0001749283-22-000003.txt : 20220516
0001749283-22-000003.hdr.sgml : 20220516
20220516151850
ACCESSION NUMBER: 0001749283-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220516
DATE AS OF CHANGE: 20220516
EFFECTIVENESS DATE: 20220516
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Spartan Planning & Wealth Management
CENTRAL INDEX KEY: 0001749283
IRS NUMBER: 461616567
STATE OF INCORPORATION: NC
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22530
FILM NUMBER: 22928079
BUSINESS ADDRESS:
STREET 1: 1931 NEW GARDEN RD
STREET 2: STE 220
CITY: GREENSBORO
STATE: NC
ZIP: 27410
BUSINESS PHONE: 800-371-1292
MAIL ADDRESS:
STREET 1: 1931 NEW GARDEN RD
STREET 2: STE 220
CITY: GREENSBORO
STATE: NC
ZIP: 27410
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001749283
XXXXXXXX
03-31-2022
03-31-2022
Spartan Planning & Wealth Management
1931 NEW GARDEN RD
STE 220
GREENSBORO
NC
27410
13F HOLDINGS REPORT
028-22530
N
David Childs
CEO, CCO
3363901062
David Childs
Greensboro
NC
05-16-2022
0
143
79934
false
INFORMATION TABLE
2
spg_13freport.xml
ISHARES TR
CORE S&P500 ETF
464287200
203000
448
SH
SOLE
0
0
0
448
AMERICAN INTL GROUP INC
COM NEW
026874784
24000
388
SH
SOLE
0
0
0
388
AMAZON COM INC
COM
023135106
333000
102
SH
SOLE
0
0
0
102
BRISTOL-MYERS SQUIBB CO
COM
110122108
76000
1036
SH
SOLE
0
0
0
1036
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
272000
770
SH
SOLE
0
0
0
770
EMERSON ELEC CO
COM
291011104
33000
341
SH
SOLE
0
0
0
341
EVERSOURCE ENERGY
COM
30040W108
189000
2145
SH
SOLE
0
0
0
2145
AMGEN INC
COM
031162100
266000
1102
SH
SOLE
0
0
0
1102
ABBOTT LABS
COM
002824100
0
2
SH
SOLE
0
0
0
2
ALTRIA GROUP INC
COM
02209S103
52000
1003
SH
SOLE
0
0
0
1003
GRAINGER W W INC
COM
384802104
179000
347
SH
SOLE
0
0
0
347
INTEL CORP
COM
458140100
77000
1544
SH
SOLE
0
0
0
1544
QUALCOMM INC
COM
747525103
46000
298
SH
SOLE
0
0
0
298
JOHNSON & JOHNSON
COM
478160104
245000
1382
SH
SOLE
0
0
0
1382
MEDTRONIC PLC
SHS
G5960L103
3000
27
SH
SOLE
0
0
0
27
PFIZER INC
COM
717081103
119000
2300
SH
SOLE
0
0
0
2300
EXELON CORP
COM
30161N101
24000
505
SH
SOLE
0
0
0
505
LOWES COS INC
COM
548661107
184000
908
SH
SOLE
0
0
0
908
CHEVRON CORP NEW
COM
166764100
107000
657
SH
SOLE
0
0
0
657
MICROSOFT CORP
COM
594918104
3149000
10215
SH
SOLE
0
0
0
10215
UNITED PARCEL SERVICE INC
CL B
911312106
75000
351
SH
SOLE
0
0
0
351
PRUDENTIAL FINL INC
COM
744320102
198000
1673
SH
SOLE
0
0
0
1673
CISCO SYS INC
COM
17275R102
333000
5972
SH
SOLE
0
0
0
5972
INTERNATIONAL BUSINESS MACHS
COM
459200101
136000
1046
SH
SOLE
0
0
0
1046
COCA COLA CO
COM
191216100
523000
8429
SH
SOLE
0
0
0
8429
LOCKHEED MARTIN CORP
COM
539830109
43000
97
SH
SOLE
0
0
0
97
PEPSICO INC
COM
713448108
671000
4008
SH
SOLE
0
0
0
4008
SPDR SER TR
PORTFOLI S&P1500
78464A805
8778000
157937
SH
SOLE
0
0
0
157937
DEERE & CO
COM
244199105
10000
24
SH
SOLE
0
0
0
24
BK OF AMERICA CORP
COM
060505104
