# EDGAR Filing Document

**Accession Number:** 0001910383
**File Stem:** 0001910383-23-000001
**Filing Date:** 2023-2
**Character Count:** 12787
**Document Hash:** 0b242efa268b8e59233002ebd04e7fdb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001910383-23-000001.hdr.sgml**: 20230209

**ACCESSION NUMBER**: 0001910383-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230209

**DATE AS OF CHANGE**: 20230209

**EFFECTIVENESS DATE**: 20230209

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Joseph Group Capital Management
- **CENTRAL INDEX KEY:** 0001910383
- **IRS NUMBER:** 364729550
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21753
- **FILM NUMBER:** 23607215

**BUSINESS ADDRESS:**
- **STREET 1:** 300 MARCONI BLVD #106
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43215
- **BUSINESS PHONE:** 614-228-4300

**MAIL ADDRESS:**
- **STREET 1:** 300 MARCONI BLVD #106
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43215

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Joseph Group Capital Management<br>**Address:** 300 MARCONI BLVD #106<br>COLUMBUS, OH 43215

**Form 13F File Number:** 028-21753

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Andrew Burkey<br>**Title:** Investment Operations Associate<br>**Phone:** 614-591-4722

**Signature, Place, and Date of Signing:**

Andrew Burkey  Columbus, OH  02-09-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 94

