Curi Wealth Management 13F-HR Quarterly holdings report by institutional manager

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
Alphabet Inc Class C	CAP STK CL C	02079K107	406	162	SH		SOLE	NONE	0	0	162
Alphabet Inc Class A	CAP STK CL A	02079K305	691	283	SH		SOLE	NONE	0	0	283
Amazon.com	COM	023135106	522	152	SH		SOLE	NONE	0	0	152
American Tower	COM	03027X100	330	1,223	SH		SOLE	NONE	0	0	1,223
Apple Inc	COM	037833100	1,422	10,383	SH		SOLE	NONE	0	0	10,383
Aspen Technology Inc.	COM	045327103	371	2,698	SH		SOLE	NONE	0	0	2,698
Becton Dickinson & Company	COM	075887109	363	1,493	SH		SOLE	NONE	0	0	1,493
Berkshire Hathaway Class B	CL B NEW	084670702	398	1,433	SH		SOLE	NONE	0	0	1,433
Booking Holdings Inc	COM	09857L108	205	94	SH		SOLE	NONE	0	0	94
CDW Corporation	COM	12514G108	225	1,290	SH		SOLE	NONE	0	0	1,290
Cisco Systems	COM	17275R102	239	4,512	SH		SOLE	NONE	0	0	4,512
Clearside Biiomedical Inc	COM	185063104	121	25,000	SH		SOLE	NONE	0	0	25,000
Comcast Corp. Cl A	CL A	20030N101	322	5,662	SH		SOLE	NONE	0	0	5,662
Cooper Companies	COM NEW	216648402	393	994	SH		SOLE	NONE	0	0	994
Danaher Corp.	COM	235851102	390	1,454	SH		SOLE	NONE	0	0	1,454
Dimensional US Equity ETF	US EQUITY ETF	25434V401	494	10,494	SH		SOLE	NONE	0	0	10,494
Disney, Walt Co.	COM	254687106	301	1,718	SH		SOLE	NONE	0	0	1,718
Dollar General Corp.	COM	256677105	282	1,304	SH		SOLE	NONE	0	0	1,304
Duke Energy Corp.	COM NEW	26441C204	494	5,006	SH		SOLE	NONE	0	0	5,006
Netlease Corp Real Estate Etf	NETLEASE CORP	26922A248	3,734	124,652	SH		SOLE	NONE	0	0	124,652
Ecolabs Inc.	COM	278865100	204	992	SH		SOLE	NONE	0	0	992
Edwards Lifesciences Corp.	COM	28176E108	472	4,564	SH		SOLE	NONE	0	0	4,564
Emerson Electric	COM	291011104	257	2,675	SH		SOLE	NONE	0	0	2,675
Facebook	CL A	30303M102	406	1,168	SH		SOLE	NONE	0	0	1,168
Fidelity MSCI Real Estate ETF	MSCI RL EST ETF	316092857	1,269	41,714	SH		SOLE	NONE	0	0	41,714
First Republic Bank of CA	COM	33616C100	230	1,230	SH		SOLE	NONE	0	0	1,230
Fortune Brands Home & Security	COM	34964C106	369	3,708	SH		SOLE	NONE	0	0	3,708
Global X US Infrastructure Dev ETF	US INFR DEV ETF	37954Y673	2,475	96,140	SH		SOLE	NONE	0	0	96,140
Golub Capital Inc	COM	38173M102	2,936	190,449	SH		SOLE	NONE	0	0	190,449
Henry Jack and Associates Inc	COM	426281101	296	1,813	SH		SOLE	NONE	0	0	1,813
Home Depot, Inc.	COM	437076102	270	847	SH		SOLE	NONE	0	0	847
Illinois Tool Works	COM	452308109	453	2,029	SH		SOLE	NONE	0	0	2,029
