0001606587-22-000316.txt : 20220204 0001606587-22-000316.hdr.sgml : 20220204 20220203173934 ACCESSION NUMBER: 0001606587-22-000316 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220204 DATE AS OF CHANGE: 20220203 EFFECTIVENESS DATE: 20220204 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: 22589908 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 12-31-2021 12-31-2021 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 02-02-2022 0 150 99569 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 10X GENOMICS INC CL A CL A COM 88025U109 281 1888 SH SOLE NONE 0 0 1888 ADOBE SYS INC COM COM 00724F101 321 567 SH SOLE NONE 0 0 567 ALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W1027 SPONSORED ADS 01609W102 217 1827 SH SOLE NONE 0 0 1827 ALLSTATE CORP COM COM 020002101 320 2724 SH SOLE NONE 0 0 2724 ALPHABET INC CL A CAP STK CL A 02079K305 509 176 SH SOLE NONE 0 0 176 ALTRIA GROUP INC COM COM 02209S103 499 10543 SH SOLE NONE 0 0 10543 AMAZON COM INC COM 023135106 686 206 SH SOLE NONE 0 0 206 AMCOR PLC REGISTERED SHS ISIN#JE00BJ1F3079 ORD G0250X107 440 36688 SH SOLE NONE 0 0 36688 AMERIPRISE FINL INC COM COM 03076C106 847 2809 SH SOLE NONE 0 0 2809 AMGEN INC COM COM 031162100 519 2307 SH SOLE NONE 0 0 2307 AMPHENOL CORP NEW CL A CL A 032095101 463 5299 SH SOLE NONE 0 0 5299 ANNALY CAP MGMT INC COM COM 035710409 127 16243 SH SOLE NONE 0 0 16243 APPLE INC COM COM 037833100 889 5011 SH SOLE NONE 0 0 5011 ARK ETF TR INNOVATION ETF INNOVATION ETF 00214Q104 2449 25899 SH SOLE NONE 0 0 25899 AUTOZONE INC COM COM 053332102 360 172 SH SOLE NONE 0 0 172 BANK OF AMERICA CORPORATION COM COM 060505104 684 15374 SH SOLE NONE 0 0 15374 BLOCK INC CL A CL A 852234103 634 3927 SH SOLE NONE 0 0 3927 CELANESE CORP DEL COM COM 150870103 697 4152 SH SOLE NONE 0 0 4152 CHARTER COMMUNICATIONS INC NEW CL A CL A 16119P108 339 520 SH SOLE NONE 0 0 520 CHEVRON CORP NEW COM COM 166764100 508 4335 SH SOLE NONE 0 0 4335 CISCO SYSTEMS INC COM 17275R102 626 9893 SH SOLE NONE 0 0 9893 CITIGROUP INC COM NEW ISIN#US1729674242 COM NEW 172967424 599 9925 SH SOLE NONE 0 0 9925 COCA COLA COMPANY COM 191216100 489 8272 SH SOLE NONE 0 0 8272 COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A CL A 192446102 497 5611 SH SOLE NONE 0 0 5611 COINBASE GLOBAL INC COM CL A COM CL A 19260Q107 862 3416 SH SOLE NONE 0 0 3416 COMCAST CORP CL A CL A 20030N101 463 9211 SH SOLE NONE 0 0 9211 CONOCOPHILLIPS COM COM 20825C104 302 4188 SH SOLE NONE 0 0 4188 CRISPR THERAPEUTICS AG NAMEN-AKT ISIN# CH0334081137 NAMEN AKT H17182108 476 6282 