trust Etf ETF 921078101 198 10,532 SH SOLE 0 0 10,532
Vanguard Dividend Appreciation Etf ETF 921908844 17,241 106,323 SH SOLE 0 0 106,323
Vanguard Mun Bd Tax Exempt Bond Index Etf ETF 922907746 2,133 41,370 SH SOLE 0 0 41,370
Vanguard Short Term Treasury Etf ETF 92206C102 873 14,736 SH SOLE 0 0 14,736
Veracyte Inc Common Stock 92337F107 366 13,273 SH SOLE 0 0 13,273
Vimeo Inc Common Stock 92719V100 123 10,359 SH SOLE 0 0 10,359
Walmart Inc Common Stock 931142103 3,651 24,517 SH SOLE 0 0 24,517

Serious News for Serious Traders! Try StreetInsider.com Premium Free!

You May Also Be Interested In





Related Categories

SEC Filings