0001973259-23-000002.txt : 20231030
0001973259-23-000002.hdr.sgml : 20231030
20231030131514
ACCESSION NUMBER: 0001973259-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20231030
DATE AS OF CHANGE: 20231030
EFFECTIVENESS DATE: 20231030
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Buck Wealth Strategies, LLC
CENTRAL INDEX KEY: 0001973259
IRS NUMBER: 882492575
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23413
FILM NUMBER: 231359272
BUSINESS ADDRESS:
STREET 1: 4600 S. SYRACUSE ST
STREET 2: SUITE 650
CITY: DENVER
STATE: CO
ZIP: 80237
BUSINESS PHONE: 888-210-6567
MAIL ADDRESS:
STREET 1: 4600 S. SYRACUSE ST
STREET 2: SUITE 650
CITY: DENVER
STATE: CO
ZIP: 80237
13F-HR
1
primary_doc.xml
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0001973259
XXXXXXXX
09-30-2022
09-30-2022
Buck Wealth Strategies, LLC
4600 S. SYRACUSE ST
SUITE 650
DENVER
CO
80237
13F HOLDINGS REPORT
028-23413
000322138
801-126075
N
Erick Aguayo
Director
(859) 402-1460
Erick Aguayo
Chicago
IL
10-30-2023
0
294
213818680
false
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BWM13F_3Q22.xml
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0
10133
JANUS DETROIT STR TR
HENDRSN SHRT ETF
47103U886
217576
4536
SH
SOLE
0
0
0
4536
JANUS DETROIT STR TR
HENDRSN SHRT ETF
47103U886
961690
20048
SH
SOLE
0
0
0
20048
JANUS DETROIT STR TR
HENDRSN SHRT ETF
47103U886
246383
5136
SH
SOLE
0
0
0
5136
JANUS DETROIT STR TR
HENDRSN SHRT ETF
47103U886
298378
6220
SH
SOLE
0
0
0
6220
JANUS DETROIT STR TR
HENDRSN SHRT ETF
47103U886
948678
19776
SH
SOLE
0
0
0
19776
LOCKHEED MARTIN CORP
COM
539830109
503977
1232
SH
SOLE
0
0
0
1232
LOCKHEED MARTIN CORP
COM
539830109
1620859
3963
SH
SOLE
0
0
0
3963
LOCKHEED MARTIN CORP
COM
539830109
569514
1393
SH
SOLE
0
0
0
1393
LOCKHEED MARTIN CORP
COM
539830109
317811
777
SH
SOLE
0
0
0
777
LOCKHEED MARTIN CORP
COM
539830109
521833
1276
SH
SOLE
0
0
0
1276
LOCKHEED MARTIN CORP
COM
539830109
901021
2203
SH
SOLE
0
0
0
2203
MERCK CO INC
COM
58933Y105
708358
6881
SH
SOLE
0
0
0
6881
MERCK CO INC
COM
58933Y105
1930429
18751
SH
SOLE
0
0
0
18751
MERCK CO INC
COM
58933Y105
227401
2209
SH
SOLE
0
0
0
2209
MERCK CO INC
COM
58933Y105
660783
6418
SH
SOLE
0
0
0
6418
MERCK CO INC
COM
58933Y105
323121
3139
SH
SOLE
0
0
0
3139
MERCK CO INC
COM
58933Y105
561695
5456
SH
SOLE
0
0
0
5456
MERCK CO INC
COM
58933Y105
919775
8934
SH
SOLE
0
0
0
8934
MICROSOFT CORP
COM
594918104
713480
2260
SH
SOLE
0
0
0
2260
MICROSOFT CORP
COM
594918104
1699069
5381
SH
SOLE
0
0
0
5381
MICROSOFT CORP
COM
594918104
204393
647
SH
SOLE
0
0
0
647
MICROSOFT CORP
COM
594918104
705492
2234
SH
SOLE
0
0
0
2234
MICROSOFT CORP
COM
594918104
331569
1050
SH
SOLE
0
0
0
1050
MICROSOFT CORP
COM
594918104
565193
1790
SH
SOLE
0
0
0
1790
MICROSOFT CORP
COM
594918104
1067386
3380
SH
SOLE
0
0
0
3380
MICROCHIP TECHNOLOGY INC.
