0001000490-17-000001.txt : 20170208
0001000490-17-000001.hdr.sgml : 20170208
20170208135023
ACCESSION NUMBER: 0001000490-17-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20161231
FILED AS OF DATE: 20170208
DATE AS OF CHANGE: 20170208
EFFECTIVENESS DATE: 20170208
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: GIRARD PARTNERS LTD.
CENTRAL INDEX KEY: 0001000490
IRS NUMBER: 232802378
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15798
FILM NUMBER: 17581878
BUSINESS ADDRESS:
STREET 1: 555 CROTON ROAD
STREET 2: SUITE 210
CITY: KING OF PRUSSIA
STATE: PA
ZIP: 19406
BUSINESS PHONE: 610-337-7640
MAIL ADDRESS:
STREET 1: 555 CROTON ROAD
STREET 2: SUITE 210
CITY: KING OF PRUSSIA
STATE: PA
ZIP: 19406
FORMER COMPANY:
FORMER CONFORMED NAME: GIRARD PARTNERS LTD /BD
DATE OF NAME CHANGE: 20020506
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001000490
XXXXXXXX
12-31-2016
12-31-2016
GIRARD PARTNERS LTD.
555 CROTON ROAD
SUITE 210
KING OF PRUSSIA
PA
19406
13F HOLDINGS REPORT
028-15798
N
Lisa Colon
Chief Operating and Compliance Officer
610-337-7640
Lisa M Colon
King of Prussia
PA
02-08-2017
0
221
344420
false
INFORMATION TABLE
2
123116Girard.xml
3M CO
COM
88579Y101
2087
11685
SH
SOLE
0
11685
0
0
ABBOTT LABS
COM
002824100
3363
87566
SH
SOLE
0
87566
0
0
ABBVIE INC
COM
00287Y109
973
15539
SH
SOLE
0
15539
0
0
AFLAC INC
COM
001055102
288
4139
SH
SOLE
0
4139
0
0
AIR PRODS CHEMS INC
COM
009158106
635
4418
SH
SOLE
0
4418
0
0
ALLERGAN PLC
SHS
G0177J108
209
993
SH
SOLE
0
993
0
0
ALLIANCE DATA SYSTEMS CORP
COM
018581108
904
3958
SH
SOLE
0
3958
0
0
ALLSTATE CORP
COM
020002101
225
3039
SH
SOLE
0
3039
0
0
ALPHABET INC CAP STK
CL A
02079K305
3241
4089
SH
SOLE
0
4089
0
0
ALPHABET INC CAP STK
CL C
02079K107
2038
2641
SH
SOLE
0
2641
0
0
ALTRIA GROUP INC
COM
02209S103
4968
73467
SH
SOLE
0
73467
0
0
AMAZON COM INC
COM
023135106
2552
3403
SH
SOLE
0
3403
0
0
AMERICAN AIRLS GROUP INC
COM
02376R102
490
10485
SH
SOLE
0
10485
0
0
AMERICAN ELEC PWR INC
COM
025537101
205
3251
SH
SOLE
0
3251
0
0
AMERICAN TOWER CORP NEW
NEW COM
03027X100
1787
16908
SH
SOLE
0
16908
0
0
AMERISOURCEBERGEN CORP
COM
03073E105
1106
14146
SH
SOLE
0
14146
0
0
AMGEN INC
COM
031162100
4062
27783
SH
SOLE
0
27783
0
0
APPLE INC
COM
037833100
17607
152021
SH
SOLE
0
152021
0
0
AQUA AMERICA INC
COM
03836W103
535
17816
SH
SOLE
0
17816
0
0
ASTRONOVA INC
COM
04638F108
259
18197
SH
SOLE
0
18197
0
0
ATT INC
COM
00206R102
5253
123502
SH
SOLE
0
123502
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
991
9646
SH
SOLE
0
9646
0
0
BANK AMER CORP
COM
060505104
544
24624
SH
SOLE
0
24624
0
0
