0001765380-22-000141.txt : 20221107 0001765380-22-000141.hdr.sgml : 20221107 20221107143908 ACCESSION NUMBER: 0001765380-22-000141 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221107 DATE AS OF CHANGE: 20221107 EFFECTIVENESS DATE: 20221107 FILER: COMPANY DATA: COMPANY CONFORMED NAME: M. Kulyk & Associates, LLC CENTRAL INDEX KEY: 0001842370 IRS NUMBER: 823189617 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20524 FILM NUMBER: 221365045 BUSINESS ADDRESS: STREET 1: 148 MEAD ROAD CITY: DECATUR STATE: GA ZIP: 30030 BUSINESS PHONE: 404-294-5917 MAIL ADDRESS: STREET 1: 148 MEAD ROAD CITY: DECATUR STATE: GA ZIP: 30030 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001842370 XXXXXXXX 09-30-2022 09-30-2022 M. Kulyk & Associates, LLC

148 MEAD ROAD DECATUR GA 30030

13F HOLDINGS REPORT 028-20524 N James Hadaway 5138325477 James Hadaway Cincinnati OH 11-07-2022 0 100 287626 false INFORMATION TABLE 2 13fchicory930.xml 3M CO COM 88579Y101 347 3136 SH SOLE 0 0 0 3136 ABBOTT LABS COM 002824100 407 4204 SH SOLE 0 0 0 4204 ABBVIE INC COM 00287Y109 681 5072 SH SOLE 0 0 0 5072 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4606 17901 SH SOLE 0 0 0 17901 ADOBE SYSTEMS INCORPORATED COM 00724F101 250 910 SH SOLE 0 0 0 910 AFLAC INC COM 001055102 224 3983 SH SOLE 0 0 0 3983 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2970 21185 SH SOLE 0 0 0 21185 ALPHABET INC CAP STK CL A 02079K305 6176 64572 SH SOLE 0 0 0 64572 ALPHABET INC CAP STK CL C 02079K107 677 7040 SH SOLE 0 0 0 7040 AMAZON COM INC COM 023135106 537 4749 SH SOLE 0 0 0 4749 AMERICAN EXPRESS CO COM 025816109 2637 19547 SH SOLE 0 0 0 19547 AMERICAN TOWER CORP NEW COM 03027X100 5239 24401 SH SOLE 0 0 0 24401 AMERIPRISE FINL INC COM 03076C106 736 2922 SH SOLE 0 0 0 2922 AMGEN INC COM 031162100 4829 21424 SH SOLE 0 0 0 21424 APPLE INC COM 037833100 9294 67250 SH SOLE 0 0 0 67250 BAXTER INTL INC COM 071813109 2962 54992 SH SOLE 0 0 0 54992 BECTON DICKINSON & CO COM 075887109 3212 14416 SH SOLE 0 0 0 14416 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 382 1430 SH SOLE 0 0 0 1430 BLACKROCK INC COM 09247X101 3873 7038 SH SOLE 0 0 0 7038 BLOOM ENERGY CORP COM CL A 093712107 303 15137 SH SOLE 0 0 0 15137 BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 1687 51625 SH SOLE 0 0 0 51625 CIGNA CORP NEW COM 125523100 214 773 SH SOLE 0 0 0 773 CISCO SYS INC COM 17275R102 7394 184856 SH SOLE 0 0 0 184856 CLOROX CO DEL COM 189054109 3590 27961 SH SOLE 0 0 0 27961 COCA COLA CO COM 191216100 1800 32128 SH SOLE 0 0 0 32128 COGNEX CORP COM 192422103 2880 69486 SH SOLE 0 0 0 69486 CONSTELLATION ENERGY CORP COM 21037T109 1582 19012 SH SOLE 0 0 0 19012 CORNING INC COM 219350105 1724 59412 SH SOLE 0 0 0 59412 COSTCO WHSL CORP NEW COM 22160K105 209 442 SH SOLE 0 0 0 442 CSX CORP COM 126408103 4658 174857 SH SOLE 0 0 0 174857 DIAGEO PLC SPON ADR NEW 25243Q205 3591 21147 SH SOLE 0 0 0 21147 DIGITAL RLTY TR INC COM 253868103 1716 17299 SH SOLE 0 0 0 17299 DISNEY WALT CO COM 254687106 2376 25190 SH SOLE 0 0 0 25190 ECOLAB INC COM 278865100 4240 29357 SH SOLE 0 0 0 29357 EXELON CORP COM 30161N101 3789 101156 SH SOLE 0 0 0 101156 GENERAL MLS INC COM 370334104 5015 65466 SH SOLE 0 0 0 65466 GILEAD SCIENCES INC COM 375558103 5431 88042 SH SOLE 0 0 0 88042 HERSHEY CO COM 427866108 479 2173 SH SOLE 0 0 0 2173 HOME DEPOT INC COM 437076102 8139 29495 SH SOLE 0 0 0 29495 INTEL CORP COM 458140100 206 7978 SH SOLE 0 0 0 7978 INTERNATIONAL BUSINESS MACHS COM 459200101 233 1962 SH SOLE 0 0 0 1962 INTUIT COM 461202103 4381 11310 SH SOLE 0 0 0 11310 INVESCO QQQ TR UNIT SER 1 46090E103 310 1159 SH SOLE 0 0 0 1159 ISHARES GOLD TR ISHARES