0001737888-21-000002.txt : 20210222 0001737888-21-000002.hdr.sgml : 20210222 20210222143722 ACCESSION NUMBER: 0001737888-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210222 DATE AS OF CHANGE: 20210222 EFFECTIVENESS DATE: 20210222 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: 21659620 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 12-31-2020 12-31-2020 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 02-22-2021 0 153 250719 false
INFORMATION TABLE 2 FulcrumEquityMgmt_13f.xml PFIZER INC COM 717081103 427 11592 SH SOLE 0 0 0 11592 MONOLITHIC PWR SYS INC COM 609839105 2685 7331 SH SOLE 0 0 0 7331 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 468 6464 SH SOLE 0 0 0 6464 DIGITAL RLTY TR INC COM 253868103 218 1560 SH SOLE 0 0 0 1560 SPDR SER TR BLMBRG BRC CNVRT 78464A359 292 3522 SH SOLE 0 0 0 3522 ISHARES U S ETF TR TECHNOLOGY 46431W648 3010 63324 SH SOLE 0 0 0 63324 INNOVATOR ETFS TR LOUP FRONTIER 45782C862 404 8105 SH SOLE 0 0 0 8105 BARCLAYS BANK PLC IPTH SR B S&P 06746P621 2366 140908 SH SOLE 0 0 0 140908 ISHARES TR EXPND TEC SC ETF 464287549 464 1327 SH SOLE 0 0 0 1327 BALL CORP COM 058498106 2018 21653 SH SOLE 0 0 0 21653 SPDR S&P 500 ETF TR TR UNIT 78462F103 26776 71617 SH SOLE 0 0 0 71617 FIRST TR EXCHANGE-TRADED FD NASDQ SEMCNDTR 33738R811 3425 57277 SH SOLE 0 0 0 57277 ARK ETF TR NEXT GNRTN INTER 00214Q401 501 3420 SH SOLE 0 0 0 3420 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 530 7864 SH SOLE 0 0 0 7864 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 360 5335 SH SOLE 0 0 0 5335 ISHARES TR TIPS BD ETF 464287176 925 7244 SH SOLE 0 0 0 7244 FS KKR CAP CORP II COM 35952V303 335 20409 SH SOLE 0 0 0 20409 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 11220 107353 SH SOLE 0 0 0 107353 IDEXX LABS INC COM 45168D104 2096 4194 SH SOLE 0 0 0 4194 PROSHARES TR PSHS ULT S&P 500 74347R107 5891 64489 SH SOLE 0 0 0 64489 INVESCO EXCHANGE TRADED FD T DWA TECHNOLOGY 46137V811 3447 24505 SH SOLE 0 0 0 24505 COGNEX CORP COM 192422103 2388 29743 SH SOLE 0 0 0 29743 RBB FD INC MFAM SMLCP GRWTH 74933W874 339 8806 SH SOLE 0 0 0 8806 GLOBAL X FDS GLOBAL X SILVER 37954Y848 404 8845 SH SOLE 0 0 0 8845 UNION PAC CORP COM 907818108 240 1150 SH SOLE 0 0 0 1150 SPDR SER TR BLOOMBERG BRCLYS 78468R622 942 8648 SH SOLE 0 0 0 8648 APPLE INC COM 037833100 776 5847 SH SOLE 0 0 0 5847 ARK ETF TR INNOVATION ETF 00214Q104 2366 19003 SH SOLE 0 0 0 19003 AMAZON COM INC COM 023135106 348 107 SH SOLE 0 0 0 107 FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 33734X143 5529 51299 SH SOLE 0 0 0 51299 SOUTHWEST AIRLS CO COM 844741108 308 6607 SH SOLE 0 0 0 6607 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 3577 111425 SH SOLE 0 0 0 111425 PIMCO ETF TR 15+ YR US TIPS 72201R304 1747 19712 SH SOLE 0 0 0 