BAXTER INTL INC
COM
071813109
218
4921
SH
SOLE
0
4921
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
488
2
SH
SOLE
0
2
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1985
12178
SH
SOLE
0
12178
0
0
BIOGEN INC
COM
09062X103
252
887
SH
SOLE
0
887
0
0
BLACKROCK INC
COM
09247X101
6791
17847
SH
SOLE
0
17847
0
0
BOEING CO
COM
097023105
3641
23390
SH
SOLE
0
23390
0
0
BORGWARNER INC
COM
099724106
376
9536
SH
SOLE
0
9536
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
2086
35697
SH
SOLE
0
35697
0
0
BROWN FORMAN CORP
CL B
115637209
212
4716
SH
SOLE
0
4716
0
0
BUCKEYE PARTNERS L P
UNIT
118230101
219
3315
SH
SOLE
0
3315
0
0
CARDINAL HEALTH INC
COM
14149Y108
2269
31527
SH
SOLE
0
31527
0
0
CATERPILLAR INC DEL
COM
149123101
521
5617
SH
SOLE
0
5617
0
0
CELGENE CORP
COM
151020104
1256
10848
SH
SOLE
0
10848
0
0
CENTURYLINK INC
COM
156700106
234
9824
SH
SOLE
0
9824
0
0
CHEVRON CORP NEW
NEW COM
166764100
3391
28810
SH
SOLE
0
28810
0
0
CHUBB LIMITED
COM
H1467J104
449
3396
SH
SOLE
0
3396
0
0
CINCINNATI FINL CORP
COM
172062101
308
4070
SH
SOLE
0
4070
0
0
CISCO SYS INC
COM
17275R102
4075
134853
SH
SOLE
0
134853
0
0
CITIGROUP INC
COM NEW
172967424
206
3464
SH
SOLE
0
3464
0
0
CLIFFS NAT RES INC
COM
18683K101
166
19733
SH
SOLE
0
19733
0
0
CLOROX CO DEL
COM
189054109
538
4482
SH
SOLE
0
4482
0
0
CME GROUP INC
COM
12572Q105
252
2184
SH
SOLE
0
2184
0
0
COCA COLA CO
COM
191216100
2314
55813
SH
SOLE
0
55813
0
0
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
837
14944
SH
SOLE
0
14944
0
0
COLGATE PALMOLIVE CO
COM
194162103
3003
45884
SH
SOLE
0
45884
0
0
COMCAST CORP NEW
CL A
20030N101
768
11127
SH
SOLE
0
11127
0
0
CONOCOPHILLIPS
COM
20825C104
425
8467
SH
SOLE
0
8467
0
0
CONSOLIDATED EDISON INC
COM
209115104
234
3171
SH
SOLE
0
3171
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
698
4554
SH
SOLE
0
4554
0
0
COSTCO WHSL CORP NEW
NEW COM
22160K105
890
5560
SH
SOLE
0
5560
0
0
CUMMINS INC
COM
231021106
715
5231
SH
SOLE
0
5231
0
0
CVS HEALTH CORP
COM
126650100
3524
44661
SH
SOLE
0
44661
0
0
DANAHER CORP DEL
COM
235851102
1012
13002
SH
SOLE
0
13002
0
0
DISCOVER FINL SVCS
COM
254709108
209
2898
SH
SOLE
0
2898
0
0
DISNEY WALT CO COM DISNEY
COM
254687106
6869
65909
SH
SOLE
0
65909
0
0
DOMINION RES INC VA NEW
NEW COM
25746U109
1988
25956
SH
SOLE
0
25956
0
0
DOW CHEM CO
COM
260543103
1030
18002
SH
SOLE
0
18002
0
0
DU PONT E I DE NEMOURS CO
COM
263534109
502
6839
SH
SOLE
0
6839
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
648
8346
SH
SOLE
0
8346
0
0
ECOLAB INC
COM
278865100
2564
21876
SH
SOLE
0
21876
0
0
EMERSON ELEC CO
COM
291011104
600
10764
SH
