0001633288-22-000003.txt : 20220811 0001633288-22-000003.hdr.sgml : 20220811 20220811120948 ACCESSION NUMBER: 0001633288-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220811 DATE AS OF CHANGE: 20220811 EFFECTIVENESS DATE: 20220811 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: 221154571 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 06-30-2022 06-30-2022 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 08-11-2022 0 91 446933 false
INFORMATION TABLE 2 tcm13f2022q2.xml SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 35248 789251 SH SOLE 0 0 789251 ISHARES TR CORE S&P500 ETF 464287200 27028 71285 SH SOLE 0 0 71285 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 26657 556852 SH SOLE 0 0 556852 ISHARES TR CORE US AGGBD ET 464287226 26217 257841 SH SOLE 0 0 257841 SPDR SER TR BLOMBERG BRC INV 78468R200 19897 660799 SH SOLE 0 0 660799 ISHARES TR FLTG RATE NT ETF 46429B655 17542 351405 SH SOLE 0 0 351405 ISHARES TR JPMORGAN USD EMG 464288281 14554 170579 SH SOLE 0 0 170579 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 14032 446179 SH SOLE 0 0 446179 INVESCO EXCHNG TRADED FD TR FNDMNTL HY CRP 46138E719 13712 813781 SH SOLE 0 0 813781 ISHARES TR IBOXX HI YD ETF 464288513 12652 171875 SH SOLE 0 0 171875 ISHARES TR CORE MSCI EAFE 46432F842 12404 210768 SH SOLE 0 0 210768 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 11571 455913 SH SOLE 0 0 455913 ISHARES TR NATIONAL MUN ETF 464288414 11100 104359 SH SOLE 0 0 104359 PIMCO ETF TR INV GRD CRP BD 72201R817 10471 108641 SH SOLE 0 0 108641 SPDR TR S&P 500 ETF TR TR UNIT 78462F103 10426 27637 SH SOLE 0 0 27637 ISHARES TR CORE S&P SCP ETF 464287804 9362 101310 SH SOLE 0 0 101310 ISHARES TR CORE MSCI EMKT 46434G103 9349 190568 SH SOLE 0 0 190568 ISHARES TR CORE S&P MCP ETF 464287507 9258 40921 SH SOLE 0 0 40921 APPLE INC COM 037833100 8856 64778 SH SOLE 0 0 64778 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 8600 193957 SH SOLE 0 0 193957 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 8591 136957 SH SOLE 0 0 136957 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 8573 193994 SH SOLE 0 0 193994 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 8417 215884 SH SOLE 0 0 215884 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 8396 318624 SH SOLE 0 0 318624 ISHARES TR 0-5YR HI YL CP 46434V407 8126 200389 SH SOLE 0 0 200389 ISHARES TR IBOXX INV CP ETF 464287242 8112 73724 SH SOLE 0 0 73724 SPDR SER TR NUVEEN BRC MUNIC 78468R721 8088 176357 SH SOLE 0 0 176357 INVESCO EXCHNG TRADED FD TR EMRNG MKT SVRG 46138E784 8069 435470 SH SOLE 0 0 435470 ISHARES TR CORE S&P TTL STK 464287150 6613 78936 SH SOLE 0 0 78936 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 6325 219305 SH SOLE 0 0 219305 SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375 6161 188801 SH SOLE 0 0 188801 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 5371 154463 SH SOLE 0 0 154463 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5223 72911 SH SOLE 0 0 72911 ISHARES TR CORE DIV GRWTH 46434V621 3250 68229 SH SOLE 0 0 68229 MICROSOFT CORP COM 594918104 2393 9317 SH SOLE 0 0 9317 ISHARES TR NASDAQ BIOTECH 464287556 2153 18305 SH SOLE 0 0 18305 SPDR SER TR PRTFLO S&P500 HI 78468R788 2112 52929 SH SOLE 0 0 52929 SPDR SER TR PORTFOLIO SM ETF 78468R853 2053 57058 SH SOLE 0 0 57058 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 2018 50835 