**Form 13F Information Table Value Total:** $105257000

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 12838000 | 354726 | SH |  | SOLE |  | 0 | 0 | 354726 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 12151000 | 234614 | SH |  | SOLE |  | 0 | 0 | 234614 |
| WISDOMTREE TR | GLB HIGH DIV FD | 97717W877 |  | 11825000 | 252660 | SH |  | SOLE |  | 0 | 0 | 252660 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C656 |  | 6481000 | 221570 | SH |  | SOLE |  | 0 | 0 | 221570 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 4973000 | 47130 | SH |  | SOLE |  | 0 | 0 | 47130 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 3436000 | 39284 | SH |  | SOLE |  | 0 | 0 | 39284 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 3063000 | 129419 | SH |  | SOLE |  | 0 | 0 | 129419 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 2086000 | 31603 | SH |  | SOLE |  | 0 | 0 | 31603 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1735000 | 12941 | SH |  | SOLE |  | 0 | 0 | 12941 |
| HOME DEPOT INC | COM | 437076102 |  | 1652000 | 5231 | SH |  | SOLE |  | 0 | 0 | 5231 |
| EATON CORP PLC | SHS | G29183103 |  | 1644000 | 10473 | SH |  | SOLE |  | 0 | 0 | 10473 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1639000 | 10816 | SH |  | SOLE |  | 0 | 0 | 10816 |
| PFIZER INC | COM | 717081103 |  | 1595000 | 31125 | SH |  | SOLE |  | 0 | 0 | 31125 |
| VISA INC | COM CL A | 92826C839 |  | 1579000 | 7598 | SH |  | SOLE |  | 0 | 0 | 7598 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 1492000 | 26858 | SH |  | SOLE |  | 0 | 0 | 26858 |
| ABBOTT LABS | COM | 002824100 |  | 1461000 | 13307 | SH |  | SOLE |  | 0 | 0 | 13307 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1456000 | 9587 | SH |  | SOLE |  | 0 | 0 | 9587 |
| LAM RESEARCH CORP | COM | 512807108 |  | 1423000 | 3385 | SH |  | SOLE |  | 0 | 0 | 3385 |
| OWENS CORNING NEW | COM | 690742101 |  | 1420000 | 16647 | SH |  | SOLE |  | 0 | 0 | 16647 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1413000 | 16014 | SH |  | SOLE |  | 0 | 0 | 16014 |
| APPLE INC | COM | 037833100 |  | 1389000 | 10690 | SH |  | SOLE |  | 0 | 0 | 10690 |
| SPDR SER TR | PORTFOLI S | 78464A805 |  | 1385000 | 29290 | SH |  | SOLE |  | 0 | 0 | 29290 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 1383000 | 42149 | SH |  | SOLE |  | 0 | 0 | 42149 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 1375000 | 33934 | SH |  | SOLE |  | 0 | 0 | 33934 |
| MICROSOFT CORP | COM | 594918104 |  | 1371000 | 5716 | SH |  | SOLE |  | 0 | 0 | 5716 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1249000 | 6957 | SH |  | SOLE |  | 0 | 0 | 6957 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 1197000 | 24432 | SH |  | SOLE |  | 0 | 0 | 24432 |
| WISDOMTREE TR | US S CAP QTY DIV | 97717X651 |  | 1179000 | 29324 | SH |  | SOLE |  | 0 | 0 | 29324 |
| WENDYS CO | COM | 95058W100 |  | 1103000 | 48758 | SH |  | SOLE |  | 0 | 0 | 48758 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 1101000 | 23714 | SH |  | SOLE |  | 0 | 0 | 23714 |
| PROGRESSIVE CORP | COM | 743315103 |  | 1091000 | 8410 | SH |  | SOLE |  | 0 | 0 | 8410 |
| DISNEY WALT CO | COM | 254687106 |  | 1066000 | 12271 | SH |  | SOLE |  | 0 | 0 | 12271 |
| SMUCKER J M CO | COM NEW | 832696405 |  | 1062000 | 6700 | SH |  | SOLE |  | 0 | 0 | 6700 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 1017000 | 9402 | SH |  | SOLE |  | 0 | 0 | 9402 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 1009000 | 10625 | SH |  | SOLE |  | 0 | 0 | 10625 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 1009000 | 13991 | SH |  | SOLE |  | 0 | 0 | 13991 |
| RPM INTL INC | COM | 749685103 |  | 994000 | 10195 | SH |  | SOLE |  | 0 | 0 | 10195 |
| MARATHON PETE CORP | COM | 56585A102 |  | 945000 | 8115 | SH |  | SOLE |  | 0 | 0 | 8115 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 900000 | 1697 | SH |  | SOLE |  | 0 | 0 | 1697 |
| DANA INC | COM | 235825205 |  | 810000 | 53504 | SH |  | SOLE |  | 0 | 0 | 53504 |
| INTEL CORP | COM | 458140100 |  | 803000 | 30400 | SH |  | SOLE |  | 0 | 0 | 30400 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 669000 | 6902 | SH |  | SOLE |  | 0 | 0 | 6902 |
| MEDPACE HLDGS INC | COM | 58506Q109 |  | 623000 | 2932 | SH |  | SOLE |  | 0 | 0 | 2932 |
| SPDR SER TR | S 400 MDCP VAL | 78464A839 |  | 464000 | 7166 | SH |  | SOLE |  | 0 | 0 | 7166 |
| ISHARES TR | GLB INFRASTR ETF | 464288372 |  | 447000 | 9750 | SH |  | SOLE |  | 0 | 0 | 9750 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 |  | 447000 | 4478 | SH |  | SOLE |  | 0 | 0 | 4478 |
| SPDR SER TR | BLOOMBERG HIGH Y | 78468R622 |  | 370000 | 4108 | SH |  | SOLE |  | 0 | 0 | 4108 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 341000 | 1619 | SH |  | SOLE |  | 0 | 0 | 1619 |