SOLE
0
10764
0
0
ENCORE WIRE CORP
COM
292562105
228
5248
SH
SOLE
0
5248
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
1218
45061
SH
SOLE
0
45061
0
0
EQUIFAX INC
COM
294429105
325
2750
SH
SOLE
0
2750
0
0
EXELON CORP
COM
30161N101
321
9034
SH
SOLE
0
9034
0
0
EXPRESS SCRIPTS HLDG CO
COM
30219G108
247
3588
SH
SOLE
0
3588
0
0
EXXON MOBIL CORP
COM
30231G102
6526
72298
SH
SOLE
0
72298
0
0
FACEBOOK INC
CL A
30303M102
2356
20480
SH
SOLE
0
20480
0
0
FASTENAL CO
COM
311900104
565
12030
SH
SOLE
0
12030
0
0
FEDEX CORP
COM
31428X106
615
3301
SH
SOLE
0
3301
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
539
7123
SH
SOLE
0
7123
0
0
FORD MTR CO DEL
COM
345370860
148
12230
SH
SOLE
0
12230
0
0
FORTIVE CORP
COM
34959J108
686
12799
SH
SOLE
0
12799
0
0
GENERAL DYNAMICS CORP
COM
369550108
587
3398
SH
SOLE
0
3398
0
0
GENERAL ELECTRIC CO
COM
369604103
3577
113201
SH
SOLE
0
113201
0
0
GENERAL MLS INC
COM
370334104
2295
37161
SH
SOLE
0
37161
0
0
GENERAL MTRS CO
COM
37045V100
205
5870
SH
SOLE
0
5870
0
0
GENUINE PARTS CO
COM
372460105
1914
20035
SH
SOLE
0
20035
0
0
GILEAD SCIENCES INC
COM
375558103
2200
30722
SH
SOLE
0
30722
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
228
954
SH
SOLE
0
954
0
0
HEALTHCARE TR AMER INC
CL A NEW
42225P501
205
7037
SH
SOLE
0
7037
0
0
HERSHEY CO
COM
427866108
427
4131
SH
SOLE
0
4131
0
0
HOME DEPOT INC
COM
437076102
5721
42669
SH
SOLE
0
42669
0
0
HONEYWELL INTL INC
COM
438516106
3445
29733
SH
SOLE
0
29733
0
0
HORMEL FOODS CORP
COM
440452100
447
12839
SH
SOLE
0
12839
0
0
HUNTINGTON BANCSHARES INC
COM
446150104
339
25672
SH
SOLE
0
25672
0
0
INTEL CORP
COM
458140100
5324
146798
SH
SOLE
0
146798
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
928
5592
SH
SOLE
0
5592
0
0
ISHARES GOLD TRUST ISHARES
ETF
464285105
112
10070
SH
SOLE
0
10070
0
0
ISHARES TR CORE HIGH DV
ETF
46429B663
322
3910
SH
SOLE
0
3910
0
0
ISHARES TR CORE SP MCP
ETF
464287507
1307
7907
SH
SOLE
0
7907
0
0
ISHARES TR CORE SP SCP
ETF
464287804
328
4768
SH
SOLE
0
4768
0
0
ISHARES TR CORE SP500
ETF
464287200
1052
4677
SH
SOLE
0
4677
0
0
ISHARES TR CORE US AGGBD ET
ETF
464287226
6520
60336
SH
SOLE
0
60336
0
0
ISHARES TR EAFE GRWTH
ETF
464288885
1802
28297
SH
SOLE
0
28297
0
0
ISHARES TR EAFE VALUE
ETF
464288877
1067
22591
SH
SOLE
0
22591
0
0
ISHARES TR IBOXX INV CP
ETF
464287242
200
1709
SH
SOLE
0
1709
0
0
ISHARES TR MSCI EAFE
ETF
464287465
286
4950
SH
SOLE
0
4950
0
0
ISHARES TR NASDQ BIOTEC
ETF
464287556
224
843
SH
SOLE
0
843
0
0
ISHARES TR NATIONAL MUN
ETF
464288414
1942
17949
SH
SOLE
0
17949
0
0
ISHARES TR RUS 1000 GRW
ETF
464287614
268
2559
SH
