0001606587-21-001587.txt : 20211112
0001606587-21-001587.hdr.sgml : 20211112
20211112105316
ACCESSION NUMBER: 0001606587-21-001587
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211112
DATE AS OF CHANGE: 20211112
EFFECTIVENESS DATE: 20211112
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Interchange Capital Partners, LLC
CENTRAL INDEX KEY: 0001845998
IRS NUMBER: 851405274
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20793
FILM NUMBER: 211401327
BUSINESS ADDRESS:
STREET 1: 301 GRANT STREET
STREET 2: SUITE 270
CITY: PITTSBURGH
STATE: PA
ZIP: 15219
BUSINESS PHONE: 412-307-4230
MAIL ADDRESS:
STREET 1: 301 GRANT STREET
STREET 2: SUITE 270
CITY: PITTSBURGH
STATE: PA
ZIP: 15219
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001845998
XXXXXXXX
09-30-2021
09-30-2021
false
Interchange Capital Partners, LLC
301 Grant Street
Suite 270
Pittsburgh
PA
15219
13F HOLDINGS REPORT
028-20793
N
Ahmie Baum
Founder and CEO
412-307-4201
Ahmie Baum
Pittsburgh
PA
11-12-2021
0
96
59807
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ABBOTT LABS COM
COM
002824100
1663
14085
SH
SOLE
NONE
0
0
14085
ABBVIE INC COM
COM
00287Y109
1467
13606
SH
SOLE
NONE
0
0
13606
ACTINIUM PHARMACEUTICALS INC COM NEW
COM
00507W206
145
16420
SH
SOLE
NONE
0
0
16420
ACTIVISION BLIZZARD INC COM
COM
00507V109
244
3157
SH
SOLE
NONE
0
0
3157
ADOBE SYS INC COM
COM
00724F101
408
710
SH
SOLE
NONE
0
0
710
ALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W1027
SPONSORED ADS
01609W102
335
2267
SH
SOLE
NONE
0
0
2267
ALPHABET INC CAP STK CL C
CAP STK CL C
02079K107
1335
501
SH
SOLE
NONE
0
0
501
AMAZON COM INC
COM
023135106
859
261
SH
SOLE
NONE
0
0
261
AMERICAN EXPRESS COMPANY
COM
025816109
519
3100
SH
SOLE
NONE
0
0
3100
AMGEN INC COM
COM
031162100
319
1503
SH
SOLE
NONE
0
0
1503
APPLE INC COM
COM
037833100
3599
25438
SH
SOLE
NONE
0
0
25438
ARK ETF TR GENOMIC REVOLUTION MULTI SECTOR ETF
GENOMIC REV ETF
00214Q302
714
9560
SH
SOLE
NONE
0
0
9560
ARK ETF TR INDL INNOVATION ETF
AUTNMUS TECHNLGY
00214Q203
486
6227
SH
SOLE
NONE
0
0
6227
ARK ETF TR INNOVATION ETF
INNOVATION ETF
00214Q104
451
4086
SH
SOLE
NONE
0
0
4086
AT&T INC COM
COM
00206R102
638
23631
SH
SOLE
NONE
0
0
23631
BANK OF AMERICA CORPORATION COM
COM
060505104
514
12127
SH
SOLE
NONE
0
0
12127
BERKSHIRE HATHAWAY INC DEL CL B NEW
CL B NEW
084670702
612
2244
SH
SOLE
NONE
0
0
2244
CISCO SYSTEMS INC
COM
17275R102
413
7595
SH
SOLE
NONE
0
0
7595
COINBASE GLOBAL INC COM CL A
COM CL A
19260Q107
413
1818
SH
SOLE
NONE
0
0
1818
COMCAST CORP CL A
CL A
20030N101
403
7222
SH
SOLE
NONE
0
0
7222
CVS HEALTH CORP COM
COM
126650100
594
7000
SH
SOLE
NONE
0
0
7000
DISNEY WALT CO DISNEY COM
COM
254687106
315
1865
SH
SOLE
NONE
0
0
1865
DOMINION ENERGY INC COM
COM
25746U109
339
4649
SH
SOLE
NONE
0
0
4649
DUKE ENERGY CORP NEW COM NEW
COM NEW
26441C204
259
2663
SH
SOLE
NONE
0
0
2663
FACEBOOK INC CL A
CL A
30303M102
1183
3488
SH
SOLE
NONE
0