SH SOLE NONE 0 0 6282 CSX CORP COM COM 126408103 399 10624 SH SOLE NONE 0 0 10624 CVS HEALTH CORP COM COM 126650100 297 2882 SH SOLE NONE 0 0 2882 DISNEY WALT CO DISNEY COM COM 254687106 386 2493 SH SOLE NONE 0 0 2493 DOMINOS PIZZA INC COM COM 25754A201 378 670 SH SOLE NONE 0 0 670 DRAFTKINGS INC CL A COM CL A 26142R104 217 7909 SH SOLE NONE 0 0 7909 DUPONT DE NEMOURS INC COM COM 26614N102 381 4721 SH SOLE NONE 0 0 4721 EQUITABLE HLDGS INC COM COM 29452E101 269 8214 SH SOLE NONE 0 0 8214 ESSEX PPTY TR INC COM COM 297178105 368 1045 SH SOLE NONE 0 0 1045 EXACT SCIENCES CORP COM COM 30063P105 520 6683 SH SOLE NONE 0 0 6683 FIDELITY NATL INFORMATION SVCS INC COM COM 31620M106 288 2640 SH SOLE NONE 0 0 2640 FIRST TR EXCHANGE-TRADED FD VII FIRST TR GLOBAL TACTICAL COMMODITY STRATEGY FD FST TR GLB FD 33739H101 495 21500 SH SOLE NONE 0 0 21500 GARTNER INC COM COM 366651107 304 910 SH SOLE NONE 0 0 910 HCA HEALTHCARE INC COM COM 40412C101 531 2068 SH SOLE NONE 0 0 2068 HOME DEPOT INC COM COM 437076102 698 1683 SH SOLE NONE 0 0 1683 HP INC COM COM 40434L105 264 7010 SH SOLE NONE 0 0 7010 IDEXX LABS INC COM COM 45168D104 248 377 SH SOLE NONE 0 0 377 INTEL CORP COM COM 458140100 435 8456 SH SOLE NONE 0 0 8456 INTELLIA THERAPEUTICS INC COM COM 45826J105 1109 9380 SH SOLE NONE 0 0 9380 INTUIT INCORPORATED COM COM 461202103 625 972 SH SOLE NONE 0 0 972 INVESCO EXCHANGE-TRADED FD TR II CHINA TECHNOLOGY ETF CHINA TECHNLGY 46138E800 209 3365 SH SOLE NONE 0 0 3365 INVESCO EXCHANGE-TRADED FD TR II S&P 500 HIGH BETA ETF S&P 500 HB ETF 46138E370 645 8173 SH SOLE NONE 0 0 8173 INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT INDLS ETF S&P500 EQL IND 46137V324 318 1611 SH SOLE NONE 0 0 1611 INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT TECHNOLOGY S&P500 EQL TEC 46137V282 210 649 SH SOLE NONE 0 0 649 INVESCO QQQ TR UNIT SER 1 UNIT SER 1 46090E103 228 575 SH SOLE NONE 0 0 575 INVITAE CORP COM COM 46185L103 311 20379 SH SOLE NONE 0 0 20379 IRIDIUM COMMUNICATIONS INC COM COM 46269C102 213 5163 SH SOLE NONE 0 0 5163 ISHARES GOLD TR ISHARES NEW ISHARES NEW 464285204 2762 79373 SH SOLE NONE 0 0 79373 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 2656 44373 SH SOLE NONE 0 0 44373 ISHARES INC MSCI EUROZONE ETF MSCI EURZONE ETF 464286608 438 8945 SH SOLE NONE 0 0 8945 ISHARES TR 10-20 YR TREAS BD ETF 10-20 YR TRS ETF 464288653 228 1537 SH SOLE NONE 0 0 1537 ISHARES TR CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 4709 63096 SH SOLE NONE 0 0 63096 ISHARES TR CORE S&P 500 ETF CORE S&P500 ETF 464287200 