0001756283-22-000003.txt : 20220719 0001756283-22-000003.hdr.sgml : 20220719 20220719102753 ACCESSION NUMBER: 0001756283-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220719 DATE AS OF CHANGE: 20220719 EFFECTIVENESS DATE: 20220719 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bell Rock Capital LLC CENTRAL INDEX KEY: 0001756283 IRS NUMBER: 841659837 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18929 FILM NUMBER: 221090645 BUSINESS ADDRESS: STREET 1: 35568 AIRPORT ROAD CITY: REHOBOTH BEACH STATE: DE ZIP: 19971 BUSINESS PHONE: 302-227-7607 MAIL ADDRESS: STREET 1: 35568 AIRPORT ROAD CITY: REHOBOTH BEACH STATE: DE ZIP: 19971 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001756283 XXXXXXXX 06-30-2022 06-30-2022 Bell Rock Capital LLC

35568 AIRPORT ROAD REHOBOTH BEACH DE 19971

13F HOLDINGS REPORT 028-18929 N Jacquelyn Blue 302-227-7608 Jacquelyn Blue Rehoboth Beach DE 07-19-2022 0 33 128572 false INFORMATION TABLE 2 brc13f2q2022.xml APPLE INC COM 037833100 706 5167 SH SOLE 5167 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 369 1353 SH SOLE 1353 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 802 16712 SH SOLE 16712 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 2476 61563 SH SOLE 60727 0 836 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 2021 69972 SH SOLE 69972 0 0 ISHARES TR IBOXX INV CP ETF 464287242 275 2500 SH SOLE 2500 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 355 2448 SH SOLE 2448 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 444 2028 SH SOLE 2028 0 0 ISHARES TR MICRO-CAP ETF 464288869 1393 13401 SH SOLE 3884 0 9517 JOHNSON & JOHNSON COM 478160104 260 1465 SH SOLE 1465 0 0 MCDONALDS CORP COM 580135101 805 3259 SH SOLE 3259 0 0 MICROSOFT CORP COM 594918104 467 1817 SH SOLE 1817 0 0 PROCTER AND GAMBLE CO COM 742718109 483 3357 SH SOLE 3357 0 0 REALTY INCOME CORP COM 756109104 228 3335 SH SOLE 3335 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1307 41564 SH SOLE 41564 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 368 9444 SH SOLE 9298 0 146 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 724 12485 SH SOLE 12485 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1640 26280 SH SOLE 26184 0 96 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 829 32663 SH SOLE 32241 0 422 SCHWAB STRATEGIC TR US REIT ETF 808524847 552 26171 SH SOLE 25927 0 244 SPDR SER TR S&P 600 SMCP VAL 78464A300 778 10750 SH SOLE 10547 0 203 SPDR SER TR S&P 600 SMCP GRW 78464A201 231 3282 SH SOLE 3143 0 139 SPDR SER TR NUVEEN BLMBRG SH 78468R739 704 14900 SH SOLE 14900 0 0 STOCK YDS BANCORP INC COM 861025104 928 15516 SH SOLE 15516 0 0 SUMMIT FINL GROUP INC COM 86606G101 285 10267 SH SOLE 10267 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 50996 664101 SH SOLE 637232 0 26869 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 2112 42627 SH SOLE 5012 0 37615 VANGUARD INDEX FDS SM CP VAL ETF 922908611 823 5493 SH SOLE 5447 0 46 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 210 2304 SH SOLE 2256 0 48 VANGUARD INDEX FDS GROWTH ETF 922908736 35054 157270 SH SOLE 153787 0 3483 VANGUARD INDEX FDS SML CP GRW ETF 922908595 18911 95982 SH SOLE 93555 0 2427 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 658 16118 SH SOLE 15841 0 277 VERIZON COMMUNICATIONS INC COM 92343V104 378 7448 SH SOLE 7448 0 0