IQ Merger Arbitrage ETF	IQ MRGR ARB ETF	45409B800	3,338	99,604	SH		SOLE	NONE	0	0	99,604
Int'l Business Machines Corp.	COM	459200101	989	6,751	SH		SOLE	NONE	0	0	6,751
Invesco S&P 500 Eql Wt Tech ETF	S&P500 EQL TEC	46137V282	1,552	5,352	SH		SOLE	NONE	0	0	5,352
Invesco S&P 500 Buywrite ETF	S&P500 BUY WRT	46137V399	3,520	155,483	SH		SOLE	NONE	0	0	155,483
Ishares Inc MSCI EM Asia ETF	MSCI EM ASIA ETF	464286426	973	10,520	SH		SOLE	NONE	0	0	10,520
iShares Select Dividend ETF	SELECT DIVID ETF	464287168	943	8,088	SH		SOLE	NONE	0	0	8,088
iShares S&P 500 Index	CORE S&P500 ETF	464287200	23,395	54,418	SH		SOLE	NONE	0	0	54,418
iShares S&P Mid Cap Index	CORE S&P MCP ETF	464287507	7,602	28,289	SH		SOLE	NONE	0	0	28,289
iShares US Technology	U.S. TECH ETF	464287721	1,044	10,511	SH		SOLE	NONE	0	0	10,511
iShares S&P Small Cap Index	CORE S&P SCP ETF	464287804	4,624	40,934	SH		SOLE	NONE	0	0	40,934
iShares MSCI EAFE Small Cap Index	EAFE SML CP ETF	464288273	849	11,458	SH		SOLE	NONE	0	0	11,458
iShares JP Morgan USD Emg Mkt Bd	JPMORGAN USD EMG	464288281	383	3,411	SH		SOLE	NONE	0	0	3,411
Ishares S&p Global Infrastructure Index	GLB INFRASTR ETF	464288372	2,735	60,290	SH		SOLE	NONE	0	0	60,290
iShares US Preferred Stock ETF	PFD AND INCM SEC	464288687	691	17,580	SH		SOLE	NONE	0	0	17,580
iShares Russell Top 200 Value ETF	RUS TP200 VL ETF	464289420	213	3,217	SH		SOLE	NONE	0	0	3,217
iShares Russell Top 200 Growth ETF	RUS TP200 GR ETF	464289438	274	1,822	SH		SOLE	NONE	0	0	1,822
Ishares AAA-A Rated Corp ETF	A RATE CP BD ETF	46429B291	11,008	193,643	SH		SOLE	NONE	0	0	193,643
iShares Core MSCI EAFE	CORE MSCI EAFE	46432F842	4,932	65,891	SH		SOLE	NONE	0	0	65,891
iShares Core MSCI Emerging Mkt	CORE MSCI EMKT	46434G103	4,521	67,501	SH		SOLE	NONE	0	0	67,501
Ishares	0-5YR INVT GR CP	46434V100	11,857	228,780	SH		SOLE	NONE	0	0	228,780
iShares	0-5YR HI YL CP	46434V407	3,431	74,506	SH		SOLE	NONE	0	0	74,506
JPMorgan Chase & Co.	COM	46625H100	285	1,836	SH		SOLE	NONE	0	0	1,836
JPMorgan Alerian MLP Index	ALERIAN ML ETN	46625H365	2,654	135,107	SH		SOLE	NONE	0	0	135,107
JP Morgan ETF Trust Ultra Short	ULTRA SHRT INC	46641Q837	216	4,259	SH		SOLE	NONE	0	0	4,259
Lowe's Cos.	COM	548661107	594	3,067	SH		SOLE	NONE	0	0	3,067
Microsoft Corporation	COM	594918104	1,564	5,773	SH		SOLE	NONE	0	0	5,773
Morgan Stanley	COM NEW	617446448	376	4,109	SH		SOLE	NONE	0	0	4,109
NextEra Energy	COM	65339F101	258	3,521	SH		SOLE	NONE	0	0	3,521