270 567 SH SOLE NONE 0 0 567 ISHARES TR CORE S&P MID-CAP ETF CORE S&P MCP ETF 464287507 973 3439 SH SOLE NONE 0 0 3439 ISHARES TR CORE S&P SMALL-CAP ETF CORE S&P SCP ETF 464287804 1292 11290 SH SOLE NONE 0 0 11290 ISHARES TR CORE S&P U S VALUE ETF CORE S&P US VLU 464287663 620 8131 SH SOLE NONE 0 0 8131 ISHARES TR ESG AWARE MSCI UAS ETF ESG AWR MSCI USA 46435G425 282 2614 SH SOLE NONE 0 0 2614 ISHARES TR GLOBAL CONSUMER STAPLES ETF GLB CNSM STP ETF 464288737 694 10727 SH SOLE NONE 0 0 10727 ISHARES TR GLOBAL FINLS ETF GLOBAL FINLS ETF 464287333 506 6329 SH SOLE NONE 0 0 6329 ISHARES TR GLOBAL MATLS ETF GLOBAL MATER ETF 464288695 346 3835 SH SOLE NONE 0 0 3835 ISHARES TR INTL SELECT DIVID ETF INDEX FD INTL SEL DIV ETF 464288448 1080 34651 SH SOLE NONE 0 0 34651 ISHARES TR MORNINGSTAR MID CAP GROWTH ETF MRGSTR MD CP GRW 464288307 278 3805 SH SOLE NONE 0 0 3805 ISHARES TR MSCI CHINA ETF MSCI CHINA ETF 46429B671 265 4226 SH SOLE NONE 0 0 4226 ISHARES TR MSCI EAFE ETF MSCI EAFE ETF 464287465 419 5327 SH SOLE NONE 0 0 5327 ISHARES TR MSCI EAFE SMALL CAP ETF EAFE SML CP ETF 464288273 885 12118 SH SOLE NONE 0 0 12118 ISHARES TR MSCI EMERGING MKTS INDEX FD MSCI EMG MKT ETF 464287234 210 4299 SH SOLE NONE 0 0 4299 ISHARES TR MSCI INTL QUALITY FACTOR ETF MSCI INTL QUALTY 46434V456 2366 60099 SH SOLE NONE 0 0 60099 ISHARES TR MSCI USA QUALITY FACTOR ETF MSCI USA QLT FCT 46432F339 2265 15565 SH SOLE NONE 0 0 15565 ISHARES TR MSCI USA VALUE FACTOR ETF MSCI USA VALUE 46432F388 4430 40476 SH SOLE NONE 0 0 40476 ISHARES TR RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 660 2160 SH SOLE NONE 0 0 2160 ISHARES TR RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 2534 15093 SH SOLE NONE 0 0 15093 ISHARES TR RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 227 1023 SH SOLE NONE 0 0 1023 ISHARES TR RUSSELL 2000 VALUE ETF RUS 2000 VAL ETF 464287630 849 5116 SH SOLE NONE 0 0 5116 ISHARES TR SELECT DIVID ETF FD SELECT DIVID ETF 464287168 403 3288 SH SOLE NONE 0 0 3288 ISHARES TR SEMICONDUCTOR ETF ISHARES SEMICDTR 464287523 227 420 SH SOLE NONE 0 0 420 ISHARES TR U S CONSUMER DISCRETIONARY ETF US CONSUM DISCRE 464287580 208 2477 SH SOLE NONE 0 0 2477 ISHARES TR U S TRANSN ETF FD US TRSPRTION 464287192 327 1184 SH SOLE NONE 0 0 1184 ISHARES TR US HOME CONSTRUCTION ETF FD US HOME CONS ETF 464288752 205 2481 SH SOLE NONE 0 0 2481 J P MORGAN EXCHANGE-TRADED FD TR BETABUILDERS JAPAN ETF NEW BETABULDRS JAPAN 46641Q217 1065 19339 SH SOLE NONE 0 0 19339 J P MORGAN EXCHANGE-TRADED FD TR JPMORGAN DIVERSIFIED RETURN