COM
595017104
532535
6823
SH
SOLE
0
0
0
6823
MICROCHIP TECHNOLOGY INC.
COM
595017104
1772855
22714
SH
SOLE
0
0
0
22714
MICROCHIP TECHNOLOGY INC.
COM
595017104
202052
2589
SH
SOLE
0
0
0
2589
MICROCHIP TECHNOLOGY INC.
COM
595017104
604463
7745
SH
SOLE
0
0
0
7745
MICROCHIP TECHNOLOGY INC.
COM
595017104
343935
4407
SH
SOLE
0
0
0
4407
MICROCHIP TECHNOLOGY INC.
COM
595017104
583892
7481
SH
SOLE
0
0
0
7481
MICROCHIP TECHNOLOGY INC.
COM
595017104
972724
12463
SH
SOLE
0
0
0
12463
PGIM ETF TR
PGIM ULTRA SH BD
69344A107
633274
12796
SH
SOLE
0
0
0
12796
PGIM ETF TR
PGIM ULTRA SH BD
69344A107
472137
9540
SH
SOLE
0
0
0
9540
PGIM ETF TR
PGIM ULTRA SH BD
69344A107
211672
4277
SH
SOLE
0
0
0
4277
PGIM ETF TR
PGIM ULTRA SH BD
69344A107
932924
18851
SH
SOLE
0
0
0
18851
PGIM ETF TR
PGIM ULTRA SH BD
69344A107
239060
4830
SH
SOLE
0
0
0
4830
PGIM ETF TR
PGIM ULTRA SH BD
69344A107
289358
5847
SH
SOLE
0
0
0
5847
PGIM ETF TR
PGIM ULTRA SH BD
69344A107
921782
18626
SH
SOLE
0
0
0
18626
PACKAGING CORP AMER
COM
695156109
244343
1591
SH
SOLE
0
0
0
1591
PAYCHEX INC
COM
704326107
217473
1886
SH
SOLE
0
0
0
1886
PFIZER INC
COM
717081103
686162
20686
SH
SOLE
0
0
0
20686
PFIZER INC
COM
717081103
1871787
56430
SH
SOLE
0
0
0
56430
PFIZER INC
COM
717081103
213697
6442
SH
SOLE
0
0
0
6442
PFIZER INC
COM
717081103
623096
18785
SH
SOLE
0
0
0
18785
PFIZER INC
COM
717081103
307121
9259
SH
SOLE
0
0
0
9259
PFIZER INC
COM
717081103
557853
16818
SH
SOLE
0
0
0
16818
PFIZER INC
COM
717081103
879324
26510
SH
SOLE
0
0
0
26510
PROCTER AND GAMBLE CO
COM
742718109
561289
3848
SH
SOLE
0
0
0
3848
PROCTER AND GAMBLE CO
COM
742718109
1846407
12659
SH
SOLE
0
0
0
12659
PROCTER AND GAMBLE CO
COM
742718109
216202
1482
SH
SOLE
0
0
0
1482
PROCTER AND GAMBLE CO
COM
742718109
708943
4860
SH
SOLE
0
0
0
4860
PROCTER AND GAMBLE CO
COM
742718109
349872
2399
SH
SOLE
0
0
0
2399
PROCTER AND GAMBLE CO
COM
742718109
586211
4019
SH
SOLE
0
0
0
4019
PROCTER AND GAMBLE CO
COM
742718109
980536
6722
SH
SOLE
0
0
0
6722
PRUDENTIAL FINL INC
COM
744320102
231735
2442
SH
SOLE
0
0
0
2442
SPDR GOLD TR
GOLD SHS
78463V107
214655
1252
SH
SOLE
0
0
0
1252
SPDR GOLD TR
GOLD SHS
78463V107
959606
5597
SH
SOLE
0
0
0
5597
SPDR GOLD TR
GOLD SHS
78463V107
415766
2425
SH
SOLE
0
0
0
2425
SPDR GOLD TR
GOLD SHS
78463V107
356616
2080
SH
SOLE
0
0
0
2080
SPDR GOLD TR
GOLD SHS
78463V107
1399546
8163
SH
SOLE
0
0
0
