# EDGAR Filing Document

**Accession Number:** 0001740842
**File Stem:** 0001740842-23-000001
**Filing Date:** 2023-2
**Character Count:** 9529
**Document Hash:** aeb5a4320904f32706ef705c7f4a523e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001740842-23-000001.hdr.sgml**: 20230209

**ACCESSION NUMBER**: 0001740842-23-000001

**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:** Braun-Bostich & Associates Inc.
- **CENTRAL INDEX KEY:** 0001740842
- **IRS NUMBER:** 752997460
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18789
- **FILM NUMBER:** 23607461

**BUSINESS ADDRESS:**
- **STREET 1:** 1600 ASHWOOD DR
- **STREET 2:** STE 1601
- **CITY:** CANONSBURG
- **STATE:** PA
- **ZIP:** 15317
- **BUSINESS PHONE:** 7249422639

**MAIL ADDRESS:**
- **STREET 1:** 1600 ASHWOOD DR
- **STREET 2:** STE 1601
- **CITY:** CANONSBURG
- **STATE:** PA
- **ZIP:** 15317

### 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:** Braun-Bostich  Associates Inc.<br>**Address:** 1600 ASHWOOD DR<br>STE 1601<br>CANONSBURG, PA 15317

**Form 13F File Number:** 028-18789

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:** CASSANDRA KIRBY<br>**Title:** CHIEF OPERATING OFFICER CCO AND PRIVATE WEALTH ADVISOR<br>**Phone:** (724) 942-2639

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

CASSANDRA KIRBY  CANONSBURG, PA  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:** 58