SOLE
0
2559
0
0
ISHARES TR RUS 1000 VAL
ETF
464287598
312
2789
SH
SOLE
0
2789
0
0
ISHARES TR RUS 2000 GRW
ETF
464287648
802
5211
SH
SOLE
0
5211
0
0
ISHARES TR RUS MD CP GR
ETF
464287481
1512
15527
SH
SOLE
0
15527
0
0
ISHARES TR RUS MDCP VAL
ETF
464287473
980
12189
SH
SOLE
0
12189
0
0
ISHARES TR RUSSELL 3000
ETF
464287689
223
1680
SH
SOLE
0
1680
0
0
ISHARES TR SHRT NAT MUN
ETF
464288158
341
3245
SH
SOLE
0
3245
0
0
ISHARES TR US PFD STK
ETF
464288687
431
11586
SH
SOLE
0
11586
0
0
ISHARES TR US HLTHCARE
ETF
464287762
290
2015
SH
SOLE
0
2015
0
0
JOHNSON JOHNSON
COM
478160104
6446
55954
SH
SOLE
0
55954
0
0
JPMORGAN CHASE CO
COM
46625H100
3281
38026
SH
SOLE
0
38026
0
0
KELLOGG CO
COM
487836108
372
5050
SH
SOLE
0
5050
0
0
KIMBERLY CLARK CORP
COM
494368103
1269
11121
SH
SOLE
0
11121
0
0
KINDER MORGAN INC DEL
COM
49456B101
479
23123
SH
SOLE
0
23123
0
0
KRAFT HEINZ CO
COM
500754106
831
9513
SH
SOLE
0
9513
0
0
L BRANDS INC
COM
501797104
867
13171
SH
SOLE
0
13171
0
0
LAUDER ESTEE COS INC
CL A
518439104
313
4089
SH
SOLE
0
4089
0
0
LILLY ELI CO
COM
532457108
455
6186
SH
SOLE
0
6186
0
0
LOCKHEED MARTIN CORP
COM
539830109
3201
12809
SH
SOLE
0
12809
0
0
M T BK CORP
COM
55261F104
980
6265
SH
SOLE
0
6265
0
0
MARSH MCLENNAN COS INC
COM
571748102
2568
37993
SH
SOLE
0
37993
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
1339
12965
SH
SOLE
0
12965
0
0
MCCORMICK CO INC
COM
579780206
211
2256
SH
SOLE
0
2256
0
0
MCDONALDS CORP
COM
580135101
3271
26877
SH
SOLE
0
26877
0
0
MCKESSON CORP
COM
58155Q103
740
5272
SH
SOLE
0
5272
0
0
MEDTRONIC PLC
SHS
G5960L103
210
2946
SH
SOLE
0
2946
0
0
MERCK CO INC
COM
58933Y105
4402
74772
SH
SOLE
0
74772
0
0
MICROCHIP TECHNOLOGY INC
COM
595017104
271
4231
SH
SOLE
0
4231
0
0
MICROSOFT CORP
COM
594918104
6276
101002
SH
SOLE
0
101002
0
0
MONDELEZ INTL INC
CL A
609207105
870
19625
SH
SOLE
0
19625
0
0
NETFLIX INC
COM
64110L106
324
2621
SH
SOLE
0
2621
0
0
NEXTERA ENERGY INC
COM
65339F101
1231
10303
SH
SOLE
0
10303
0
0
NIKE INC
CL B
654106103
1344
26440
SH
SOLE
0
26440
0
0
NORFOLK SOUTHERN CORP
COM
655844108
267
2475
SH
SOLE
0
2475
0
0
NORTHROP GRUMMAN CORP
COM
666807102
707
3041
SH
SOLE
0
3041
0
0
NVIDIA CORP
COM
67066G104
216
2025
SH
SOLE
0
2025
0
0
ORACLE CORP
COM
68389X105
543
14121
SH
SOLE
0
14121
0
0
PDC ENERGY INC
COM
69327R101
613
8450
SH
SOLE
0
8450
0
0
PEMBINA PIPELINE CORP
COM
706327103
354
11306
SH
SOLE
0
11306
0
0
PEPSICO INC
COM
713448108
3245
31017
SH
SOLE
0
31017
0
0
PFIZER INC
COM
717081103
1651
50843
SH
SOLE
0
50843
0
0
PHILIP MORRIS INTL INC
COM
718172109
2676
29246
SH
SOLE
0
29246
0
0
PHILLIPS 66
COM
718546104