NEW 464285204 205 6486 SH SOLE 0 0 0 6486 ISHARES TR 1 3 YR TREAS BD 464287457 253 3117 SH SOLE 0 0 0 3117 ISHARES TR SELECT DIVID ETF 464287168 962 8971 SH SOLE 0 0 0 8971 ISHARES TR 0-5 YR TIPS ETF 46429B747 36665 381491 SH SOLE 0 0 0 381491 ISHARES TR MSCI USA ESG SLC 464288802 243 3195 SH SOLE 0 0 0 3195 ISHARES TR RUS 1000 GRW ETF 464287614 1048 4979 SH SOLE 0 0 0 4979 ISHARES TR CORE MSCI EAFE 46432F842 274 5197 SH SOLE 0 0 0 5197 JOHNSON & JOHNSON COM 478160104 515 3154 SH SOLE 0 0 0 3154 JOHNSON CTLS INTL PLC SHS G51502105 4399 89371 SH SOLE 0 0 0 89371 KELLOGG CO COM 487836108 2138 30693 SH SOLE 0 0 0 30693 KRANESHARES TR GLOBAL CARB STRA 500767678 531 14272 SH SOLE 0 0 0 14272 LABORATORY CORP AMER HLDGS COM NEW 50540R409 2170 10593 SH SOLE 0 0 0 10593 LEVI STRAUSS & CO NEW CL A COM STK 52736R102 18189 1256999 SH SOLE 0 0 0 1256999 LILLY ELI & CO COM 532457108 313 969 SH SOLE 0 0 0 969 LOWES COS INC COM 548661107 474 2523 SH SOLE 0 0 0 2523 MEDICAL PPTYS TRUST INC COM 58463J304 852 71801 SH SOLE 0 0 0 71801 MERCK & CO INC COM 58933Y105 4010 46558 SH SOLE 0 0 0 46558 MICROSOFT CORP COM 594918104 8893 38183 SH SOLE 0 0 0 38183 NATIONAL GRID PLC SPONSORED ADR NE 636274409 6488 125900 SH SOLE 0 0 0 125900 NEXTERA ENERGY INC COM 65339F101 3325 42401 SH SOLE 0 0 0 42401 NIKE INC CL B 654106103 3772 45376 SH SOLE 0 0 0 45376 NVIDIA CORPORATION COM 67066G104 4663 38411 SH SOLE 0 0 0 38411 ORACLE CORP COM 68389X105 212 3464 SH SOLE 0 0 0 3464 PAYPAL HLDGS INC COM 70450Y103 269 3127 SH SOLE 0 0 0 3127 PEPSICO INC COM 713448108 695 4260 SH SOLE 0 0 0 4260 PFIZER INC COM 717081103 328 7495 SH SOLE 0 0 0 7495 PROCTER AND GAMBLE CO COM 742718109 5478 43390 SH SOLE 0 0 0 43390 PROLOGIS INC. COM 74340W103 4848 47716 SH SOLE 0 0 0 47716 ROYAL BK CDA COM 780087102 8673 96326 SH SOLE 0 0 0 96326 SALESFORCE INC COM 79466L302 2849 19805 SH SOLE 0 0 0 19805 SKYWORKS SOLUTIONS INC COM 83088M102 3646 42756 SH SOLE 0 0 0 42756 SOFI TECHNOLOGIES INC COM 83406F102 366 74901 SH SOLE 0 0 0 74901 SPDR S&P 500 ETF TR TR UNIT 78462F103 222 622 SH SOLE 0 0 0 622 SPDR SER TR PORTFOLIO SH TSR 78468R101 433 14991 SH SOLE 0 0 0 14991 STAG INDL INC COM 85254J102 1480 52050 SH SOLE 0 0 0 52050 STARBUCKS CORP COM 855244109 476 5653 SH SOLE 0 0 0 5653 STEEL DYNAMICS INC COM 858119100 1300 18327 SH SOLE 0 0 0 18327 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 5462 79665 SH SOLE 0 0 0 79665 TARGET CORP COM 87612E106 3870 26082 SH SOLE 0 0 0 26082 TESLA INC COM 88160R101 670 2525 SH SOLE 0 0 0 2525 THERMO FISHER SCIENTIFIC INC COM 883556102 274 541 SH SOLE 0 0 0 541 TORONTO DOMINION BK ONT COM NEW 891160509 7206 117492 SH SOLE 0 0 0 117492 TRUIST FINL CORP COM 89832Q109 231 5310 SH SOLE 0 0 0 5310 UNILEVER PLC SPON ADR NEW 904767704 2436 55574 SH SOLE 0 0 0 55574 V F CORP COM 918204108 1794 59985 SH SOLE 0 0 0 59985 VANGUARD INDEX FDS TOTAL STK MKT 922908769 375 2092 SH SOLE 0 0 0 2092 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 240 4146 SH SOLE 0 0 0 4146 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 374 3944 SH SOLE 0 0 0 3944 VANGUARD WORLD FD ESG US STK ETF 921910733 1450 23050 SH SOLE 0 0 0 23050 VISA INC COM CL A 92826C839 4552 25625 SH SOLE 0 0 0 25625 WABTEC COM 929740108 376 4624 SH SOLE 0 0 0 4624 WASTE MGMT INC DEL COM 94106L109 244 1523 SH SOLE 0 0 0 1523 WILLIAMS SONOMA INC COM 969904101 2026 17190 SH SOLE 0 0 0 17190 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 500 8045 SH SOLE 0 0 0 8045 WP CAREY INC COM 92936U109 211 3026 SH SOLE 0 0 0 3026 XYLEM INC COM 98419M100 3609 41309 SH SOLE 0 0 0 41309 ZOETIS INC CL A 98978V103 4083 27533 SH SOLE 0 0 0 27533