84000
2041
SH
SOLE
0
0
0
2041
AUTOMATIC DATA PROCESSING IN
COM
053015103
242000
1064
SH
SOLE
0
0
0
1064
EXXON MOBIL CORP
COM
30231G102
135000
1633
SH
SOLE
0
0
0
1633
AFLAC INC
COM
001055102
11000
177
SH
SOLE
0
0
0
177
WEST PHARMACEUTICAL SVSC INC
COM
955306105
369000
899
SH
SOLE
0
0
0
899
WALMART INC
COM
931142103
99000
664
SH
SOLE
0
0
0
664
APPLIED MATLS INC
COM
038222105
243000
1844
SH
SOLE
0
0
0
1844
UNION PAC CORP
COM
907818108
79000
290
SH
SOLE
0
0
0
290
TEXAS INSTRS INC
COM
882508104
286000
1558
SH
SOLE
0
0
0
1558
TARGET CORP
COM
87612E106
1000
4
SH
SOLE
0
0
0
4
COSTCO WHSL CORP NEW
COM
22160K105
74000
129
SH
SOLE
0
0
0
129
LILLY ELI & CO
COM
532457108
80000
278
SH
SOLE
0
0
0
278
CVS HEALTH CORP
COM
126650100
57000
564
SH
SOLE
0
0
0
564
DANAHER CORPORATION
COM
235851102
41000
139
SH
SOLE
0
0
0
139
MERCK & CO INC
COM
58933Y105
0
3
SH
SOLE
0
0
0
3
MORGAN STANLEY
COM NEW
617446448
34000
385
SH
SOLE
0
0
0
385
PROCTER AND GAMBLE CO
COM
742718109
844000
5523
SH
SOLE
0
0
0
5523
MCDONALDS CORP
COM
580135101
58000
234
SH
SOLE
0
0
0
234
NIKE INC
CL B
654106103
0
1
SH
SOLE
0
0
0
1
MONDELEZ INTL INC
CL A
609207105
25000
406
SH
SOLE
0
0
0
406
WELLS FARGO CO NEW
COM
949746101
52000
1080
SH
SOLE
0
0
0
1080
ISHARES TR
1 3 YR TREAS BD
464287457
48000
575
SH
SOLE
0
0
0
575
XCEL ENERGY INC
COM
98389B100
358000
4961
SH
SOLE
0
0
0
4961
FORD MTR CO DEL
COM
345370860
231000
13685
SH
SOLE
0
0
0
13685
UNITEDHEALTH GROUP INC
COM
91324P102
196000
384
SH
SOLE
0
0
0
384
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
358000
1063
SH
SOLE
0
0
0
1063
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
66000
669
SH
SOLE
0
0
0
669
MARSH & MCLENNAN COS INC
COM
571748102
519000
3046
SH
SOLE
0
0
0
3046
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
7499000
32939
SH
SOLE
0
0
0
32939
NEXTERA ENERGY INC
COM
65339F101
80000
941
SH
SOLE
0
0
0
941
DUKE ENERGY CORP NEW
COM NEW
26441C204
46000
413
SH
SOLE
0
0
0
413
CONOCOPHILLIPS
COM
20825C104
287000
2872
SH
SOLE
0
0
0
2872
APPLE INC
COM
037833100
3236000
18531
SH
SOLE
0
0
0
18531
CATERPILLAR INC
COM
149123101
277000
1243
SH
SOLE
0
0
0
1243
CHUBB LIMITED
COM
H1467J104
6000
28
SH
SOLE
0
0
0
28
AMERICAN EXPRESS CO
COM
025816109
592000
3167
SH
SOLE
0
0
0
3167
GENERAL MLS INC
COM
370334104
250000
3689
SH
SOLE
0
0
0
3689
SIMON PPTY GROUP INC NEW
COM
828806109
10000
78
SH
SOLE
0
0
0
78
EDWARDS LIFESCIENCES CORP
COM
28176E108
245000
2082
SH
SOLE
0
0
0
2082
HEALTHPEAK PROPERTIES INC
COM
42250P103
136000
3969
SH
SOLE
0
0
0
3969
GENERAL DYNAMICS CORP
COM
369550108
31000
127
SH
SOLE
0
0
0
127
SOUTHERN CO
COM
842587107
34000
463
SH
SOLE
0
0
0
463
PAYCHEX INC
COM
704326107
4000
27
SH
SOLE
0
0
0
27
BERKLEY W R CORP
COM
084423102
13000
198
SH
SOLE
0
0
0
198
VALERO ENERGY CORP
COM
91913Y100
10000
100
SH
SOLE
0
0
0
100
CADENCE DESIGN SYSTEM INC
COM
127387108
215000
1310
SH
SOLE
0
0
0
1310
PROLOGIS INC.
