0001705819-23-000021.txt : 20230213 0001705819-23-000021.hdr.sgml : 20230213 20230213135030 ACCESSION NUMBER: 0001705819-23-000021 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Core Wealth Management, Inc. CENTRAL INDEX KEY: 0001965150 IRS NUMBER: 454703949 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22918 FILM NUMBER: 23616799 BUSINESS ADDRESS: STREET 1: 4600 MILITARY TRAIL STREET 2: SUITE 215 CITY: JUPITER STATE: FL ZIP: 33458 BUSINESS PHONE: 561-491-0231 MAIL ADDRESS: STREET 1: 4600 MILITARY TRAIL STREET 2: SUITE 215 CITY: JUPITER STATE: FL ZIP: 33458 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001965150 XXXXXXXX 12-31-2022 12-31-2022 false Core Wealth Management, Inc.

4600 Military Trail Suite 215 Jupiter FL 33458

13F HOLDINGS REPORT 028-22918 N Todd M. Schanel 561-491-0231 Todd M. Schanel Jupiter FL 02-13-2023 0 17 177053 INFORMATION TABLE 2 infotable.xml CHESAPEAKE UTILS CORP COM 165303108 245 2069 SH SOLE 0 0 2069 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 42581 1025556 SH SOLE 0 0 1025556 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 6295 152935 SH SOLE 0 0 152935 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 69704 2870854 SH SOLE 0 0 2870854 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 5992 283301 SH SOLE 0 0 283301 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 42812 1982025 SH SOLE 0 0 1982025 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 859 38257 SH SOLE 0 0 38257 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 3654 76428 SH SOLE 0 0 76428 ISHARES TR RUSSELL 3000 ETF 464287689 360 1633 SH SOLE 0 0 1633 ISHARES TR CORE US AGGBD ET 464287226 1279 13187 SH SOLE 0 0 13187 MCDONALDS CORP COM 580135101 264 1001 SH SOLE 0 0 1001 MICROSOFT CORP COM 594918104 327 1362 SH SOLE 0 0 1362 NEXTERA ENERGY INC COM 65339F101 1406 16813 SH SOLE 0 0 16813 PAYCHEX INC COM 704326107 282 2436 SH SOLE 0 0 2436 PROCTER AND GAMBLE CO COM 742718109 304 2007 SH SOLE 0 0 2007 SPDR SER TR S&P DIVID ETF 78464A763 331 2649 SH SOLE 0 0 2649 VANGUARD INDEX FDS TOTAL STK MKT 922908769 358 1872 SH SOLE 0 0 1872