0001844897-21-000002.txt : 20210517 0001844897-21-000002.hdr.sgml : 20210517 20210517074814 ACCESSION NUMBER: 0001844897-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210517 DATE AS OF CHANGE: 20210517 EFFECTIVENESS DATE: 20210517 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cassia Capital Partners, LLC CENTRAL INDEX KEY: 0001844897 IRS NUMBER: 453820844 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20768 FILM NUMBER: 21927609 BUSINESS ADDRESS: STREET 1: 1144 WEST FOURTH STREET, SUITE 200 CITY: WINSTON SALEM STATE: NC ZIP: 27101 BUSINESS PHONE: (336) 723-4585 MAIL ADDRESS: STREET 1: 1144 WEST FOURTH STREET, SUITE 200 CITY: WINSTON SALEM STATE: NC ZIP: 27101 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001844897 XXXXXXXX 03-31-2021 03-31-2021 Cassia Capital Partners, LLC
1144 WEST FOURTH STREET, SUITE 200 WINSTON SALEM NC 27101
13F HOLDINGS REPORT 028-20768 N
CHARLES D. BARHAM CHIEF COMPLIANCE OFFICER (336) 723-4585 CHARLES D. BARHAM WINSTON SALEM NC 05-17-2021 0 24 110497 false
INFORMATION TABLE 2 13F_Cassia_2021Q1.xml COMPUTER TASK GROUP INC COM 205477102 96 10000 SH SOLE 10000 0 0 ANNALY CAPITAL MANAGEMENT IN COM 035710409 195 22624 SH SOLE 22624 0 0 COCA COLA CO COM 191216100 207 3933 SH SOLE 3933 0 0 REPUBLIC SVCS INC COM 760759100 207 2080 SH SOLE 2080 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 207 3556 SH SOLE 3556 0 0 PROCTER AND GAMBLE CO COM 742718109 212 1569 SH SOLE 1569 0 0 WASTE MGMT INC DEL COM 94106L109 217 1680 SH SOLE 1680 0 0 APPLE INC COM 037833100 357 2919 SH SOLE 2919 0 0 ISHARES TR RUS MID CAP ETF 464287499 360 4876 SH SOLE 4876 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 447 1839 SH SOLE 1839 0 0 ISHARES TR AGGRES ALLOC ETF 464289859 539 8059 SH SOLE 8059 0 0 FIRST TR EXCHNG TRADED FD VI CBOE VEST US BUF 33740F748 1685 47851 SH SOLE 47851 0 0 ISHARES TR INTRM GOV CR ETF 464288612 2349 20450 SH SOLE 20450 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 2969 40676 SH SOLE 40676 0 0 SPDR GOLD TR GOLD SHS 78463V107 4214 26341 SH SOLE 26341 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4533 87089 SH SOLE 87089 0 0 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 5923 49709 SH SOLE 49709 0 0 VANGUARD WELLINGTON FD US VALUE FACTR 921935805 5995 63441 SH SOLE 63441 0 0 BARCLAYS BANK PLC IPATH DYNM VIX 06741L609 6825 177229 SH SOLE 177229 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 7472 70674 SH SOLE 70674 0 0 ISHARES TR MSCI ACWI ETF 464288257 10541 110788 SH SOLE 110788 0 0 ISHARES TR MSCI USA MMENTM 46432F396 13701 85171 SH SOLE 85171 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 19449 324316 SH SOLE 324316 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 21797 315024 SH SOLE 315024 0 0