COM
74340W103
317000
1960
SH
SOLE
0
0
0
1960
NORTHERN TR CORP
COM
665859104
321000
2755
SH
SOLE
0
0
0
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LKQ CORP
COM
501889208
3000
69
SH
SOLE
0
0
0
69
CLOROX CO DEL
COM
189054109
0
1
SH
SOLE
0
0
0
1
NVIDIA CORPORATION
COM
67066G104
799000
2929
SH
SOLE
0
0
0
2929
VERTEX PHARMACEUTICALS INC
COM
92532F100
251000
960
SH
SOLE
0
0
0
960
CMS ENERGY CORP
COM
125896100
230000
3291
SH
SOLE
0
0
0
3291
V F CORP
COM
918204108
0
3
SH
SOLE
0
0
0
3
NUCOR CORP
COM
670346105
15000
100
SH
SOLE
0
0
0
100
L3HARRIS TECHNOLOGIES INC
COM
502431109
7000
27
SH
SOLE
0
0
0
27
FACTSET RESH SYS INC
COM
303075105
3000
7
SH
SOLE
0
0
0
7
CUMMINS INC
COM
231021106
0
1
SH
SOLE
0
0
0
1
METLIFE INC
COM
59156R108
24000
344
SH
SOLE
0
0
0
344
ALPHABET INC
CAP STK CL A
02079K305
1377000
495
SH
SOLE
0
0
0
495
CBRE GROUP INC
CL A
12504L109
134000
1462
SH
SOLE
0
0
0
1462
VANGUARD INDEX FDS
MID CAP ETF
922908629
33000
139
SH
SOLE
0
0
0
139
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
627000
5784
SH
SOLE
0
0
0
5784
VANGUARD INDEX FDS
SMALL CP ETF
922908751
7000
33
SH
SOLE
0
0
0
33
ISHARES GOLD TR
ISHARES NEW
464285204
3639000
98810
SH
SOLE
0
0
0
98810
THERMO FISHER SCIENTIFIC INC
COM
883556102
2735000
4630
SH
SOLE
0
0
0
4630
SALESFORCE COM INC
COM
79466L302
0
1
SH
SOLE
0
0
0
1
ENBRIDGE INC
COM
29250N105
14000
295
SH
SOLE
0
0
0
295
ROYAL BK CDA
COM
780087102
44000
400
SH
SOLE
0
0
0
400
HESS CORP
COM
42809H107
406000
3795
SH
SOLE
0
0
0
3795
MASTERCARD INCORPORATED
CL A
57636Q104
85000
239
SH
SOLE
0
0
0
239
PROSHARES TR
PSHS ULT S&P 500
74347R107
8000
115
SH
SOLE
0
0
0
115
LEIDOS HOLDINGS INC
COM
525327102
243000
2250
SH
SOLE
0
0
0
2250
PROSHARES TR
SHRT SMALLCAP60
74348A376
3000
175
SH
SOLE
0
0
0
175
ISHARES TR
SHORT TREAS BD
464288679
5182000
47002
SH
SOLE
0
0
0
47002
SPDR SER TR
PORTFOLIO S&P400
78464A847
162000
3442
SH
SOLE
0
0
0
3442
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
1144000
29615
SH
SOLE
0
0
0
29615
BANK NEW YORK MELLON CORP
COM
064058100
11000
212
SH
SOLE
0
0
0
212
SPDR SER TR
PORTFLI TIPS ETF
78464A656
1010000
33375
SH
SOLE
0
0
0
33375
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
7806000
85373
SH
SOLE
0
