0001376474-21-000058.txt : 20210212 0001376474-21-000058.hdr.sgml : 20210212 20210212095703 ACCESSION NUMBER: 0001376474-21-000058 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210212 DATE AS OF CHANGE: 20210212 EFFECTIVENESS DATE: 20210212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bigelow Investment Advisors, LLC CENTRAL INDEX KEY: 0001729516 IRS NUMBER: 208676315 STATE OF INCORPORATION: ME FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18309 FILM NUMBER: 21623591 BUSINESS ADDRESS: STREET 1: 4 MOULTON STREET CITY: PORTLAND STATE: ME ZIP: 04101 BUSINESS PHONE: 2077722900 MAIL ADDRESS: STREET 1: 4 MOULTON STREET CITY: PORTLAND STATE: ME ZIP: 04101 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001729516 XXXXXXXX 12-31-2020 12-31-2020 Bigelow Investment Advisors, LLC

4 MOULTON STREET PORTLAND ME 04101

13F HOLDINGS REPORT 028-18309 N Kathryn Dion 207-772-2900 /s/ Kathryn Dion Portland ME 02-09-2021 0 138 188735 false INFORMATION TABLE 2 aci_13f.xml INFORMATION TABLE 3M CO COM 88579Y101 1528 8744 SH SOLE 0 0 8744 ABBOTT LABS COM 002824100 472 4308 SH SOLE 0 0 4308 ABBVIE INC COM 00287Y109 215 2005 SH SOLE 0 0 2005 ADOBE SYSTEMS INCORPORATED COM 00724F101 354 707 SH SOLE 0 0 707 ALPHABET INC CAP STK CL A 02079K305 1267 723 SH SOLE 0 0 723 ALPHABET INC CAP STK CL C 02079K107 1657 946 SH SOLE 0 0 946 AMAZON COM INC COM 023135106 1677 515 SH SOLE 0 0 515 AMERICAN EXPRESS CO COM 025816109 644 5324 SH SOLE 0 0 5324 APPLE INC COM 037833100 5925 44655 SH SOLE 0 0 44655 ARISTA NETWORKS INC COM 040413106 211 725 SH SOLE 0 0 725 BECTON DICKINSON & CO COM 075887109 452 1808 SH SOLE 0 0 1808 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 563 2429 SH SOLE 0 0 2429 BRISTOL-MYERS SQUIBB CO COM 110122108 506 8164 SH SOLE 0 0 8164 CATERPILLAR INC COM 149123101 228 1253 SH SOLE 0 0 1253 CHEVRON CORP NEW COM 166764100 207 2449 SH SOLE 0 0 2449 CHUBB LIMITED COM H1467J104 226 1470 SH SOLE 0 0 1470 CISCO SYS INC COM 17275R102 1708 38171 SH SOLE 0 0 38171 CLOROX CO DEL COM 189054109 675 3342 SH SOLE 0 0 3342 CME GROUP INC COM 12572Q105 564 3100 SH SOLE 0 0 3100 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 388 4740 SH SOLE 0 0 4740 COLGATE PALMOLIVE CO COM 194162103 534 6244 SH SOLE 0 0 6244 COMCAST CORP NEW CL A 20030N101 625 11937 SH SOLE 0 0 11937 COSTCO WHSL CORP NEW COM 22160K105 471 1250 SH SOLE 0 0 1250 CSX CORP COM 126408103 437 4812 SH SOLE 0 0 4812 CVS HEALTH CORP COM 126650100 318 4652 SH SOLE 0 0 4652 DANAHER CORPORATION COM 235851102 1255 5648 SH SOLE 0 0 5648 DEERE & CO COM 244199105 319 1185 SH SOLE 0 0 1185 DISNEY WALT CO COM 254687106 2561 14135 SH SOLE 0 0 14135 DOMINION ENERGY INC COM 25746U109 657 8741 SH SOLE 0 0 8741 DUKE ENERGY CORP NEW COM NEW 26441C204 743 8116 SH SOLE 0 0 8116 EATON CORP PLC SHS G29183103 366 3047 SH SOLE 0 0 3047 EBAY INC. COM 278642103 251 5000 SH SOLE 0 0 5000 ECOLAB INC COM 278865100 956 4417 SH SOLE 0 0 4417 ESSENTIAL UTILS INC COM 29670G102 284 6014 SH SOLE 0 0 6014 EXXON MOBIL CORP COM 30231G102 496 12040 SH SOLE 0 0 12040 FACEBOOK INC CL A 30303M102 484 1771 SH SOLE 0 0 1771 FASTENAL CO COM 311900104 348 7133 SH SOLE 0 0 7133 FEDEX CORP COM 31428X106 701 2700 SH SOLE 0 0 2700 GENERAL DYNAMICS CORP COM 369550108 900 6048 SH SOLE 0 0 