0001749283-22-000005.txt : 20221101
0001749283-22-000005.hdr.sgml : 20221101
20221101165503
ACCESSION NUMBER: 0001749283-22-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221101
DATE AS OF CHANGE: 20221101
EFFECTIVENESS DATE: 20221101
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: 221351196
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
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false
true
false
0001749283
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09-30-2022
09-30-2022
Spartan Planning & Wealth Management
1931 NEW GARDEN RD
STE 220
GREENSBORO
NC
27410
13F HOLDINGS REPORT
028-22530
N
David Childs
CCO
3363901052
David Childs
Greensboro
NC
11-01-2022
0
117
78554
false
INFORMATION TABLE
2
spg2022.q3-13f.xml
2022.Q3 13F REPORT
ISHARES TR
CORE S&P500 ETF
464287200
28
78
SH
SOLE
0
0
78
AGILENT TECHNOLOGIES INC
COM
00846U101
0
2
SH
SOLE
0
0
2
AUTODESK INC
COM
052769106
2
13
SH
SOLE
0
0
13
BRISTOL-MYERS SQUIBB CO
COM
110122108
71
1005
SH
SOLE
0
0
1005
BOEING CO
COM
097023105
0
2
SH
SOLE
0
0
2
EVERSOURCE ENERGY
COM
30040W108
191
2453
SH
SOLE
0
0
2453
ABBOTT LABS
COM
002824100
0
2
SH
SOLE
0
0
2
ALTRIA GROUP INC
COM
02209S103
0
5
SH
SOLE
0
0
5
GRAINGER W W INC
COM
384802104
202
413
SH
SOLE
0
0
413
INTEL CORP
COM
458140100
0
5
SH
SOLE
0
0
5
QUALCOMM INC
COM
747525103
0
1
SH
SOLE
0
0
1
MEDTRONIC PLC
SHS
G5960L103
2
27
SH
SOLE
0
0
27
EXELON CORP
COM
30161N101
23
627
SH
SOLE
0
0
627
LOWES COS INC
COM
548661107
0
1
SH
SOLE
0
0
1
CHEVRON CORP NEW
COM
166764100
118
818
SH
SOLE
0
0
818
CISCO SYS INC
COM
17275R102
0
4
SH
SOLE
0
0
4
LOCKHEED MARTIN CORP
COM
539830109
44
114
SH
SOLE
0
0
114
PEPSICO INC
COM
713448108
463
2835
SH
SOLE
0
0
2835
SPDR SER TR
PORTFOLI S&P1500
78464A805
1968
44607
SH
SOLE
0
0
44607
SCHWAB CHARLES CORP
COM
808513105
43
592
SH
SOLE
0
0
592
BK OF AMERICA CORP
COM
060505104
0
6
SH
SOLE
0
0
6
STARBUCKS CORP
COM
855244109
42
495
SH
SOLE
0
0
495
AUTOMATIC DATA PROCESSING IN
COM
053015103
314
1389
SH
SOLE
0
0
1389
EXXON MOBIL CORP
COM
30231G102
169
1936
SH
SOLE
0
0
1936
UNION PAC CORP
COM
907818108
0
1
SH
SOLE
0
0
1
TEXAS INSTRS INC
COM
882508104
0
1
SH
SOLE
0
0
1
TARGET CORP
COM
87612E106
0
1
SH
SOLE
0
0
1
COLGATE PALMOLIVE CO
COM
194162103
0
3
SH
SOLE
0
0
3
COSTCO WHSL CORP NEW
COM
22160K105
96
204
SH
SOLE
0
0
204
LILLY ELI & CO
COM
532457108
437
1351
SH
SOLE
0
0
1351
CVS HEALTH CORP
COM
126650100
68
718
SH
SOLE
0
0
718
SCHLUMBERGER LTD
COM STK
806857108
141
3936
SH
SOLE
0
0
3936
MERCK & CO INC
COM
58933Y105
225
2615
SH
SOLE
0
0
2615
PROCTER AND GAMBLE CO
COM
742718109
88
701
SH
SOLE
0
0
701
GILEAD SCIENCES INC
COM
375558103
169
2742
SH
SOLE
0
0
2742
MCDONALDS CORP
COM
580135101
92
397
SH
SOLE
0
0
397
NIKE INC
CL B
654106103
0
1
SH
SOLE
0
0
1
WELLS FARGO CO NEW
COM
949746101
0
6
SH
SOLE
0
0
6
ISHARES TR
1 3 YR TREAS BD
464287457
0
4
SH
SOLE
0
0
4
UNITEDHEALTH GROUP INC
COM
91324P102
399
791
SH
SOLE
0
0
791
AMERICAN TOWER CORP NEW
COM
03027X100
0
2
SH
SOLE
0
0
2
MARSH & MCLENNAN COS INC
COM
571748102
212
1421
SH
SOLE
0
0
1421
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
175
977
SH
SOLE
0
0
977
NEXTERA ENERGY INC
COM
65339F101
70
894
SH
SOLE
0
0
894
DUKE ENERGY CORP NEW
COM NEW
26441C204
0
2
SH
SOLE
0
0
2
CONOCOPHILLIPS
COM
20825C104
94
919
SH
SOLE
0
0
919
APPLE INC
COM
037833100
2156
15603
SH
SOLE
0
0
15603
