0001736648-23-000004.txt : 20230731 0001736648-23-000004.hdr.sgml : 20230731 20230731124023 ACCESSION NUMBER: 0001736648-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230731 DATE AS OF CHANGE: 20230731 EFFECTIVENESS DATE: 20230731 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Campbell Wealth Management CENTRAL INDEX KEY: 0001736648 IRS NUMBER: 200193064 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-19262 FILM NUMBER: 231126043 BUSINESS ADDRESS: STREET 1: 330 JOHN CARLYLE STREET STREET 2: SUITE 400 CITY: ALEXANDRIA STATE: VA ZIP: 22314 BUSINESS PHONE: 7035355300 MAIL ADDRESS: STREET 1: 330 JOHN CARLYLE STREET STREET 2: SUITE 400 CITY: ALEXANDRIA STATE: VA ZIP: 22314 13F-HR/A 1 primary_doc.xml X0202 13F-HR/A LIVE false false false 0001736648 XXXXXXXX 06-30-2023 06-30-2023 true 1 NEW HOLDINGS Campbell Wealth Management

330 JOHN CARLYLE STREET SUITE 400 ALEXANDRIA VA 22314

13F HOLDINGS REPORT 028-19262 N Ashleigh Swayze 646-395-3900 Ashleigh Swayze Newtown PA 07-31-2023 0 76 778044 INFORMATION TABLE 2 Campbell13f_2q2023v2.xml INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 21411 1040864 SH SOLE 0 0 1040864 MICROSOFT CORP COM 594918104 2466 7242 SH SOLE 0 0 7242 HOME DEPOT INC COM 437076102 463 1492 SH SOLE 0 0 1492 ORACLE CORP COM 68389X105 356 2987 SH SOLE 0 0 2987 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 401 18934 SH SOLE 0 0 18934 AMAZON INC COM COM 023135106 628 4820 SH SOLE 0 0 4820 MASTERCARD INCORPORATED CL A 57636Q104 339 862 SH SOLE 0 0 862 VANGUARD INDEX FDS GROWTH ETF 922908736 61238 216419 SH SOLE 0 0 216419 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 809 10709 SH SOLE 0 0 10709 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 271 1598 SH SOLE 0 0 1598 SPDR S&P 500 ETF TR TR UNIT 78462F103 1223 2758 SH SOLE 0 0 2758 ISHARES TR CORE 1 5 YR USD 46432F859 224 4793 SH SOLE 0 0 4793 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 243621 4651918 SH SOLE 0 0 4651918 CONSOLIDATED EDISON INC COM 209115104 313 3459 SH SOLE 0 0 3459 ISHARES TR RUS 1000 ETF 464287622 9110 37376 SH SOLE 0 0 37376 ISHARES TR 0-5 YR TIPS ETF 46429B747 3184 32620 SH SOLE 0 0 32620 ISHARES TR RUS 1000 GRW ETF 464287614 321 1167 SH SOLE 0 0 1167 PFIZER INC COM 717081103 232 6323 SH SOLE 0 0 6323 PHILIP MORRIS INTL INC COM 718172109 255 2608 SH SOLE 0 0 2608 BRISTOL-MYERS SQUIBB CO COM 110122108 1284 20083 SH SOLE 0 0 20083 ZIMMER BIOMET HOLDINGS INC COM 98956P102 200 1372 SH SOLE 0 0 1372 ISHARES TR TIPS BD ETF 464287176 53457 496721 SH SOLE 0 0 496721 ISHARES TR CORE US AGGBD ET 464287226 66355 677433 SH SOLE 0 0 677433 COSTCO WHSL CORP NEW COM 22160K105 234 435 SH SOLE 0 0 435 APPLE INC COM 037833100 4341 22380 SH SOLE 0 0 22380 NEXTERA ENERGY INC COM 65339F101 656 8839 SH SOLE 0 0 8839 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 328 1888 SH SOLE 0 0 1888 PROCTER AND GAMBLE CO COM 742718109 245 1616 SH SOLE 0 0 1616 ALPHABET INC CAP STK CL 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