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