19712 LOWES COS INC COM 548661107 1034 6444 SH SOLE 0 0 0 6444 TRANE TECHNOLOGIES PLC SHS G8994E103 253 1741 SH SOLE 0 0 0 1741 SPDR SER TR S&P SEMICNDCTR 78464A862 3664 21452 SH SOLE 0 0 0 21452 ISHARES TR U.S. MED DVC ETF 464288810 2499 7636 SH SOLE 0 0 0 7636 INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370 2230 39281 SH SOLE 0 0 0 39281 ROKU INC COM CL A 77543R102 234 704 SH SOLE 0 0 0 704 TEXAS INSTRS INC COM 882508104 302 1837 SH SOLE 0 0 0 1837 COLGATE PALMOLIVE CO COM 194162103 259 3023 SH SOLE 0 0 0 3023 EASTMAN CHEM CO COM 277432100 373 3721 SH SOLE 0 0 0 3721 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 205 2086 SH SOLE 0 0 0 2086 BOEING CO COM 097023105 305 1426 SH SOLE 0 0 0 1426 FIRST TR EXCHANGE TRADED FD MATERIALS ALPH 33734X168 6206 129050 SH SOLE 0 0 0 129050 ISHARES TR U.S. BAS MTL ETF 464287838 1105 9742 SH SOLE 0 0 0 9742 DUKE ENERGY CORP NEW COM NEW 26441C204 255 2782 SH SOLE 0 0 0 2782 WALMART INC COM 931142103 641 4445 SH SOLE 0 0 0 4445 VEEVA SYS INC CL A COM 922475108 2078 7633 SH SOLE 0 0 0 7633 ISHARES TR JPMORGAN USD EMG 464288281 1411 12173 SH SOLE 0 0 0 12173 ISHARES TR US HLTHCARE ETF 464287762 1072 4361 SH SOLE 0 0 0 4361 ISHARES TR U.S. TECH ETF 464287721 2118 24894 SH SOLE 0 0 0 24894 ALPS ETF TR CLEAN ENERGY 00162Q460 1630 20335 SH SOLE 0 0 0 20335 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 3131 12347 SH SOLE 0 0 0 12347 RBB FD INC MOTLEY FOL ETF 74933W601 714 20212 SH SOLE 0 0 0 20212 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 1344 13001 SH SOLE 0 0 0 13001 UNIVERSAL CORP VA COM 913456109 306 6301 SH SOLE 0 0 0 6301 ISHARES TR U.S. FINLS ETF 464287788 1109 16603 SH SOLE 0 0 0 16603 INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 663 6452 SH SOLE 0 0 0 6452 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 279 3154 SH SOLE 0 0 0 3154 VERISK ANALYTICS INC COM 92345Y106 2847 13713 SH SOLE 0 0 0 13713 FEDEX CORP COM 31428X106 288 1109 SH SOLE 0 0 0 1109 WISDOMTREE TR CHINADIV EX FI 97717X719 388 5901 SH SOLE 0 0 0 5901 ISHARES TR US INDUSTRIALS 464287754 1577 16244 SH SOLE 0 0 0 16244 ISHARES TR 1 3 YR TREAS BD 464287457 4044 46812 SH SOLE 0 0 0 46812 ISHARES TR U.S. CNSM SV ETF 464287580 1185 16811 SH SOLE 0 0 0 16811 EXXON MOBIL CORP COM 30231G102 291 7060 SH SOLE 0 0 0 7060 ISHARES TR FLTG RATE NT ETF 46429B655 668 13179 SH SOLE 0 0 0 13179 PACER FDS TR BNCHMRK INFRA 69374H741 2377 66290 SH SOLE 0 0 0 66290 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 369 6317 SH SOLE 0 0 0 6317 ABBVIE INC COM 00287Y109 218 2031 SH SOLE 0 0 0 2031 SPDR SER TR S&P KENSHO CLEAN 78468R655 3685 34030 SH SOLE 0 0 0 34030 KRANESHARES TR CSI CHI INTERNET 500767306 412 5370 SH SOLE 0 0 0 5370 ONEOK INC NEW COM 682680103 1432 37316 SH SOLE 0 0 0 37316 EATON