CATERPILLAR INC
COM
149123101
0
2
SH
SOLE
0
0
2
C H ROBINSON WORLDWIDE INC
COM NEW
12541W209
106
1101
SH
SOLE
0
0
1101
GENERAL MLS INC
COM
370334104
490
6399
SH
SOLE
0
0
6399
REGIONS FINANCIAL CORP NEW
COM
7591EP100
161
8005
SH
SOLE
0
0
8005
KELLOGG CO
COM
487836108
640
9194
SH
SOLE
0
0
9194
GENERAL DYNAMICS CORP
COM
369550108
24
111
SH
SOLE
0
0
111
SOUTHERN CO
COM
842587107
49
715
SH
SOLE
0
0
715
BERKLEY W R CORP
COM
084423102
6
99
SH
SOLE
0
0
99
VALERO ENERGY CORP
COM
91913Y100
97
907
SH
SOLE
0
0
907
CADENCE DESIGN SYSTEM INC
COM
127387108
138
842
SH
SOLE
0
0
842
CLOROX CO DEL
COM
189054109
0
1
SH
SOLE
0
0
1
VERTEX PHARMACEUTICALS INC
COM
92532F100
219
757
SH
SOLE
0
0
757
V F CORP
COM
918204108
0
3
SH
SOLE
0
0
3
VANGUARD INDEX FDS
MID CAP ETF
922908629
9
50
SH
SOLE
0
0
50
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
0
3
SH
SOLE
0
0
3
CHENIERE ENERGY INC
COM NEW
16411R208
363
2186
SH
SOLE
0
0
2186
VANGUARD INDEX FDS
SMALL CP ETF
922908751
6
37
SH
SOLE
0
0
37
ISHARES GOLD TR
ISHARES NEW
464285204
727
23052
SH
SOLE
0
0
23052
SALESFORCE INC
COM
79466L302
0
1
SH
SOLE
0
0
1
ISHARES TR
MSCI USA ESG SLC
464288802
19
252
SH
SOLE
0
0
252
LEIDOS HOLDINGS INC
COM
525327102
197
2250
SH
SOLE
0
0
2250
PROSHARES TR
SHRT SMALLCAP60
74348A376
4
175
SH
SOLE
0
0
175
ISHARES TR
SHORT TREAS BD
464288679
16535
150322
SH
SOLE
0
0
150322
SPDR SER TR
PORTFOLIO S&P400
78464A847
54
1408
SH
SOLE
0
0
1408
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
1093
35213
SH
SOLE
0
0
35213
SPDR SER TR
PORTFLI TIPS ETF
78464A656
848
33433
SH
SOLE
0
0
33433
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
24007
262088
SH
SOLE
0
0
262088
NEOGENOMICS INC
COM NEW
64049M209
1
92
SH
SOLE
0
0
92
ISHARES TR
CRE U S REIT ETF
464288521
1528
32161
SH
SOLE
0
0
32161
VISA INC
COM CL A
92826C839
0
1
SH
SOLE
0
0
1
SPDR SER TR
PORTFOLIO LN TSR
78464A664
1
27
SH
SOLE
0
0
27
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
1622
62849
SH
SOLE
0
0
62849
PROSHARES TR
PSHS SHTFINL ETF
74347B185
4
250
SH
SOLE
0
0
250
TESLA INC
COM
88160R101
1523
5741
SH
SOLE
0
0
5741
HCA HEALTHCARE INC
COM
40412C101
3
15
SH
SOLE
0
0
15
ISHARES TR
FLTG RATE NT ETF
46429B655
0
3
SH
SOLE
0
0
3
PHILLIPS 66
COM
718546104
26
317
SH
SOLE
0
0
317
ISHARES TR
US TREAS BD ETF
46429B267
991
43526
SH
SOLE
0
0
43526
ABBVIE INC
COM
00287Y109
112
837
SH
SOLE
0
0
837
T-MOBILE US INC
COM
872590104
46
344
SH
SOLE
0
0
344
SPDR SER TR
PORTFOLIO S&P600
78468R853
53
1555
SH
SOLE
0
0
1555
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
0
5
SH
SOLE
0
0
5
ISHARES TR
CORE INTL AGGR
46435G672
792
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SH
SOLE
0
0
16392
ISHARES INC
ESG AWR MSCI EM
46434G863
0
6
SH
SOLE
0
0
6
ISHARES TR
ESG AW MSCI EAFE
46435G516
0
3
SH
SOLE
0
0
3
ISHARES TR
ESG AWR MSCI USA
46435G425
0
4
SH
SOLE
0
0
4
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
0
4
SH
SOLE
0
0
4
ETF SER SOLUTIONS
CLEARSHS ULTRA
26922A453
8633
86194
SH
SOLE
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86194
ISHARES TR
0-3 MNTH TREASRY
46436E718
7166
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SH
SOLE
0
0
71464
VIATRIS INC
COM
92556V106
1
68
SH
SOLE
0
0
68
PROSHARES TR
BITCOIN STRATE
74347G440
3
260
SH
SOLE
0
0
260
RIVIAN AUTOMOTIVE INC
COM CL A
76954A103
3
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SH
SOLE
0
0
95