0001606587-22-001633.txt : 20220805
0001606587-22-001633.hdr.sgml : 20220805
20220805172840
ACCESSION NUMBER: 0001606587-22-001633
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220805
DATE AS OF CHANGE: 20220805
EFFECTIVENESS DATE: 20220805
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: 221141852
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
06-30-2022
06-30-2022
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
08-02-2022
0
153
88909
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ADOBE SYS INC COM
COM
00724F101
351
960
SH
SOLE
NONE
0
0
960
ALLSTATE CORP COM
COM
020002101
378
2990
SH
SOLE
NONE
0
0
2990
ALPHABET INC CAP STK CL C
CAP STK CL C
02079K107
255
117
SH
SOLE
NONE
0
0
117
ALPHABET INC CL A
CAP STK CL A
02079K305
963
442
SH
SOLE
NONE
0
0
442
ALTRIA GROUP INC COM
COM
02209S103
410
9817
SH
SOLE
NONE
0
0
9817
AMAZON COM INC COM
COM
023135106
1016
9568
SH
SOLE
NONE
0
0
9568
AMCOR PLC REGISTERED SHS ISIN#JE00BJ1F3079
ORD
G0250X107
454
36542
SH
SOLE
NONE
0
0
36542
AMERIPRISE FINL INC COM
COM
03076C106
705
2968
SH
SOLE
NONE
0
0
2968
AMGEN INC COM
COM
031162100
491
2022
SH
SOLE
NONE
0
0
2022
ANNALY CAP MGMT INC COM
COM
035710409
180
30464
SH
SOLE
NONE
0
0
30464
APPLE INC COM
COM
037833100
1284
9391
SH
SOLE
NONE
0
0
9391
AT&T INC COM
COM
00206R102
234
11195
SH
SOLE
NONE
0
0
11195
AUTOZONE INC COM
COM
053332102
352
164
SH
SOLE
NONE
0
0
164
BANK AMER CORP COM
COM
060505104
465
14958
SH
SOLE
NONE
0
0
14958
BARCLAYS PLC ADR ISIN#US06738E2046
ADR
06738E204
169
22356
SH
SOLE
NONE
0
0
22356
BLOCK INC CL A
CL A
852234103
340
5544
SH
SOLE
NONE
0
0
5544
CARDINAL HEALTH INC COM
COM
14149Y108
227
4343
SH
SOLE
NONE
0
0
4343
CELANESE CORP DEL COM
COM
150870103
476
4049
SH
SOLE
NONE
0
0
4049
CHARTER COMMUNICATIONS INC NEW CL A
CL A
16119P108
250
534
SH
SOLE
NONE
0
0
534
CHEVRON CORP NEW COM
COM
166764100
407
2814
SH
SOLE
NONE
0
0
2814
CISCO SYS INC COM
COM
17275R102
402
9450
SH
SOLE
NONE
0
0
9450
CITIGROUP INC COM NEW
COM NEW
172967424
883
19210
SH
SOLE
NONE
0
0
19210
COCA COLA CO COM
COM
191216100
418
6652
SH
SOLE
NONE
0
0
6652
COINBASE GLOBAL INC COM CL A
COM CL A
19260Q107
283
6036
SH
SOLE
NONE
0
0
6036
COMCAST CORP NEW CL A
CL A
20030N101
351
8961
SH
SOLE
NONE
0
0
8961
CONOCOPHILLIPS COM
COM
20825C104
231
2582
SH
SOLE
NONE
0
0
2582
COSTCO WHOLESALE CORP NEW COM
COM
22160K105
257
538
SH
SOLE
NONE
0
0
538
CRISPR THERAPEUTICS AG NAMEN-AKT ISIN# CH0334081137
NAMEN AKT
H17182108
453
7462
SH
SOLE
NONE
0
0
7462
CSX CORP COM
COM
126408103
299
10298
SH
SOLE
NONE
0
0
10298
CVS HEALTH CORP COM