CORP PLC SHS G29183103 257 2143 SH SOLE 0 0 0 2143 CARNIVAL CORP UNIT 99/99/9999 143658300 246 11353 SH SOLE 0 0 0 11353 ISHARES TR BARCLAYS 7 10 YR 464287440 1054 8789 SH SOLE 0 0 0 8789 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 626 2700 SH SOLE 0 0 0 2700 SSGA ACTIVE TR SPDR SSGA US SCT 78470P408 597 14797 SH SOLE 0 0 0 14797 FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 33734X135 5819 169761 SH SOLE 0 0 0 169761 VISA INC COM CL A 92826C839 2174 9937 SH SOLE 0 0 0 9937 ISHARES TR IBOXX INV CP ETF 464287242 1751 12677 SH SOLE 0 0 0 12677 VANECK VECTORS ETF TR AGRIBUSINESS ETF 92189F700 251 3221 SH SOLE 0 0 0 3221 ISHARES TR PHLX SEMICND ETF 464287523 3328 8777 SH SOLE 0 0 0 8777 FIRST TR EXCHANGE TRADED FD DJ INTL INTRNT 33734X770 432 9508 SH SOLE 0 0 0 9508 MAXIM INTEGRATED PRODS INC COM 57772K101 237 2672 SH SOLE 0 0 0 2672 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1166 8965 SH SOLE 0 0 0 8965 ZOETIS INC CL A 98978V103 2329 14074 SH SOLE 0 0 0 14074 ILLINOIS TOOL WKS INC COM 452308109 314 1540 SH SOLE 0 0 0 1540 INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 46138E800 690 8377 SH SOLE 0 0 0 8377 ISHARES GOLD TRUST ISHARES 464285105 1038 57271 SH SOLE 0 0 0 57271 ETF SER SOLUTIONS LONCAR CHINA BIO 26922A370 326 10023 SH SOLE 0 0 0 10023 ISHARES TR IBOXX HI YD ETF 464288513 2303 26386 SH SOLE 0 0 0 26386 ISHARES TR CORE US AGGBD ET 464287226 344 2909 SH SOLE 0 0 0 2909 INVESCO EXCHANGE TRADED FD T GLOBAL DRGN CN 46137V571 351 5491 SH SOLE 0 0 0 5491 ADVANCED MICRO DEVICES INC COM 007903107 2283 24898 SH SOLE 0 0 0 24898 SPDR SER TR SPDR BLOOMBERG 78468R663 564 6165 SH SOLE 0 0 0 6165 INVESCO QQQ TR UNIT SER 1 46090E103 4140 13195 SH SOLE 0 0 0 13195 EXCHANGE TRADED CONCEPTS TR EMQQ EM INTERN 301505889 816 12830 SH SOLE 0 0 0 12830 ROLLINS INC COM 775711104 2121 54290 SH SOLE 0 0 0 54290 AMGEN INC COM 031162100 282 1228 SH SOLE 0 0 0 1228 NVIDIA CORPORATION COM 67066G104 2485 4759 SH SOLE 0 0 0 4759 ISHARES TR S&P MC 400GR ETF 464287606 658 9108 SH SOLE 0 0 0 9108 ETFIS SER TR I VIRTUS LIFESC CT 26923G301 3267 65882 SH SOLE 0 0 0 65882 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2118 33779 SH SOLE 0 0 0 33779 ISHARES TR RUS TP200 GR ETF 464289438 5555 41756 SH SOLE 0 0 0 41756 PACER FDS TR SALT HIG TRUBT 69374H618 382 10548 SH SOLE 0 0 0 10548 ETF MANAGERS TR BLUESTAR ISRAEL 26924G870 372 5416 SH SOLE 0 0 0 5416 ISHARES TR S&P 500 GRWT ETF 464287309 620 9715 SH SOLE 0 0 0 9715 ISHARES TR MSCI ACWI ETF 464288257 803 8850 SH SOLE 0 0 0 8850 PAYCOM SOFTWARE INC COM 70432V102 2753 6087 SH SOLE 0 0 0 6087 ISHARES TR MSCI EMG MKT ETF 464287234 397 7682 SH SOLE 0 0 0 7682 FIRST TR EXCH TRD ALPHDX FD EMERG MKT ALPH 33737J182 375 14818 SH SOLE 0 0 0 14818 VALE S A SPONSORED ADS 91912E105 251 