0001802225-20-000003.txt : 20200708
0001802225-20-000003.hdr.sgml : 20200708
20200708165039
ACCESSION NUMBER: 0001802225-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200708
DATE AS OF CHANGE: 20200708
EFFECTIVENESS DATE: 20200708
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Copperleaf Capital, LLC
CENTRAL INDEX KEY: 0001802225
IRS NUMBER: 472687350
STATE OF INCORPORATION: NC
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19867
FILM NUMBER: 201018814
BUSINESS ADDRESS:
STREET 1: 5904 SIX FORKS ROAD
STREET 2: SUITE 201
CITY: RALEIGH
STATE: NC
ZIP: 27609
BUSINESS PHONE: 919-787-9725
MAIL ADDRESS:
STREET 1: 5904 SIX FORKS ROAD
STREET 2: SUITE 201
CITY: RALEIGH
STATE: NC
ZIP: 27609
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
true
0001802225
XXXXXXXX
06-30-2020
06-30-2020
Copperleaf Capital, LLC
5904 SIX FORKS ROAD
SUITE 201
RALEIGH
NC
27609
13F HOLDINGS REPORT
028-19867
N
Rachael Stack
Chief Operations Officer
9197879725
Rachael Stack
Topeka
KS
07-08-2020
0
50
96435
false
INFORMATION TABLE
2
copperleafcapitalllc13fq220.xml
MASTERCARD INCORPORATED
CL A
57636Q104
3596
12162
SH
SOLE
0
0
12162
SPDR SER TR
PORTFOLIO INTRMD
78464A375
817
22375
SH
SOLE
0
0
22375
DISNEY WALT CO
COM DISNEY
254687106
214
1919
SH
SOLE
0
0
1919
ISHARES INC
ESG MSCI EM ETF
46434G863
1399
43615
SH
SOLE
0
0
43615
SPDR SER TR
SSGA US LRG ETF
78468R804
235
2306
SH
SOLE
0
0
2306
AMAZON COM INC
COM
023135106
916
332
SH
SOLE
0
0
332
LOWES COS INC
COM
548661107
1633
12088
SH
SOLE
0
0
12088
ISHARES TR
MSCI MIN VOL ETF
46429B697
1086
17906
SH
SOLE
0
0
17906
ISHARES TR
JPMORGAN USD EMG
464288281
3425
31358
SH
SOLE
0
0
31358
IQVIA HLDGS INC
COM
46266C105
1758
12390
SH
SOLE
0
0
12390
ISHARES TR
US TREAS BD ETF
46429B267
10588
378287
SH
SOLE
0
0
378287
EXXON MOBIL CORP
COM
30231G102
1817
40625
SH
SOLE
0
0
40625
SPDR SER TR
PORTFOLIO LN TSR
78464A664
390
8321
SH
SOLE
0
0
8321
ISHARES TR
AGENCY BOND ETF
464288166
1181
9756
SH
SOLE
0
0
9756
ISHARES INC
CORE MSCI EMKT
46434G103
978
20538
SH
SOLE
0
0
20538
ISHARES TR
ESG MSCI USA ETF
46435G425
2290
32718
SH
SOLE
0
0
32718
VISA INC
COM CL A
92826C839
1361
7047
SH
SOLE
0
0
7047
FACEBOOK INC
CL A
30303M102
1686
7425
SH
SOLE
0
0
7425
LYFT INC
CL A COM
55087P104
443
13412
SH
SOLE
0
0
13412
ISHARES TR
CORE S&P TTL STK
464287150
3449
49662
SH
SOLE
0
0
49662
SPDR SER TR
PORTFOLIO S&P500
78464A854
1150
31728
SH
SOLE
0
0
31728
ISHARES TR
USA SIZE FACTOR
46432F370
686
7834
SH
SOLE
0
0
7834
ISHARES TR
IBOXX HI YD ETF
464288513
2095
25667
SH
SOLE
0
0
25667
ISHARES TR
CORE US AGGBD ET
464287226
213
1805
SH
SOLE
0
0
1805
UNITEDHEALTH GROUP INC
COM
91324P102
889
3013
SH
SOLE
0
0
3013
ISHARES TR
INTRM TR CRP ETF
464288638
5239
86760
SH
SOLE
0
0
86760
UBER TECHNOLOGIES INC
COM
90353T100
581
18682
SH
SOLE
0
0
18682
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
1727
20887
SH
SOLE
0
0
20887
ISHARES TR
MSCI ACWI ETF
464288257
869
11786
SH
SOLE
0
0
11786
ISHARES TR
CORE MSCI EAFE
46432F842
2906
50838
SH
SOLE
0
0
50838
MICROSOFT CORP
COM
594918104
2357
11583
SH
SOLE
0
0
11583
SPDR GOLD TR
GOLD SHS
78463V107
231
1383
SH
SOLE
0
0
1383
AMERISOURCEBERGEN CORP
COM
03073E105
1229
12195
SH
SOLE
0
0
12195
ANTHEM INC
COM
036752103
887
3373
SH
SOLE
0
0
3373
ALPHABET INC
CAP STK CL A
02079K305
2788
1966
SH
SOLE
0
0
1966
ISHARES TR
MBS ETF
464288588
4715
42594
SH
SOLE
0
0
42594
ISHARES U S ETF TR
SHT MAT BD ETF
46431W507
7678
153520
SH
SOLE
0
0
153520
CARMAX INC
COM
143130102
701
7827
SH
SOLE
0
0
7827
BOOKING HOLDINGS INC
COM
09857L108
1204
756
SH
SOLE
0
0
756
ENBRIDGE INC
COM
29250N105
1221
40131
SH
SOLE
0
0
40131
ISHARES TR
BROAD USD HIGH
46435U853
384
10060
SH
SOLE
0
0
10060
ALPHABET INC
CAP STK CL C
02079K107
910
644
SH
SOLE
0
0
644
ISHARES TR
20 YR TR BD ETF
464287432
1766
10775
SH
SOLE
0
0
10775
ISHARES TR
USA QUALITY FCTR
46432F339
2390
24918
SH
SOLE
0
0
24918
FIDELITY COVINGTON TR
MSCI INFO TECH I
316092808
207
2521
SH
SOLE
0
0
2521
ISHARES TR
CORE S&P500 ETF
464287200
5179
16723
SH
SOLE
0
0
16723
ISHARES TR
GLOBAL TECH ETF
464287291
1114
4728
SH
SOLE
0
0
4728
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
1977
20784
SH
SOLE
0
0
20784
ISHARES TR
0-5YR HI YL CP
46434V407
3655
85222
SH
SOLE
0
0
85222
JOHNSON & JOHNSON
COM
478160104
225
1600
SH
SOLE
0
0
1600