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