# EDGAR Filing Document

**Accession Number:** 0001957259
**File Stem:** 0001957259-23-000001
**Filing Date:** 2023-2
**Character Count:** 11094
**Document Hash:** 35519c7b55d0dd1678e6e7faae00981d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001957259-23-000001.hdr.sgml**: 20230203

**ACCESSION NUMBER**: 0001957259-23-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230203

**DATE AS OF CHANGE**: 20230202

**EFFECTIVENESS DATE**: 20230203

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Kades & Cheifetz LLC
- **CENTRAL INDEX KEY:** 0001957259
- **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:** 23583083

**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

### 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:** Kades  Cheifetz LLC<br>**Address:** 1055 WESTLAKES DRIVE<br>SUITE 300<br>BERWYN, PA 19312

**Form 13F File Number:** 028-22800

**CRD Number (if applicable):** 000285068

**SEC File Number (if applicable):** 801-108325

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:** Steven Cheifetz<br>**Title:** Chief Compliance Officer<br>**Phone:** (610) 834-1504

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

Steven Cheifetz  Berwyn, PA  02-02-2023<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:** 74

**Form 13F Information Table Value Total:** $119639813

      (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 |
| Alphabet Inc. Class A | COM | 02079K305 |  | 340568 | 3860 | SH |  | SOLE |  | 0 | 0 | 3860 |
| Alphabet Inc. Class C | COM | 02079K107 |  | 634153 | 7147 | SH |  | SOLE |  | 0 | 0 | 7147 |
| Apple | COM | 037833100 |  | 5455424 | 41987 | SH |  | SOLE |  | 0 | 0 | 41987 |
| Arbutus Biopharma Corp | COM | 03879J100 |  | 46600 | 20000 | SH |  | SOLE |  | 0 | 0 | 20000 |
| Berkshire Hathaway B | COM | 084670702 |  | 460879 | 1492 | SH |  | SOLE |  | 0 | 0 | 1492 |
| BlackRock Floating Rate | COM | 09255X100 |  | 714859 | 63487 | SH |  | SOLE |  | 0 | 0 | 63487 |
| Broadcom Inc | COM | 11135F101 |  | 351732 | 629 | SH |  | SOLE |  | 0 | 0 | 629 |
| BulletShares 2023 Corporate | COM | 18383M241 |  | 883050 | 42090 | SH |  | SOLE |  | 0 | 0 | 42090 |
| BulletShares 2024 Corporate | COM | 18383M233 |  | 220955 | 10786 | SH |  | SOLE |  | 0 | 0 | 10786 |
| BulletShares 2025 Corporate | COM | 18383M191 |  | 237330 | 11784 | SH |  | SOLE |  | 0 | 0 | 11784 |
| Chevron | COM | 166764100 |  | 723723 | 4032 | SH |  | SOLE |  | 0 | 0 | 4032 |
| Crown Castle International | COM | 22822V101 |  | 251187 | 1852 | SH |  | SOLE |  | 0 | 0 | 1852 |
| Cummins | COM | 231021106 |  | 879935 | 3632 | SH |  | SOLE |  | 0 | 0 | 3632 |
| CVS Corporation | COM | 126650100 |  | 626193 | 6720 | SH |  | SOLE |  | 0 | 0 | 6720 |
| Dimensional US Marketwide Value ETF | COM | 25434V724 |  | 342067 | 10217 | SH |  | SOLE |  | 0 | 0 | 10217 |
| Disney Holding | COM | 254687106 |  | 433245 | 4987 | SH |  | SOLE |  | 0 | 0 | 4987 |