COM
126650100
237
2558
SH
SOLE
NONE
0
0
2558
DEVON ENERGY CORP NEW COM
COM
25179M103
222
4033
SH
SOLE
NONE
0
0
4033
DISCOVER FINL SVCS COM
COM
254709108
207
2195
SH
SOLE
NONE
0
0
2195
DISNEY WALT CO DISNEY COM
COM
254687106
279
2960
SH
SOLE
NONE
0
0
2960
DOMINOS PIZZA INC COM
COM
25754A201
321
826
SH
SOLE
NONE
0
0
826
DRAFTKINGS INC NEW CL A
COM CL A
26142V105
155
13353
SH
SOLE
NONE
0
0
13353
DUPONT DE NEMOURS INC COM
COM
26614N102
231
4158
SH
SOLE
NONE
0
0
4158
EXACT SCIENCES CORP COM
COM
30063P105
380
9669
SH
SOLE
NONE
0
0
9669
FIRST TR EXCHANGE-TRADED FD VII FIRST TR GLOBAL TACTICAL COMMODITY STRATEGY FD
FST TR GLB FD
33739H101
742
27751
SH
SOLE
NONE
0
0
27751
GARTNER INC COM
COM
366651107
443
1834
SH
SOLE
NONE
0
0
1834
GINKGO BIOWORKS HLDGS INC CL A
CL A SHS
37611X100
102
42936
SH
SOLE
NONE
0
0
42936
HCA HEALTHCARE INC COM
COM
40412C101
312
1856
SH
SOLE
NONE
0
0
1856
HOME DEPOT INC COM
COM
437076102
559
2039
SH
SOLE
NONE
0
0
2039
HP INC COM
COM
40434L105
432
13199
SH
SOLE
NONE
0
0
13199
ING GROEP N V ADR
SPONSORED ADR
456837103
162
16344
SH
SOLE
NONE
0
0
16344
INTEL CORP COM
COM
458140100
265
7102
SH
SOLE
NONE
0
0
7102
INTELLIA THERAPEUTICS INC COM
COM
45826J105
451
8728
SH
SOLE
NONE
0
0
8728
INTUIT COM
COM
461202103
249
646
SH
SOLE
NONE
0
0
646
INVESCO EXCHANGE-TRADED FD TR II S&P 500 HIGH BETA ETF
S&P 500 HB ETF
46138E370
229
3911
SH
SOLE
NONE
0
0
3911
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT INDLS ETF
S&P500 EQL IND
46137V324
221
1382
SH
SOLE
NONE
0
0
1382
INVITAE CORP COM
COM
46185L103
68
27907
SH
SOLE
NONE
0
0
27907
ISHARES GOLD TR ISHARES NEW
ISHARES NEW
464285204
2280
66469
SH
SOLE
NONE
0
0
66469
ISHARES INC CORE MSCI EMERGING MKTS ETF
CORE MSCI EMKT
46434G103
1799
36679
SH
SOLE
NONE
0
0
36679
ISHARES INC ESG MSCI EM ETF
ESG AWR MSCI EM
46434G863
201
6230
SH
SOLE
NONE
0
0
6230
ISHARES INC MSCI EMERGING MKTS MIN VOL FACTOR ETF
MSCI EMERG MRKT
464286533
222
4021
SH
SOLE
NONE
0
0
4021
ISHARES INC MSCI EUROZONE ETF
MSCI EURZONE ETF
464286608
1012
27863
SH
SOLE
NONE
0
0
27863
ISHARES TR CORE HIGH DIVID ETF
CORE HIGH DV ETF
46429B663
254
2536
SH
SOLE
NONE
0
0
2536
ISHARES TR CORE MSCI EAFE ETF
CORE MSCI EAFE
46432F842
2372
40312
SH
SOLE
NONE
0
0
40312
ISHARES TR CORE S&P 500 ETF
CORE S&P500 ETF
464287200
2113
5573
SH
SOLE
NONE
0
0
5573
ISHARES TR CORE S&P MID-CAP ETF
CORE S&P MCP ETF
464287507
663
2933
SH
SOLE
NONE
0
0
2933
ISHARES TR CORE S&P SMALL-CAP ETF
CORE S&P SCP ETF
464287804
856
9273
SH
SOLE
NONE
0
0
9273
ISHARES TR CORE S&P U S VALUE ETF
CORE S&P US VLU
464287663
547
