0001624510-22-000002.txt : 20220428 0001624510-22-000002.hdr.sgml : 20220428 20220428113614 ACCESSION NUMBER: 0001624510-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220428 DATE AS OF CHANGE: 20220428 EFFECTIVENESS DATE: 20220428 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FINANCIAL CONSULATE, INC CENTRAL INDEX KEY: 0001624510 IRS NUMBER: 521281169 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16386 FILM NUMBER: 22863706 BUSINESS ADDRESS: STREET 1: 11019 MCCORMICK ROAD STREET 2: SUITE 200 CITY: HUNT VALLEY STATE: MD ZIP: 21031 BUSINESS PHONE: (410) 823-7283 MAIL ADDRESS: STREET 1: 11019 MCCORMICK ROAD STREET 2: SUITE 200 CITY: HUNT VALLEY STATE: MD ZIP: 21031 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001624510 XXXXXXXX 03-31-2022 03-31-2022 FINANCIAL CONSULATE, INC
11019 MCCORMICK ROAD SUITE 200 HUNT VALLEY MD 21031
13F HOLDINGS REPORT 028-16386 N
Charles Bender Chief Financial Officer 4108237283 Charles Bender Hunt Valley MD 04-28-2022 0 132 260401 false
INFORMATION TABLE 2 q1202213f.xml SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 27540 511412 SH SOLE Financial Consulate 511412 0 0 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 19198 697606 SH SOLE Financial Consulate 697606 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 18883 285194 SH SOLE Financial Consulate 285194 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 17406 229452 SH SOLE Financial Consulate 229452 0 0 MCCORMICK & CO INC COM NON VTG 579780206 16229 162614 SH OTR Financial Consulate 162614 0 0 APPLE INC COM 037833100 14717 84284 SH OTR Financial Consulate 84284 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 14406 392324 SH SOLE Financial Consulate 392324 0 0 10X GENOMICS INC CL A COM 88025U109 11786 154942 SH OTR Financial Consulate 154942 0 0 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 9421 193207 SH SOLE Financial Consulate 193207 0 0 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 8324 156317 SH SOLE Financial Consulate 156317 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 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JPMORGAN CHASE & CO COM 46625H100 762 5587 SH OTR Financial Consulate 5587 0 0 MERCK & CO INC COM 58933Y105 757 9224 SH OTR Financial Consulate 9224 0 0 ALPHABET INC CAP STK CL A 02079K305 665 239 SH OTR Financial Consulate 239 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 660 1589 SH SOLE Financial Consulate 1589 0 0 COSTCO WHSL CORP NEW COM 22160K105 635 1103 SH OTR Financial Consulate 1103 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 606 1454 SH SOLE Financial Consulate 1454 0 0 NVIDIA CORPORATION COM 67066G104 605 2216 SH OTR Financial Consulate 2216 0 0 KIMBERLY-CLARK CORP COM 494368103 586 4755 SH OTR Financial Consulate 4755 0 0 MCCORMICK & CO INC COM VTG 579780107 578 5780 SH OTR Financial Consulate 5780 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 576 1908 SH OTR Financial Consulate 1908 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 572 5778 SH OTR Financial Consulate 5778 0 0 ACNB CORP COM 000868109 570 16312 SH OTR Financial Consulate 16312 0 0 HOME DEPOT INC COM 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ELECTRIC CO COM NEW 369604301 254 2779 SH OTR Financial Consulate 2779 0 0 PEPSICO INC COM 713448108 246 1467 SH OTR Financial Consulate 1467 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 244 709 SH OTR Financial Consulate 709 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 244 5554 SH SOLE Financial Consulate 5554 0 0 INTEL CORP COM 458140100 236 4770 SH OTR Financial Consulate 4770 0 0 ISHARES TR MSCI ACWI EX US 464288240 233 4462 SH SOLE Financial Consulate 4462 0 0 WORKDAY INC CL A 98138H101 233 975 SH OTR Financial Consulate 975 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 231 3160 SH OTR Financial Consulate 3160 0 0 REPUBLIC SVCS INC COM 760759100 228 1722 SH OTR Financial Consulate 1722 0 0 COSTAR GROUP INC COM 22160N109 225 3371 SH OTR Financial Consulate 3371 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 225 2851 SH SOLE Financial Consulate 2851 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 222 976 SH OTR Financial Consulate 976 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 221 1700 SH OTR Financial Consulate 1700 0 0 DOMINION ENERGY INC COM 25746U109 217 2549 SH OTR Financial Consulate 2549 0 0 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 213 1158 SH SOLE Financial Consulate 1158 0 0 VEEVA SYS INC CL A COM 922475108 210 987 SH OTR Financial Consulate 987 0 0 DELTA APPAREL INC COM 247368103 205 6869 SH OTR Financial Consulate 6869 0 0 AXSOME THERAPEUTICS INC COM 05464T104 201 4865 SH OTR Financial Consulate 4865 0 0 LINDE PLC SHS G5494J103 200 626 SH OTR Financial Consulate 626 0 0 YEXT INC COM 98585N106 103 15000 SH OTR Financial Consulate 15000 0 0 GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 40 10000 SH OTR Financial Consulate 10000 0 0 FLORA GROWTH CORP COM 339764102 25 12923 SH OTR Financial Consulate 12923 0 0 DURECT CORP COM 266605104 17 24700 SH OTR Financial Consulate 24700 0 0