ETF DIV RTN INT EQ 46641Q209 576 9747 SH SOLE NONE 0 0 9747 JOHN HANCOCK EXCHANGE TRADED FD TR MULTIFACTOR MID CAP ETF MULTIFACTOR MI 47804J206 961 17293 SH SOLE NONE 0 0 17293 JOHNSON CTLS INTL PLC SHS ISIN#IE00BY7QL619 SHS G51502105 503 6189 SH SOLE NONE 0 0 6189 KROGER CO COM COM 501044101 519 11486 SH SOLE NONE 0 0 11486 L3HARRIS TECHNOLOGIES INC COM COM 502431109 394 1851 SH SOLE NONE 0 0 1851 LIBERTY GLOBAL PLC SHS CL C ISIN#GB00B8W67B19 SHS CL C G5480U120 284 10136 SH SOLE NONE 0 0 10136 LOCKHEED MARTIN CORP COM COM 539830109 334 940 SH SOLE NONE 0 0 940 LOWES COS INC COM COM 548661107 241 933 SH SOLE NONE 0 0 933 LUMEN TECHNOLOGIES INC LA COM COM 550241103 284 22688 SH SOLE NONE 0 0 22688 MCKESSON CORP COM COM 58155Q103 520 2092 SH SOLE NONE 0 0 2092 MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 SHS G5960L103 400 3868 SH SOLE NONE 0 0 3868 METLIFE INC COM COM 59156R108 399 6388 SH SOLE NONE 0 0 6388 MICROSOFT CORP COM COM 594918104 491 1462 SH SOLE NONE 0 0 1462 MOLINA HEALTHCARE INC COM COM 60855R100 297 935 SH SOLE NONE 0 0 935 MORGAN STANLEY COM NEW COM NEW 617446448 440 4483 SH SOLE NONE 0 0 4483 NVIDIA CORP COM COM 67066G104 271 924 SH SOLE NONE 0 0 924 ORACLE CORP COM COM 68389X105 748 8580 SH SOLE NONE 0 0 8580 PAGERDUTY INC COM COM 69553P100 273 7877 SH SOLE NONE 0 0 7877 PALANTIR TECHNOLOGIES INC CL A CL A 69608A108 265 14570 SH SOLE NONE 0 0 14570 PFIZER INC COM COM 717081103 420 7116 SH SOLE NONE 0 0 7116 PROGRESSIVE CORP OH COM COM 743315103 239 2333 SH SOLE NONE 0 0 2333 QUALCOMM INC COM 747525103 316 1732 SH SOLE NONE 0 0 1732 QUEST DIAGNOSTICS INC COM COM 74834L100 367 2125 SH SOLE NONE 0 0 2125 ROBINHOOD MKTS INC COM CL A COM CL A 770700102 187 10570 SH SOLE NONE 0 0 10570 ROKU INC COM CL A COM CL A 77543R102 957 4194 SH SOLE NONE 0 0 4194 SAP AE SPONSORED ADR ISIN#US8030542042 SPON ADR 803054204 322 2304 SH SOLE NONE 0 0 2304 SEAGATE TECHNOLOGY HLDGS PB LTD CO ISIN#IE00BKVD2N49 ORD SHS G7997R103 276 2447 SH SOLE NONE 0 0 2447 SELECT SECTOR SPDR TR ENERGY ENERGY 81369Y506 760 13708 SH SOLE NONE 0 0 13708 SELECT SECTOR SPDR TR HEALTH CARE SBI HEALTHCARE 81369Y209 559 3921 SH SOLE NONE 0 0 3921 SELECT SECTOR SPDR TR INDL SBI INT-INDS 81369Y704 360 3408 SH SOLE NONE 0 0 3408 SELECT SECTOR SPDR TR MATLS SBI MATERIALS 81369Y100 281 3103 SH SOLE NONE 0 0 3103 SELECT SECTOR SPDR TR TECHNOLOGY TECHNOLOGY 81369Y803 370 2130 SH SOLE NONE 0 0 2130 SHOPIFY INC CL A ISIN#CA82509L1076 CL A 82509L107 657 477 SH SOLE NONE 0 0 477 SIMON PPTY GROUP INC NEW COM COM 828806109 568 3560 SH