0001739728-18-000002.txt : 20180814 0001739728-18-000002.hdr.sgml : 20180814 20180814110006 ACCESSION NUMBER: 0001739728-18-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180814 DATE AS OF CHANGE: 20180814 EFFECTIVENESS DATE: 20180814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Change Path, LLC CENTRAL INDEX KEY: 0001739728 IRS NUMBER: 474106390 STATE OF INCORPORATION: KS FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18760 FILM NUMBER: 181015228 BUSINESS ADDRESS: STREET 1: 11460 TOMAHAWK CREEK PKWY STREET 2: SUITE 200 CITY: LEAWOOD STATE: KS ZIP: 66211 BUSINESS PHONE: 9134022175 MAIL ADDRESS: STREET 1: 11460 TOMAHAWK CREEK PKWY STREET 2: SUITE 200 CITY: LEAWOOD STATE: KS ZIP: 66211 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001739728 XXXXXXXX 06-30-2018 06-30-2018 Change Path, LLC

11460 TOMAHAWK CREEK PKWY SUITE 200 LEAWOOD KS 66211

13F HOLDINGS REPORT 028-18760 N James Rankin 9134022175 James Rankin Leawood KS 08-14-2018 2 93 232362 false 1 Client One Securities LLC 2 028-18182 Belpointe Asset Management LLC INFORMATION TABLE 2 q2201813f.xml CSX CORP COM 126408103 1288 20197 SH SOLE 0 0 20197 COMMERCE BANCSHARES INC COM 200525103 330 5097 SH SOLE 0 0 5097 DBX ETF TR XTRACK USD HIGH 233051432 501 10193 SH OTR 1 0 0 10193 DBX ETF TR XTRACK USD HIGH 233051432 1680 34210 SH SOLE 0 0 34210 DEERE & CO COM 244199105 573 4100 SH SOLE 0 0 4100 FS INVT CORP COM 302635107 297 40401 SH SOLE 0 0 40401 GENERAL ELECTRIC CO COM 369604103 9 635 SH OTR 1 0 0 635 GENERAL ELECTRIC CO COM 369604103 131 9620 SH SOLE 0 0 9620 HOME DEPOT INC COM 437076102 120 616 SH OTR 1 0 0 616 HOME DEPOT INC COM 437076102 173 888 SH SOLE 0 0 888 ISHARES TR CORE S&P500 ETF 464287200 44 161 SH OTR 1 0 0 161 ISHARES TR CORE S&P500 ETF 464287200 167 613 SH SOLE 0 0 613 ISHARES TR CORE US AGGBD ET 464287226 32 305 SH OTR 1 0 0 305 ISHARES TR CORE US AGGBD ET 464287226 884 8315 SH SOLE 0 0 8315 ISHARES TR MBS ETF 464288588 93 897 SH OTR 1 0 0 897 ISHARES TR MBS ETF 464288588 365 3501 SH SOLE 0 0 3501 KEMPHARM INC COM 488445107 256 39376 SH SOLE 0 0 39376 MICROSOFT CORP COM 594918104 123 1244 SH OTR 1 0 0 1244 MICROSOFT CORP COM 594918104 654 6633 SH SOLE 0 0 6633 PEPSICO INC COM 713448108 29 265 SH OTR 1 0 0 265 PEPSICO INC COM 713448108 193 1772 SH SOLE 0 0 1772 ROCKWELL COLLINS INC COM 774341101 178 1322 SH OTR 1 0 0 1322 ROCKWELL COLLINS INC COM 774341101 27 197 SH SOLE 0 0 197 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 3609 90417 SH OTR 1,2 0 0 90417 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 7674 192282 SH SOLE 0 0 192282 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 58 1167 SH OTR 1 0 0 1167 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 570 11571 SH SOLE 0 0 11571 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 12820 253151 SH OTR 1,2 0 0 253151 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 28551 563800 SH SOLE 0 0 563800 SCHWAB STRATEGIC TR US REIT ETF 808524847 1991 47665 SH OTR 1,2 0 0 47665 SCHWAB STRATEGIC TR US REIT ETF 808524847 4879 116781 SH SOLE 0 0 116781 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 115 2197 SH OTR 1 0 0 2197 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 511 9774 SH SOLE 0 0 9774 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 157 3154 SH OTR 1 0 0 3154 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 706 14191 SH SOLE 0 0 14191 SCHWAB STRATEGIC TR US TIPS ETF 808524870 124 2266 SH OTR 1 0 0 2266 SCHWAB STRATEGIC TR US TIPS ETF 808524870 528 9623 SH SOLE 0 0 9623 UNION PAC CORP COM 907818108 426 3010 SH OTR 1 0 0 3010 UNION PAC CORP COM 907818108 13 93 SH SOLE 0 0 93 UNITED PARCEL SERVICE INC CL B 911312106 405 3812 SH OTR 1 0 0 3812 UNITED STS COMMODITY INDEX F COMM IDX FND 911717106 1643 37589 SH OTR 1,2 0 0 37589 UNITED STS COMMODITY INDEX F COMM IDX FND 911717106 3916 89564 SH SOLE 0 0 89564 VANGUARD STAR FD VG