0001606587-20-000381.txt : 20200417 0001606587-20-000381.hdr.sgml : 20200417 20200417153619 ACCESSION NUMBER: 0001606587-20-000381 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200417 DATE AS OF CHANGE: 20200417 EFFECTIVENESS DATE: 20200417 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Spearhead Capital Advisors, LLC CENTRAL INDEX KEY: 0001718982 IRS NUMBER: 454099194 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18206 FILM NUMBER: 20799447 BUSINESS ADDRESS: STREET 1: 12012 SOUTH SHORE BLVD STREET 2: SUITE #112 CITY: WELLINGTON STATE: FL ZIP: 33414 BUSINESS PHONE: 561.801.7302 MAIL ADDRESS: STREET 1: 12012 SOUTH SHORE BLVD STREET 2: SUITE #112 CITY: WELLINGTON STATE: FL ZIP: 33414 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001718982 XXXXXXXX 03-31-2020 03-31-2020 false Spearhead Capital Advisors, LLC
12012 South Shore Blvd Suite #112 Wellington FL 33414
13F HOLDINGS REPORT 028-18206 N
Michael Rasmussen Chief Compliance Officer 561-801-7302 x2537 Michael Rasmussen Wellington FL 04-17-2020 0 102 346883 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 2343 17162 SH SOLE NONE 0 0 17162 ABBOTT LABS COM 002824100 4906 62167 SH SOLE NONE 0 0 62167 ABBVIE INC COM 00287Y109 4403 57793 SH SOLE NONE 0 0 57793 ADOBE INC COM 00724F101 9829 30885 SH SOLE NONE 0 0 30885 ALPHABET INC CAP STK CL A 02079K305 366 315 SH SOLE NONE 0 0 315 ALPHABET INC CAP STK CL C 02079K107 8394 7219 SH SOLE NONE 0 0 7219 AMAZON COM INC COM 023135106 10020 5139 SH SOLE NONE 0 0 5139 AMGEN INC COM 031162100 5056 24939 SH SOLE NONE 0 0 24939 APPLE INC COM 037833100 8586 33766 SH SOLE NONE 0 0 33766 AT&T INC COM 00206R102 7533 258431 SH SOLE NONE 0 0 258431 AUTOMATIC DATA PROCESSING IN COM 053015103 8303 60749 SH SOLE NONE 0 0 60749 BECTON DICKINSON & CO COM 075887109 4865 21174 SH SOLE NONE 0 0 21174 BK OF AMERICA CORP COM 060505104 4083 192321 SH SOLE NONE 0 0 192321 BLACKROCK INC COM 09247X101 5174 11759 SH SOLE NONE 0 0 11759 BOEING CO COM 097023105 3545 23770 SH SOLE NONE 0 0 23770 CHEVRON CORP NEW COM 166764100 4145 57203 SH SOLE NONE 0 0 57203 CINCINNATI FINL CORP COM 172062101 3966 52563 SH SOLE NONE 0 0 52563 CLOROX CO DEL COM 189054109 4922 28412 SH SOLE NONE 0 0 28412 CLOUDERA INC COM 18914U100 135 17199 SH SOLE NONE 0 0 17199 COCA COLA CO COM 191216100 4179 94450 SH SOLE NONE 0 0 94450 CONSOLIDATED EDISON INC COM 209115104 4381 56161 SH SOLE NONE 0 0 56161 CORCEPT THERAPEUTICS INC COM 218352102 156 13118 SH SOLE NONE 0 0 13118 CVS HEALTH CORP COM 126650100 4828 81368 SH SOLE NONE 0 0 81368 DEXCOM INC COM 252131107 207 770 SH SOLE NONE 0 0 770 DISNEY WALT CO COM DISNEY 254687106 8948 92634 SH SOLE NONE 0 0 92634 DOCUSIGN INC COM 256163106 212 2294 SH SOLE NONE 0 0 2294 DOVER CORP COM 260003108 4260 50755 SH SOLE NONE 0 0 50755 ECOLAB INC COM 278865100 4399 28229 SH SOLE NONE 0 0 28229 EMERSON ELEC CO COM 291011104 4171 87543 SH SOLE NONE 0 0 87543 EXXON MOBIL CORP COM 30231G102 2076 54662 SH SOLE NONE 0 0 54662 FACEBOOK INC CL A 30303M102 8484 50864 SH SOLE NONE 0 0 50864 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 210 11780 SH SOLE NONE 0 0 11780 GENERAL DYNAMICS CORP COM 369550108 4057 30665 SH SOLE NONE 0 0 30665 HEALTHPEAK PROPERTIES INC COM 42250P103 3966 166273 SH SOLE NONE 0 0 166273 HOME DEPOT INC COM 437076102 4302 23039 SH SOLE NONE 0 0 23039 HORMEL FOODS CORP COM 440452100 5358 114879 SH SOLE NONE 0 0 114879 ISHARES TR CORE S&P SCP ETF 464287804 5728 102080 SH SOLE NONE 0 0 102080 ISHARES TR RUS 2000 VAL ETF 464287630 702 8562 SH SOLE NONE 0 0 8562 ISHARES TR RUS 2000 GRW ETF 464287648 5212 32952 SH SOLE NONE 0 0 32952 ISHARES TR RUS MD CP GR ETF 464287481 1514 12451 SH SOLE NONE 0 0 12451 ISHARES TR RUS MDCP VAL ETF 464287473 1387 21642 SH SOLE NONE 0 0 21642 ISHARES TR BARCLAYS 7 10 YR 464287440 610 5019 SH SOLE NONE 0 0 5019 ISHARES TR TIPS BD ETF 464287176 311 2639 SH SOLE NONE 0 0 2639 ISHARES TR CORE S&P TTL STK 464287150 249 4347 SH SOLE NONE 0 0 4347 ISHARES TR SHORT TREAS BD 464288679 382 3441 SH SOLE NONE 0 0 3441 ISHARES TR 3 7 YR TREAS BD 464288661 