0001633288-22-000002.txt : 20220511 0001633288-22-000002.hdr.sgml : 20220511 20220511161927 ACCESSION NUMBER: 0001633288-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220511 DATE AS OF CHANGE: 20220511 EFFECTIVENESS DATE: 20220511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Towercrest Capital Management CENTRAL INDEX KEY: 0001633288 IRS NUMBER: 270451540 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16569 FILM NUMBER: 22914000 BUSINESS ADDRESS: STREET 1: 41 UNIVERSITY DRIVE STREET 2: SUITE 400 CITY: NEWTOWN STATE: PA ZIP: 18940 BUSINESS PHONE: 2158092000 MAIL ADDRESS: STREET 1: 41 UNIVERSITY DRIVE STREET 2: SUITE 400 CITY: NEWTOWN STATE: PA ZIP: 18940 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001633288 XXXXXXXX 03-31-2022 03-31-2022 Towercrest Capital Management
41 UNIVERSITY DRIVE SUITE 400 NEWTOWN PA 18940
13F HOLDINGS REPORT 028-16569 N
Curtis Snyder Managing Member 215-809-2001 Curtis Snyder Newtown PA 05-11-2022 0 91 512782 false
INFORMATION TABLE 2 tcm13f2022q1.xml SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 43886 814972 SH SOLE 0 0 814972 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 32149 635727 SH SOLE 0 0 635727 ISHARES TR CORE S&P500 ETF 464287200 31905 70323 SH SOLE 0 0 70323 ISHARES TR CORE US AGGBD ET 464287226 30663 286306 SH SOLE 0 0 286306 SPDR SER TR BLOMBERG BRC INV 78468R200 19479 638873 SH SOLE 0 0 638873 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 16914 460623 SH SOLE 0 0 460623 ISHARES TR FLTG RATE NT ETF 46429B655 16705 330661 SH SOLE 0 0 330661 ISHARES TR JPMORGAN USD EMG 464288281 16113 164824 SH SOLE 0 0 164824 INVESCO EXCHNG TRADED FD TR FNDMNTL HY CRP 46138E719 15704 854899 SH SOLE 0 0 854899 ISHARES TR IBOXX HI YD ETF 464288513 14487 176048 SH SOLE 0 0 176048 ISHARES TR CORE MSCI EAFE 46432F842 14272 205329 SH SOLE 0 0 205329 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 12993 467875 SH SOLE 0 0 467875 SPDR TR S&P 500 ETF TR TR UNIT 78462F103 12654 28018 SH SOLE 0 0 28018 ISHARES TR NATIONAL MUN ETF 464288414 11753 107199 SH SOLE 0 0 107199 PIMCO ETF TR INV GRD CRP BD 72201R817 11555 110952 SH SOLE 0 0 110952 APPLE INC COM 037833100 11304 64737 SH SOLE 0 0 64737 ISHARES TR CORE S&P MCP ETF 464287507 10880 40547 SH SOLE 0 0 40547 ISHARES TR CORE S&P SCP ETF 464287804 10768 99819 SH SOLE 0 0 99819 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 10699 141039 SH SOLE 0 0 141039 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 10627 199037 SH SOLE 0 0 199037 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 10350 218530 SH SOLE 0 0 218530 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 10279 193464 SH SOLE 0 0 193464 ISHARES TR CORE MSCI EMKT 46434G103 10263 184751 SH SOLE 0 0 184751 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 9317 335263 SH SOLE 0 0 335263 INVESCO EXCHNG TRADED FD TR EMRNG MKT SVRG 46138E784 9120 403365 SH SOLE 0 0 403365 ISHARES TR 0-5YR HI YL CP 46434V407 8884 202102 SH SOLE 0 0 202102 SPDR SER TR NUVEEN BRC MUNIC 78468R721 8546 178492 SH SOLE 0 0 178492 ISHARES TR IBOXX INV CP ETF 464287242 8448 69851 SH SOLE 0 0 69851 ISHARES TR CORE S&P TTL STK 464287150 7832 77593 SH SOLE 0 0 77593 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 7436 216933 SH SOLE 0 0 216933 SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375 6733 197145 SH SOLE 0 0 197145 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 5840 151132 SH SOLE 0 0 151132 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5062 64168 SH SOLE 0 0 64168 ISHARES TR CORE DIV GRWTH 46434V621 3029 56713 SH SOLE 0 0 56713 MICROSOFT CORP COM 594918104 2869 9307 