6048 GILEAD SCIENCES INC COM 375558103 331 5673 SH SOLE 0 0 5673 HOME DEPOT INC COM 437076102 1040 3914 SH SOLE 0 0 3914 IDEXX LABS INC COM 45168D104 738 1476 SH SOLE 0 0 1476 ILLINOIS TOOL WKS INC COM 452308109 376 1845 SH SOLE 0 0 1845 INTEL CORP COM 458140100 1185 23776 SH SOLE 0 0 23776 INTERNATIONAL BUSINESS MACHS COM 459200101 692 5497 SH SOLE 0 0 5497 ISHARES GOLD TRUST ISHARES 464285105 1775 97884 SH SOLE 0 0 97884 ISHARES INC CORE MSCI EMKT 46434G103 573 9228 SH SOLE 0 0 9228 ISHARES INC ESG AWR MSCI EM 46434G863 236 5618 SH SOLE 0 0 5618 ISHARES TR MSCI EAFE ETF 464287465 329 4503 SH SOLE 0 0 4503 ISHARES TR MBS ETF 464288588 1238 11240 SH SOLE 0 0 11240 ISHARES TR ESG AWR MSCI USA 46435G425 536 6236 SH SOLE 0 0 6236 ISHARES TR CORE US AGGBD ET 464287226 2260 19123 SH SOLE 0 0 19123 ISHARES TR INTRM GOV CR ETF 464288612 2662 22628 SH SOLE 0 0 22628 ISHARES TR RUS 1000 ETF 464287622 237 1120 SH SOLE 0 0 1120 ISHARES TR RUSSELL 2000 ETF 464287655 805 4105 SH SOLE 0 0 4105 ISHARES TR ISHS 1-5YR INVS 464288646 9359 169647 SH SOLE 0 0 169647 ISHARES TR ESG AW MSCI EAFE 46435G516 335 4592 SH SOLE 0 0 4592 ISHARES TR U.S. FINLS ETF 464287788 643 9630 SH SOLE 0 0 9630 ISHARES TR MSCI USA ESG SLC 464288802 941 11425 SH SOLE 0 0 11425 ISHARES TR ESG AWRE USD ETF 46435G193 380 13414 SH SOLE 0 0 13414 ISHARES TR HDG MSCI EAFE 46434V803 277 9102 SH SOLE 0 0 9102 ISHARES TR RUS 1000 GRW ETF 464287614 536 2223 SH SOLE 0 0 2223 ISHARES TR ISHS 5-10YR INVT 464288638 2438 39459 SH SOLE 0 0 39459 ISHARES TR GNMA BOND ETF 46429B333 4632 90821 SH SOLE 0 0 90821 ISHARES TR ESG AWR US AGRGT 46435U549 270 4772 SH SOLE 0 0 4772 ISHARES TR JPMORGAN USD EMG 464288281 776 6695 SH SOLE 0 0 6695 ISHARES TR CORE S&P MCP ETF 464287507 3394 14769 SH SOLE 0 0 14769 ISHARES TR CORE S&P SCP ETF 464287804 1413 15372 SH SOLE 0 0 15372 ISHARES TR FLTG RATE NT ETF 46429B655 3637 71716 SH SOLE 0 0 71716 ISHARES TR MSCI KLD400 SOC 464288570 463 6476 SH SOLE 0 0 6476 ISHARES TR ESG AWRE 1 5 YR 46435G243 924 35283 SH SOLE 0 0 35283 ISHARES TR CORE INTL AGGR 46435G672 318 5659 SH SOLE 0 0 5659 ISHARES TR BARCLAYS 7 10 YR 464287440 277 2306 SH SOLE 0 0 2306 ISHARES TR TIPS BD ETF 464287176 643 5039 SH SOLE 0 0 5039 ISHARES TR 3 7 YR TREAS BD 464288661 985 7404 SH SOLE 0 0 7404 ISHARES TR CORE MSCI EAFE 46432F842 1341 19416 SH SOLE 0 0 19416 ISHARES TR A RATE CP BD ETF 46429B291 1692 28917 SH SOLE 0 0 28917 ISHARES TR CORE S&P500 ETF 464287200 5062 13485 SH SOLE 0 0 13485 JOHNSON & JOHNSON COM 478160104 2613 16601 SH SOLE 0 0 16601 JPMORGAN CHASE & CO COM 46625H100 705 5551 SH SOLE 0 0 5551 KIMBERLY-CLARK CORP COM 494368103 528 3916 SH SOLE 0 0 3916 KROGER CO COM 501044101 303 9534 SH SOLE 0 0 9534 LOWES COS INC COM 548661107 609 3797 SH SOLE 0 0 3797 MASTERCARD INCORPORATED CL A 57636Q104 855 2394 SH SOLE 0 0 2394 MCCORMICK & CO INC COM NON VTG 579780206 552 5774 SH SOLE 0 0 5774 MCDONALDS CORP COM 580135101 347 1617 SH SOLE 0 0 1617 MEDTRONIC PLC SHS G5960L103 897 7661 SH SOLE 0 0 7661 MERCK & CO. INC COM 58933Y105 1316 16082 SH SOLE 0 0 16082 MICROSOFT CORP COM 594918104 3329 14967 SH SOLE 0 0 14967 NEXTERA ENERGY INC COM 65339F101 1882 24398 SH SOLE 0 0 24398 NIKE INC CL B 654106103 1524 10774 SH SOLE 0 0 10774 NORFOLK SOUTHN CORP COM 