0001737888-20-000007.txt : 20201027
0001737888-20-000007.hdr.sgml : 20201027
20201027102735
ACCESSION NUMBER: 0001737888-20-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201027
DATE AS OF CHANGE: 20201027
EFFECTIVENESS DATE: 20201027
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Fulcrum Equity Management
CENTRAL INDEX KEY: 0001737888
IRS NUMBER: 464482572
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19437
FILM NUMBER: 201262614
BUSINESS ADDRESS:
STREET 1: 5700 GRANITE PARKWAY
STREET 2: SUITE 200
CITY: PLANO
STATE: TX
ZIP: 75024
BUSINESS PHONE: 8883046942
MAIL ADDRESS:
STREET 1: 5700 GRANITE PARKWAY
STREET 2: SUITE 200
CITY: PLANO
STATE: TX
ZIP: 75024
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001737888
XXXXXXXX
09-30-2020
09-30-2020
Fulcrum Equity Management
5700 GRANITE PARKWAY
SUITE 200
PLANO
TX
75024
13F HOLDINGS REPORT
028-19437
N
Craig A Love
Managing Member
214-317-4293
Craig Allen Love
Plano
TX
10-27-2020
0
577
221151
false
INFORMATION TABLE
2
FulcrumEquityMgmt_13f.xml
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
484
7598
SH
SOLE
0
0
0
7598
PFIZER INC
COM
717081103
445
12130
SH
SOLE
0
0
0
12130
SPDR SER TR
BLMBRG BRC CNVRT
78464A359
363
5266
SH
SOLE
0
0
0
5266
ISHARES U S ETF TR
TECHNOLOGY
46431W648
2697
63573
SH
SOLE
0
0
0
63573
DIGITAL RLTY TR INC
COM
253868103
258
1760
SH
SOLE
0
0
0
1760
BARCLAYS BANK PLC
IPTH SR B S&P
06746P621
1878
75411
SH
SOLE
0
0
0
75411
ISHARES TR
EXPND TEC SC ETF
464287549
389
1258
SH
SOLE
0
0
0
1258
ISHARES SILVER TR
ISHARES
46428Q109
290
13410
SH
SOLE
0
0
0
13410
MASTERCARD INCORPORATED
CL A
57636Q104
1709
5054
SH
SOLE
0
0
0
5054
SPDR S&P 500 ETF TR
TR UNIT
78462F103
23403
69883
SH
SOLE
0
0
0
69883
FIRST TR EXCHANGE-TRADED FD
NASDQ SEMCNDTR
33738R811
2807
58914
SH
SOLE
0
0
0
58914
ARK ETF TR
NEXT GNRTN INTER
00214Q401
376
3461
SH
SOLE
0
0
0
3461
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
227
3539
SH
SOLE
0
0
0
3539
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
312
5251
SH
SOLE
0
0
0
5251
ISHARES TR
TIPS BD ETF
464287176
462
3650
SH
SOLE
0
0
0
3650
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
366
6976
SH
SOLE
0
0
0
6976
FS KKR CAP CORP II
COM
35952V303
325
22070
SH
SOLE
0
0
0
22070
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
9678
105132
SH
SOLE
0
0
0
105132
PROSHARES TR
PSHS ULT S&P 500
74347R107
5107
69507
SH
SOLE
0
0
0
69507
INVESCO EXCHANGE TRADED FD T
DWA TECHNOLOGY
46137V811
2778
25243
SH
SOLE
0
0
0
25243
RBB FD INC
MFAM SMLCP GRWTH
74933W874
284
9248
SH
SOLE
0
0
0
9248
GLOBAL X FDS
GLOBAL X SILVER
37954Y848
326
7519
SH
SOLE
0
0
0
7519
UNION PAC CORP
COM
907818108
261
1325
SH
SOLE
0
0
0
1325
SPDR SER TR
BLOOMBERG BRCLYS
78468R622
965
9259
SH
SOLE
0
0
0
9259
APPLE INC
COM
037833100
450
3883
SH