TL INTL STK F 921909768 210 3883 SH SOLE 0 0 3883 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 365 3441 SH SOLE 0 0 3441 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 11 122 SH OTR 1 0 0 122 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 2403 27108 SH SOLE 0 0 27108 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 9 113 SH OTR 1 0 0 113 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 2876 35524 SH SOLE 0 0 35524 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 11 147 SH OTR 1 0 0 147 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 5346 68354 SH SOLE 0 0 68354 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 8047 187571 SH SOLE 0 0 187571 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3438 81480 SH SOLE 0 0 81480 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 500 2003 SH SOLE 0 0 2003 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6922 84981 SH SOLE 0 0 84981 VANGUARD INDEX FDS GROWTH ETF 922908736 11514 76855 SH SOLE 0 0 76855 VANGUARD INDEX FDS VALUE ETF 922908744 12345 118899 SH SOLE 0 0 118899 VANGUARD INDEX FDS SMALL CP ETF 922908751 23 145 SH OTR 1 0 0 145 VANGUARD INDEX FDS SMALL CP ETF 922908751 3779 24274 SH SOLE 0 0 24274 CISCO SYS INC COM 17275R102 77 1792 SH OTR 1 0 0 1792 CISCO SYS INC COM 17275R102 161 3744 SH SOLE 0 0 3744 EXXON MOBIL CORP COM 30231G102 167 2018 SH OTR 1 0 0 2018 EXXON MOBIL CORP COM 30231G102 254 3065 SH SOLE 0 0 3065 GLOBAL X FDS GLBL X MLP ETF 37950E473 4 409 SH OTR 1 0 0 409 GLOBAL X FDS GLBL X MLP ETF 37950E473 108 11791 SH SOLE 0 0 11791 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 209 2054 SH SOLE 0 0 2054 INVESCO EXCHNG TRADED FD TR PFD ETF 46138E511 45 3059 SH OTR 1 0 0 3059 INVESCO EXCHNG TRADED FD TR PFD ETF 46138E511 470 32266 SH SOLE 0 0 32266 INVESCO EXCHNG TRADED FD TR FNDMNTL HY CRP 46138E719 1350 73828 SH OTR 1,2 0 0 73828 INVESCO EXCHNG TRADED FD TR FNDMNTL HY CRP 46138E719 2201 120354 SH SOLE 0 0 120354 INVESCO EXCHNG TRADED FD TR EMRNG MKT SVRG 46138E784 1799 67854 SH OTR 1,2 0 0 67854 INVESCO EXCHNG TRADED FD TR EMRNG MKT SVRG 46138E784 4006 151062 SH SOLE 0 0 151062 JP MORGAN EXCHANGE TRADED FD DIV RTN INT EQ 46641Q209 6074 105452 SH OTR 1,2 0 0 105452 JP MORGAN EXCHANGE TRADED FD DIV RTN INT EQ 46641Q209 14006 243156 SH SOLE 0 0 243156 JP MORGAN EXCHANGE TRADED FD DIV RTN EM EQT 46641Q308 2967 54948 SH OTR 1,2 0 0 54948 JP MORGAN EXCHANGE TRADED FD DIV RTN EM EQT 46641Q308 8039 148900 SH SOLE 0 0 148900 JP MORGAN EXCHANGE TRADED FD JPMORGAN DIVER 46641Q407 5723 80550 SH OTR 1,2 0 0 80550 JP MORGAN EXCHANGE TRADED FD JPMORGAN DIVER 46641Q407 12299 173103 SH SOLE 0 0 173103 JP MORGAN EXCHANGE TRADED FD DIVERSFD EQT ETF 46641Q845 1288 40881 SH OTR 1 0 0 40881 JP MORGAN EXCHANGE TRADED FD DIVERSFD EQT ETF 46641Q845 4201 133350 SH SOLE 0 0 133350 JP MORGAN EXCHANGE TRADED FD DIVERSFED RTRN 46641Q886 5039 77701 SH OTR 1,2 0 0 77701 JP MORGAN EXCHANGE TRADED FD DIVERSFED RTRN 46641Q886 11392 175660 SH SOLE 0 0 175660 NORTHERN LTS FD TR IV INSPIRE CORP 66538H633 240 9838 SH SOLE 0 0 9838 NORTHERN LTS FD TR IV INSPIRE GBL HOPE 66538H658 221 7891 SH SOLE 0 0 7891 PIMCO ETF TR INV GRD CRP BD 72201R817 100 996 SH OTR 1 0 0 996 PIMCO ETF TR INV GRD CRP BD 72201R817 153 1523 SH SOLE 0 0 1523 SPDR SERIES TRUST BLOMBERG INTL TR 78464A516 1828 65879 SH OTR 1,2 0 0 65879 SPDR SERIES TRUST BLOMBERG INTL TR 78464A516 3766 135725 SH SOLE 0 0 135725 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 436 15631 SH SOLE 0 0 15631 SPDR SERIES TRUST PORTFOLIO LN TSR 78464A664 58 1661 SH OTR 1 0 0 1661 SPDR SERIES TRUST PORTFOLIO LN TSR 78464A664 253 7224 SH SOLE 0 0 7224 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 5813 106243 SH SOLE 0 0 106243 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 41 805 SH OTR 1 0 0 805 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 2932 57036 SH SOLE 0 0 57036