0001845838-22-000004.txt : 20221109 0001845838-22-000004.hdr.sgml : 20221109 20221109120241 ACCESSION NUMBER: 0001845838-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221109 DATE AS OF CHANGE: 20221109 EFFECTIVENESS DATE: 20221109 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COREPATH WEALTH PARTNERS LLC CENTRAL INDEX KEY: 0001845838 IRS NUMBER: 832754704 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20940 FILM NUMBER: 221371336 BUSINESS ADDRESS: STREET 1: 7114 E. STETSON DRIVE, SUITE 205 CITY: SCOTTSDALE STATE: AZ ZIP: 85251 BUSINESS PHONE: 4804480334 MAIL ADDRESS: STREET 1: 7114 E. STETSON DRIVE, SUITE 205 CITY: SCOTTSDALE STATE: AZ ZIP: 85251 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001845838 XXXXXXXX 09-30-2022 09-30-2022 COREPATH WEALTH PARTNERS LLC

7114 E. STETSON DRIVE, SUITE 205 SCOTTSDALE AZ 85251

13F HOLDINGS REPORT 028-20940 N Richard Schultenover (480) 448-0334 Richard Schultenover Scottsdale AZ 11-09-2022 0 38 134638 false INFORMATION TABLE 2 13F_CorePath_2022Q3.xml ISHARES TR CORE S&P500 ETF 464287200 31082 84386 SH SOLE 0 0 84386 ISHARES TR CORE S&P US VLU 464287663 14179 217867 SH SOLE 0 0 217867 ISHARES TR MSCI EAFE ETF 464287465 11784 205334 SH SOLE 0 0 205334 ISHARES TR 0-5 YR TIPS ETF 46429B747 9945 102592 SH SOLE 0 0 102592 ISHARES TR CORE US AGGBD ET 464287226 8805 92818 SH SOLE 0 0 92818 ISHARES TR RUSSELL 2000 ETF 464287655 8080 46939 SH SOLE 0 0 46939 ISHARES TR EAFE VALUE ETF 464288877 7293 183193 SH SOLE 0 0 183193 ISHARES TR CORE 1 5 YR USD 46432F859 6271 136752 SH SOLE 0 0 136752 ISHARES TR MSCI EMG MKT ETF 464287234 5972 169893 SH SOLE 0 0 169893 ISHARES TR TIPS BD ETF 464287176 4275 40335 SH SOLE 0 0 40335 SPDR GOLD TR GOLD SHS 78463V107 4262 27778 SH SOLE 0 0 27778 ISHARES TR SP SMCP600VL ETF 464287879 4177 47728 SH SOLE 0 0 47728 ISHARES TR IBOXX INV CP ETF 464287242 3279 32511 SH SOLE 0 0 32511 ISHARES TR CORE INTL AGGR 46435G672 3129 65102 SH SOLE 0 0 65102 ISHARES TR IBOXX HI YD ETF 464288513 2037 28135 SH SOLE 0 0 28135 VANGUARD INDEX FDS VALUE ETF 922908744 1544 12019 SH SOLE 0 0 12019 VICTORY PORTFOLIOS II VCSHS US EQ INCM 92647N824 1451 23821 SH SOLE 0 0 23821 ISHARES TR CORE DIV GRWTH 46434V621 670 14576 SH SOLE 0 0 14576 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 549 2372 SH SOLE 0 0 2372 ISHARES TR S&P 500 VAL ETF 464287408 499 3741 SH SOLE 0 0 3741 INTEL CORP COM 458140100 497 18819 SH SOLE 0 0 18819 VANGUARD INDEX FDS GROWTH ETF 922908736 460 2129 SH SOLE 0 0 2129 JOHNSON & JOHNSON COM 478160104 438 2629 SH SOLE 0 0 2629 ISHARES TR ISHS 1-5YR INVS 464288646 400 8165 SH SOLE 0 0 8165 ISHARES TR COHEN STEER REIT 464287564 355 6823 SH SOLE 0 0 6823 ISHARES TR S&P 500 GRWT ETF 464287309 346 5898 SH SOLE 0 0 5898 ISHARES TR GOV/CRED BD ETF 464288596 328 3263 SH SOLE 0 0 3263 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 309 11739 SH SOLE 0 0 11739 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 300 5028 SH SOLE 0 0 5028 APPLE INC COM 037833100 296 2081 SH SOLE 0 0 2081 3M CO COM 88579Y101 266 2336 SH SOLE 0 0 2336 ISHARES TR AGGRES ALLOC ETF 464289859 248 4410 SH SOLE 0 0 4410 VANGUARD INDEX FDS SM CP VAL ETF 922908611 231 1524 SH SOLE 0 0 1524 VANGUARD STAR FDS VG TL INTL STK F 921909768 226 4845 SH SOLE 0 0 4845 ISHARES TR GRWT ALLOCAT ETF 464289867 214 4754 SH SOLE 0 0 4754 ISHARES TR CORE S&P SCP ETF 464287804 204 2222 SH SOLE 0 0 2222 VANGUARD WORLD FD ESG US STK ETF 921910733 203 3165 SH SOLE 0 0 3165 INVITAE CORP COM 46185L103 34 15500 SH SOLE 0 0 15500