0001104659-21-066673.txt : 20210514
0001104659-21-066673.hdr.sgml : 20210514
20210514130207
ACCESSION NUMBER: 0001104659-21-066673
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210514
DATE AS OF CHANGE: 20210514
EFFECTIVENESS DATE: 20210514
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: WIMMER ASSOCIATES 1, LLC
CENTRAL INDEX KEY: 0001667019
IRS NUMBER: 710930279
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17313
FILM NUMBER: 21923304
BUSINESS ADDRESS:
STREET 1: 155 N. LAKE AVE.
STREET 2: #440
CITY: PASADENA
STATE: CA
ZIP: 91101
BUSINESS PHONE: 6266833150
MAIL ADDRESS:
STREET 1: 155 N. LAKE AVE.
STREET 2: #440
CITY: PASADENA
STATE: CA
ZIP: 91101
13F-HR
1
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03-31-2021
03-31-2021
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WIMMER ASSOCIATES 1, LLC
155 N. Lake Ave.
#440
Pasadena
CA
91101
13F HOLDINGS REPORT
028-17313
N
Katherine J. Wimmer
President
626-683-3150
/s/ Katherine J. Wimmer
Pasadena
CA
05-14-2021
0
121
183749
INFORMATION TABLE
2
infotable.xml
3M
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ABBVIE
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SH
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0
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ACCENTURE
SHS CLASS A
G1151C101
497
1800
SH
SOLE
1800
0
0
ADOBE
COM
00724F101
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12026
SH
SOLE
12026
0
0
ALEXANDRIA REAL ESTATE
COM
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224
1365
SH
SOLE
1365
0
0
ALPHABET CLASS A
CAP STK CL A
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5387
2612
SH
SOLE
2612
0
0
ALPHABET CLASS C
CAP STK CL C
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1465
SH
SOLE
0
0
1465
AMAZON
COM
023135106
5210
1684
SH
SOLE
1684
0
0
AMERICAN EXPRESS
COM
025816109
218
1540
SH
SOLE
1540
0
0
AMGEN
COM
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2230
8962
SH
SOLE
8962
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0
APPLE
COM
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73494
SH
SOLE
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0
AUTOMATIC DATA PROCESSING
COM
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SH
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BECTON DICKINSON
COM
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SH
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BERKSHIRE HATHAWAY CLASS A
CL A
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SH
SOLE
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10627
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BLACKROCK
COM
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885
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SOLE
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BLACKSTONE GROUP LP
COM CL A
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4888
SH
SOLE
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0
BRISTOL MYERS SQUIBB
COM
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334
5295
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BROADRIDGE FINANCIAL SOLUTIONS
COM
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CANADIAN NATIONAL RAILWAY
COM
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4035
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CATERPILLAR
COM
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2227
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CHEVRON
COM
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CISCO SYSTEMS
COM
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COCA COLA
COM
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COM
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6085
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0
CONOCOPHILLIPS
COM
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307
5801
SH
SOLE
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0
0
COSTCO WHOLESALE
COM
22160K105
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9247
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DANAHER
COM
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2195
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DAVITA
COM
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SH
SOLE
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0
DIAGEO ADR
SPON ADR NEW
25243Q205
603
3675
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DUKE ENERGY
COM
26441C204
344
3562
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0
EBAY
COM
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0
ELI LILLY & CO.
COM
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263
1410
SH
SOLE
1410
0
0
EMERSON ELECTRIC
COM
291011104
600
6652
SH
SOLE
6652
0
0
EXXON MOBIL
COM
30231G102
461
8252
SH
SOLE
8252
0
0
FACEBOOK
COM
30303M102
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1682
SH
SOLE
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0
FEDEX
COM
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4611
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0
FIRST AMERICAN FINANCIAL
COM
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FISERV
COM
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GENUINE PARTS
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GILEAD SCIENCES
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HERSHEY
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HOME DEPOT
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SH
SOLE
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HONEYWELL
COM
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IBM
COM
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SOLE
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IDEXX LABS
COM
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3970
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INNOVATOR S&P INVESTMENT GRADE PREFERRED ETF
S&P INVSTMNT GRD
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INTEL
COM
458140100
1977
30888
SH
SOLE
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0
INVESCO FTSE RAFI US 1000 ETF
FTSE RAFI 1000
46137V613
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INVESCO QQQ TRUST ETF
UNIT SER 1
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2915
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SOLE
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CORE S&P 500 ETF
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1285
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SOLE
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MIN VOL EAFE ETF
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SOLE
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CORE S&P500 ETF
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S&P 500 VAL ETF
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CORE S&P SCP ETF
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JOHNSON & JOHNSON
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COM
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KIMBERLY CLARK
COM
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LOCKHEED MARTIN
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LOWES
COM
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MARRIOTT INTERNATIONAL
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MARSH & MCLENNAN
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MCDONALDS
COM
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MERCK
COM
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MICROSOFT
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NESTLE ADR
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NVIDIA
COM
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OKTA
CL A
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OLD DOMINION FREIGHT LINES
COM
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TOTAL STK MKT
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VALUE ETF
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