0001736648-19-000001.txt : 20190214 0001736648-19-000001.hdr.sgml : 20190214 20190214104046 ACCESSION NUMBER: 0001736648-19-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190214 DATE AS OF CHANGE: 20190214 EFFECTIVENESS DATE: 20190214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Campbell Wealth Management CENTRAL INDEX KEY: 0001736648 IRS NUMBER: 200193064 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19262 FILM NUMBER: 19602326 BUSINESS ADDRESS: STREET 1: 330 JOHN CARLYLE STREET STREET 2: SUITE 600 CITY: ALEXANDRIA STATE: VA ZIP: 22314 BUSINESS PHONE: 7035355300 MAIL ADDRESS: STREET 1: 330 JOHN CARLYLE STREET STREET 2: SUITE 600 CITY: ALEXANDRIA STATE: VA ZIP: 22314 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001736648 XXXXXXXX 12-31-2018 12-31-2018 Campbell Wealth Management

330 JOHN CARLYLE STREET SUITE 600 ALEXANDRIA VA 22314

13F HOLDINGS REPORT 028-19262 N Ashleigh C. Swayze 6463953900 Ashleigh C. Swayze Newtown PA 02-14-2019 0 50 324010 false INFORMATION TABLE 2 4q2018campbell_13f.xml CAMPBELL INFORMATION TABLE 3M CO COM 88579Y101 454 2384 SH SOLE 0 0 2384 ABBVIE INC COM 00287Y109 204 2209 SH SOLE 0 0 2209 APPLE INC COM 037833100 869 5509 SH SOLE 0 0 5509 ARES CAP CORP COM 04010L103 167 10735 SH SOLE 0 0 10735 AT&T INC COM 00206R102 448 15715 SH SOLE 0 0 15715 BOEING CO COM 097023105 387 1200 SH SOLE 0 0 1200 BRISTOL MYERS SQUIBB CO COM 110122108 1462 28120 SH SOLE 0 0 28120 CHEVRON CORP NEW COM 166764100 334 3073 SH SOLE 0 0 3073 CONSOLIDATED EDISON INC COM 209115104 268 3505 SH SOLE 0 0 3505 DOMINION ENERGY INC COM 25746U109 724 10135 SH SOLE 0 0 10135 ENTERPRISE PRODS PARTNERS L COM 293792107 256 10420 SH SOLE 0 0 10420 EXXON MOBIL CORP COM 30231G102 1956 28691 SH SOLE 0 0 28691 FS KKR CAPITAL CORP COM 302635107 471 91009 SH SOLE 0 0 91009 INTEL CORP COM 458140100 231 4930 SH SOLE 0 0 4930 INTERNATIONAL BUSINESS MACHS COM 459200101 212 1863 SH SOLE 0 0 1863 INVESCO QQQ TR UNIT SER 1 46090E103 15965 103493 SH SOLE 0 0 103493 ISHARES TR CORE S&P500 ETF 464287200 14281 56760 SH SOLE 0 0 56760 ISHARES TR CORE US AGGBD ET 464287226 61300 575642 SH SOLE 0 0 575642 ISHARES TR CORE S&P MCP ETF 464287507 1851 11144 SH SOLE 0 0 11144 ISHARES TR RUS 1000 ETF 464287622 14904 107459 SH SOLE 0 0 107459 ISHARES TR RUSSELL 3000 ETF 464287689 5005 34069 SH SOLE 0 0 34069 ISHARES TR INTRM TR CRP ETF 464288638 38435 733215 SH SOLE 0 0 733215 ISHARES TR CORE 1 5 YR USD 46432F859 2435 49632 SH SOLE 0 0 49632 JPMORGAN CHASE & CO COM 46625H100 230 2359 SH SOLE 0 0 2359 MARRIOTT INTL INC NEW CL A 571903202 489 4507 SH SOLE 0 0 4507 MCDONALDS CORP COM 580135101 238 1343 SH SOLE 0 0 1343 MERCK & CO INC COM 58933Y105 250 3275 SH SOLE 0 0 3275 METTLER TOLEDO INTERNATIONAL COM 592688105 324 572 SH SOLE 0 0 572 MICROSOFT CORP COM 594918104 771 7591 SH SOLE 0 0 7591 ONEOK INC NEW COM 682680103 225 4177 SH SOLE 0 0 4177 ORACLE CORP COM 68389X105 207 4595 SH SOLE 0 0 4595 PEPSICO INC COM 713448108 303 2741 SH SOLE 0 0 2741 PFIZER INC COM 717081103 337 7710 SH SOLE 0 0 7710 PHILIP MORRIS INTL INC COM 718172109 359 5381 SH SOLE 0 0 5381 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 77543 1298871 SH SOLE 0 0 1298871 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 9848 205467 SH SOLE 0 0 205467 SCIENCE APPLICATNS INTL CP N COM 808625107 291 4571 SH SOLE 0 0 4571 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 8257 346637 SH SOLE 0 0 346637 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 8218 127591 SH SOLE 0 0 127591 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 6635 28450 SH SOLE 0 0 28450 TEXAS INSTRS INC COM 882508104 236 2493 SH SOLE 0 0 2493 UNION PAC CORP COM 907818108 202 1463 SH SOLE 0 0 1463 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 17204 217198 SH SOLE 0 0 217198 VANGUARD INDEX FDS GROWTH ETF 922908736 27011 201082 SH SOLE 0 0 201082 VANGUARD INDEX FDS TOTAL STK MKT 922908769 386 3025 SH SOLE 0 0 3025 VANGUARD WORLD FDS UTILITIES ETF 92204A876 226 1916 SH SOLE 0 0 1916 VERIZON COMMUNICATIONS INC COM 92343V104 476 8467 SH SOLE 0 0 8467 W P CAREY INC COM 92936U109 590 9036 SH SOLE 0 0 9036 WD-40 CO COM 929236107 247 1350 SH SOLE 0 0 1350 WELLTOWER INC COM 95040Q104 288 4147 SH SOLE 0 0 4147