0001765380-22-000112.txt : 20220805 0001765380-22-000112.hdr.sgml : 20220805 20220805145537 ACCESSION NUMBER: 0001765380-22-000112 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220805 DATE AS OF CHANGE: 20220805 EFFECTIVENESS DATE: 20220805 FILER: COMPANY DATA: COMPANY CONFORMED NAME: M. Kulyk & Associates, LLC CENTRAL INDEX KEY: 0001842370 IRS NUMBER: 823189617 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20524 FILM NUMBER: 221140341 BUSINESS ADDRESS: STREET 1: 148 MEAD ROAD CITY: DECATUR STATE: GA ZIP: 30030 BUSINESS PHONE: 404-294-5917 MAIL ADDRESS: STREET 1: 148 MEAD ROAD CITY: DECATUR STATE: GA ZIP: 30030 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001842370 XXXXXXXX 06-30-2022 06-30-2022 M. Kulyk & Associates, LLC
148 MEAD ROAD DECATUR GA 30030
13F HOLDINGS REPORT 028-20524 N
James Hadaway Chief Compliance Officer 5138325477 James Hadaway Cincinnati OH 08-05-2022 0 93 321318 false
INFORMATION TABLE 2 chicory13f2022q3.xml 3M CO COM 88579Y101 406 3136 SH SOLE 0 0 3136 ABBOTT LABS COM 002824100 457 4204 SH SOLE 0 0 4204 ABBVIE INC COM 00287Y109 777 5072 SH SOLE 0 0 5072 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4833 17405 SH SOLE 0 0 17405 ADOBE SYSTEMS INCORPORATED COM 00724F101 337 920 SH SOLE 0 0 920 AFLAC INC COM 001055102 220 3979 SH SOLE 0 0 3979 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1914 13196 SH SOLE 0 0 13196 ALPHABET INC CAP STK CL A 02079K305 5025 2306 SH SOLE 0 0 2306 ALPHABET INC CAP STK CL C 02079K107 770 352 SH SOLE 0 0 352 AMAZON COM INC COM 023135106 537 5060 SH SOLE 0 0 5060 AMERICAN EXPRESS CO COM 025816109 2710 19547 SH SOLE 0 0 19547 AMERICAN TOWER CORP NEW COM 03027X100 7169 28050 SH SOLE 0 0 28050 AMERIPRISE FINL INC COM 03076C106 695 2922 SH SOLE 0 0 2922 AMGEN INC COM 031162100 5115 21023 SH SOLE 0 0 21023 APPLE INC COM 037833100 9263 67749 SH SOLE 0 0 67749 BAXTER INTL INC COM 071813109 2511 39091 SH SOLE 0 0 39091 BECTON DICKINSON & CO COM 075887109 3283 13318 SH SOLE 0 0 13318 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 392 1437 SH SOLE 0 0 1437 BLACKROCK INC COM 09247X101 4068 6680 SH SOLE 0 0 6680 BLOOM ENERGY CORP COM CL A 093712107 250 15137 SH SOLE 0 0 15137 BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 1545 43388 SH SOLE 0 0 43388 CISCO SYS INC COM 17275R102 7399 173520 SH SOLE 0 0 173520 CLOROX CO DEL COM 189054109 6904 48970 SH SOLE 0 0 48970 COCA COLA CO COM 191216100 2171 34513 SH SOLE 0 0 34513 COGNEX CORP COM 192422103 2423 56974 SH SOLE 0 0 56974 CONSTELLATION ENERGY CORP COM 21037T109 1754 30633 SH SOLE 0 0 30633 COSTCO WHSL CORP NEW COM 22160K105 212 442 SH SOLE 0 0 442 CSX CORP COM 126408103 4984 171496 SH SOLE 0 0 171496 DIAGEO PLC SPON ADR NEW 25243Q205 4826 27716 SH SOLE 0 0 27716 DIGITAL RLTY TR INC COM 253868103 1859 14317 SH SOLE 0 0 14317 DISNEY WALT CO COM 254687106 2482 26292 SH SOLE 0 0 26292 ECOLAB INC COM 278865100 4614 30005 SH SOLE 0 0 30005 EXELON CORP COM 30161N101 5177 114236 SH SOLE 0 0 114236 GENERAL MLS INC COM 370334104 7510 99537 SH SOLE 0 0 99537 GILEAD SCIENCES INC COM 375558103 5345 86470 SH SOLE 0 0 86470 HERSHEY CO COM 427866108 468 2173 SH SOLE 0 0 2173 HOME DEPOT INC COM 437076102 7992 29141 SH SOLE 0 0 29141 INTEL CORP COM 458140100 299 7988 SH SOLE 0 0 7988 INTERNATIONAL BUSINESS MACHS COM 459200101 277 1962 SH SOLE 0 0 1962 INTUIT COM 461202103 