| Ford Motor Company | COM | 345370860 |  | 297170 | 25552 | SH |  | SOLE |  | 0 | 0 | 25552 |
| GraniteShares Gold ETF | COM | 38748G101 |  | 1315322 | 72871 | SH |  | SOLE |  | 0 | 0 | 72871 |
| Hologic | COM | 436440101 |  | 460381 | 6154 | SH |  | SOLE |  | 0 | 0 | 6154 |
| Int'l Business Machines | COM | 459200101 |  | 783595 | 5562 | SH |  | SOLE |  | 0 | 0 | 5562 |
| Invesco NY AMT-Free Muni Bd ETF | COM | 46138E529 |  | 342639 | 15483 | SH |  | SOLE |  | 0 | 0 | 15483 |
| Invesco Preferred Stock ETF | COM | 46138E511 |  | 1099257 | 98324 | SH |  | SOLE |  | 0 | 0 | 98324 |
| Invesco QQQ Trust | COM | 46090E103 |  | 371290 | 1394 | SH |  | SOLE |  | 0 | 0 | 1394 |
| Invesco Variable Rate Preferred ETF | COM | 46138G870 |  | 2657036 | 118671 | SH |  | SOLE |  | 0 | 0 | 118671 |
| iShares Biotechnology | COM | 464287556 |  | 348982 | 2658 | SH |  | SOLE |  | 0 | 0 | 2658 |
| iShares Convertible Bond ETF | COM | 46435G102 |  | 4639903 | 66790 | SH |  | SOLE |  | 0 | 0 | 66790 |
| iShares Dow Select Dividend | COM | 464287168 |  | 1012730 | 8397 | SH |  | SOLE |  | 0 | 0 | 8397 |
| iShares Floating Rate Note | COM | 46429B655 |  | 1729357 | 34360 | SH |  | SOLE |  | 0 | 0 | 34360 |
| iShares Gold Trust | COM | 464285105 |  | 4443016 | 128448 | SH |  | SOLE |  | 0 | 0 | 128448 |
| iShares iBond Dec-2023 Muni | COM | 46435G318 |  | 352999 | 13925 | SH |  | SOLE |  | 0 | 0 | 13925 |
| iShares iBonds Dec 2026 Term Muni Bd ETF | COM | 46435U259 |  | 259789 | 10305 | SH |  | SOLE |  | 0 | 0 | 10305 |
| iShares iBonds Dec-2025 Muni | COM | 46435U432 |  | 637126 | 24161 | SH |  | SOLE |  | 0 | 0 | 24161 |
| iShares National Muni Bond ETF | COM | 464288414 |  | 2431490 | 23043 | SH |  | SOLE |  | 0 | 0 | 23043 |
| iShares New York Muni Bond ETF | COM | 464288323 |  | 459810 | 8775 | SH |  | SOLE |  | 0 | 0 | 8775 |
| iShares Russell 1000 | COM | 464287622 |  | 800608 | 3803 | SH |  | SOLE |  | 0 | 0 | 3803 |
| iShares Russell 2000 | COM | 464287655 |  | 251737 | 1444 | SH |  | SOLE |  | 0 | 0 | 1444 |
| iShares S-T National Muni | COM | 464288158 |  | 663148 | 6360 | SH |  | SOLE |  | 0 | 0 | 6360 |
| iShares US Preferred Stock | COM | 464288687 |  | 5091681 | 166776 | SH |  | SOLE |  | 0 | 0 | 166776 |
| McKesson | COM | 58155Q103 |  | 245328 | 654 | SH |  | SOLE |  | 0 | 0 | 654 |
| Medtronic | COM | 585055106 |  | 495620 | 6377 | SH |  | SOLE |  | 0 | 0 | 6377 |
| Microsoft | COM | 594918104 |  | 1347137 | 5617 | SH |  | SOLE |  | 0 | 0 | 5617 |
| NextEra Energy | COM | 65339F101 |  | 601277 | 7192 | SH |  | SOLE |  | 0 | 0 | 7192 |
| Nuveen Floating Rate | COM | 67072T108 |  | 1578681 | 199328 | SH |  | SOLE |  | 0 | 0 | 199328 |
| Nvidia | COM | 67066G104 |  | 347482 | 2378 | SH |  | SOLE |  | 0 | 0 | 2378 |
| Procter  Gamble | COM | 742718109 |  | 531209 | 3505 | SH |  | SOLE |  | 0 | 0 | 3505 |
| Schwab 1-5 Year Corporate Bond ETF | COM | 808524714 |  | 1714178 | 36557 | SH |  | SOLE |  | 0 | 0 | 36557 |