**Form 13F Information Table Value Total:** $34637452

      (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 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 798663 | 10304 | SH |  | SOLE |  | 0 | 0 | 10304 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 694625 | 11878 | SH |  | SOLE |  | 0 | 0 | 11878 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 |  | 457124 | 6496 | SH |  | SOLE |  | 0 | 0 | 6496 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 405349 | 5391 | SH |  | SOLE |  | 0 | 0 | 5391 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 359409 | 6216 | SH |  | SOLE |  | 0 | 0 | 6216 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 1205955 | 25426 | SH |  | SOLE |  | 0 | 0 | 25426 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 340376 | 642 | SH |  | SOLE |  | 0 | 0 | 642 |
| SPDR SER TR | S 600 SMCP VAL | 78464A300 |  | 485659 | 6544 | SH |  | SOLE |  | 0 | 0 | 6544 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 248962 | 651 | SH |  | SOLE |  | 0 | 0 | 651 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 882523 | 8946 | SH |  | SOLE |  | 0 | 0 | 8946 |
| NVR INC | COM | 62944T105 |  | 977867 | 212 | SH |  | SOLE |  | 0 | 0 | 212 |
| MERCK  CO INC | COM | 58933Y105 |  | 235214 | 2120 | SH |  | SOLE |  | 0 | 0 | 2120 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 235761 | 678 | SH |  | SOLE |  | 0 | 0 | 678 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 276718 | 5520 | SH |  | SOLE |  | 0 | 0 | 5520 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 276246 | 2060 | SH |  | SOLE |  | 0 | 0 | 2060 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 361564 | 10471 | SH |  | SOLE |  | 0 | 0 | 10471 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 1017451 | 42804 | SH |  | SOLE |  | 0 | 0 | 42804 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 1778958 | 39594 | SH |  | SOLE |  | 0 | 0 | 39594 |
| FIRST TR EXCH TRADED FD III | MERGER ARBITRA | 33740J203 |  | 220444 | 10928 | SH |  | SOLE |  | 0 | 0 | 10928 |
| FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 33740F888 |  | 2174589 | 90195 | SH |  | SOLE |  | 0 | 0 | 90195 |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 33739H101 |  | 307815 | 12569 | SH |  | SOLE |  | 0 | 0 | 12569 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 1073471 | 24442 | SH |  | SOLE |  | 0 | 0 | 24442 |
| FIRST TR EXCHANGE-TRADED FD | LIMITED DURATION | 33738D804 |  | 882979 | 47294 | SH |  | SOLE |  | 0 | 0 | 47294 |
| FIRST TR EXCHANGE-TRADED ALP | MID CP GR ALPH | 33737M102 |  | 687450 | 12191 | SH |  | SOLE |  | 0 | 0 | 12191 |
| FIRST TR EXCHANGE TRADED FD | INTL EQUITY OPP | 33734X853 |  | 487800 | 12553 | SH |  | SOLE |  | 0 | 0 | 12553 |
| FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 |  | 1088266 | 27268 | SH |  | SOLE |  | 0 | 0 | 27268 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 363328 | 3294 | SH |  | SOLE |  | 0 | 0 | 3294 |
| CISCO SYS INC | COM | 17275R102 |  | 266403 | 5592 | SH |  | SOLE |  | 0 | 0 | 5592 |
| BROADCOM INC | COM | 11135F101 |  | 294662 | 527 | SH |  | SOLE |  | 0 | 0 | 527 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 236898 | 2685 | SH |  | SOLE |  | 0 | 0 | 2685 |
| ABBVIE INC | COM | 00287Y109 |  | 210578 | 1303 | SH |  | SOLE |  | 0 | 0 | 1303 |
| ARK ETF TR | INNOVATION ETF | 00214Q104 |  | 245664 | 7864 | SH |  | SOLE |  | 0 | 0 | 7864 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 1270815 | 16956 | SH |  | SOLE |  | 0 | 0 | 16956 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1005740 | 3777 | SH |  | SOLE |  | 0 | 0 | 3777 |
| WALMART INC | COM | 931142103 |  | 207155 | 1461 | SH |  | SOLE |  | 0 | 0 | 1461 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 741478 | 19022 | SH |  | SOLE |  | 0 | 0 | 19022 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 1142498 | 22786 | SH |  | SOLE |  | 0 | 0 | 22786 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 382053 | 9103 | SH |  | SOLE |  | 0 | 0 | 9103 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 233467 | 1343 | SH |  | SOLE |  | 0 | 0 | 1343 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 652562 | 20736 | SH |  | SOLE |  | 0 | 0 | 20736 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 372163 | 7186 | SH |  | SOLE |  | 0 | 0 | 7186 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 576154 | 29868 | SH |  | SOLE |  | 0 | 0 | 29868 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 245029 | 5427 | SH |  | SOLE |  | 0 | 0 | 5427 |
| PFIZER INC | COM | 717081103 |  | 214593 | 4188 | SH |  | SOLE |  | 0 | 0 | 4188 |
| PEPSICO INC | COM | 713448108 |  | 377218 | 2088 | SH |  | SOLE |  | 0 | 0 | 2088 |
| MICROSOFT CORP | COM | 594918104 |  | 783012 | 3265 | SH |  | SOLE |  | 0 | 0 | 3265 |
| LAM RESEARCH CORP | COM | 512807108 |  | 220237 | 524 | SH |  | SOLE |  | 0 | 0 | 524 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 704834 | 3990 | SH |  | SOLE |  | 0 | 0 | 3990 |
| ISHARES TR | MBS ETF | 464288588 |  | 729850 | 7869 | SH |  | SOLE |  | 0 | 0 | 7869 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 555436 | 20451 | SH |  | SOLE |  | 0 | 0 | 20451 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 568529 | 6721 | SH |  | SOLE |  | 0 | 0 | 6721 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1048125 | 2728 | SH |  | SOLE |  | 0 | 0 | 2728 |
| HOME DEPOT INC | COM | 437076102 |  | 429254 | 1359 | SH |  | SOLE |  | 0 | 0 | 1359 |
| CATERPILLAR INC | COM | 149123101 |  | 229498 | 958 | SH |  | SOLE |  | 0 | 0 | 958 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 328052 | 1062 | SH |  | SOLE |  | 0 | 0 | 1062 |
| APPLE INC | COM | 037833100 |  | 798030 | 6142 | SH |  | SOLE |  | 0 | 0 | 6142 |
| AMAZON COM INC | COM | 023135106 |  | 354984 | 4226 | SH |  | SOLE |  | 0 | 0 | 4226 |
| ABRDN ETFS | BBRG ALL COMD K1 | 003261104 |  | 887915 | 40250 | SH |  | SOLE |  | 0 | 0 | 40250 |

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