0001085146-20-001390.txt : 20200511 0001085146-20-001390.hdr.sgml : 20200511 20200511120233 ACCESSION NUMBER: 0001085146-20-001390 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200511 DATE AS OF CHANGE: 20200511 EFFECTIVENESS DATE: 20200511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Trinity Wealth Management, LLC CENTRAL INDEX KEY: 0001685364 IRS NUMBER: 743231526 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20184 FILM NUMBER: 20863595 BUSINESS ADDRESS: STREET 1: 1000 WESTLAKES DRIVE STREET 2: SUITE 275 CITY: BERWYN STATE: PA ZIP: 19312 BUSINESS PHONE: 6102962020 MAIL ADDRESS: STREET 1: 1000 WESTLAKES DRIVE STREET 2: SUITE 275 CITY: BERWYN STATE: PA ZIP: 19312 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001685364 XXXXXXXX 03-31-2020 03-31-2020 false Trinity Wealth Management, LLC

1000 WESTLAKES DRIVE SUITE 275 BERWYN PA 19312

13F HOLDINGS REPORT 028-20184 N J. Charles Mann 610-296-2020 /s/ J. Charles Mann Berwyn PA 05-08-2020 0 22 76355 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 400 1573 SH SOLE 0 0 1573 HUBBELL INC COM 443510607 403 3513 SH SOLE 0 0 3513 INTERNATIONAL BUSINESS MACHS COM 459200101 272 2448 SH SOLE 0 0 2448 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 382 7085 SH SOLE 0 0 7085 INVESCO EXCHANGE-TRADED FD T S&P500 LOW VOL 46138E354 1284 27365 SH SOLE 0 0 27365 INVESCO QQQ TR UNIT SER 1 46090E103 4644 24388 SH SOLE 0 0 24388 ISHARES TR CORE S&P500 ETF 464287200 600 2322 SH SOLE 0 0 2322 ISHARES TR MSCI MIN VOL ETF 46429B697 6198 114755 SH SOLE 0 0 114755 ISHARES TR USA QUALITY FCTR 46432F339 7802 96270 SH SOLE 0 0 96270 ISHARES TR USA SIZE FACTOR 46432F370 7680 107586 SH SOLE 0 0 107586 ISHARES TR EDGE MSCI USA VL 46432F388 2374 37676 SH SOLE 0 0 37676 ISHARES TR USA MOMENTUM FCT 46432F396 7181 67438 SH SOLE 0 0 67438 ISHARES TR CORE MSCI TOTAL 46432F834 3910 83181 SH SOLE 0 0 83181 ISHARES TR CORE INTL AGGR 46435G672 7979 145904 SH SOLE 0 0 145904 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 5134 105870 SH SOLE 0 0 105870 MICROSOFT CORP COM 594918104 404 2559 SH SOLE 0 0 2559 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 607 25352 SH SOLE 0 0 25352 SPDR SER TR PORTFOLIO AGRGTE 78464A649 12897 426786 SH SOLE 0 0 426786 SPDR SER TR PORTFOLI S&P1500 78464A805 434 13794 SH SOLE 0 0 13794 SPDR SER TR PORTFOLIO S&P500 78464A854 2709 89570 SH SOLE 0 0 89570 SPDR SER TR PORTFOLIO S&P600 78468R853 728 33332 SH SOLE 0 0 33332 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 2333 77071 SH SOLE 0 0 77071