254 1908 SH SOLE NONE 0 0 1908 ISHARES TR GLB INFRASTR ETF 464288372 418 12253 SH SOLE NONE 0 0 12253 JOHNSON & JOHNSON COM 478160104 5015 38242 SH SOLE NONE 0 0 38242 JPMORGAN CHASE & CO COM 46625H100 4286 47608 SH SOLE NONE 0 0 47608 KINIKSA PHARMACEUTICALS LTD COM CL A G5269C101 4192 270795 SH SOLE NONE 0 0 270795 MCCORMICK & CO INC COM NON VTG 579780206 4896 34672 SH SOLE NONE 0 0 34672 MCDONALDS CORP COM 580135101 4369 26425 SH SOLE NONE 0 0 26425 MEDTRONIC PLC SHS G5960L103 4970 55111 SH SOLE NONE 0 0 55111 MICROSOFT CORP COM 594918104 9244 58617 SH SOLE NONE 0 0 58617 MODERNA INC COM 60770K107 265 8862 SH SOLE NONE 0 0 8862 PEPSICO INC COM 713448108 4499 37460 SH SOLE NONE 0 0 37460 PIMCO ETF TR 15+ YR US TIPS 72201R304 1419 18229 SH SOLE NONE 0 0 18229 PORTOLA PHARMACEUTICALS INC COM 737010108 96 13453 SH SOLE NONE 0 0 13453 PROCTER & GAMBLE CO COM 742718109 4587 41702 SH SOLE NONE 0 0 41702 S&P GLOBAL INC COM 78409V104 4889 19950 SH SOLE NONE 0 0 19950 SALESFORCE COM INC COM 79466L302 8476 58870 SH SOLE NONE 0 0 58870 SCHWAB CHARLES CORP COM 808513105 4851 144293 SH SOLE NONE 0 0 144293 SEATTLE GENETICS INC COM 812578102 359 3112 SH SOLE NONE 0 0 3112 SERVICENOW INC COM 81762P102 288 1005 SH SOLE NONE 0 0 1005 SHERWIN WILLIAMS CO COM 824348106 4358 9485 SH SOLE NONE 0 0 9485 SNAP INC CL A 83304A106 121 10147 SH SOLE NONE 0 0 10147 SOUTHERN CO COM 842587107 233 4300 SH SOLE NONE 0 0 4300 SPDR SER TR PORTFOLIO S&P400 78464A847 8186 323162 SH SOLE NONE 0 0 323162 SPDR SER TR FTSE INT GVT ETF 78464A490 652 13362 SH SOLE NONE 0 0 13362 STANLEY BLACK & DECKER INC COM 854502101 3796 37955 SH SOLE NONE 0 0 37955 SYSCO CORP COM 871829107 3728 81706 SH SOLE NONE 0 0 81706 TARGET CORP COM 87612E106 4514 48549 SH SOLE NONE 0 0 48549 TELADOC HEALTH INC COM 87918A105 551 3553 SH SOLE NONE 0 0 3553 UNITEDHEALTH GROUP INC COM 91324P102 4449 17838 SH SOLE NONE 0 0 17838 V F CORP COM 918204108 4308 79668 SH SOLE NONE 0 0 79668 VANGUARD BD INDEX FDS INTERMED TERM 921937819 411 4599 SH SOLE NONE 0 0 4599 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 270 3159 SH SOLE NONE 0 0 3159 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 204 3630 SH SOLE NONE 0 0 3630 VANGUARD INDEX FDS TOTAL STK MKT 922908769 411 3190 SH SOLE NONE 0 0 3190 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 642 7092 SH SOLE NONE 0 0 7092 VANGUARD INDEX FDS MID CAP ETF 922908629 4143 31470 SH SOLE NONE 0 0 31470 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1411 15890 SH SOLE NONE 0 0 15890 VANGUARD INDEX FDS SMALL CP ETF 922908751 10882 94269 SH SOLE NONE 0 0 94269 VANGUARD INDEX FDS SML CP GRW ETF 922908595 9201 61217 SH SOLE NONE 0 0 61217 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 10884 85907 SH SOLE NONE 0 0 85907 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2883 35465 SH SOLE NONE 0 0 35465 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 422 4841 SH SOLE NONE 0 0 4841 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 417 5913 SH SOLE NONE 0 0 5913 VANGUARD WORLD FD EXTENDED DUR 921910709 260 1550 SH SOLE NONE 0 0 1550 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 850 6170 SH SOLE NONE 0 0 6170 VANGUARD WORLD FDS ENERGY ETF 92204A306 1354 35437 SH SOLE NONE 0 0 35437 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 717 4319 SH SOLE NONE 0 0 4319 VANGUARD WORLD FDS MATERIALS ETF 92204A801 272 2827 SH SOLE NONE 0 0 2827 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 490 9653 SH SOLE NONE 0 0 9653 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 684 8978 SH SOLE NONE 0 0 8978 VANGUARD WORLD FDS INF TECH ETF 92204A702 763 3602 SH SOLE NONE 0 0 3602 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 498 3425 SH SOLE NONE 0 0 3425 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 1898 17210 SH SOLE NONE 0 0 17210 VISA INC COM CL A 92826C839 8748 54297 SH SOLE NONE 0 0 54297 WALMART INC COM 931142103 4824 42454 SH SOLE NONE 0 0 42454 YEXT INC COM 98585N106 114 11159 SH SOLE NONE 0 0 11159 ZUORA INC COM CL A 98983V106 98 12233 SH SOLE NONE 0 0 12233