0001977044-23-000002.txt : 20230816 0001977044-23-000002.hdr.sgml : 20230816 20230816134504 ACCESSION NUMBER: 0001977044-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230816 DATE AS OF CHANGE: 20230816 EFFECTIVENESS DATE: 20230816 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PCA Investment Advisory Services Inc. CENTRAL INDEX KEY: 0001977044 IRS NUMBER: 593766965 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23273 FILM NUMBER: 231177647 BUSINESS ADDRESS: STREET 1: 2133 LURAY AVENUE CITY: CINCINNATI STATE: OH ZIP: 45206 BUSINESS PHONE: 5132813366 MAIL ADDRESS: STREET 1: 2133 LURAY AVENUE CITY: CINCINNATI STATE: OH ZIP: 45206 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001977044 XXXXXXXX 06-30-2023 06-30-2023 PCA Investment Advisory Services Inc.

2133 LURAY AVENUE CINCINNATI OH 45206

13F HOLDINGS REPORT 028-23273 N Leslie A. Green 5136934871 Leslie A. 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COM 595017104 13259 148 SH SOLE 0 0 148 MONDELEZ INTL INC CL A 609207105 12219 167 SH SOLE 0 0 167 MONSTER BEVERAGE CORP NEW COM 61174X109 23550 410 SH SOLE 0 0 410 MORGAN STANLEY COM NEW 617446448 71488 837 SH SOLE 0 0 837 MOTOROLA SOLUTIONS INC COM NEW 620076307 38793 132 SH SOLE 0 0 132 NETFLIX INC COM 64110L106 164743 374 SH SOLE 0 0 374 NEW JERSEY RES CORP COM 646025106 73226 1551 SH SOLE 0 0 1551 NEXTERA ENERGY INC COM 65339F101 406262 5475 SH SOLE 0 0 5475 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 107253 1829 SH SOLE 0 0 1829 NIKE INC CL B 654106103 206486 1870 SH SOLE 0 0 1870 NORFOLK SOUTHN CORP COM 655844108 165261 728 SH SOLE 0 0 728 NOVO-NORDISK A S ADR 670100205 139842 864 SH SOLE 0 0 864 NUVEEN AMT FREE QLTY MUN INC COM 670657105 39031 3571 SH SOLE 0 0 3571 NVIDIA CORPORATION COM 67066G104 353792 836 SH SOLE 0 0 836 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 38676 3317 SH SOLE 0 0 3317 NUVEEN AMT FREE MUN CR INC F COM 67071L106 32432 2772 SH SOLE 0 0 2772 OCCIDENTAL PETE CORP COM 674599105 43576 741 SH SOLE 0 0 741 OMEGA HEALTHCARE INVS INC COM 681936100 3069 100 SH SOLE 0 0 100 ORACLE CORP COM 68389X105 218060 1831 SH SOLE 0 0 1831 OTIS WORLDWIDE CORP COM 68902V107 52297 587 SH SOLE 0 0 587 PPG INDS INC COM 693506107 20910 141 SH SOLE 0 0 141 PALANTIR TECHNOLOGIES INC CL A 69608A108 41851 2730 SH SOLE 0 0 2730 PALO ALTO NETWORKS INC COM 697435105 618079 2419 SH SOLE 0 0 2419 PAYCHEX INC COM 704326107 162852 1455 SH SOLE 0 0 1455 PAYPAL HLDGS INC COM 70450Y103 26559 398 SH SOLE 0 0 398 PELOTON INTERACTIVE INC CL A COM 70614W100 4568 594 SH SOLE 0 0 594 PENN ENTERTAINMENT INC COM 707569109 14610 608 SH SOLE 0 0 608 PEPSICO INC COM 713448108 140833 760 SH SOLE 0 0 760 PFIZER INC COM 717081103 108987 2971 SH SOLE 0 0 2971 PHILIP MORRIS INTL INC COM 718172109 26946 276 SH SOLE 0 0 276 PHILLIPS 66 COM 718546104 37623 394 SH SOLE 0 0 394 PIMCO ETF TR ACTIVE BD ETF 72201R775 29044 317 SH SOLE 0 0 317 PRICE T ROWE GROUP INC COM 74144T108 25765 230 SH SOLE 0 0 230 PROCTER AND GAMBLE CO COM 742718109 3960568 26101 SH SOLE 0 0 26101 QUALCOMM INC COM 747525103 163083 1369 SH SOLE 0 