0001941040-24-000236.txt : 20240506 0001941040-24-000236.hdr.sgml : 20240506 20240506172405 ACCESSION NUMBER: 0001941040-24-000236 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240506 DATE AS OF CHANGE: 20240506 EFFECTIVENESS DATE: 20240506 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kades & Cheifetz LLC CENTRAL INDEX KEY: 0001957259 ORGANIZATION NAME: IRS NUMBER: 813509951 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22800 FILM NUMBER: 24918707 BUSINESS ADDRESS: STREET 1: 1055 WESTLAKES DRIVE STREET 2: SUITE 300 CITY: BERWYN STATE: PA ZIP: 19312 BUSINESS PHONE: 610-679-9256 MAIL ADDRESS: STREET 1: 1055 WESTLAKES DRIVE STREET 2: SUITE 300 CITY: BERWYN STATE: PA ZIP: 19312 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001957259 XXXXXXXX 03-31-2024 03-31-2024 false Kades & Cheifetz LLC

1055 Westlakes Drive Suite 300 Berwyn PA 19312

13F HOLDINGS REPORT 028-22800 000285068 801-108325 N Steven Cheifetz 610-834-1504 Steven Cheifetz Berwyn PA 05-06-2024 0 90 156208901 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 1023644 6723 SH SOLE 0 0 6723 ALPHABET INC CAP STK CL A 02079K305 518897 3438 SH SOLE 0 0 3438 AMGEN INC COM 031162100 287295 1010 SH SOLE 0 0 1010 APPLE INC COM 037833100 6747275 39347 SH SOLE 0 0 39347 ARBUTUS BIOPHARMA CORP COM 03879J100 51600 20000 SH SOLE 0 0 20000 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 503783 1198 SH SOLE 0 0 1198 BLACKROCK FLOATING RATE INCO COM 09255X100 914255 70763 SH SOLE 0 0 70763 BROADCOM INC COM 11135F101 857095 647 SH SOLE 0 0 647 CHEVRON CORP NEW COM 166764100 603897 3828 SH SOLE 0 0 3828 COSTCO WHSL CORP NEW COM 22160K105 212433 290 SH SOLE 0 0 290 CUMMINS INC COM 231021106 1184967 4022 SH SOLE 0 0 4022 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 423180 10347 SH SOLE 0 0 10347 ENTERPRISE PRODS PARTNERS L COM 293792107 210115 7201 SH SOLE 0 0 7201 FORD MTR CO DEL COM 345370860 139739 10522 SH SOLE 0 0 10522 GRANITESHARES GOLD TR SHS BEN INT 38748G101 1711299 77928 SH SOLE 0 0 77928 HOLOGIC INC COM 436440101 298197 3825 SH SOLE 0 0 3825 INTERNATIONAL BUSINESS MACHS COM 459200101 1027100 5379 SH SOLE 0 0 5379 INTUITIVE SURGICAL INC COM NEW 46120E602 266991 669 SH SOLE 0 0 669 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 950091 39970 SH SOLE 0 0 39970 INVESCO EXCH TRADED FD TR II NY AMT FRE MUN 46138E529 363526 15781 SH SOLE 0 0 15781 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 3253286 273846 SH SOLE 0 0 273846 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 584260 27862 SH SOLE 0 0 27862 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 331780 16240 SH SOLE 0 0 16240 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 301923 15717 SH SOLE 0 0 15717 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 392691 20357 SH SOLE 0 0 20357 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 291453 14522 SH SOLE 0 0 14522 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 210392 3160 SH SOLE 0 0 3160 INVESCO QQQ TR UNIT SER 1 46090E103 1097030 2471 SH SOLE 0 0 2471 ISHARES GOLD TR ISHARES NEW 464285204 5450882 129752 SH SOLE 0 0 129752 ISHARES INC MSCI EMRG CHN 46434G764 1886799 32774 SH SOLE 0 0 32774 ISHARES TR SELECT DIVID ETF 464287168 796288 6464 SH SOLE 0 0 6464 ISHARES TR FLTG RATE NT ETF 46429B655 1670783 32722 SH SOLE 0 0 32722 ISHARES TR CONV BD ETF 46435G102 4897846 61353 SH SOLE 0 0 61353 ISHARES TR CORE HIGH DV ETF 46429B663 200499 1819 SH SOLE 0 0 1819 ISHARES TR IBONDS DEC 25 46435U432 562390 21254 SH SOLE 0 0 21254 ISHARES TR IBONDS DEC2026 46435GAA0 336162 14095 SH SOLE 0 0 14095 ISHARES TR IBONDS DEC 26 46435U259 388612 15330 SH SOLE 0 0 15330 ISHARES TR IBONDS DEC 27 46435U283 332921 13227 SH SOLE 0 0 13227 ISHARES TR ESG AWARE MSCI 46435U663 214898 5336 