| GLOBAL X FDS | S 500 CATHOLIC | 37954Y889 |  | 290000 | 6232 | SH |  | SOLE |  | 0 | 0 | 6232 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 92189H409 |  | 272000 | 5388 | SH |  | SOLE |  | 0 | 0 | 5388 |
| COLUMBIA ETF TR I | MULTI SEC MUNI | 19761L607 |  | 214000 | 10615 | SH |  | SOLE |  | 0 | 0 | 10615 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 213000 | 1455 | SH |  | SOLE |  | 0 | 0 | 1455 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 197000 | 561 | SH |  | SOLE |  | 0 | 0 | 561 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 165000 | 4357 | SH |  | SOLE |  | 0 | 0 | 4357 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 155000 | 2572 | SH |  | SOLE |  | 0 | 0 | 2572 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 |  | 141000 | 6555 | SH |  | SOLE |  | 0 | 0 | 6555 |
| SPDR INDEX SHS FDS | PORTFLI MSCI GBL | 78463X475 |  | 127000 | 2714 | SH |  | SOLE |  | 0 | 0 | 2714 |
| WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 |  | 91000 | 1506 | SH |  | SOLE |  | 0 | 0 | 1506 |
| INVESCO EXCHANGE TRADED FD T | S EQL HLT | 46137V332 |  | 91000 | 314 | SH |  | SOLE |  | 0 | 0 | 314 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 79000 | 963 | SH |  | SOLE |  | 0 | 0 | 963 |
| INNOVATOR ETFS TR | US EQTY BUFR JAN | 45782C409 |  | 76000 | 2296 | SH |  | SOLE |  | 0 | 0 | 2296 |
| ISHARES TR | CONSER ALLOC ETF | 464289883 |  | 75000 | 2233 | SH |  | SOLE |  | 0 | 0 | 2233 |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | 78463X749 |  | 73000 | 1787 | SH |  | SOLE |  | 0 | 0 | 1787 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 70000 | 1065 | SH |  | SOLE |  | 0 | 0 | 1065 |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 33739P103 |  | 69000 | 1411 | SH |  | SOLE |  | 0 | 0 | 1411 |
| VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 |  | 66000 | 500 | SH |  | SOLE |  | 0 | 0 | 500 |
| INNOVATOR ETFS TR | US EQT ULTRA BF | 45782C300 |  | 57000 | 1912 | SH |  | SOLE |  | 0 | 0 | 1912 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 55000 | 700 | SH |  | SOLE |  | 0 | 0 | 700 |
| GENERAL MLS INC | COM | 370334104 |  | 55000 | 650 | SH |  | SOLE |  | 0 | 0 | 650 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 54000 | 929 | SH |  | SOLE |  | 0 | 0 | 929 |
| CION INVT CORP | COM | 17259U204 |  | 40000 | 4131 | SH |  | SOLE |  | 0 | 0 | 4131 |
| AMGEN INC | COM | 031162100 |  | 39000 | 150 | SH |  | SOLE |  | 0 | 0 | 150 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 |  | 35000 | 285 | SH |  | SOLE |  | 0 | 0 | 285 |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | 78463X848 |  | 33000 | 1355 | SH |  | SOLE |  | 0 | 0 | 1355 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 81369Y100 |  | 31000 | 396 | SH |  | SOLE |  | 0 | 0 | 396 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 29000 | 165 | SH |  | SOLE |  | 0 | 0 | 165 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 25000 | 200 | SH |  | SOLE |  | 0 | 0 | 200 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 23000 | 310 | SH |  | SOLE |  | 0 | 0 | 310 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 20000 | 94 | SH |  | SOLE |  | 0 | 0 | 94 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C508 |  | 17000 | 545 | SH |  | SOLE |  | 0 | 0 | 545 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 17000 | 110 | SH |  | SOLE |  | 0 | 0 | 110 |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 46138G508 |  | 14000 | 686 | SH |  | SOLE |  | 0 | 0 | 686 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 12000 | 116 | SH |  | SOLE |  | 0 | 0 | 116 |
| MODERNA INC | COM | 60770K107 |  | 11000 | 60 | SH |  | SOLE |  | 0 | 0 | 60 |
| ISHARES TR | MSCI GBL SUS DEV | 46435G532 |  | 10000 | 126 | SH |  | SOLE |  | 0 | 0 | 126 |
| SCOTTS MIRACLE-GRO CO | CL A | 810186106 |  | 9000 | 188 | SH |  | SOLE |  | 0 | 0 | 188 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 9000 | 645 | SH |  | SOLE |  | 0 | 0 | 645 |
| APPIAN CORP | CL A | 03782L101 |  | 8000 | 260 | SH |  | SOLE |  | 0 | 0 | 260 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 8000 | 106 | SH |  | SOLE |  | 0 | 0 | 106 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 7000 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| SEA LTD | SPONSORD ADS | 81141R100 |  | 5000 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 4000 | 27 | SH |  | SOLE |  | 0 | 0 | 27 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 3000 | 21 | SH |  | SOLE |  | 0 | 0 | 21 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 2000 | 24 | SH |  | SOLE |  | 0 | 0 | 24 |

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