655844108 1055 4438 SH SOLE 0 0 4438 NVIDIA CORPORATION COM 67066G104 427 818 SH SOLE 0 0 818 ORACLE CORP COM 68389X105 1131 17482 SH SOLE 0 0 17482 PAYPAL HLDGS INC COM 70450Y103 1237 5280 SH SOLE 0 0 5280 PEPSICO INC COM 713448108 1621 10930 SH SOLE 0 0 10930 PFIZER INC COM 717081103 1031 27997 SH SOLE 0 0 27997 PROCTER AND GAMBLE CO COM 742718109 1578 11340 SH SOLE 0 0 11340 RAYTHEON TECHNOLOGIES CORP COM 75513E101 588 8229 SH SOLE 0 0 8229 ROLLINS INC COM 775711104 1026 26250 SH SOLE 0 0 26250 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 457 14907 SH SOLE 0 0 14907 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1205 17674 SH SOLE 0 0 17674 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 644 17893 SH SOLE 0 0 17893 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 751 8435 SH SOLE 0 0 8435 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 11386 203214 SH SOLE 0 0 203214 SCHWAB STRATEGIC TR US TIPS ETF 808524870 959 15455 SH SOLE 0 0 15455 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1652 18153 SH SOLE 0 0 18153 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2400 18692 SH SOLE 0 0 18692 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 5524 60741 SH SOLE 0 0 60741 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 8301 161526 SH SOLE 0 0 161526 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 223 8071 SH SOLE 0 0 8071 SPDR S&P 500 ETF TR TR UNIT 78462F103 12597 33693 SH SOLE 0 0 33693 SPDR SER TR BLMBRG BRC CNVRT 78464A359 305 3689 SH SOLE 0 0 3689 STARBUCKS CORP COM 855244109 846 7909 SH SOLE 0 0 7909 TESLA INC COM 88160R101 289 410 SH SOLE 0 0 410 TEXAS INSTRS INC COM 882508104 1011 6157 SH SOLE 0 0 6157 THERMO FISHER SCIENTIFIC INC COM 883556102 820 1761 SH SOLE 0 0 1761 TJX COS INC NEW COM 872540109 685 10028 SH SOLE 0 0 10028 TRANE TECHNOLOGIES PLC SHS G8994E103 252 1736 SH SOLE 0 0 1736 UNITED PARCEL SERVICE INC CL B 911312106 1357 8056 SH SOLE 0 0 8056 UNITEDHEALTH GROUP INC COM 91324P102 1688 4814 SH SOLE 0 0 4814 US BANCORP DEL COM NEW 902973304 370 7945 SH SOLE 0 0 7945 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 282 3406 SH SOLE 0 0 3406 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 273 5453 SH SOLE 0 0 5453 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 276 5000 SH SOLE 0 0 5000 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1463 17577 SH SOLE 0 0 17577 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 6387 65746 SH SOLE 0 0 65746 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5802 41098 SH SOLE 0 0 41098 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1507 31911 SH SOLE 0 0 31911 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 303 3310 SH SOLE 0 0 3310 VANGUARD WORLD FDS UTILITIES ETF 92204A876 388 2825 SH SOLE 0 0 2825 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 389 2235 SH SOLE 0 0 2235 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 739 3305 SH SOLE 0 0 3305 VANGUARD WORLD FDS INF TECH ETF 92204A702 1086 3069 SH SOLE 0 0 3069 VERIZON COMMUNICATIONS INC COM 92343V104 1383 23541 SH SOLE 0 0 23541 VISA INC COM CL A 92826C839 887 4053 SH SOLE 0 0 4053 WISDOMTREE TR US QTLY DIV GRT 97717X669 202 3745 SH SOLE 0 0 3745 XCEL ENERGY INC COM 98389B100 570 8556 SH SOLE 0 0 8556