0001844897-22-000003.txt : 20220811 0001844897-22-000003.hdr.sgml : 20220811 20220811115438 ACCESSION NUMBER: 0001844897-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220811 DATE AS OF CHANGE: 20220811 EFFECTIVENESS DATE: 20220811 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: 221154508 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 06-30-2022 06-30-2022 Cassia Capital Partners, LLC

1144 WEST FOURTH STREET, SUITE 200 WINSTON SALEM NC 27101

13F HOLDINGS REPORT 028-20768 N CHARLES BARHAM (336) 723-4585 CHARLES BARHAM Winston Salem NC 08-11-2022 0 52 100156 false INFORMATION TABLE 2 13F_Cassia_2022Q2.xml AMAZON COM INC COM 023135106 234 2203 SH SOLE 2203 0 0 ANNALY CAPITAL MANAGEMENT IN COM 035710409 150 25352 SH SOLE 25352 0 0 APPLE INC COM 037833100 548 4011 SH SOLE 4011 0 0 BK OF AMERICA CORP COM 060505104 219 7022 SH SOLE 7022 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 330 1210 SH SOLE 1210 0 0 COCA COLA CO COM 191216100 395 6273 SH SOLE 6273 0 0 COMPUTER TASK GROUP INC COM 205477102 171 20000 SH SOLE 20000 0 0 DANAHER CORPORATION COM 235851102 240 945 SH SOLE 945 0 0 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 3397 41356 SH SOLE 41356 0 0 GOLDMAN SACHS ETF TR ACES ULTRA SHR 381430230 17402 348985 SH SOLE 348985 0 0 HERSHEY CO COM 427866108 382 1775 SH SOLE 1775 0 0 HOME DEPOT INC COM 437076102 225 822 SH SOLE 822 0 0 ILLINOIS TOOL WKS INC COM 452308109 256 1405 SH SOLE 1405 0 0 ISHARES TR RUS MID CAP ETF 464287499 295 4564 SH SOLE 4564 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 435 1989 SH SOLE 1989 0 0 ISHARES TR MSCI ACWI ETF 464288257 9431 112417 SH SOLE 112417 0 0 ISHARES TR INTRM GOV CR ETF 464288612 3973 37645 SH SOLE 37645 0 0 ISHARES TR AGGRES ALLOC ETF 464289859 497 8306 SH SOLE 8306 0 0 JOHNSON & JOHNSON COM 478160104 482 2714 SH SOLE 2714 0 0 LILLY ELI & CO COM 532457108 445 1373 SH SOLE 1373 0 0 MCDONALDS CORP COM 580135101 315 1276 SH SOLE 1276 0 0 MICROSOFT CORP COM 594918104 495 1928 SH SOLE 1928 0 0 PAYCHEX INC COM 704326107 264 2319 SH SOLE 2319 0 0 PEPSICO INC COM 713448108 347 2083 SH SOLE 2083 0 0 PFIZER INC COM 717081103 370 7066 SH SOLE 7066 0 0 PROCTER AND GAMBLE CO COM 742718109 540 3752 SH SOLE 3752 0 0 REPUBLIC SVCS INC COM 760759100 386 2947 SH SOLE 2947 0 0 VANGUARD WELLINGTON FD US VALUE FACTR 921935805 6342 69438 SH SOLE 69438 0 0 WALMART INC COM 931142103 352 2897 SH SOLE 2897 0 0 ALPHABET INC CAP STK CL A 02079K305 302 139 SH SOLE 139 0 0 COSTCO WHSL CORP NEW COM 22160K105 219 456 SH SOLE 456 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 229 2132 SH SOLE 2132 0 0 EXXON MOBIL CORP COM 30231G102 261 3044 SH SOLE 3044 0 0 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 5240 195829 SH SOLE 195829 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 1441 22761 SH SOLE 22761 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 19494 277658 SH SOLE 277658 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 7169 70678 SH SOLE 70678 0 0 ISHARES TR MSCI USA MMENTM 46432F396 8306 60909 SH SOLE 60909 0 0 ISHARES TR IBONDS DEC25 ETF 46434VBD1 286 11582 SH SOLE 11582 0 0 ISHARES TR IBONDS DEC24 ETF 46434VBG4 327 13225 SH SOLE 13225 0 0 JPMORGAN CHASE & CO COM 46625H100 224 1990 SH SOLE 1990 0 0 MASTERCARD INCORPORATED CL A 57636Q104 233 739 SH SOLE 739 0 0 MERCK & CO INC COM 58933Y105 498 5460 SH SOLE 5460 0 0 NEXTERA ENERGY INC COM 65339F101 319 4112 SH SOLE 4112 0 0 REGENERON PHARMACEUTICALS COM 75886F107 210 356 SH SOLE 356 0 0 SPDR GOLD TR GOLD SHS 78463V107 4568 27115 SH SOLE 27115 0 0 TRUIST FINL CORP COM 89832Q109 441 9297 SH SOLE 9297 0 0 UNITEDHEALTH GROUP INC COM 91324P102 354 689 SH SOLE 689 0 0 VISA INC COM CL A 92826C839 280 1423 SH SOLE 1423 0 0 WASTE CONNECTIONS INC COM 94106B101 281 2268 SH SOLE 2268 0 0 WASTE MGMT INC DEL COM 94106L109 337 2204 SH SOLE 2204 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 219 787 SH SOLE 787 0 0