229
2651
SH
SOLE
0
2651
0
0
PNC FINL SVCS GROUP INC
COM
693475105
389
3322
SH
SOLE
0
3322
0
0
POWERSHARES QQQ TRUST UNIT SER 1
ETF
73935A104
568
4790
SH
SOLE
0
4790
0
0
PPG INDS INC
COM
693506107
2317
24456
SH
SOLE
0
24456
0
0
PPL CORP
COM
69351T106
2069
60774
SH
SOLE
0
60774
0
0
PRAXAIR INC
COM
74005P104
2001
17073
SH
SOLE
0
17073
0
0
PRICE T ROWE GROUP INC
COM
74144T108
967
12845
SH
SOLE
0
12845
0
0
PRICELINE GRP INC
COM NEW
741503403
886
604
SH
SOLE
0
604
0
0
PRINCIPAL FINL GROUP INC
COM
74251V102
298
5148
SH
SOLE
0
5148
0
0
PROCTER AND GAMBLE CO
COM
742718109
3658
43504
SH
SOLE
0
43504
0
0
PUBLIC STORAGE
COM
74460D109
814
3643
SH
SOLE
0
3643
0
0
PUBLIC SVC ENTERPRISE GROUP
COM
744573106
840
19154
SH
SOLE
0
19154
0
0
QUALCOMM INC
COM
747525103
734
11262
SH
SOLE
0
11262
0
0
RAYTHEON CO
COM NEW
755111507
938
6606
SH
SOLE
0
6606
0
0
REALTY INCOME CORP
COM
756109104
1088
18922
SH
SOLE
0
18922
0
0
RETAIL PPTYS AMER INC
CL A
76131V202
215
14000
SH
SOLE
0
14000
0
0
REYNOLDS AMERICAN INC
COM
761713106
1055
18826
SH
SOLE
0
18826
0
0
RITE AID CORP
COM
767754104
83
10050
SH
SOLE
0
10050
0
0
ROYAL DUTCH SHELL PLC SPONS
ADR A
780259206
207
3800
SH
SOLE
0
3800
0
0
RYDEX ETF TRUST GUG SP500 EQ WT
ETF
78355W106
639
7375
SH
SOLE
0
7375
0
0
SCHEIN HENRY INC
COM
806407102
471
3105
SH
SOLE
0
3105
0
0
SCHLUMBERGER LTD
COM
806857108
3538
42143
SH
SOLE
0
42143
0
0
SEMPRA ENERGY
COM
816851109
291
2891
SH
SOLE
0
2891
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
483
6467
SH
SOLE
0
6467
0
0
SOUTHERN CO
COM
842587107
289
5865
SH
SOLE
0
5865
0
0
SPDR DOW JONES INDL AVRG ETF UT SER 1
ETF
78467X109
203
1028
SH
SOLE
0
1028
0
0
SPDR SP 500 ETF TR
ETF
78462F103
2160
9661
SH
SOLE
0
9661
0
0
SPDR SER TR NUVEEN BLMBRG SR
ETF
78468R739
319
6654
SH
SOLE
0
6654
0
0
SPDR SERIES TRUST BLOOMBERG BRCLYS
ETF
78464A417
1933
53025
SH
SOLE
0
53025
0
0
STARBUCKS CORP
COM
855244109
2416
43509
SH
SOLE
0
43509
0
0
STRYKER CORP
COM
863667101
1607
13412
SH
SOLE
0
13412
0
0
SYSCO CORP
COM
871829107
204
3680
SH
SOLE
0
3680
0
0
TARGET CORP
COM
87612E106
260
3601
SH
SOLE
0
3601
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
2446
17336
SH
SOLE
0
17336
0
0
TIME WARNER INC
COM NEW
887317303
725
7512
SH
SOLE
0
7512
0
0
TORCHMARK CORP
COM
891027104
269
3644
SH
SOLE
0
3644
0
0
TRAVELERS COMPANIES INC
COM
89417E109
4647
37955
SH
SOLE
0
37955
0
0
TRISTATE CAP HLDGS INC
COM
89678F100
1277
57767
SH
SOLE
0
57767
0
0
UNION PAC CORP
COM
907818108
5367
51767
SH
SOLE
0
51767
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
1420
12390
SH
SOLE
0
12390
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