0 1369 QUANTA SVCS INC COM 74762E102 188057 957 SH SOLE 0 0 957 QUANTUMSCAPE CORP COM CL A 74767V109 6919 866 SH SOLE 0 0 866 RAYMOND JAMES FINL INC COM 754730109 17233 166 SH SOLE 0 0 166 RAYTHEON TECHNOLOGIES CORP COM 75513E101 275424 2811 SH SOLE 0 0 2811 REALTY INCOME CORP COM 756109104 110447 1847 SH SOLE 0 0 1847 RIO TINTO PLC SPONSORED ADR 767204100 46220 724 SH SOLE 0 0 724 ROCKWELL AUTOMATION INC COM 773903109 57983 176 SH SOLE 0 0 176 ROPER TECHNOLOGIES INC COM 776696106 93064 193 SH SOLE 0 0 193 ROSS STORES INC COM 778296103 117280 1045 SH SOLE 0 0 1045 S&P GLOBAL INC COM 78409V104 86448 215 SH SOLE 0 0 215 SPDR S&P 500 ETF TR TR UNIT 78462F103 211325 476 SH SOLE 0 0 476 SPDR GOLD TR GOLD SHS 78463V107 144399 810 SH SOLE 0 0 810 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 32248 938 SH SOLE 0 0 938 SPDR SER TR NYSE TECH ETF 78464A102 20932 150 SH SOLE 0 0 150 SPDR SER TR S&P 600 SMCP GRW 78464A201 239417 3110 SH SOLE 0 0 3110 SPDR SER TR S&P 600 SMCP VAL 78464A300 304782 3948 SH SOLE 0 0 3948 SPDR SER TR PRTFLO S&P500 GW 78464A409 142784 2340 SH SOLE 0 0 2340 SPDR SER TR S&P REGL BKG 78464A698 40993 1004 SH SOLE 0 0 1004 SPDR SER TR S&P DIVID ETF 78464A763 339056 2766 SH SOLE 0 0 2766 SPDR SER TR PORTFOLI S&P1500 78464A805 135011 2480 SH SOLE 0 0 2480 SPDR SER TR S&P 400 MDCP GRW 78464A821 202037 2819 SH SOLE 0 0 2819 SPDR SER TR PORTFOLIO S&P500 78464A854 449412 8624 SH SOLE 0 0 8624 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 8322 137 SH SOLE 0 0 137 SSGA ACTIVE ETF TR MULT ASS RLRTN 78467V103 23301 875 SH SOLE 0 0 875 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 52201 109 SH SOLE 0 0 109 SPDR SER TR PRTFLO S&P500 HI 78468R788 397747 10726 SH SOLE 0 0 10726 SPDR SER TR PORTFOLIO S&P600 78468R853 701102 18051 SH SOLE 0 0 18051 SALESFORCE INC COM 79466L302 89152 422 SH SOLE 0 0 422 SCHWAB CHARLES CORP COM 808513105 10226 180 SH SOLE 0 0 180 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 34555 659 SH SOLE 0 0 659 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 71921 959 SH SOLE 0 0 959 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2796176 39366 SH SOLE 0 0 39366 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 43226 1755 SH SOLE 0 0 1755 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 614091 19017 SH SOLE 0 0 19017 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4815511 66311 SH SOLE 0 0 66311 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 15971 448 SH SOLE 0 0 448 SCHWAB STRATEGIC TR US REIT ETF 808524847 2886 147 SH SOLE 0 0 147 SCOTTS MIRACLE-GRO CO CL A 810186106 14012 223 SH SOLE 0 0 223 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 22585 133 SH SOLE 0 0 133 SELECT SECTOR SPDR TR ENERGY 81369Y506 111228 1370 SH SOLE 0 0 1370 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 25653 761 SH SOLE 0 0 761 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 24147 225 SH SOLE 0 0 225 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 47464 273 SH SOLE 0 0 273 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 5201 138 SH SOLE 0 0 138 