8163
SPDR SER TR
PORTFOLIO SHORT
78464A474
412615
14073
SH
SOLE
0
0
0
14073
SPDR SER TR
PORTFOLIO SHORT
78464A474
1188452
40534
SH
SOLE
0
0
0
40534
SPDR SER TR
PORTFOLIO SHORT
78464A474
486373
16588
SH
SOLE
0
0
0
16588
SPDR SER TR
PORTFOLIO SHORT
78464A474
268908
9171
SH
SOLE
0
0
0
9171
SPDR SER TR
PORTFOLIO SHORT
78464A474
490103
16716
SH
SOLE
0
0
0
16716
SPDR SER TR
PORTFOLIO SHORT
78464A474
346240
11809
SH
SOLE
0
0
0
11809
SPDR SER TR
PORTFOLIO SHORT
78464A474
1532924
52283
SH
SOLE
0
0
0
52283
SOUTHERN CO
COM
842587107
201232
3109
SH
SOLE
0
0
0
3109
TESLA INC
COM
88160R101
558522
2232
SH
SOLE
0
0
0
2232
3M CO
COM
88579Y101
203796
2177
SH
SOLE
0
0
0
2177
UNITEDHEALTH GROUP INC
COM
91324P102
543013
1077
SH
SOLE
0
0
0
1077
UNITEDHEALTH GROUP INC
COM
91324P102
1716989
3405
SH
SOLE
0
0
0
3405
UNITEDHEALTH GROUP INC
COM
91324P102
684902
1358
SH
SOLE
0
0
0
1358
UNITEDHEALTH GROUP INC
COM
91324P102
330913
656
SH
SOLE
0
0
0
656
UNITEDHEALTH GROUP INC
COM
91324P102
560155
1111
SH
SOLE
0
0
0
1111
UNITEDHEALTH GROUP INC
COM
91324P102
961756
1908
SH
SOLE
0
0
0
1908
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
457084
10455
SH
SOLE
0
0
0
10455
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
226685
5185
SH
SOLE
0
0
0
5185
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
874837
20010
SH
SOLE
0
0
0
20010
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
423455
10800
SH
SOLE
0
0
0
10800
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
216937
5533
SH
SOLE
0
0
0
5533
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
845864
21573
SH
SOLE
0
0
0
21573
VANGUARD INDEX FDS
MID CAP ETF
922908629
1119832
5378
SH
SOLE
0
0
0
5378
VANGUARD INDEX FDS
MID CAP ETF
922908629
596992
2867
SH
SOLE
0
0
0
2867
VANGUARD INDEX FDS
MID CAP ETF
922908629
200021
961
SH
SOLE
0
0
0
961
VANGUARD INDEX FDS
MID CAP ETF
922908629
204370
981
SH
SOLE
0
0
0
981
VANGUARD INDEX FDS
MID CAP ETF
922908629
206795
993
SH
SOLE
0
0
0
993
VANGUARD INDEX FDS
MID CAP ETF
922908629
383624
1842
SH
SOLE
0
0
0
1842
VANGUARD INDEX FDS
MID CAP ETF
922908629
2235631
10736
SH
SOLE
0
0
0
10736
VERIZON COMMUNICATIONS INC
COM
92343V104
634912
19590
SH
SOLE
0
0
0
19590
VERIZON COMMUNICATIONS INC
COM
92343V104
1991283
61440
SH
SOLE
0
0
0
61440
VERIZON COMMUNICATIONS INC
COM
92343V104
201608
6221
SH
SOLE
0
0
0
6221
VERIZON COMMUNICATIONS INC
COM
