0001085146-21-000520.txt : 20210209
0001085146-21-000520.hdr.sgml : 20210209
20210208201104
ACCESSION NUMBER: 0001085146-21-000520
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210209
DATE AS OF CHANGE: 20210208
EFFECTIVENESS DATE: 20210209
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Trinity Wealth Management, LLC
CENTRAL INDEX KEY: 0001685364
IRS NUMBER: 743231526
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20184
FILM NUMBER: 21603288
BUSINESS ADDRESS:
STREET 1: 1000 WESTLAKES DRIVE
STREET 2: SUITE 275
CITY: BERWYN
STATE: PA
ZIP: 19312
BUSINESS PHONE: 6102962020
MAIL ADDRESS:
STREET 1: 1000 WESTLAKES DRIVE
STREET 2: SUITE 275
CITY: BERWYN
STATE: PA
ZIP: 19312
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001685364
XXXXXXXX
12-31-2020
12-31-2020
false
Trinity Wealth Management, LLC
1000 WESTLAKES DRIVE
SUITE 275
Berwyn
PA
19312
13F HOLDINGS REPORT
028-20184
N
J. Charles Mann
Chief Compliance Officer
610-296-2020
/s/ J. Charles Mann
Berwyn
PA
02-04-2021
0
23
110026
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
AMAZON COM INC
COM
023135106
290
89
SH
SOLE
0
0
89
APPLE INC
COM
037833100
1049
7904
SH
SOLE
0
0
7904
HUBBELL INC
COM
443510607
551
3513
SH
SOLE
0
0
3513
INTERNATIONAL BUSINESS MACHS
COM
459200101
207
1644
SH
SOLE
0
0
1644
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
1189
21149
SH
SOLE
0
0
21149
INVESCO EXCHANGE TRADED FD T
DWA MOMENTUM
46137V837
395
4497
SH
SOLE
0
0
4497
INVESCO QQQ TR
UNIT SER 1
46090E103
9847
31387
SH
SOLE
0
0
31387
ISHARES TR
CORE INTL AGGR
46435G672
11122
197866
SH
SOLE
0
0
197866
ISHARES TR
CORE MSCI TOTAL
46432F834
4768
70965
SH
SOLE
0
0
70965
ISHARES TR
CORE S&P500 ETF
464287200
701
1867
SH
SOLE
0
0
1867
ISHARES TR
MSCI USA MIN VOL
46429B697
8067
118847
SH
SOLE
0
0
118847
ISHARES TR
MSCI USA MMENTM
46432F396
9257
57395
SH
SOLE
0
0
57395
ISHARES TR
MSCI USA QLT FCT
46432F339
9732
83743
SH
SOLE
0
0
83743
ISHARES TR
MSCI USA SZE FT
46432F370
9701
87263
SH
SOLE
0
0
87263
JOHNSON & JOHNSON
COM
478160104
251
1598
SH
SOLE
0
0
1598
MICROSOFT CORP
COM
594918104
772
3469
SH
SOLE
0
0
3469
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
640
18952
SH
SOLE
0
0
18952
SPDR SER TR
PORTFOLI S&P1500
78464A805
688
14924
SH
SOLE
0
0
14924
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
24907
808942
SH
SOLE
0
0
808942
SPDR SER TR
PORTFOLIO S&P500
78464A854
2461
55985
SH
SOLE
0
0
55985
SPDR SER TR
PORTFOLIO S&P600
78468R853
573
15995
SH
SOLE
0
0
15995
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
9779
158755
SH
SOLE
0
0
158755
WISDOMTREE TR
ITL HDG QTLY DIV
97717X594
3079
78315
SH
SOLE
0
0
78315