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 63115 964 SH SOLE 0 0 964 SHOPIFY INC CL A 82509L107 26744 414 SH SOLE 0 0 414 SIRIUS XM HOLDINGS INC COM 82968B103 11370 2510 SH SOLE 0 0 2510 SMUCKER J M CO COM NEW 832696405 130410 883 SH SOLE 0 0 883 SOUTHERN CO COM 842587107 138989 1978 SH SOLE 0 0 1978 SOUTHWEST AIRLS CO COM 844741108 64957 1793 SH SOLE 0 0 1793 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 5406 300 SH SOLE 0 0 300 STARBUCKS CORP COM 855244109 151975 1534 SH SOLE 0 0 1534 STEEL DYNAMICS INC COM 858119100 10893 100 SH SOLE 0 0 100 STMICROELECTRONICS N V NY REGISTRY 861012102 136058 2721 SH SOLE 0 0 2721 STRYKER CORPORATION COM 863667101 202067 662 SH SOLE 0 0 662 SUNRUN INC COM 86771W105 13842 775 SH SOLE 0 0 775 SYNCHRONY FINANCIAL COM 87165B103 10601 312 SH SOLE 0 0 312 SYSCO CORP COM 871829107 58892 793 SH SOLE 0 0 793 TJX COS INC NEW COM 872540109 256426 3024 SH SOLE 0 0 3024 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 29306 290 SH SOLE 0 0 290 TARGET CORP COM 87612E106 286979 2175 SH SOLE 0 0 2175 TESLA INC COM 88160R101 335327 1281 SH SOLE 0 0 1281 THERMO FISHER SCIENTIFIC INC COM 883556102 115829 222 SH SOLE 0 0 222 3M CO COM 88579Y101 55950 559 SH SOLE 0 0 559 TORO CO COM 891092108 71457 702 SH SOLE 0 0 702 TORONTO DOMINION BK ONT COM NEW 891160509 25858 417 SH SOLE 0 0 417 US BANCORP DEL COM NEW 902973304 36327 1099 SH SOLE 0 0 1099 UBER TECHNOLOGIES INC COM 90353T100 48566 1125 SH SOLE 0 0 1125 UNION PAC CORP COM 907818108 107092 523 SH SOLE 0 0 523 UNITED PARCEL SERVICE INC CL B 911312106 90792 506 SH SOLE 0 0 506 UNITEDHEALTH GROUP INC COM 91324P102 165344 344 SH SOLE 0 0 344 UNIVERSAL HEALTH RLTY INCOME SH BEN INT 91359E105 17462 367 SH SOLE 0 0 367 UNIVERSAL HLTH SVCS INC CL B 913903100 46298 293 SH SOLE 0 0 293 V F CORP COM 918204108 31082 1628 SH SOLE 0 0 1628 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 107854 664 SH SOLE 0 0 664 VANGUARD STAR FDS VG TL INTL STK F 921909768 169363 3020 SH SOLE 0 0 3020 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 28225 111 SH SOLE 0 0 111 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 18010 196 SH SOLE 0 0 196 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 38816 438 SH SOLE 0 0 438 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 23770 327 SH SOLE 0 0 327 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1332791 28860 SH SOLE 0 0 28860 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 224656 2118 SH SOLE 0 0 2118 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 7149 146 SH SOLE 0 0 146 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 156924 3857 SH SOLE 0 0 3857 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 61453 756 SH SOLE 0 0 756 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 676537 2763 SH SOLE 0 0 2763 VANGUARD WORLD FDS INF TECH ETF 92204A702 846450 1914 SH SOLE 0 0 1914 VANGUARD WORLD FDS UTILITIES ETF 92204A876 23316 164 SH SOLE 0 0 164 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 15174 192 SH SOLE 0 0 192 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1846635 