14997 SH SOLE 0 0 0 14997 GLOBAL X FDS MSCI CHINA CON 37954Y558 384 11146 SH SOLE 0 0 0 11146 GLOBAL X FDS MSCI CHINA HC 37954Y541 366 13723 SH SOLE 0 0 0 13723 DOMINION ENERGY INC COM 25746U109 422 5618 SH SOLE 0 0 0 5618 JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR TE 47804J602 364 4628 SH SOLE 0 0 0 4628 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 817 7205 SH SOLE 0 0 0 7205 VANECK VECTORS ETF TR CHINAAMC SME CHI 92189F627 345 7097 SH SOLE 0 0 0 7097 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 389 5848 SH SOLE 0 0 0 5848 FASTENAL CO COM 311900104 279 5708 SH SOLE 0 0 0 5708 FIRST TR NASDAQ 100 TECH IND SHS 337345102 9197 66611 SH SOLE 0 0 0 66611 ISHARES TR MSCI CHINA A 46434V514 1131 26571 SH SOLE 0 0 0 26571 PACER FDS TR TRENDP 100 ETF 69374H303 348 6670 SH SOLE 0 0 0 6670 ISHARES TR EXPANDED TECH 464287515 438 1236 SH SOLE 0 0 0 1236 ETF SER SOLUTIONS LHA MKT ST TACTL 26922B105 572 21158 SH SOLE 0 0 0 21158 ISHARES TR MBS ETF 464288588 481 4369 SH SOLE 0 0 0 4369 FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 3779 53804 SH SOLE 0 0 0 53804 ISHARES TR 20 YR TR BD ETF 464287432 2009 12737 SH SOLE 0 0 0 12737 CLOROX CO DEL COM 189054109 297 1473 SH SOLE 0 0 0 1473 HALLIBURTON CO COM 406216101 435 23015 SH SOLE 0 0 0 23015 VERMILION ENERGY INC COM 923725105 134 30138 SH SOLE 0 0 0 30138 EPAM SYS INC COM 29414B104 2303 6428 SH SOLE 0 0 0 6428 FIRST TR EXCHANGE TRADED FD CONSUMR STAPLE 33734X119 294 5696 SH SOLE 0 0 0 5696 INVESCO EXCHANGE TRADED FD T DYNMC SOFTWARE 46137V639 3365 21874 SH SOLE 0 0 0 21874 FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 33734X150 5930 118178 SH SOLE 0 0 0 118178 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 2279 19261 SH SOLE 0 0 0 19261 PROSHARES TR PSHS ULTRUSS2000 74347R842 2868 32010 SH SOLE 0 0 0 32010 EMERSON ELEC CO COM 291011104 350 4356 SH SOLE 0 0 0 4356 ISHARES TR RUS MD CP GR ETF 464287481 358 3485 SH SOLE 0 0 0 3485 ARK ETF TR GENOMIC REV ETF 00214Q302 562 6024 SH SOLE 0 0 0 6024 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 904 15437 SH SOLE 0 0 0 15437 WATSCO INC COM 942622200 232 1023 SH SOLE 0 0 0 1023 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 6235 55758 SH SOLE 0 0 0 55758 CUBESMART COM 229663109 207 6162 SH SOLE 0 0 0 6162 ISHARES INC MSCI CDA ETF 464286509 326 10585 SH SOLE 0 0 0 10585 PAYPAL HLDGS INC COM 70450Y103 379 1619 SH SOLE 0 0 0 1619 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 219 3884 SH SOLE 0 0 0 3884 LULULEMON ATHLETICA INC COM 550021109 1993 5726 SH SOLE 0 0 0 5726 INVESCO EXCHANGE TRADED FD T DWA CYCLICALS 46137V803 388 5096 SH SOLE 0 0 0 5096 JOHNSON & JOHNSON COM 478160104 571 3630 SH SOLE 0 0 0 3630 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 871 5415 SH SOLE 0 0 0 5415