8181
SH
SOLE
NONE
0
0
8181
ISHARES TR CORE U S AGGREGATE BD ETF
CORE US AGGBD ET
464287226
362
3567
SH
SOLE
NONE
0
0
3567
ISHARES TR ESG AWARE MSCI UAS ETF
ESG AWR MSCI USA
46435G425
1518
18104
SH
SOLE
NONE
0
0
18104
ISHARES TR GLOBAL CONSUMER STAPLES ETF
GLB CNSM STP ETF
464288737
525
9093
SH
SOLE
NONE
0
0
9093
ISHARES TR GLOBAL FINLS ETF
GLOBAL FINLS ETF
464287333
260
3957
SH
SOLE
NONE
0
0
3957
ISHARES TR INTL SELECT DIVID ETF INDEX FD
INTL SEL DIV ETF
464288448
481
17721
SH
SOLE
NONE
0
0
17721
ISHARES TR MSCI CHINA ETF
MSCI CHINA ETF
46429B671
417
7485
SH
SOLE
NONE
0
0
7485
ISHARES TR MSCI EAFE ETF
MSCI EAFE ETF
464287465
393
6298
SH
SOLE
NONE
0
0
6298
ISHARES TR MSCI EAFE GROWTH ETF
EAFE GRWTH ETF
464288885
527
6557
SH
SOLE
NONE
0
0
6557
ISHARES TR MSCI EAFE MINIMUM VOLATILITY FACTOR ETF
MSCI EAFE MIN VL
46429B689
2813
44442
SH
SOLE
NONE
0
0
44442
ISHARES TR MSCI EAFE SMALL CAP ETF
EAFE SML CP ETF
464288273
838
15357
SH
SOLE
NONE
0
0
15357
ISHARES TR MSCI EAFE VALUE ETF
EAFE VALUE ETF
464288877
746
17210
SH
SOLE
NONE
0
0
17210
ISHARES TR MSCI EMERGING MKTS INDEX FD
MSCI EMG MKT ETF
464287234
236
5899
SH
SOLE
NONE
0
0
5899
ISHARES TR MSCI INTL QUALITY FACTOR ETF
MSCI INTL QUALTY
46434V456
2569
83076
SH
SOLE
NONE
0
0
83076
ISHARES TR MSCI USA QUALITY FACTOR ETF
MSCI USA QLT FCT
46432F339
1561
13974
SH
SOLE
NONE
0
0
13974
ISHARES TR MSCI USA VALUE FACTOR ETF
MSCI USA VALUE
46432F388
3656
40397
SH
SOLE
NONE
0
0
40397
ISHARES TR RUSSELL 1000 GROWTH ETF
RUS 1000 GRW ETF
464287614
503
2304
SH
SOLE
NONE
0
0
2304
ISHARES TR SELECT DIVID ETF FD
SELECT DIVID ETF
464287168
351
2983
SH
SOLE
NONE
0
0
2983
J P MORGAN EXCHANGE-TRADED FD TR BETABUILDERS JAPAN ETF NEW
BETABULDRS JAPAN
46641Q217
1676
38052
SH
SOLE
NONE
0
0
38052
J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
46641Q332
1610
29043
SH
SOLE
NONE
0
0
29043
J P MORGAN EXCHANGE-TRADED FD TR JPMORGAN DIVERSIFIED RETURN ETF
DIV RTN INT EQ
46641Q209
286
5878
SH
SOLE
NONE
0
0
5878
J P MORGAN EXCHANGE-TRADED FD TR NASDAQ EQUITY PREM INCOME ETF
NASDAQ EQT PREM
46654Q203
579
12673
SH
SOLE
NONE
0
0
12673
JOHN HANCOCK EXCHANGE TRADED FD TR MULTIFACTOR MID CAP ETF
MULTIFACTOR MI
47804J206
706
15987
SH
SOLE
NONE
0
0
15987
JOHNSON CTLS INTL PLC SHS ISIN#IE00BY7QL619
SHS
G51502105
285
5961
SH
SOLE
NONE
0
0
5961
KEYCORP NEW COM
COM
493267108
354
20598
SH
SOLE
NONE
0
0
20598
KINDER MORGAN INC DEL COM
COM
49456B101
287
17138
SH
SOLE
NONE
0
0
17138
KROGER CO COM
COM
501044101
219
4634
SH
SOLE
NONE
0
0
4634
L3HARRIS TECHNOLOGIES INC COM
COM
502431109
316
1309
SH