0
0
85373
NEOGENOMICS INC
COM NEW
64049M209
1000
92
SH
SOLE
0
0
0
92
ISHARES TR
CRE U S REIT ETF
464288521
6102000
94390
SH
SOLE
0
0
0
94390
VISA INC
COM CL A
92826C839
313000
1410
SH
SOLE
0
0
0
1410
PHILIP MORRIS INTL INC
COM
718172109
45000
474
SH
SOLE
0
0
0
474
SPDR SER TR
PORTFOLIO LN TSR
78464A664
1000
27
SH
SOLE
0
0
0
27
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
1642000
47898
SH
SOLE
0
0
0
47898
PROSHARES TR
PSHS SHTFINL ETF
74347B185
3000
250
SH
SOLE
0
0
0
250
DIREXION SHS ETF TR
DRX S&P500BULL
25459W862
55000
461
SH
SOLE
0
0
0
461
BROADCOM INC
COM
11135F101
101000
161
SH
SOLE
0
0
0
161
TESLA INC
COM
88160R101
904000
839
SH
SOLE
0
0
0
839
HCA HEALTHCARE INC
COM
40412C101
187000
746
SH
SOLE
0
0
0
746
ISHARES TR
FLTG RATE NT ETF
46429B655
133000
2631
SH
SOLE
0
0
0
2631
PHILLIPS 66
COM
718546104
55000
634
SH
SOLE
0
0
0
634
ISHARES TR
US TREAS BD ETF
46429B267
1005000
40359
SH
SOLE
0
0
0
40359
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
7000
145
SH
SOLE
0
0
0
145
ABBVIE INC
COM
00287Y109
99000
609
SH
SOLE
0
0
0
609
ZOETIS INC
CL A
98978V103
0
1
SH
SOLE
0
0
0
1
T-MOBILE US INC
COM
872590104
43000
332
SH
SOLE
0
0
0
332
SPDR SER TR
PORTFOLIO S&P600
78468R853
65000
1554
SH
SOLE
0
0
0
1554
ALPHABET INC
CAP STK CL C
02079K107
863000
309
SH
SOLE
0
0
0
309
HEWLETT PACKARD ENTERPRISE C
COM
42824C109
304000
18206
SH
SOLE
0
0
0
18206
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
0
5
SH
SOLE
0
0
0
5
ISHARES TR
CORE INTL AGGR
46435G672
834000
16000
SH
SOLE
0
0
0
16000
ISHARES INC
ESG AWR MSCI EM
46434G863
0
6
SH
SOLE
0
0
0
6
ISHARES TR
ESG AW MSCI EAFE
46435G516
0
3
SH
SOLE
0
0
0
3
ISHARES TR
ESG AWR MSCI USA
46435G425
4000
43
SH
SOLE
0
0
0
43
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
0
4
SH
SOLE
0
0
0
4
DUPONT DE NEMOURS INC
COM
26614N102
11000
148
SH
SOLE
0
0
0
148
RAFAEL HLDGS INC
COM CL B
75062E106
1000
351
SH
SOLE
0
0
0
351
LINDE PLC
SHS
G5494J103
320000
1001
SH
SOLE
0
0
0
1001
ETF SER SOLUTIONS
CLEARSHS ULTRA
26922A453
6256000
62496
SH
SOLE
0
0
0
62496
DOW INC
COM
260557103
25000
386
SH
SOLE
0
0
0
386
VIATRIS INC
COM
92556V106
1000
68
SH
SOLE
0
0
0
68
RIVIAN AUTOMOTIVE INC
COM CL A
76954A103
5000
95
SH
SOLE
0
0
0
95