0001835976-21-000004.txt : 20210512 0001835976-21-000004.hdr.sgml : 20210512 20210512115159 ACCESSION NUMBER: 0001835976-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210512 DATE AS OF CHANGE: 20210512 EFFECTIVENESS DATE: 20210512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Treybourne Wealth Planners, Inc. CENTRAL INDEX KEY: 0001835976 IRS NUMBER: 351541532 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20607 FILM NUMBER: 21914239 BUSINESS ADDRESS: STREET 1: 609 TREYBOURNE DRIVE, SUITE B CITY: GREENWOOD STATE: IN ZIP: 46142 BUSINESS PHONE: 317-449-2040 MAIL ADDRESS: STREET 1: 609 TREYBOURNE DRIVE, SUITE B CITY: GREENWOOD STATE: IN ZIP: 46142 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001835976 XXXXXXXX 03-31-2021 03-31-2021 Treybourne Wealth Planners, Inc.

609 TREYBOURNE DRIVE, SUITE B GREENWOOD IN 46142

13F HOLDINGS REPORT 028-20607 N Martin Armbruster 317-449-2040 Martin Armbruster Greenwood IN 05-12-2021 0 42 144301 false INFORMATION TABLE 2 TWP.13F.2021Q1.xml AT&T INC COM 00206R102 525 17334 SH SOLE 0 0 0 17334 ABBOTT LABS COM 002824100 333 2777 SH SOLE 0 0 0 2777 ABBVIE INC COM 00287Y109 382 3528 SH SOLE 0 0 0 3528 APPLE INC COM 037833100 917 7506 SH SOLE 0 0 0 7506 CVS HEALTH CORP COM 126650100 406 5395 SH SOLE 0 0 0 5395 CAESARS ENTERTAINMENT INC NE COM 12769G100 2839 32463 SH SOLE 0 0 0 32463 COMCAST CORP NEW CL A 20030N101 213 3942 SH SOLE 0 0 0 3942 DISNEY WALT CO COM 254687106 204 1105 SH SOLE 0 0 0 1105 FIRST MERCHANTS CORP COM 320817109 558 12000 SH SOLE 0 0 0 12000 FS KKR CAP CORP II COM 35952V303 1734 88775 SH SOLE 0 0 0 88775 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 910 9084 SH SOLE 0 0 0 9084 HOME DEPOT INC COM 437076102 348 1140 SH SOLE 0 0 0 1140 INVESCO ACTIVELY MANAGED ETF EMGRING MKTS50 46090C305 351 6243 SH SOLE 0 0 0 6243 INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 2416 52251 SH SOLE 0 0 0 52251 ISHARES TR MORNINGSTAR GRWT 464287119 2155 7472 SH SOLE 0 0 0 7472 ISHARES TR CORE S&P500 ETF 464287200 617 1550 SH SOLE 0 0 0 1550 ISHARES TR S&P 500 GRWT ETF 464287309 844 12956 SH SOLE 0 0 0 12956 ISHARES TR MORNINGSTAR VALU 464288109 5688 46307 SH SOLE 0 0 0 46307 ISHARES TR CORE MSCI TOTAL 46432F834 3345 47591 SH SOLE 0 0 0 47591 ISHARES INC CORE MSCI EMKT 46434G103 563 8753 SH SOLE 0 0 0 8753 ISHARES TR HDG MSCI EAFE 46434V803 402 12196 SH SOLE 0 0 0 12196 JPMORGAN CHASE & CO COM 46625H100 229 1506 SH SOLE 0 0 0 1506 LILLY ELI & CO COM 532457108 3637 19470 SH SOLE 0 0 0 19470 MCDONALDS CORP COM 580135101 491 2190 SH SOLE 0 0 0 2190 MICROSOFT CORP COM 594918104 308 1308 SH SOLE 0 0 0 1308 PFIZER INC COM 717081103 388 10710 SH SOLE 0 0 0 10710 PROCTER AND GAMBLE CO COM 742718109 591 4364 SH SOLE 0 0 0 4364 SPDR INDEX SHS FDS S&P EM MKT DIV 78463X533 225 7509 SH SOLE 0 0 0 7509 SPDR SER TR S&P DIVID ETF 78464A763 244 2066 SH SOLE 0 0 0 2066 SALESFORCE COM INC COM 79466L302 250 1181 SH SOLE 0 0 0 1181 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 31415 242067 SH SOLE 0 0 0 242067 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 25632 392645 SH SOLE 0 0 0 392645 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 307 4125 SH SOLE 0 0 0 4125 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 11010 110462 SH SOLE 0 0 0 110462 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 7954 250279 SH SOLE 0 0 0 250279 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 733 23837 SH SOLE 0 0 0 23837 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 14606 455019 SH SOLE 0 0 0 455019 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 1314 25942 SH SOLE 0 0 0 25942 UNITEDHEALTH GROUP INC COM 91324P102 243 654 SH SOLE 0 0 0 654 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 412 2799 SH SOLE 0 0 0 2799 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 16040 326617 SH SOLE 0 0 0 326617 WISDOMTREE TR US LARGECAP DIVD 97717W307 2522 21988 SH SOLE 0 0 0 21988