0001867587-21-000002.txt : 20210623
0001867587-21-000002.hdr.sgml : 20210623
20210623130632
ACCESSION NUMBER: 0001867587-21-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170930
FILED AS OF DATE: 20210623
DATE AS OF CHANGE: 20210623
EFFECTIVENESS DATE: 20210623
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Invst, LLC
CENTRAL INDEX KEY: 0001867587
IRS NUMBER: 811661697
STATE OF INCORPORATION: IN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21281
FILM NUMBER: 211037970
BUSINESS ADDRESS:
STREET 1: 3625 E. 96TH STREET
CITY: INDIANAPOLIS
STATE: IN
ZIP: 46240
BUSINESS PHONE: 3172021891
MAIL ADDRESS:
STREET 1: 3625 E. 96TH STREET
CITY: INDIANAPOLIS
STATE: IN
ZIP: 46240
13F-HR
1
primary_doc.xml
13F-HR
LIVE
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true
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0001867587
XXXXXXXX
09-30-2017
09-30-2017
Invst, LLC
3625 E. 96TH STREET
INDIANAPOLIS
IN
46240
13F HOLDINGS REPORT
028-21281
N
Dipen Mehta
Chief Operating Officer
3172187494
Dipen Mehta
Indianapolis
IN
06-23-2021
0
32
128910942
false
INFORMATION TABLE
2
20173Q.xml
2017 3Q FIRST FILING
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
9008
334759
SH
SOLE
0
0
0
334759
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
3626
63845
SH
SOLE
0
0
0
63845
SCHWAB STRATEGIC TR
US REIT ETF
808524847
1627
39564
SH
SOLE
0
0
0
39564
ISHARES TR
MIN VOL USA ETF
46429B697
1360
27013
SH
SOLE
0
0
0
27013
AMAZON COM INC
COM
023135106
227
236
SH
SOLE
0
0
0
236
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
3144
26920
SH
SOLE
0
0
0
26920
APPLE INC
COM
037833100
563
3656
SH
SOLE
0
0
0
3656
VANGUARD WORLD FDS
INDUSTRIAL ETF
92204A603
3591
26748
SH
SOLE
0
0
0
26748
PIMCO ETF TR
INV GRD CRP BD
72201R817
1250
11859
SH
SOLE
0
0
0
11859
ORACLE CORP
COM
68389X105
1149
23763
SH
SOLE
0
0
0
23763
SCHWAB STRATEGIC TR
INTRM TRM TRES
808524854
2385
44241
SH
SOLE
0
0
0
44241
NEURODERM LTD
ORD SHS
M74231107
888
22833
SH
SOLE
0
0
0
22833
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
3614
55291
SH
SOLE
0
0
0
55291
SPDR SERIES TRUST
S&P BK ETF
78464A797
275
6104
SH
SOLE
0
0
0
6104
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
12003
181669
SH
SOLE
0
0
0
181669
SPDR SERIES TRUST
S&P 600 SMCP VAL
78464A300
12374
97911
SH
SOLE
0
0
0
97911
SPDR SER TR
NUVEEN BRC MUNIC
78468R721
2278
46572
SH
SOLE
0
0
0
46572
SPDR SERIES TRUST
S&P 600 SMCP GRW
78464A201
11350
49805
SH
SOLE
0
0
0
49805
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
9760
291600
SH
SOLE
0
0
0
291600
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
3302
21681
SH
SOLE
0
0
0
21681
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
274
4642
SH
SOLE
0
0
0
4642
FACEBOOK INC
CL A
30303M102
425
2487
SH
SOLE
0
0
0
2487
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
3464
62685
SH
SOLE
0
0
0
62685
FIRST TR EXCHANGE TRADED FD
FST LOW OPPT EFT
33739Q200
293
5629
SH
SOLE
0
0
0
5629
MICROSOFT CORP
COM
594918104
298
3997
SH
SOLE
0
0
0
3997
VANGUARD WORLD FDS
INF TECH ETF
92204A702
3623
23838
SH
SOLE
0
0
0
23838
ISHARES TR
CORE 1 5 YR USD
46432F859
307
6098
SH
SOLE
0
0
0
6098
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
7733
153441
SH
SOLE
0
0
0
153441
POWERSHARES ETF TR II
PFD PORTFOLIO
73936T565
966
64267
SH
SOLE
0
0
0
64267
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
1897
34752
SH
SOLE
0
0
0
34752
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
10879
209942
SH
SOLE
0
0
0
209942
JOHNSON & JOHNSON
COM
478160104
311
2391
SH
SOLE
0
0
0
2391