SOLE
0
0
0
3883
AMAZON COM INC
COM
023135106
309
98
SH
SOLE
0
0
0
98
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
33734X143
364
3839
SH
SOLE
0
0
0
3839
PIMCO ETF TR
15+ YR US TIPS
72201R304
288
3286
SH
SOLE
0
0
0
3286
VANECK VECTORS ETF TR
FALLEN ANGEL HG
92189F437
922
31018
SH
SOLE
0
0
0
31018
TRANE TECHNOLOGIES PLC
SHS
G8994E103
232
1916
SH
SOLE
0
0
0
1916
SPDR SER TR
S&P SEMICNDCTR
78464A862
2792
22209
SH
SOLE
0
0
0
22209
LOWES COS INC
COM
548661107
1120
6754
SH
SOLE
0
0
0
6754
ISHARES TR
U.S. MED DVC ETF
464288810
2324
7756
SH
SOLE
0
0
0
7756
COLGATE PALMOLIVE CO
COM
194162103
261
3377
SH
SOLE
0
0
0
3377
TEXAS INSTRS INC
COM
882508104
312
2188
SH
SOLE
0
0
0
2188
ISHARES TR
EAFE SML CP ETF
464288273
514
8721
SH
SOLE
0
0
0
8721
GLOBAL PMTS INC
COM
37940X102
1596
8989
SH
SOLE
0
0
0
8989
FIRST TR EXCHANGE TRADED FD
MATERIALS ALPH
33734X168
5722
152468
SH
SOLE
0
0
0
152468
INVESCO EXCH TRADED FD TR II
1 30 LADER TRE
46138E107
293
7463
SH
SOLE
0
0
0
7463
ISHARES TR
U.S. BAS MTL ETF
464287838
1146
11609
SH
SOLE
0
0
0
11609
DUKE ENERGY CORP NEW
COM NEW
26441C204
244
2753
SH
SOLE
0
0
0
2753
WALMART INC
COM
931142103
621
4441
SH
SOLE
0
0
0
4441
PIMCO ETF TR
25YR+ ZERO U S
72201R882
1454
8504
SH
SOLE
0
0
0
8504
VEEVA SYS INC
CL A COM
922475108
2483
8831
SH
SOLE
0
0
0
8831
ISHARES TR
JPMORGAN USD EMG
464288281
1209
10907
SH
SOLE
0
0
0
10907
ALPS ETF TR
CLEAN ENERGY
00162Q460
1125
20289
SH
SOLE
0
0
0
20289
ISHARES TR
U.S. TECH ETF
464287721
2285
7591
SH
SOLE
0
0
0
7591
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
46137V282
2631
12489
SH
SOLE
0
0
0
12489
RBB FD INC
MOTLEY FOL ETF
74933W601
290
9087
SH
SOLE
0
0
0
9087
INVESCO EXCHANGE TRADED FD T
WILDERHIL CLAN
46137V134
821
13513
SH
SOLE
0
0
0
13513
INVESCO EXCH TRADED FD TR II
SOLAR ETF
46138G706
433
6688
SH
SOLE
0
0
0
6688
KRANESHARES TR
MSCI ALL CHINA
500767835
376
11218
SH
SOLE
0
0
0
11218
UNIVERSAL CORP VA
COM
913456109
301
7180
SH
SOLE
0
0
0
7180
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
245
3183
SH
SOLE
0
0
0
3183
CISCO SYS INC
COM
17275R102
221
5600
SH
SOLE
0
0
0
5600
VERISK ANALYTICS INC
COM
92345Y106
2125
11466
SH
SOLE
0
0
0
11466
WISDOMTREE TR
CHINADIV EX FI
97717X719
595
5292
SH
SOLE
0
0
0
5292
ISHARES TR
U.S. CNSM GD ETF
464287812
2934
19642
SH
SOLE
0
0
0
19642
ISHARES TR
US INDUSTRIALS
464287754
1546
9249
SH
SOLE
0
0
0
9249
ISHARES TR
1 3 YR TREAS BD
464287457
7122
82321
SH
SOLE
0
0
0
82321
ISHARES TR
U.S. CNSM SV ETF
464287580
1163
4651
SH
SOLE
0
0
0
4651
ISHARES TR
FLTG RATE NT ETF
46429B655
465
9165
SH
SOLE
0
0
0
9165
PACER FDS TR
BNCHMRK INFRA
69374H741
2365
66932
SH
SOLE
0
0
0
66932
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
33734X184
255
9635
SH
SOLE
0
0
0
9635
KRANESHARES TR
CSI CHI INTERNET
500767306
374
5489