SH SOLE 0 0 5336 ISHARES TR NATIONAL MUN ETF 464288414 3434563 31920 SH SOLE 0 0 31920 ISHARES TR NEW YORK MUN ETF 464288323 861278 16006 SH SOLE 0 0 16006 ISHARES TR RUS 1000 ETF 464287622 990876 3440 SH SOLE 0 0 3440 ISHARES TR RUSSELL 2000 ETF 464287655 329950 1569 SH SOLE 0 0 1569 ISHARES TR SHRT NAT MUN ETF 464288158 784959 7495 SH SOLE 0 0 7495 ISHARES TR PFD AND INCM SEC 464288687 4516246 140126 SH SOLE 0 0 140126 LISTED FD TR OVERLAY 53656F581 284160 9094 SH SOLE 0 0 9094 MATTHEWS ASIA FDS EMERGING MARKETS 577125792 1664988 57212 SH SOLE 0 0 57212 MCKESSON CORP COM 58155Q103 339623 633 SH SOLE 0 0 633 MEDTRONIC PLC SHS G5960L103 813720 9337 SH SOLE 0 0 9337 MERCK & CO INC COM 58933Y105 221743 1681 SH SOLE 0 0 1681 MICROSOFT CORP COM 594918104 2262081 5377 SH SOLE 0 0 5377 NEXTERA ENERGY INC COM 65339F101 332416 5201 SH SOLE 0 0 5201 NUVEEN FLOATING RATE INCOME COM 67072T108 1901433 217805 SH SOLE 0 0 217805 NVIDIA CORPORATION COM 67066G104 1735988 1921 SH SOLE 0 0 1921 PROCTER AND GAMBLE CO COM 742718109 202360 1247 SH SOLE 0 0 1247 SCHWAB STRATEGIC TR 1 5YR CORP BD 808524714 4068905 84190 SH SOLE 0 0 84190 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1158801 45893 SH SOLE 0 0 45893 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2507325 64257 SH SOLE 0 0 64257 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 228582 4660 SH SOLE 0 0 4660 SCHWAB STRATEGIC TR MUN BD ETF 808524649 359302 6903 SH SOLE 0 0 6903 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 921359 18712 SH SOLE 0 0 18712 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 4825792 100099 SH SOLE 0 0 100099 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2269328 49333 SH SOLE 0 0 49333 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 503094 8241 SH SOLE 0 0 8241 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 15874070 196875 SH SOLE 0 0 196875 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2027647 21868 SH SOLE 0 0 21868 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 340542 4482 SH SOLE 0 0 4482 SCHWAB STRATEGIC TR US REIT ETF 808524847 819872 40388 SH SOLE 0 0 40388 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1927904 36961 SH SOLE 0 0 36961 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 519434 7912 SH SOLE 0 0 7912 SPDR GOLD TR GOLD SHS 78463V107 200783 976 SH SOLE 0 0 976 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 2672639 76035 SH SOLE 0 0 76035 SPDR SER TR S&P 600 SMCP GRW 78464A201 8893646 101956 SH SOLE 0 0 101956 SPDR SER TR S&P 600 SMCP VAL 78464A300 5339072 64349 SH SOLE 0 0 64349 SPDR SER TR BBG CONV SEC ETF 78464A359 1033001 14143 SH SOLE 0 0 14143 SPDR SER TR NUVEEN BLMBRG SH 78468R739 3172875 66882 SH SOLE 0 0 66882 SPDR SER TR BLOOMBERG SHT TE 78468R408 359579 14258 SH SOLE 0 0 14258 STRATEGY SHS NS 7HANDL IDX 86280R506 9146521 431236 SH SOLE 0 0 431236 UNITED PARCEL SERVICE INC CL B 911312106 380224 2558 SH SOLE 0 0 2558 VANECK ETF TRUST SHRT HGH YLD MUN 92189F387 1751446 78155 SH SOLE 0 0 78155 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1735055 6655 SH SOLE 0 0 6655 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 340503 4229 SH SOLE 0 0 4229 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 9166078 50195 SH SOLE 0 0 50195 VANGUARD WELLINGTON FD SHORT TRM TAX EX 921935870 3768559 37424 SH SOLE 0 0 37424 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1057766 8743 SH SOLE 0 0 8743 VANGUARD WORLD FD ESG US STK ETF 921910733 247402 2655 SH SOLE 0 0 2655 WALMART INC COM 931142103 585253 9727 SH SOLE 0 0 9727 WASTE MGMT INC DEL COM 94106L109 711987 3340 SH SOLE 0 0 3340 WISDOMTREE TR US SMALLCAP DIVD 97717W604 3603516 110267 SH SOLE 0 0 110267 WISDOMTREE TR EMER MKT HIGH FD 97717W315 1518381 36290 SH SOLE 0 0 36290