SOLE NONE 0 0 3560 SMUCKER J M CO COM NEW COM NEW 832696405 339 2501 SH SOLE NONE 0 0 2501 SONY GROUP CORP AMERN SH NEW ISIN#US8356993076 SPONSORED ADR 835699307 388 3076 SH SOLE NONE 0 0 3076 SPDR SER TR S&P REGL BKG ETF S&P REGL BKG 78464A698 799 11291 SH SOLE NONE 0 0 11291 SPOTIFY TECHNOLOGY SA REGISTERED SHS ISIN#LU1778762911 SHS L8681T102 563 2406 SH SOLE NONE 0 0 2406 STARBUCKS CORP COM COM 855244109 216 1855 SH SOLE NONE 0 0 1855 SYNCHRONY FINL COM COM 87165B103 542 11686 SH SOLE NONE 0 0 11686 TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003 SPONSORED ADS 874039100 285 2372 SH SOLE NONE 0 0 2372 TELADOC HEALTH INC COM COM 87918A105 620 6754 SH SOLE NONE 0 0 6754 TESLA INC COM COM 88160R101 1629 1542 SH SOLE NONE 0 0 1542 TUSIMPLE HLDGS INC CL A CL A 90089L108 245 6855 SH SOLE NONE 0 0 6855 TWILIO INC CL A CL A 90138F102 593 2253 SH SOLE NONE 0 0 2253 TWITTER INC COM COM 90184L102 378 8766 SH SOLE NONE 0 0 8766 UIPATH INC CL A CL A 90364P105 344 7992 SH SOLE NONE 0 0 7992 UNION PAC CORP COM COM 907818108 365 1451 SH SOLE NONE 0 0 1451 UNITEDHEALTH GROUP INC COM COM 91324P102 575 1146 SH SOLE NONE 0 0 1146 UNITY SOFTWARE INC COM COM 91332U101 749 5245 SH SOLE NONE 0 0 5245 VANGUARD INDEX FDS VANGUARD GROWTH ETF GROWTH ETF 922908736 424 1323 SH SOLE NONE 0 0 1323 VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF LARGE CAP ETF 922908637 795 3598 SH SOLE NONE 0 0 3598 VANGUARD INDEX FDS VANGUARD MID-CAP ETF MID CAP ETF 922908629 581 2281 SH SOLE NONE 0 0 2281 VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF SMALL CP ETF 922908751 211 937 SH SOLE NONE 0 0 937 VANGUARD INDEX FDS VANGUARD VALUE ETF VALUE ETF 922908744 5937 40360 SH SOLE NONE 0 0 40360 VANGUARD INFORMATION TECHNOLOGY ETF INF TECH ETF 92204A702 360 787 SH SOLE NONE 0 0 787 VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF FTSE EMR MKT ETF 922042858 748 15136 SH SOLE NONE 0 0 15136 VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF FTSE EUROPE ETF 922042874 855 12534 SH SOLE NONE 0 0 12534 VANGUARD WHITEHALL FDS INTL HIGH DIVID YIELD ETF FD INTL HIGH ETF 921946794 1409 20979 SH SOLE NONE 0 0 20979 VANGUARD WORLD FD VANGUARD MEGA CAP GROWTH ETF MEGA GRWTH IND 921910816 1860 7135 SH SOLE NONE 0 0 7135 VISA INC COM CL A COM CL A 92826C839 527 2433 SH SOLE NONE 0 0 2433 WILLIAMS COS INC COM COM 969457100 391 15030 SH SOLE NONE 0 0 15030 WISDOMTREE TR FLTG RATE TREAS FD FLOATNG RAT TREA 97717X628 263 10486 SH SOLE NONE 0 0 10486 ZOOM VIDEO COMMUNICATIONS INC CL A CL A 98980L101 611 3325 SH SOLE NONE 0 0 3325