4202 10902 SH SOLE 0 0 10902 INVESCO QQQ TR UNIT SER 1 46090E103 325 1159 SH SOLE 0 0 1159 ISHARES GOLD TR ISHARES NEW 464285204 234 6821 SH SOLE 0 0 6821 ISHARES TR SELECT DIVID ETF 464287168 1055 8970 SH SOLE 0 0 8970 ISHARES TR 0-5 YR TIPS ETF 46429B747 36404 358906 SH SOLE 0 0 358906 ISHARES TR RUS 1000 GRW ETF 464287614 1089 4979 SH SOLE 0 0 4979 ISHARES TR CORE MSCI EAFE 46432F842 305 5175 SH SOLE 0 0 5175 ISHARES TR MSCI USA ESG SLC 464288802 258 3195 SH SOLE 0 0 3195 JOHNSON & JOHNSON COM 478160104 558 3144 SH SOLE 0 0 3144 JOHNSON CTLS INTL PLC SHS G51502105 4065 84906 SH SOLE 0 0 84906 KELLOGG CO COM 487836108 8175 114592 SH SOLE 0 0 114592 KRANESHARES TR GLOBAL CARB STRA 500767678 677 13746 SH SOLE 0 0 13746 LEVI STRAUSS & CO NEW CL A COM STK 52736R102 1004 61524 SH SOLE 0 0 61524 LILLY ELI & CO COM 532457108 417 1285 SH SOLE 0 0 1285 LOWES COS INC COM 548661107 441 2523 SH SOLE 0 0 2523 MEDICAL PPTYS TRUST INC COM 58463J304 657 43051 SH SOLE 0 0 43051 MICROSOFT CORP COM 594918104 9576 37287 SH SOLE 0 0 37287 NATIONAL GRID PLC SPONSORED ADR NE 636274409 8977 138764 SH SOLE 0 0 138764 NEXTERA ENERGY INC COM 65339F101 5945 76750 SH SOLE 0 0 76750 NIKE INC CL B 654106103 4362 42679 SH SOLE 0 0 42679 NVIDIA CORPORATION COM 67066G104 4287 28280 SH SOLE 0 0 28280 ORACLE CORP COM 68389X105 242 3464 SH SOLE 0 0 3464 PAYPAL HLDGS INC COM 70450Y103 221 3160 SH SOLE 0 0 3160 PEPSICO INC COM 713448108 767 4603 SH SOLE 0 0 4603 PFIZER INC COM 717081103 393 7492 SH SOLE 0 0 7492 PROCTER AND GAMBLE CO COM 742718109 6192 43064 SH SOLE 0 0 43064 PROLOGIS INC. COM 74340W103 5820 49466 SH SOLE 0 0 49466 ROYAL BK CDA COM 780087102 8707 89935 SH SOLE 0 0 89935 SALESFORCE INC COM 79466L302 2574 15596 SH SOLE 0 0 15596 SKYWORKS SOLUTIONS INC COM 83088M102 3667 39580 SH SOLE 0 0 39580 SOFI TECHNOLOGIES INC COM 83406F102 395 74901 SH SOLE 0 0 74901 SPDR S&P 500 ETF TR TR UNIT 78462F103 235 622 SH SOLE 0 0 622 SPDR SER TR PORTFOLIO SH TSR 78468R101 39051 1326011 SH SOLE 0 0 1326011 STAG INDL INC COM 85254J102 1006 32577 SH SOLE 0 0 32577 STARBUCKS CORP COM 855244109 432 5653 SH SOLE 0 0 5653 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4763 58261 SH SOLE 0 0 58261 TARGET CORP COM 87612E106 3578 25332 SH SOLE 0 0 25332 TESLA INC COM 88160R101 576 855 SH SOLE 0 0 855 THERMO FISHER SCIENTIFIC INC COM 883556102 281 517 SH SOLE 0 0 517 TORONTO DOMINION BK ONT COM NEW 891160509 7136 108810 SH SOLE 0 0 108810 TRUIST FINL CORP COM 89832Q109 252 5310 SH SOLE 0 0 5310 UNILEVER PLC SPON ADR NEW 904767704 2328 50802 SH SOLE 0 0 50802 V F CORP COM 918204108 2292 51892 SH SOLE 0 0 51892 VANGUARD INDEX FDS TOTAL STK MKT 922908769 398 2108 SH SOLE 0 0 2108 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 486 8257 SH SOLE 0 0 8257 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 510 3556 SH SOLE 0 0 3556 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 532 5233 SH SOLE 0 0 5233 VANGUARD WORLD FD ESG US STK ETF 921910733 1521 22907 SH SOLE 0 0 22907 VISA INC COM CL A 92826C839 4882 24797 SH SOLE 0 0 24797 WABTEC COM 929740108 390 4751 SH SOLE 0 0 4751 WASTE MGMT INC DEL COM 94106L109 233 1523 SH SOLE 0 0 1523 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 522 7968 SH SOLE 0 0 7968 XYLEM INC COM 98419M100 4448 56901 SH SOLE 0 0 56901 ZOETIS INC CL A 98978V103 4502 26192 SH SOLE 0 0 26192