0
3488
FIRST TR EXCHANGE TRADED FD II INDXX NEXTG ETF
INDXX NEXTG ETF
33737K205
542
7113
SH
SOLE
NONE
0
0
7113
HCA HEALTHCARE INC COM
COM
40412C101
568
2340
SH
SOLE
NONE
0
0
2340
HOME DEPOT INC COM
COM
437076102
1221
3722
SH
SOLE
NONE
0
0
3722
INTEL CORP COM
COM
458140100
1153
21655
SH
SOLE
NONE
0
0
21655
INTELLIA THERAPEUTICS INC COM
COM
45826J105
1098
8191
SH
SOLE
NONE
0
0
8191
INTERNATIONAL BUSINESS MACHS CORP COM
COM
459200101
526
3788
SH
SOLE
NONE
0
0
3788
ISHARES GOLD TR ISHARES NEW
ISHARES NEW
464285204
512
15347
SH
SOLE
NONE
0
0
15347
ISHARES INC CORE MSCI EMERGING MKTS ETF
CORE MSCI EMKT
46434G103
1124
18208
SH
SOLE
NONE
0
0
18208
ISHARES TR 1-3 YR TREAS BD ETF
1 3 YR TREAS BD
464287457
266
3095
SH
SOLE
NONE
0
0
3095
ISHARES TR BROAD USD INBD ETFVT GRADE CORP BD ETF
USD INV GRDE ETF
464288620
218
3641
SH
SOLE
NONE
0
0
3641
ISHARES TR CORE MSCI EAFE ETF
CORE MSCI EAFE
46432F842
1518
20454
SH
SOLE
NONE
0
0
20454
ISHARES TR CORE S&P SMALL-CAP ETF
CORE S&P SCP ETF
464287804
724
6630
SH
SOLE
NONE
0
0
6630
ISHARES TR GLOBAL CONSUMER STAPLES ETF
GLB CNSM STP ETF
464288737
202
3374
SH
SOLE
NONE
0
0
3374
ISHARES TR INTL SELECT DIVID ETF INDEX FD
INTL SEL DIV ETF
464288448
801
26362
SH
SOLE
NONE
0
0
26362
ISHARES TR MSCI EAFE ETF
MSCI EAFE ETF
464287465
790
10133
SH
SOLE
NONE
0
0
10133
ISHARES TR MSCI EAFE SMALL CAP ETF
EAFE SML CP ETF
464288273
412
5545
SH
SOLE
NONE
0
0
5545
ISHARES TR MSCI USA QUALITY FACTOR ETF
MSCI USA QLT FCT
46432F339
391
2974
SH
SOLE
NONE
0
0
2974
ISHARES TR NATL MUN BD ETF FD
NATIONAL MUN ETF
464288414
546
4703
SH
SOLE
NONE
0
0
4703
ISHARES TR RUSSELL 1000 GROWTH ETF
RUS 1000 GRW ETF
464287614
456
1666
SH
SOLE
NONE
0
0
1666
ISHARES TR SELECT DIVID ETF FD
SELECT DIVID ETF
464287168
251
2191
SH
SOLE
NONE
0
0
2191
J P MORGAN EXCHANGE-TRADED FD TR ULTRA SHORT MUN INCOME ETF
ULTRA SHT MUNCPL
46641Q654
399
7830
SH
SOLE
NONE
0
0
7830
J P MORGAN EXCHANGE-TRADED FD TR ULTRA-SHORT INCOME ETF
ULTRA SHRT INC
46641Q837
514
10147
SH
SOLE
NONE
0
0
10147
JACOBS ENGR GROUP INC COM
COM
469814107
269
2035
SH
SOLE
NONE
0
0
2035
JOHNSON & JOHNSON COM
COM
478160104
709
4390
SH
SOLE
NONE
0
0
4390
JP MORGAN CHASE & CO COM ISIN#US46625H1005
COM
46625H100
813
4969
SH
SOLE
NONE
0
0
4969
KRANESHARES TR CSI CHINA INTERNET ETF
CSI CHI INTERNET
500767306
355
7503
SH
SOLE
NONE
0
0
7503
MARATHON PETE CORP COM
COM
56585A102
263
4257
SH
SOLE
NONE
0
0
4257
MASTERCARD INC CL A COM
CL A
57636Q104
366
1055
SH
SOLE
NONE
0
0
1055
MCDONALDS CORP
COM
580135101
249
1033
SH
SOLE
NONE
0
0
1033
MERCADOLIBRE INC COM
COM
58733R102
220
131
SH
SOLE
NONE
0
0
131
MERCK & CO INC NEW COM
COM
58933Y105
789
10510
SH
SOLE
NONE
0
0
10510
MICROSOFT CORP COM
COM
594918104
2014
7146
SH
SOLE
NONE
0
0
7146
MORGAN STANLEY COM NEW
COM NEW
617446448
648
6661
SH
SOLE
NONE
0
0
6661
NETFLIX INC COM
COM
64110L106
480
788
SH
SOLE
NONE
0
0
788
NEXTERA ENERGY INC COM
COM
65339F101
1424