SOLE
NONE
0
0
1309
LAM RESH CORP COM
COM
512807108
229
538
SH
SOLE
NONE
0
0
538
LIBERTY MEDIA CORP DEL COM SER C FORMULA ONE
COM SER C FRMLA
531229854
204
3220
SH
SOLE
NONE
0
0
3220
LOCKHEED MARTIN CORP COM
COM
539830109
261
608
SH
SOLE
NONE
0
0
608
LOEWS CORP COM
COM
540424108
303
5123
SH
SOLE
NONE
0
0
5123
LUMEN TECHNOLOGIES INC LA COM
COM
550241103
453
41595
SH
SOLE
NONE
0
0
41595
MARATHON PETE CORP COM
COM
56585A102
616
7501
SH
SOLE
NONE
0
0
7501
MASTERCARD INC CL A
CL A
57636Q104
218
693
SH
SOLE
NONE
0
0
693
MCKESSON CORP COM
COM
58155Q103
351
1077
SH
SOLE
NONE
0
0
1077
MEDTRONIC PLC SHS ISIN#IE00BTN1Y115
SHS
G5960L103
358
3994
SH
SOLE
NONE
0
0
3994
META PLATFORMS INC CL A
CL A
30303M102
235
1461
SH
SOLE
NONE
0
0
1461
METLIFE INC COM
COM
59156R108
272
4338
SH
SOLE
NONE
0
0
4338
MICROSOFT CORP COM
COM
594918104
1416
5514
SH
SOLE
NONE
0
0
5514
MORGAN STANLEY COM NEW
COM NEW
617446448
340
4474
SH
SOLE
NONE
0
0
4474
NORTHROP GRUMMAN CORP COM
COM
666807102
203
426
SH
SOLE
NONE
0
0
426
NVIDIA CORP COM
COM
67066G104
306
2025
SH
SOLE
NONE
0
0
2025
ORACLE CORP COM
COM
68389X105
609
8729
SH
SOLE
NONE
0
0
8729
PACIFIC BIOSCIENCES CALIF INC COM
COM
69404D108
46
10506
SH
SOLE
NONE
0
0
10506
PAGERDUTY INC COM
COM
69553P100
216
8731
SH
SOLE
NONE
0
0
8731
PFIZER INC COM
COM
717081103
327
6247
SH
SOLE
NONE
0
0
6247
PROGRESSIVE CORP OH COM
COM
743315103
249
2143
SH
SOLE
NONE
0
0
2143
PULTEGROUP INC COM
COM
745867101
227
5735
SH
SOLE
NONE
0
0
5735
QUALCOMM INC COM
COM
747525103
324
2540
SH
SOLE
NONE
0
0
2540
QUEST DIAGNOSTICS INC COM
COM
74834L100
512
3852
SH
SOLE
NONE
0
0
3852
REGENCY CTRS CORP COM
COM
758849103
252
4252
SH
SOLE
NONE
0
0
4252
ROBINHOOD MKTS INC COM CL A
COM CL A
770700102
187
22767
SH
SOLE
NONE
0
0
22767
ROKU INC COM CL A
COM CL A
77543R102
591
7202
SH
SOLE
NONE
0
0
7202
SALESFORCE INC COM
COM
79466L302
331
2009
SH
SOLE
NONE
0
0
2009
SAP AE SPONSORED ADR ISIN#US8030542042
SPON ADR
803054204
205
2266
SH
SOLE
NONE
0
0
2266
SELECT SECTOR SPDR TR ENERGY
ENERGY
81369Y506
707
9897
SH
SOLE
NONE
0
0
9897
SELECT SECTOR SPDR TR FINANCIAL
FINANCIAL
81369Y605
200
6368
SH
SOLE
NONE
0
0
6368
SELECT SECTOR SPDR TR HEALTH CARE
SBI HEALTHCARE
81369Y209
697
5439
SH
SOLE
NONE
0
0
5439
SELECT SECTOR SPDR TR TECHNOLOGY
TECHNOLOGY
81369Y803
323
2541
SH
SOLE
NONE
0
0
2541
SELECT SECTOR SPDR TR UTILS
SBI INT-UTILS
81369Y886
351
5018
SH
SOLE
NONE
0
0
5018
SIMON PPTY GROUP INC NEW COM
COM
828806109
367
3867
SH
SOLE
NONE
0
0
3867
SMUCKER J M CO COM NEW
COM NEW
832696405
207
1619
SH
SOLE
NONE
0
0
1619
