0001740842-21-000004.txt : 20211116 0001740842-21-000004.hdr.sgml : 20211116 20211116100019 ACCESSION NUMBER: 0001740842-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211116 DATE AS OF CHANGE: 20211116 EFFECTIVENESS DATE: 20211116 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Braun-Bostich & Associates Inc. CENTRAL INDEX KEY: 0001740842 IRS NUMBER: 752997460 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18789 FILM NUMBER: 211414470 BUSINESS ADDRESS: STREET 1: 1600 ASHWOOD DR STREET 2: STE 1601 CITY: CANONSBURG STATE: PA ZIP: 15317 BUSINESS PHONE: 7249422639 MAIL ADDRESS: STREET 1: 1600 ASHWOOD DR STREET 2: STE 1601 CITY: CANONSBURG STATE: PA ZIP: 15317 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001740842 XXXXXXXX 09-30-2021 09-30-2021 Braun-Bostich & Associates Inc.
1600 ASHWOOD DR STE 1601 CANONSBURG PA 15317
13F HOLDINGS REPORT 028-18789 N
CASSANDRA KIRBY CHIEF OPERATING OFFICER, CCO AND PRIVATE WEALTH ADVISOR (724) 942-2639 CASSANDRA KIRBY CANONSBURG PA 11-16-2021 0 65 53078 false
INFORMATION TABLE 2 13F-Braun-BostichQ32021.xml AMAZON COM INC COM 023135106 411 125 SH SOLE 0 0 770 APPLE INC COM 037833100 756 5344 SH SOLE 0 0 2143 AVERY DENNISON CORP COM 053611109 495 2391 SH SOLE 0 0 747 CLOROX CO DEL COM 189054109 315 1901 SH SOLE 0 0 2425 DOLLAR GEN CORP NEW COM 256677105 417 1966 SH SOLE 0 0 1363 GRAINGER W W INC COM 384802104 281 716 SH SOLE 0 0 1238 HERSHEY CO COM 427866108 341 2012 SH SOLE 0 0 10171 HOME DEPOT INC COM 437076102 487 1485 SH SOLE 0 0 125 HUNT J B TRANS SVCS INC COM 445658107 207 1238 SH SOLE 0 0 2103 ISHARES TR CORE S&P500 ETF 464287200 1523 3535 SH SOLE 0 0 2205 ISHARES TR IBOXX INV CP ETF 464287242 2534 19048 SH SOLE 0 0 716 ISHARES TR BARCLAYS 7 10 YR 464287440 2915 25297 SH SOLE 0 0 5344 ISHARES TR RUS MD CP GR ETF 464287481 242 2160 SH SOLE 0 0 21857 ISHARES TR RUSSELL 2000 ETF 464287655 1055 4823 SH SOLE 0 0 2250 ISHARES TR INTL SEL DIV ETF 464288448 665 21857 SH SOLE 0 0 1114 ISHARES TR IBOXX HI YD ETF 464288513 731 8355 SH SOLE 0 0 28592 ISHARES TR SHORT TREAS BD 464288679 2095 18968 SH SOLE 0 0 1185 JOHNSON & JOHNSON COM 478160104 519 3213 SH SOLE 0 0 1233 LAM RESEARCH CORP COM 512807108 286 502 SH SOLE 0 0 45276 LOCKHEED MARTIN CORP COM 539830109 350 1015 SH SOLE 0 0 2391 LOWES COS INC COM 548661107 456 2250 SH SOLE 0 0 8155 MICROSOFT CORP COM 594918104 1024 3634 SH SOLE 0 0 25101 NORTHROP GRUMMAN CORP COM 666807102 463 1285 SH SOLE 0 0 5649 PEPSICO INC COM 713448108 322 2143 SH SOLE 0 0 2012 SHERWIN WILLIAMS CO COM 824348106 331 1185 SH SOLE 0 0 548 TJX COS INC NEW COM 872540109 246 3733 SH SOLE 0 0 23906 TRACTOR SUPPLY CO COM 892356106 250 1233 SH SOLE 0 0 36983 UNITED PARCEL SERVICE INC CL B 911312106 441 2421 SH SOLE 0 0 25297 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2343 28592 SH SOLE 0 0 1908 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1457 23906 SH SOLE 0 0 19048 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 204 516 SH SOLE 0 0 4234 VANGUARD INDEX FDS LARGE CAP ETF 922908637 487 2425 SH SOLE 0 0 31290 VANGUARD INDEX FDS GROWTH ETF 922908736 323 1114 SH SOLE 0 0 3733 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 385 747 SH SOLE 0 0 1485 INVESCO QQQ TR UNIT SER 1 46090E103 2055 5740 SH SOLE 0 0 8355 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 1505 20118 SH SOLE 0 0 9955 ARK ETF TR INNOVATION ETF 00214Q104 1124 10171 SH SOLE 0 0 1235 ALPHABET INC CAP STK CL C 02079K107 264 99 SH SOLE 0 0 661 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 318 1908 SH SOLE 0 0 5740 BROADCOM INC COM 11135F101 266 548 SH SOLE 0 0 516 CDW CORP COM 12514G108 225 1235 SH SOLE 0 0 452 COSTCO WHSL CORP NEW COM 22160K105 612 1363 SH SOLE 0 0 270 EXXON MOBIL CORP COM 30231G102 332 5649 SH SOLE 0 0 1015 FIRST TR VALUE LINE DIVID IN SHS 33734H106 1227 31290 SH SOLE 0 0 2617 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 638 9955 SH SOLE 0 0 643 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 1192 25101 SH SOLE 0 0 3634 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 2354 46537 SH SOLE 0 0 1285 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 1980 36983 SH SOLE 0 0 4823 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 1939 34132 SH SOLE 0 0 39262 ISHARES TR CORE MSCI EAFE 46432F842 2915 39262 SH SOLE 0 0 46537 ISHARES TR ESG AWRE 1 5 YR 46435G243 1176 45276 SH SOLE 0 0 34132 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 521 10274 SH SOLE 0 0 99 NVR INC COM 62944T105 2200 459 SH SOLE 0 0 10274 NETFLIX INC COM 64110L106 276 452 SH SOLE 0 0 1901 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 230 4234 SH SOLE 0 0 2160 OREILLY AUTOMOTIVE INC COM 67103H107 404 661 SH SOLE 0 0 4513 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 460 4513 SH SOLE 0 0 459 POOL CORP COM 73278L105 279 643 SH SOLE 0 0 3535 SPDR S&P 500 ETF TR TR UNIT 78462F103 330 770 SH SOLE 0 0 2421 SPDR SER TR S&P 600 SMCP VAL 78464A300 668 8155 SH SOLE 0 0 18968 TESLA INC COM 88160R101 209 270 SH SOLE 0 0 502 3M CO COM 88579Y101 459 2617 SH SOLE 0 0 20118 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 580 10191 SH SOLE 0 0 3213 ALLEGION PLC ORD SHS G0176J109 278 2103 SH SOLE 0 0 1966 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 705 2205 SH SOLE 0 0 10191