SH
SOLE
0
0
0
5489
SPDR SER TR
S&P KENSHO CLEAN
78468R655
2628
36073
SH
SOLE
0
0
0
36073
EATON CORP PLC
SHS
G29183103
236
2317
SH
SOLE
0
0
0
2317
ONEOK INC NEW
COM
682680103
942
36244
SH
SOLE
0
0
0
36244
ISHARES TR
BARCLAYS 7 10 YR
464287440
912
7484
SH
SOLE
0
0
0
7484
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
468
2200
SH
SOLE
0
0
0
2200
SSGA ACTIVE TR
SPDR SSGA US SCT
78470P408
562
15372
SH
SOLE
0
0
0
15372
FIRST TR EXCHANGE TRADED FD
CONSUMR DISCRE
33734X101
6090
143123
SH
SOLE
0
0
0
143123
SQUARE INC
CL A
852234103
213
1313
SH
SOLE
0
0
0
1313
VISA INC
COM CL A
92826C839
1634
8171
SH
SOLE
0
0
0
8171
ISHARES TR
IBOXX INV CP ETF
464287242
1465
10878
SH
SOLE
0
0
0
10878
VANECK VECTORS ETF TR
AGRIBUSINESS ETF
92189F700
323
4781
SH
SOLE
0
0
0
4781
ISHARES TR
PHLX SEMICND ETF
464287523
2731
8964
SH
SOLE
0
0
0
8964
FIRST TR EXCHANGE TRADED FD
DJ INTL INTRNT
33734X770
388
9783
SH
SOLE
0
0
0
9783
MAXIM INTEGRATED PRODS INC
COM
57772K101
216
3196
SH
SOLE
0
0
0
3196
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
1037
8882
SH
SOLE
0
0
0
8882
ZOETIS INC
CL A
98978V103
1949
11786
SH
SOLE
0
0
0
11786
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
407
16925
SH
SOLE
0
0
0
16925
INVESCO EXCH TRADED FD TR II
CHINA TECHNLGY
46138E800
297
4295
SH
SOLE
0
0
0
4295
ISHARES GOLD TRUST
ISHARES
464285105
876
48700
SH
SOLE
0
0
0
48700
ETF SER SOLUTIONS
LONCAR CHINA BIO
26922A370
292
9504
SH
SOLE
0
0
0
9504
ISHARES TR
IBOXX HI YD ETF
464288513
989
11782
SH
SOLE
0
0
0
11782
INVESCO EXCHANGE TRADED FD T
GLOBAL DRGN CN
46137V571
295
5602
SH
SOLE
0
0
0
5602
TRANSUNION
COM
89400J107
1592
18922
SH
SOLE
0
0
0
18922
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
33737J174
477
9484
SH
SOLE
0
0
0
9484
ADVANCED MICRO DEVICES INC
COM
007903107
240
2930
SH
SOLE
0
0
0
2930
SPDR SER TR
SPDR BLOOMBERG
78468R663
343
3751
SH
SOLE
0
0
0
3751
INVESCO QQQ TR
UNIT SER 1
46090E103
6324
22760
SH
SOLE
0
0
0
22760
EXCHANGE TRADED CONCEPTS TR
EMQQ EM INTERN
301505889
374
7155
SH
SOLE
0
0
0
7155
AMGEN INC
COM
031162100
354
1395
SH
SOLE
0
0
0
1395
LOCKHEED MARTIN CORP
COM
539830109
233
609
SH
SOLE
0
0
0
609
TIMKEN CO
COM
887389104
212
3908
SH
SOLE
0
0
0
3908
NVIDIA CORPORATION
COM
67066G104
2569
4747
SH
SOLE
0
0
0
4747
ETFIS SER TR I
VIRTUS LIFESC CT
26923G301
2612
67015
SH
SOLE
0
0
0
67015
ISHARES TR
RUS TP200 GR ETF
464289438
6527
53778
SH
SOLE
0
0
0
53778
ETF MANAGERS TR
BLUESTAR ISRAEL
26924G870
300
5396
SH
SOLE
0
0
0
5396
ISHARES TR
S&P 500 GRWT ETF
464287309
446
1928
SH
SOLE
0
0
0
1928
FIRST AMERN FINL CORP
COM
31847R102
206
4038
SH
SOLE
0
0
0
4038
ISHARES TR
MSCI ACWI ETF
464288257
935
11700
SH
SOLE
0
0
0
11700
ISHARES TR
MSCI EMG MKT ETF
464287234
399
9057
SH
SOLE
0
0
0
9057
PAYCOM SOFTWARE INC
COM
70432V102
1757
5644
SH
SOLE
