0001802225-20-000004.txt : 20201105
0001802225-20-000004.hdr.sgml : 20201105
20201105152023
ACCESSION NUMBER: 0001802225-20-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201105
DATE AS OF CHANGE: 20201105
EFFECTIVENESS DATE: 20201105
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Copperleaf Capital, LLC
CENTRAL INDEX KEY: 0001802225
IRS NUMBER: 472687350
STATE OF INCORPORATION: NC
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19867
FILM NUMBER: 201290135
BUSINESS ADDRESS:
STREET 1: 5904 SIX FORKS ROAD
STREET 2: SUITE 201
CITY: RALEIGH
STATE: NC
ZIP: 27609
BUSINESS PHONE: 919-787-9725
MAIL ADDRESS:
STREET 1: 5904 SIX FORKS ROAD
STREET 2: SUITE 201
CITY: RALEIGH
STATE: NC
ZIP: 27609
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001802225
XXXXXXXX
09-30-2020
09-30-2020
Copperleaf Capital, LLC
5904 SIX FORKS ROAD
SUITE 201
RALEIGH
NC
27609
13F HOLDINGS REPORT
028-19867
N
Rachael Stack
Chief Operations Officer
919-787-9725
Rachael Stack
Topeka
KS
11-05-2020
0
53
103943
false
INFORMATION TABLE
2
copperleafcapitalllc13fq320.xml
DISNEY WALT CO
COM DISNEY
254687106
240
1932
SH
SOLE
0
0
1932
SPDR SER TR
PORTFOLIO INTRMD
78464A375
1659
45131
SH
SOLE
0
0
45131
MASTERCARD INCORPORATED
CL A
57636Q104
4042
11953
SH
SOLE
0
0
11953
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
312
3385
SH
SOLE
0
0
3385
SPDR SER TR
SSGA US LRG ETF
78468R804
253
2331
SH
SOLE
0
0
2331
ISHARES TR
MSCI USA QLT FCT
46432F339
2478
23883
SH
SOLE
0
0
23883
ISHARES TR
CORE MSCI PAC
46434V696
209
3712
SH
SOLE
0
0
3712
ISHARES TR
MSCI USA MIN VOL
46429B697
1139
17867
SH
SOLE
0
0
17867
AMAZON COM INC
COM
023135106
1049
333
SH
SOLE
0
0
333
LOWES COS INC
COM
548661107
1966
11853
SH
SOLE
0
0
11853
ISHARES TR
MSCI USA SZE FT
46432F370
797
8505
SH
SOLE
0
0
8505
ISHARES TR
JPMORGAN USD EMG
464288281
3425
30883
SH
SOLE
0
0
30883
ISHARES INC
ESG AWR MSCI EM
46434G863
1483
41637
SH
SOLE
0
0
41637
IQVIA HLDGS INC
COM
46266C105
1920
12180
SH
SOLE
0
0
12180
ISHARES TR
US TREAS BD ETF
46429B267
11232
401872
SH
SOLE
0
0
401872
EXXON MOBIL CORP
COM
30231G102
1360
39629
SH
SOLE
0
0
39629
SPDR SER TR
PORTFOLIO LN TSR
78464A664
390
8348
SH
SOLE
0
0
8348
ISHARES TR
BARCLAYS 7 10 YR
464287440
417
3427
SH
SOLE
0
0
3427
ISHARES TR
AGENCY BOND ETF
464288166
1192
9843
SH
SOLE
0
0
9843
ISHARES INC
CORE MSCI EMKT
46434G103
1013
19195
SH
SOLE
0
0
19195
VISA INC
COM CL A
92826C839
1389
6945
SH
SOLE
0
0
6945
ISHARES TR
ISHS 5-10YR INVT
464288638
5045
82959
SH
SOLE
0
0
82959
SPDR SER TR
PORTFOLIO LN COR
78464A367
698
21968
SH
SOLE
0
0
21968
FACEBOOK INC
CL A
30303M102
1943
7419
SH
SOLE
0
0
7419
LYFT INC
CL A COM
55087P104
355
12892
SH
SOLE
0
0
12892
ISHARES TR
CORE S&P TTL STK
464287150
3494
46289
SH
SOLE
0
0
46289
SPDR SER TR
PORTFOLIO S&P500
78464A854
1701
43224
SH
SOLE
0
0
43224
ISHARES TR
IBOXX HI YD ETF
464288513
2026
24152
SH
SOLE
0
0
24152
ISHARES TR
ESG AWR MSCI USA
46435G425
2895
37987
SH
SOLE
0
0
37987
ISHARES TR
CORE US AGGBD ET
464287226
213
1805
SH
SOLE
0
0
1805
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
1981
23911
SH
SOLE
0
0
23911
UNITEDHEALTH GROUP INC
COM
91324P102
936
3003
SH
SOLE
0
0
3003
UBER TECHNOLOGIES INC
COM
90353T100
678
18598
SH
SOLE
0
0
18598
ISHARES TR
MSCI ACWI ETF
464288257
961
12021
SH
SOLE
0
0
12021
ISHARES TR
CORE MSCI EAFE
46432F842
2861
47455
SH
SOLE
0
0
47455
MICROSOFT CORP
COM
594918104
2429
11550
SH
SOLE
0
0
11550
SPDR GOLD TR
GOLD SHS
78463V107
245
1383
SH
SOLE
0
0
1383
AMERISOURCEBERGEN CORP
COM
03073E105
1187
12246
SH
SOLE
0
0
12246
ISHARES TR
MBS ETF
464288588
4404
39893
SH
SOLE
0
0
39893
ISHARES U S ETF TR
SHT MAT BD ETF
46431W507
7675
153158
SH
SOLE
0
0
153158
CARMAX INC
COM
143130102
703
7651
SH
SOLE
0
0
7651
ANTHEM INC
COM
036752103
898
3345
SH
SOLE
0
0
3345
ALPHABET INC
CAP STK CL A
02079K305
2867
1956
SH
SOLE
0
0
1956
BOOKING HOLDINGS INC
COM
09857L108
1268
741
SH
SOLE
0
0
741
ENBRIDGE INC
COM
29250N105
1156
39591
SH
SOLE
0
0
39591
ALPHABET INC
CAP STK CL C
02079K107
926
630
SH
SOLE
0
0
630
ISHARES TR
ISHS 1-5YR INVS
464288646
1605
29233
SH
SOLE
0
0
29233
ISHARES TR
BROAD USD HIGH
46435U853
766
19412
SH
SOLE
0
0
19412
ISHARES TR
20 YR TR BD ETF
464287432
1638
10032
SH
SOLE
0
0
10032
ISHARES TR
CORE S&P500 ETF
464287200
5274
15694
SH
SOLE
0
0
15694
ISHARES TR
GLOBAL TECH ETF
464287291
1179
4470
SH
SOLE
0
0
4470
ISHARES TR
0-5YR HI YL CP
46434V407
4024
91565
SH
SOLE
0
0
91565
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
1947
20327
SH
SOLE
0
0
20327