SH SOLE 0 0 9307 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 2404 50979 SH SOLE 0 0 50979 SPDR SER TR PORTFOLIO SM ETF 78468R853 2393 56873 SH SOLE 0 0 56873 ISHARES TR NASDAQ BIOTECH 464287556 2385 18305 SH SOLE 0 0 18305 INVESCO QQQ TR UNIT SER 1 46090E103 2184 6025 SH SOLE 0 0 6025 ISHARES TR RUS 1000 GRW ETF 464287614 2083 7504 SH SOLE 0 0 7504 SPDR SER TR PRTFLO S&P500 HI 78468R788 2063 46947 SH SOLE 0 0 46947 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1982 26490 SH SOLE 0 0 26490 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 1873 33693 SH SOLE 0 0 33693 FACEBOOK INC CL A 30303M102 1548 6963 SH SOLE 0 0 6963 PHASEBIO PHARMACEUTICALS INC COM 717224109 1389 1051940 SH SOLE 0 0 1051940 JPMORGAN CHASE & CO COM 46625H100 1383 10148 SH SOLE 0 0 10148 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1209 7665 SH SOLE 0 0 7665 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1091 22026 SH SOLE 0 0 22026 JOHNSON & JOHNSON COM 478160104 1072 6046 SH SOLE 0 0 6046 ISHARES TR 1 3 YR TREAS BD 464287457 1044 12521 SH SOLE 0 0 12521 VANGUARD INDEX FDS TOTAL STK MKT 922908769 872 3828 SH SOLE 0 0 3828 ALPHABET INC CAP STK CL A 02079K305 815 293 SH SOLE 0 0 293 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 798 2613 SH SOLE 0 0 2613 AT&T INC COM 00206R102 745 31541 SH SOLE 0 0 31541 MERCK & CO INC COM 58933Y105 723 8808 SH SOLE 0 0 8808 SELECT SECTOR SPDR TR ENERGY 81369Y506 705 9224 SH SOLE 0 0 9224 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 589 8251 SH SOLE 0 0 8251 BANK AMER CORP COM 060505104 584 14179 SH SOLE 0 0 14179 COCA COLA CONSOLIDATED INC COM 191098102 544 8781 SH SOLE 0 0 8781 ISHARES TR RUS 1000 VAL ETF 464287598 542 3268 SH SOLE 0 0 3268 VISA INC COM CL A 92826C839 509 2293 SH SOLE 0 0 2293 DISNEY WALT CO COM 254687106 484 3531 SH SOLE 0 0 3531 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 483 9863 SH SOLE 0 0 9863 AMAZON COM INC COM 023135106 456 140 SH SOLE 0 0 140 VANGUARD WORLD FDS INF TECH ETF 92204A702 438 1052 SH SOLE 0 0 1052 ISHARES TR US AER DEF ETF 464288760 428 3860 SH SOLE 0 0 3860 CHEVRON CORP NEW COM 166764100 399 2450 SH SOLE 0 0 2450 VERIZON COMMUNICATIONS INC COM 92343V104 382 7499 SH SOLE 0 0 7499 CISCO SYS INC COM 17275R102 380 6807 SH SOLE 0 0 6807 PFIZER INC COM 717081103 374 7216 SH SOLE 0 0 7216 HOME DEPOT INC COM 437076102 350 1170 SH SOLE 0 0 1170 QUALCOMM INC COM 747525103 334 2187 SH SOLE 0 0 2187 RESTAURANT BRANDS INTL INC COM 76131D103 330 35300 SH SOLE 0 0 35300 COLGATE PALMOLIVE CO COM 194162103 327 4316 SH SOLE 0 0 4316 ISHARES TR RUSSELL 1000 US 46435G169 321 1285 SH SOLE 0 0 1285 COUPANG INC CL A 22266T109 318 17970 SH SOLE 0 0 17970 PHILIP MORRIS INTL INC COM 718172109 315 6038 SH SOLE 0 0 6038 BRISTOL MYERS SQUIBB CO COM 110122108 315 4307 SH SOLE 0 0 4307 Procter & Gamble Co COM 742718109 311 2037 SH SOLE 0 0 2037 NEXTERA ENERGY INC COM 65339F101 287 3384 SH SOLE 0 0 3384 ALPHABET INC CAP STK CL C 02079K107 282 101 SH SOLE 0 0 101 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 265 1637 SH SOLE 0 0 1637 ISHARES TR S&P 100 ETF 464287101 262 1257 SH SOLE 0 0 1257 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 258 3684 SH SOLE 0 0 3684 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 256 4445 SH SOLE 0 0 4445 LAS VEGAS SANDS CORP COM 517834107 245 6300 SH SOLE 0 0 6300 HERSHEY CO COM 427866108 238 1100 SH SOLE 0 0 1100 BOEING CO COM 097023105 237 1235 SH SOLE 0 0 1235 CONSOLIDATED EDISON INC COM 209115104 225 2374 SH SOLE 0 0 2374 SPDR SER TR PORTFOLIO SHORT 78464A474 222 7473 SH SOLE 0 0 7473 NVIDIA CORPORATION COM 67066G104 213 779 SH SOLE 0 0 779