0
0
0
5644
ISHARES TR
MRNGSTR LG-CP GR
464287119
1646
6155
SH
SOLE
0
0
0
6155
DOMINION ENERGY INC
COM
25746U109
442
5597
SH
SOLE
0
0
0
5597
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR TE
47804J602
301
4552
SH
SOLE
0
0
0
4552
ISHARES TR
RUSSELL 2000 ETF
464287655
2092
13969
SH
SOLE
0
0
0
13969
ISHARES U S ETF TR
HEALTHCARE
46431W689
293
8695
SH
SOLE
0
0
0
8695
SPDR GOLD TR
GOLD SHS
78463V107
298
1680
SH
SOLE
0
0
0
1680
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
869
8242
SH
SOLE
0
0
0
8242
VANECK VECTORS ETF TR
CHINAAMC SME CHI
92189F627
301
7407
SH
SOLE
0
0
0
7407
ETF MANAGERS TR
PRIME MOBILE PAY
26924G409
289
5320
SH
SOLE
0
0
0
5320
FASTENAL CO
COM
311900104
280
6219
SH
SOLE
0
0
0
6219
ISHARES TR
MSCI CHINA A
46434V514
889
24225
SH
SOLE
0
0
0
24225
PROSHARES TR
LONG ONLINE SHRT
74347B375
362
4295
SH
SOLE
0
0
0
4295
FIRST TR NASDAQ 100 TECH IND
SHS
337345102
9297
79311
SH
SOLE
0
0
0
79311
PACER FDS TR
TRENDP 100 ETF
69374H303
288
5991
SH
SOLE
0
0
0
5991
ISHARES TR
EXPANDED TECH
464287515
338
1085
SH
SOLE
0
0
0
1085
ISHARES TR
MBS ETF
464288588
593
5370
SH
SOLE
0
0
0
5370
FIRST TR EXCHANGE-TRADED FD
NAS CLNEDG GREEN
33733E500
2561
57739
SH
SOLE
0
0
0
57739
CLOROX CO DEL
COM
189054109
1950
9280
SH
SOLE
0
0
0
9280
VERMILION ENERGY INC
COM
923725105
71
30138
SH
SOLE
0
0
0
30138
EPAM SYS INC
COM
29414B104
2169
6710
SH
SOLE
0
0
0
6710
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
33734X119
5874
122163
SH
SOLE
0
0
0
122163
INVESCO EXCHANGE TRADED FD T
DYNMC SOFTWARE
46137V639
2760
22307
SH
SOLE
0
0
0
22307
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
33734X150
6042
147509
SH
SOLE
0
0
0
147509
ISHARES TR
20 YR TR BD ETF
464287432
2030
12437
SH
SOLE
0
0
0
12437
MEDICAL PPTYS TRUST INC
COM
58463J304
215
12187
SH
SOLE
0
0
0
12187
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
231
953
SH
SOLE
0
0
0
953
SONOCO PRODS CO
COM
835495102
205
4010
SH
SOLE
0
0
0
4010
ARK ETF TR
GENOMIC REV ETF
00214Q302
401
6290
SH
SOLE
0
0
0
6290
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
746
12813
SH
SOLE
0
0
0
12813
WATSCO INC
COM
942622200
278
1193
SH
SOLE
0
0
0
1193
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
33734X176
6902
75913
SH
SOLE
0
0
0
75913
CUBESMART
COM
229663109
270
8347
SH
SOLE
0
0
0
8347
NUSHARES ETF TR
NUVEEN ESG LRGCP
67092P201
391
7679
SH
SOLE
0
0
0
7679
PAYPAL HLDGS INC
COM
70450Y103
352
1789
SH
SOLE
0
0
0
1789
INVESCO EXCHANGE TRADED FD T
DWA CYCLICALS
46137V803
287
4515
SH
SOLE
0
0
0
4515
LULULEMON ATHLETICA INC
COM
550021109
2168
6581
SH
SOLE
0
0
0
6581
KRANESHARES TR
EMERGING MKTS
500767819
292
9524
SH
SOLE
0
0
0
9524
JOHNSON & JOHNSON
COM
478160104
537
3606
SH
SOLE
0
0
0
3606
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
893
6075
SH
SOLE
0
0
0
6075