Nordson	COM	655663102	381	1,740	SH		SOLE	NONE	0	0	1,740
Ptc Inc	COM	69370C100	591	4,187	SH		SOLE	NONE	0	0	4,187
PepsiCo, Inc.	COM	713448108	328	2,215	SH		SOLE	NONE	0	0	2,215
Procter & Gamble	COM	742718109	246	1,829	SH		SOLE	NONE	0	0	1,829
Progressive Corp	COM	743315103	385	3,921	SH		SOLE	NONE	0	0	3,921
Prospect Note	NOTE 4.950% 7/1	74348TAR3	12	13,000	SH		SOLE	NONE	0	0	13,000
Raytheon Technologies Corp	COM	75513E101	421	4,936	SH		SOLE	NONE	0	0	4,936
SPDR S & P Emerging Asia	ASIA PACIF ETF	78463X301	1,370	10,184	SH		SOLE	NONE	0	0	10,184
SPDR Ser Tr Wells Fargo PFD Stock ETF	ICE PFD SEC ETF	78464A292	1,189	26,892	SH		SOLE	NONE	0	0	26,892
SPDR Doubleline Tot Ret Bd Fd	SPDR TR TACTIC	78467V848	2,910	60,112	SH		SOLE	NONE	0	0	60,112
SPDR Nuveen Blmbg Barclays ST Muni Bd ETF	NUVEEN BLMBRG SR	78468R739	303	6,127	SH		SOLE	NONE	0	0	6,127
SVB Finl Group	COM	78486Q101	440	792	SH		SOLE	NONE	0	0	792
Schwab US Large Cap ETF	US LRG CAP ETF	808524201	36,868	354,605	SH		SOLE	NONE	0	0	354,605
Schwab US Mid-Cap ETF	US MID-CAP ETF	808524508	10,396	132,833	SH		SOLE	NONE	0	0	132,833
Schwab US Small-Cap ETF	US SML CAP ETF	808524607	5,962	57,234	SH		SOLE	NONE	0	0	57,234
Schwab Emerging Mkts ETF	EMRG MKTEQ ETF	808524706	5,792	176,161	SH		SOLE	NONE	0	0	176,161
Schwab International Equity	INTL EQTY ETF	808524805	7,652	193,989	SH		SOLE	NONE	0	0	193,989
Schwab US Agg Bond ETF	US AGGREGATE B	808524839	419	7,677	SH		SOLE	NONE	0	0	7,677
Schwab US REIT	US REIT ETF	808524847	1,783	38,948	SH		SOLE	NONE	0	0	38,948
Schwab Intl Small Cap	INTL SCEQT ETF	808524888	1,386	33,318	SH		SOLE	NONE	0	0	33,318
Starbucks Corp	COM	855244109	296	2,655	SH		SOLE	NONE	0	0	2,655
TJX Companies Inc	COM	872540109	352	5,226	SH		SOLE	NONE	0	0	5,226
Target	COM	87612E106	353	1,460	SH		SOLE	NONE	0	0	1,460
Terminix Global Holdings Inc Com	COM	88087E100	318	6,670	SH		SOLE	NONE	0	0	6,670
3M Company	COM	88579Y101	242	1,218	SH		SOLE	NONE	0	0	1,218
Tyler Technologies Inc	COM	902252105	220	487	SH		SOLE	NONE	0	0	487
Union Pacific Corp	COM	907818108	265	1,207	SH		SOLE	NONE	0	0	1,207
UnitedHealth Group Inc	COM	91324P102	488	1,220	SH		SOLE	NONE	0	0	1,220
Visa Inc Cl A	COM CL A	92826C839	779	3,334	SH		SOLE	NONE	0	0	3,334
Whirlpool Corp.	COM	963320106	210	967	SH		SOLE	NONE	0	0	967
IHS Markit LTD	SHS	G47567105	527	4,685	SH		SOLE	NONE	0	0	4,685
Steris Plc	SHS USD	G8473T100	298	1,446	SH		SOLE	NONE	0	0	1,446