SONY GROUP CORP AMERN SH NEW ISIN#US8356993076
SPONSORED ADR
835699307
202
2481
SH
SOLE
NONE
0
0
2481
SPDR INDEX SHS FDS S&P GLOBAL NAT RES ETF
GLB NAT RESRCE
78463X541
324
6232
SH
SOLE
NONE
0
0
6232
SPDR S&P 500 ETF TR TR UNIT
TR UNIT
78462F103
630
1670
SH
SOLE
NONE
0
0
1670
SPDR SER TR S&P DIVID ETF
S&P DIVID ETF
78464A763
553
4661
SH
SOLE
NONE
0
0
4661
STARBUCKS CORP COM
COM
855244109
239
3136
SH
SOLE
NONE
0
0
3136
SYNCHRONY FINL COM
COM
87165B103
247
8968
SH
SOLE
NONE
0
0
8968
TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003
SPONSORED ADS
874039100
206
2531
SH
SOLE
NONE
0
0
2531
TELADOC HEALTH INC COM
COM
87918A105
345
10395
SH
SOLE
NONE
0
0
10395
TESLA INC COM
COM
88160R101
822
1222
SH
SOLE
NONE
0
0
1222
THERMO FISHER SCIENTIFIC INC COM
COM
883556102
261
481
SH
SOLE
NONE
0
0
481
T-MOBILE US INC COM
COM
872590104
253
1884
SH
SOLE
NONE
0
0
1884
TWILIO INC CL A
CL A
90138F102
278
3323
SH
SOLE
NONE
0
0
3323
UIPATH INC CL A
CL A
90364P105
290
15956
SH
SOLE
NONE
0
0
15956
UNION PAC CORP COM
COM
907818108
353
1656
SH
SOLE
NONE
0
0
1656
UNITEDHEALTH GROUP INC COM
COM
91324P102
617
1202
SH
SOLE
NONE
0
0
1202
UNITY SOFTWARE INC COM
COM
91332U101
239
6512
SH
SOLE
NONE
0
0
6512
VANGUARD INDEX FDS VANGUARD GROWTH ETF
GROWTH ETF
922908736
584
2621
SH
SOLE
NONE
0
0
2621
VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF
LARGE CAP ETF
922908637
620
3600
SH
SOLE
NONE
0
0
3600
VANGUARD INDEX FDS VANGUARD MID-CAP ETF
MID CAP ETF
922908629
652
3314
SH
SOLE
NONE
0
0
3314
VANGUARD INDEX FDS VANGUARD VALUE ETF
VALUE ETF
922908744
5299
40181
SH
SOLE
NONE
0
0
40181
VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF
FTSE EMR MKT ETF
922042858
362
8708
SH
SOLE
NONE
0
0
8708
VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF
FTSE EUROPE ETF
922042874
563
10673
SH
SOLE
NONE
0
0
10673
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF
VAN FTSE DEV MKT
921943858
258
6335
SH
SOLE
NONE
0
0
6335
VANGUARD WHITEHALL FDS INTL HIGH DIVID YIELD ETF FD
INTL HIGH ETF
921946794
2143
36437
SH
SOLE
NONE
0
0
36437
VANGUARD WORLD FD VANGUARD MEGA CAP GROWTH ETF
MEGA GRWTH IND
921910816
1034
5693
SH
SOLE
NONE
0
0
5693
VANGUARD WORLD FD VANGUARD MEGA CAP VALUE ETF
MEGA CAP VAL ETF
921910840
1220
12685
SH
SOLE
NONE
0
0
12685
VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
92204A702
249
764
SH
SOLE
NONE
0
0
764
VISA INC COM CL A
COM CL A
92826C839
466
2368
SH
SOLE
NONE
0
0
2368
WEYERHAEUSER CO COM
COM NEW
962166104
465
14065
SH
SOLE
NONE
0
0
14065
ZOOM VIDEO COMMUNICATIONS INC CL A
CL A
98980L101
798
7395
SH
SOLE
NONE
0
0
7395