92343V104
617104
19041
SH
SOLE
0
0
0
19041
VERIZON COMMUNICATIONS INC
COM
92343V104
284072
8765
SH
SOLE
0
0
0
8765
VERIZON COMMUNICATIONS INC
COM
92343V104
507897
15671
SH
SOLE
0
0
0
15671
VERIZON COMMUNICATIONS INC
COM
92343V104
842639
25999
SH
SOLE
0
0
0
25999
VISA INC
COM CL A
92826C839
567216
2466
SH
SOLE
0
0
0
2466
VISA INC
COM CL A
92826C839
1743780
7581
SH
SOLE
0
0
0
7581
VISA INC
COM CL A
92826C839
607452
2641
SH
SOLE
0
0
0
2641
VISA INC
COM CL A
92826C839
329514
1433
SH
SOLE
0
0
0
1433
VISA INC
COM CL A
92826C839
567665
2468
SH
SOLE
0
0
0
2468
VISA INC
COM CL A
92826C839
951646
4137
SH
SOLE
0
0
0
4137
WALMART INC
COM
931142103
620691
3881
SH
SOLE
0
0
0
3881
WALMART INC
COM
931142103
1900726
11885
SH
SOLE
0
0
0
11885
WALMART INC
COM
931142103
225850
1412
SH
SOLE
0
0
0
1412
WALMART INC
COM
931142103
662579
4143
SH
SOLE
0
0
0
4143
WALMART INC
COM
931142103
359637
2249
SH
SOLE
0
0
0
2249
WALMART INC
COM
931142103
618289
3866
SH
SOLE
0
0
0
3866
WALMART INC
COM
931142103
1033272
6461
SH
SOLE
0
0
0
6461
WASTE MGMT INC DEL
COM
94106L109
718514
4713
SH
SOLE
0
0
0
4713
WASTE MGMT INC DEL
COM
94106L109
1988336
13043
SH
SOLE
0
0
0
13043
WASTE MGMT INC DEL
COM
94106L109
233511
1532
SH
SOLE
0
0
0
1532
WASTE MGMT INC DEL
COM
94106L109
662458
4346
SH
SOLE
0
0
0
4346
WASTE MGMT INC DEL
COM
94106L109
337260
2212
SH
SOLE
0
0
0
2212
WASTE MGMT INC DEL
COM
94106L109
589333
3866
SH
SOLE
0
0
0
3866
WASTE MGMT INC DEL
COM
94106L109
952971
6251
SH
SOLE
0
0
0
6251
WATSCO INC
COM
942622200
595287
1576
SH
SOLE
0
0
0
1576
WATSCO INC
COM
942622200
1957734
5183
SH
SOLE
0
0
0
5183
WATSCO INC
COM
942622200
217672
576
SH
SOLE
0
0
0
576
WATSCO INC
COM
942622200
655745
1736
SH
SOLE
0
0
0
1736
WATSCO INC
COM
942622200
370694
981
SH
SOLE
0
0
0
981
WATSCO INC
COM
942622200
640613
1696
SH
SOLE
0
0
0
1696
WATSCO INC
COM
942622200
1063048
2814
SH
SOLE
0
0
0
2814
AMDOCS LTD
SHS
G02602103
514544
6090
SH
SOLE
0
0
0
6090
AMDOCS LTD
SHS
G02602103
1645529
19476
SH
SOLE
0
0
0
19476
AMDOCS LTD
SHS
G02602103
558202
6607
SH
SOLE
0
0
0
6607
AMDOCS LTD
SHS
G02602103
311042
3681
SH
SOLE
0
0
0
3681
AMDOCS LTD
SHS
G02602103
522571
6185
SH
SOLE
0
0
0
6185
AMDOCS LTD
SHS
G02602103
885765
10484
SH
SOLE
0
0
0
10484
EATON CORP PLC
SHS
G29183103
227551
1067
SH
SOLE
0
0
0
1067
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
223348
2358
SH
SOLE
0
0
0
2358