2786
25415
SH
SOLE
0
25415
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
4317
26972
SH
SOLE
0
26972
0
0
UNIVEST CORP PA
COM
915271100
558
18073
SH
SOLE
0
18073
0
0
US BANCORP DEL
COM NEW
902973304
988
19237
SH
SOLE
0
19237
0
0
V F CORP
COM
918204108
3657
68553
SH
SOLE
0
68553
0
0
VALERO ENERGY CORP NEW
NEW COM
91913Y100
536
7851
SH
SOLE
0
7851
0
0
VANECK VECTORS ETF TR HIGH YLD MUN
ETF
92189F361
357
12031
SH
SOLE
0
12031
0
0
VANGUARD BD INDEX FD INC INTERMED TERM
ETF
921937819
553
6662
SH
SOLE
0
6662
0
0
VANGUARD BD INDEX FD INC SHORT TRM BOND
ETF
921937827
548
6894
SH
SOLE
0
6894
0
0
VANGUARD BD INDEX FD INC TOTAL BND MRKT
ETF
921937835
436
5401
SH
SOLE
0
5401
0
0
VANGUARD CHARLOTTE FDS INTL BD IDX
ETF
92203J407
4071
74983
SH
SOLE
0
74983
0
0
VANGUARD INDEX FDS GROWTH
ETF
922908736
4381
39299
SH
SOLE
0
39299
0
0
VANGUARD INDEX FDS LARGE CAP
ETF
922908637
758
7405
SH
SOLE
0
7405
0
0
VANGUARD INDEX FDS MCAP VL IDXVIP
ETF
922908512
2383
24516
SH
SOLE
0
24516
0
0
VANGUARD INDEX FDS MID CAP
ETF
922908629
837
6357
SH
SOLE
0
6357
0
0
VANGUARD INDEX FDS REIT
ETF
922908553
2576
31214
SH
SOLE
0
31214
0
0
VANGUARD INDEX FDS SP 500 ETF
ETF
922908363
868
4226
SH
SOLE
0
4226
0
0
VANGUARD INDEX FDS SM CP VAL
ETF
922908611
5383
44487
SH
SOLE
0
44487
0
0
VANGUARD INDEX FDS SMALL CP
ETF
922908751
572
4435
SH
SOLE
0
4435
0
0
VANGUARD INDEX FDS TOTAL STK MKT
ETF
922908769
1065
9234
SH
SOLE
0
9234
0
0
VANGUARD INDEX FDS VALUE
ETF
922908744
3772
40554
SH
SOLE
0
40554
0
0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT
ETF
922042858
1512
42265
SH
SOLE
0
42265
0
0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD
ETF
92206C409
3667
46203
SH
SOLE
0
46203
0
0
VANGUARD SCOTTSDALE FDS SHTRM GVT BD
ETF
92206C102
1225
20114
SH
SOLE
0
20114
0
0
VANGUARD SPECIALIZED PORTFOL DIV APP
ETF
921908844
643
7552
SH
SOLE
0
7552
0
0
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT
ETF
921943858
391
10693
SH
SOLE
0
10693
0
0
VANGUARD WHITEHALL FDS INC HIGH DIV YLD
ETF
921946406
239
3154
SH
SOLE
0
3154
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
4955
92833
SH
SOLE
0
92833
0
0
VISA INC COM
CL A
92826C839
6107
78277
SH
SOLE
0
78277
0
0
WALMART STORES INC
COM
931142103
558
8069
SH
SOLE
0
8069
0
0
WEC ENERGY GROUP INC
COM
92939U106
1100
18760
SH
SOLE
0
18760
0
0
WELLS FARGO CO NEW
NEW COM
949746101
3823
69374
SH
SOLE
0
69374
0
0
WILLIS TOWERS WATSON PUB LTD
SHS
G96629103
295
2414
SH
SOLE
0
2414
0
0
WISDOMTREE TR INTL EQUITY FD
ETF
97717W703
1069
23047
SH
SOLE
0
23047
0
0
XILINX INC
COM
983919101
269
4454
SH
SOLE
0
4454
0
0