SH SOLE 0 0 50835 INVESCO QQQ TR UNIT SER 1 46090E103 1693 6040 SH SOLE 0 0 6040 ISHARES TR RUS 1000 GRW ETF 464287614 1611 7367 SH SOLE 0 0 7367 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 1559 33532 SH SOLE 0 0 33532 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1526 26313 SH SOLE 0 0 26313 META PLATFORMS INC CL A 30303M102 1125 6978 SH SOLE 0 0 6978 JPMORGAN CHASE & CO COM 46625H100 1106 9821 SH SOLE 0 0 9821 JOHNSON & JOHNSON COM 478160104 1073 6046 SH SOLE 0 0 6046 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1029 7665 SH SOLE 0 0 7665 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1016 20664 SH SOLE 0 0 20664 ISHARES TR 1 3 YR TREAS BD 464287457 1016 12266 SH SOLE 0 0 12266 MERCK & CO INC COM 58933Y105 803 8808 SH SOLE 0 0 8808 VANGUARD INDEX FDS TOTAL STK MKT 922908769 724 3838 SH SOLE 0 0 3838 AT&T INC COM 00206R102 662 31590 SH SOLE 0 0 31590 SELECT SECTOR SPDR TR ENERGY 81369Y506 660 9224 SH SOLE 0 0 9224 ALPHABET INC CAP STK CL A 02079K305 639 293 SH SOLE 0 0 293 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 594 2613 SH SOLE 0 0 2613 COCA COLA CONSOLIDATED INC COM 191098102 552 8781 SH SOLE 0 0 8781 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 513 8222 SH SOLE 0 0 8222 ISHARES TR RUS 1000 VAL ETF 464287598 455 3136 SH SOLE 0 0 3136 BANK AMER CORP COM 060505104 441 14179 SH SOLE 0 0 14179 VISA INC COM CL A 92826C839 418 2123 SH SOLE 0 0 2123 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 402 9863 SH SOLE 0 0 9863 ISHARES TR US AER DEF ETF 464288760 386 3890 SH SOLE 0 0 3890 VERIZON COMMUNICATIONS INC COM 92343V104 382 7520 SH SOLE 0 0 7520 PFIZER INC COM 717081103 378 7216 SH SOLE 0 0 7216 CHEVRON CORP NEW COM 166764100 355 2450 SH SOLE 0 0 2450 COLGATE PALMOLIVE CO COM 194162103 346 4317 SH SOLE 0 0 4317 VANGUARD WORLD FDS INF TECH ETF 92204A702 344 1053 SH SOLE 0 0 1053 DISNEY WALT CO COM 254687106 334 3539 SH SOLE 0 0 3539 BRISTOL MYERS SQUIBB CO COM 110122108 332 4307 SH SOLE 0 0 4307 AMAZON COM INC COM 023135106 324 3047 SH SOLE 0 0 3047 HOME DEPOT INC COM 437076102 321 1170 SH SOLE 0 0 1170 Procter & Gamble Co COM 742718109 293 2038 SH SOLE 0 0 2038 CISCO SYS INC COM 17275R102 290 6807 SH SOLE 0 0 6807 QUALCOMM INC COM 747525103 279 2187 SH SOLE 0 0 2187 ISHARES TR RUSSELL 1000 US 46435G169 267 1285 SH SOLE 0 0 1285 NEXTERA ENERGY INC COM 65339F101 264 3402 SH SOLE 0 0 3402 PHILIP MORRIS INTL INC COM 718172109 252 6038 SH SOLE 0 0 6038 PRECISION BIOSCIENCES INC COM 74019P108 248 154694 SH SOLE 0 0 154694 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 247 5300 SH SOLE 0 0 5300 HERSHEY CO COM 427866108 237 1100 SH SOLE 0 0 1100 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 235 1637 SH SOLE 0 0 1637 RESTAURANT BRANDS INTL INC COM 76131D103 235 35300 SH SOLE 0 0 35300 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 233 3684 SH SOLE 0 0 3684 COUPANG INC CL A 22266T109 229 17970 SH SOLE 0 0 17970 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 227 4535 SH SOLE 0 0 4535 CONSOLIDATED EDISON INC COM 209115104 226 2374 SH SOLE 0 0 2374 ALPHABET INC CAP STK CL C 02079K107 221 101 SH SOLE 0 0 101 ISHARES TR S&P 100 ETF 464287101 217 1257 SH SOLE 0 0 1257 SPDR SER TR PORTFOLIO SHORT 78464A474 214 7250 SH SOLE 0 0 7250 LAS VEGAS SANDS CORP COM 517834107 212 6300 SH SOLE 0 0 6300 INTERNATIONAL BUSINESS MACHS COM 459200101 208 1470 SH SOLE 0 0 1470