4534 SH SOLE 0 0 4534 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 41267 298 SH SOLE 0 0 298 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 162224 788 SH SOLE 0 0 788 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 381824 4569 SH SOLE 0 0 4569 VANGUARD INDEX FDS SML CP GRW ETF 922908595 364569 1586 SH SOLE 0 0 1586 VANGUARD INDEX FDS SM CP VAL ETF 922908611 29122 176 SH SOLE 0 0 176 VANGUARD INDEX FDS MID CAP ETF 922908629 2190321 9948 SH SOLE 0 0 9948 VANGUARD INDEX FDS LARGE CAP ETF 922908637 3000495 14801 SH SOLE 0 0 14801 VANGUARD INDEX FDS GROWTH ETF 922908736 6535340 23096 SH SOLE 0 0 23096 VANGUARD INDEX FDS VALUE ETF 922908744 7840923 55178 SH SOLE 0 0 55178 VANGUARD INDEX FDS SMALL CP ETF 922908751 2598237 13063 SH SOLE 0 0 13063 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1869415 8486 SH SOLE 0 0 8486 VERIZON COMMUNICATIONS INC COM 92343V104 22537 606 SH SOLE 0 0 606 VERTEX PHARMACEUTICALS INC COM 92532F100 39414 112 SH SOLE 0 0 112 VIATRIS INC COM 92556V106 1117 111 SH SOLE 0 0 111 VICTORY PORTFOLIOS II VCSHS US EQ INCM 92647N824 135558 2353 SH SOLE 0 0 2353 VISA INC COM CL A 92826C839 469217 1975 SH SOLE 0 0 1975 WP CAREY INC COM 92936U109 38543 570 SH SOLE 0 0 570 WEC ENERGY GROUP INC COM 92939U106 143739 1628 SH SOLE 0 0 1628 WALMART INC COM 931142103 224351 1427 SH SOLE 0 0 1427 WALGREENS BOOTS ALLIANCE INC COM 931427108 8575 301 SH SOLE 0 0 301 WARNER BROS DISCOVERY INC COM SER A 934423104 5593 446 SH SOLE 0 0 446 WELLS FARGO CO NEW COM 949746101 83220 1949 SH SOLE 0 0 1949 WELLTOWER INC COM 95040Q104 11243 138 SH SOLE 0 0 138 WESBANCO INC COM 950810101 232786 9089 SH SOLE 0 0 9089 WESTERN DIGITAL CORP. COM 958102105 17600 464 SH SOLE 0 0 464 WHEATON PRECIOUS METALS CORP COM 962879102 9070 209 SH SOLE 0 0 209 WISDOMTREE TR US TOTAL DIVIDND 97717W109 858146 13821 SH SOLE 0 0 13821 WORKDAY INC CL A 98138H101 38853 172 SH SOLE 0 0 172 XCEL ENERGY INC COM 98389B100 12089 194 SH SOLE 0 0 194 YUM BRANDS INC COM 988498101 86434 623 SH SOLE 0 0 623 YUM CHINA HLDGS INC COM 98850P109 18994 336 SH SOLE 0 0 336 ZOETIS INC CL A 98978V103 163884 951 SH SOLE 0 0 951 ZYNEX INC COM 98986M103 10661 1111 SH SOLE 0 0 1111 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 261441 847 SH SOLE 0 0 847 BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 89797 3045 SH SOLE 0 0 3045 EATON CORP PLC SHS G29183103 27473 136 SH SOLE 0 0 136 ICON PLC SHS G4705A100 92574 370 SH SOLE 0 0 370 INVESCO LTD SHS G491BT108 5884 350 SH SOLE 0 0 350 LIBERTY GLOBAL PLC SHS CL A G5480U104 16860 1000 SH SOLE 0 0 1000 LINDE PLC SHS G54950103 150527 395 SH SOLE 0 0 395 MEDTRONIC PLC SHS G5960L103 105594 1198 SH SOLE 0 0 1198 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 2177 100 SH SOLE 0 0 100 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 9281 150 SH SOLE 0 0 150 CHUBB LIMITED COM H1467J104 102334 531 SH SOLE 0 0 531 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 5614 100 SH SOLE 0 0 100 NXP SEMICONDUCTORS N V COM N6596X109 45030 220 SH SOLE 0 0 220 YANDEX N V SHS CLASS A N97284108 2083 110 SH SOLE 0 0 110