18140
SH
SOLE
NONE
0
0
18140
NORFOLK SOUTHN CORP COM
COM
655844108
351
1468
SH
SOLE
NONE
0
0
1468
ORACLE CORP COM
COM
68389X105
355
4085
SH
SOLE
NONE
0
0
4085
PEPSICO INC COM
COM
713448108
1868
12423
SH
SOLE
NONE
0
0
12423
PERSHING SQUARE TONTINE HLDGS LTD CL A
COM CL A
71531R109
229
11675
SH
SOLE
NONE
0
0
11675
PFIZER INC COM
COM
717081103
219
5100
SH
SOLE
NONE
0
0
5100
PHILIP MORRIS INTL INC COM
COM
718172109
213
2257
SH
SOLE
NONE
0
0
2257
PNC FINL SVCS GROUP INC COM
COM
693475105
288
1472
SH
SOLE
NONE
0
0
1472
PURE STORAGE INC CL A
CL A
74624M102
387
15414
SH
SOLE
NONE
0
0
15414
RAYTHEON TECHNOLOGIES CORP COM
COM
75513E101
259
3017
SH
SOLE
NONE
0
0
3017
ROCKWELL AUTOMATION INC COM FORMERLY ROCKWELL INTL CORP
COM
773903109
604
2055
SH
SOLE
NONE
0
0
2055
SALESFORCE.COM INC COM STOCK
COM
79466L302
448
1655
SH
SOLE
NONE
0
0
1655
SELECT SECTOR SPDR TR ENERGY
ENERGY
81369Y506
259
4981
SH
SOLE
NONE
0
0
4981
SELECT SECTOR SPDR TR HEALTH CARE
SBI HEALTHCARE
81369Y209
223
1752
SH
SOLE
NONE
0
0
1752
SERVICENOW INC COM
COM
81762P102
226
364
SH
SOLE
NONE
0
0
364
SHERWIN WILLIAMS CO COM
COM
824348106
212
761
SH
SOLE
NONE
0
0
761
SHOPIFY INC CL A ISIN#CA82509L1076
CL A
82509L107
550
406
SH
SOLE
NONE
0
0
406
SPDR S&P 500 ETF TR TR UNIT
TR UNIT
78462F103
626
1460
SH
SOLE
NONE
0
0
1460
SPDR SER TR S&P REGL BKG ETF
S&P REGL BKG
78464A698
332
4902
SH
SOLE
NONE
0
0
4902
STARBUCKS CORP COM
COM
855244109
1276
11575
SH
SOLE
NONE
0
0
11575
TESLA INC COM
COM
88160R101
908
1171
SH
SOLE
NONE
0
0
1171
THERMO FISHER SCIENTIFIC INC COM
COM
883556102
431
756
SH
SOLE
NONE
0
0
756
UBS GROUP AG SHS ISIN#CH0244767585
SHS
H42097107
237
14910
SH
SOLE
NONE
0
0
14910
UNITEDHEALTH GROUP INC COM
COM
91324P102
1122
2872
SH
SOLE
NONE
0
0
2872
VANGUARD INDEX FDS S&P 500 ETF SHS NEW
S&P 500 ETF SHS
922908363
207
526
SH
SOLE
NONE
0
0
526
VANGUARD INDEX FDS VANGUARD GROWTH ETF
GROWTH ETF
922908736
1012
3490
SH
SOLE
NONE
0
0
3490
VANGUARD INDEX FDS VANGUARD MID-CAP ETF
MID CAP ETF
922908629
1070
4521
SH
SOLE
NONE
0
0
4521
VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF
SMALL CP ETF
922908751
239
1095
SH
SOLE
NONE
0
0
1095
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
TOTAL STK MKT
922908769
493
2222
SH
SOLE
NONE
0
0
2222
VANGUARD INDEX FDS VANGUARD VALUE ETF
VALUE ETF
922908744
962
7113
SH
SOLE
NONE
0
0
7113
VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF
FTSE EMR MKT ETF
922042858
370
7404
SH
SOLE
NONE
0
0
7404
VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS
DIV APP ETF
921908844
336
2191
SH
SOLE
NONE
0
0
2191
VEEVA SYS INC CL A COM
CL A COM
922475108
279
970
SH
SOLE
NONE
0
0
970
VERIZON COMMUNICATIONS INC COM
COM
92343V104
535
9909
SH
SOLE
NONE
0
0
9909
VISA INC COM CL A
COM CL A
92826C839
272
1221
SH
SOLE
NONE
0
0
1221
YUM BRANDS INC COM
COM
988498101
933
7630
SH
SOLE
NONE
0
0
7630
YUM CHINA HLDGS INC COM
COM
98850P109
418
7200
SH
SOLE
NONE
0
0
7200