Chief Operating Officer

0001867587-21-000013.txt : 20210623 0001867587-21-000013.hdr.sgml : 20210623 20210623152744 ACCESSION NUMBER: 0001867587-21-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 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: 211038616 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 false true true 0001867587 XXXXXXXX 06-30-2020 06-30-2020 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 0 148 354277629 false INFORMATION TABLE 2 20202Q.xml 20202Q CENTURYLINK INC COM 156700106 427 43292 SH SOLE 0 0 0 43292 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 215 4766 SH SOLE 0 0 0 4766 DISNEY WALT CO COM DISNEY 254687106 761 6731 SH SOLE 0 0 0 6731 PFIZER INC COM 717081103 415 12313 SH SOLE 0 0 0 12313 SNAP INC CL A 83304A106 261 11002 SH SOLE 0 0 0 11002 NETAPP INC COM 64110D104 232 5337 SH SOLE 0 0 0 5337 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 4595 186098 SH SOLE 0 0 0 186098 ISHARES INC ESG MSCI EM ETF 46434G863 4100 126140 SH SOLE 0 0 0 126140 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 6166 109195 SH SOLE 0 0 0 109195 SCHWAB STRATEGIC TR US REIT ETF 808524847 4849 134460 SH SOLE 0 0 0 134460 ACTIVISION BLIZZARD INC COM 00507V109 218 2788 SH SOLE 0 0 0 2788 MASTERCARD INCORPORATED CL A 57636Q104 622 2066 SH SOLE 0 0 0 2066 SPDR S&P 500 ETF TR TR UNIT 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ENERGY TRANSFER LP COM UT LTD PTN 29273V100 90 12738 SH SOLE 0 0 0 12738 ISHARES TR PFD AND INCM SEC 464288687 930 26930 SH SOLE 0 0 0 26930 ONEOK INC NEW COM 682680103 286 8876 SH SOLE 0 0 0 8876 ISHARES TR BARCLAYS 7 10 YR 464287440 37016 304482 SH SOLE 0 0 0 304482 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 813 4569 SH SOLE 0 0 0 4569 ISHARES TR ESG MSCI USA ETF 46435G425 8423 119624 SH SOLE 0 0 0 119624 VANGUARD INDEX FDS VALUE ETF 922908744 407 4088 SH SOLE 0 0 0 4088 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 233 2900 SH SOLE 0 0 0 2900 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 5905 416465 SH SOLE 0 0 0 416465 TERADATA CORP DEL COM 88076W103 328 15910 SH SOLE 0 0 0 15910 CHARTER COMMUNICATIONS INC N CL A 16119P108 274 525 SH SOLE 0 0 0 525 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 13659 132831 SH SOLE 0 0 0 132831 VISA INC COM CL A 92826C839 668 3445 SH SOLE 0 0 0 3445 ISHARES TR IBOXX INV CP ETF 464287242 6264 46499 SH SOLE 0 0 0 46499 HASBRO INC COM 418056107 521 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