| Schwab Emerging Markets | COM | 808524706 |  | 1085538 | 45861 | SH |  | SOLE |  | 0 | 0 | 45861 |
| Schwab International Equity Index ETF | COM | 808524805 |  | 1822347 | 56577 | SH |  | SOLE |  | 0 | 0 | 56577 |
| Schwab I-T US Treasury | COM | 808524854 |  | 378136 | 7681 | SH |  | SOLE |  | 0 | 0 | 7681 |
| Schwab Small Cap Index ETF | COM | 808524607 |  | 639731 | 15792 | SH |  | SOLE |  | 0 | 0 | 15792 |
| Schwab S-T US Treasury | COM | 808524862 |  | 4794162 | 99381 | SH |  | SOLE |  | 0 | 0 | 99381 |
| Schwab US Aggregate Bond ETF | COM | 808524839 |  | 2460203 | 53893 | SH |  | SOLE |  | 0 | 0 | 53893 |
| Schwab US Broad Market | COM | 808524102 |  | 361804 | 8074 | SH |  | SOLE |  | 0 | 0 | 8074 |
| Schwab US Dividend Equity | COM | 808524797 |  | 14783329 | 195702 | SH |  | SOLE |  | 0 | 0 | 195702 |
| Schwab US Large Growth Index ETF | COM | 808524300 |  | 1395279 | 25113 | SH |  | SOLE |  | 0 | 0 | 25113 |
| Schwab US Large Value Index ETF | COM | 808524409 |  | 439374 | 6655 | SH |  | SOLE |  | 0 | 0 | 6655 |
| Schwab US REIT Index | COM | 808524847 |  | 576427 | 29882 | SH |  | SOLE |  | 0 | 0 | 29882 |
| Schwab US TIPS ETF | COM | 808524870 |  | 2040657 | 39403 | SH |  | SOLE |  | 0 | 0 | 39403 |
| SPDR Barclays S-T Muni Bond | COM | 78464A425 |  | 6127358 | 130425 | SH |  | SOLE |  | 0 | 0 | 130425 |
| SPDR S 600 Small Cap Growth | COM | 78464A201 |  | 7529387 | 104227 | SH |  | SOLE |  | 0 | 0 | 104227 |
| SPDR S 600 Small Cap Value | COM | 78464A300 |  | 4599922 | 61977 | SH |  | SOLE |  | 0 | 0 | 61977 |
| SPDR S International Dividend | COM | 78463X772 |  | 2751582 | 85136 | SH |  | SOLE |  | 0 | 0 | 85136 |
| Stratgy Shars Nasdaq 7 Handl ETF | COM | 86280R506 |  | 1161768 | 59334 | SH |  | SOLE |  | 0 | 0 | 59334 |
| United Parcel Service | COM | 911312106 |  | 433746 | 2495 | SH |  | SOLE |  | 0 | 0 | 2495 |
| Utilities Sector SPDR | COM | 81369Y886 |  | 505493 | 7170 | SH |  | SOLE |  | 0 | 0 | 7170 |
| Van Eck S-T HY Muni | COM | 92189F387 |  | 1886925 | 84729 | SH |  | SOLE |  | 0 | 0 | 84729 |
| Vanguard Dividend Appreciation | COM | 921908844 |  | 6053858 | 39867 | SH |  | SOLE |  | 0 | 0 | 39867 |
| Vanguard High Dividend Yield | COM | 921946406 |  | 1168361 | 10797 | SH |  | SOLE |  | 0 | 0 | 10797 |
| Vanguard I-T Corporate Bond | COM | 92206C870 |  | 334568 | 4316 | SH |  | SOLE |  | 0 | 0 | 4316 |
| Vanguard Small Cap Growth ETF | COM | 922908595 |  | 1294463 | 6455 | SH |  | SOLE |  | 0 | 0 | 6455 |
| Walmart | COM | 931142103 |  | 468146 | 3302 | SH |  | SOLE |  | 0 | 0 | 3302 |
| Waste Management | COM | 94106L109 |  | 553316 | 3527 | SH |  | SOLE |  | 0 | 0 | 3527 |
| WisdomTree EM Equity Income | COM | 97717W315 |  | 985156 | 27642 | SH |  | SOLE |  | 0 | 0 | 27642 |
| WisdomTree Small Cap Dividend | COM | 97717W604 |  | 3096899 | 108892 | SH |  | SOLE |  | 0 | 0 | 108892 |

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