0001085146-20-002668.txt : 20201027 0001085146-20-002668.hdr.sgml : 20201027 20201027171105 ACCESSION NUMBER: 0001085146-20-002668 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201027 DATE AS OF CHANGE: 20201027 EFFECTIVENESS DATE: 20201027 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Adams Chetwood Wealth Management LLC CENTRAL INDEX KEY: 0001799752 IRS NUMBER: 473321899 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20183 FILM NUMBER: 201264950 BUSINESS ADDRESS: STREET 1: 3917 UNIVERSITY DRIVE STREET 2: SUITE 200 CITY: DURHAM STATE: NC ZIP: 27707 BUSINESS PHONE: 919-287-5660 MAIL ADDRESS: STREET 1: 3917 UNIVERSITY DRIVE STREET 2: SUITE 200 CITY: DURHAM STATE: NC ZIP: 27707 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001799752 XXXXXXXX 09-30-2020 09-30-2020 false Adams Chetwood Wealth Management LLC

3917 University Drive Suite 200 Durham NC 27707

13F HOLDINGS REPORT 028-20183 N Ashley Smith-Roos 310-275-7300 /s/ Ashley Smith-Roos Beverly Hills CA 10-27-2020 0 69 103868 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 748 4671 SH SOLE 0 0 4671 ABBOTT LABS COM 002824100 628 5768 SH SOLE 0 0 5768 AFLAC INC COM 001055102 376 10345 SH SOLE 0 0 10345 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 591 2010 SH SOLE 0 0 2010 ALPHABET INC CAP STK CL A 02079K305 894 610 SH SOLE 0 0 610 ALPHABET INC CAP STK CL C 02079K107 867 590 SH SOLE 0 0 590 AMAZON COM INC COM 023135106 4147 1317 SH SOLE 0 0 1317 AMERICAN TOWER CORP NEW COM 03027X100 980 4053 SH SOLE 0 0 4053 AMGEN INC COM 031162100 445 1752 SH SOLE 0 0 1752 APPLE INC COM 037833100 2407 20780 SH SOLE 0 0 20780 APTARGROUP INC COM 038336103 303 2675 SH SOLE 0 0 2675 AT&T INC COM 00206R102 732 25669 SH SOLE 0 0 25669 AUTOMATIC DATA PROCESSING IN COM 053015103 283 2032 SH SOLE 0 0 2032 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 478 2244 SH SOLE 0 0 2244 BIOGEN INC COM 09062X103 298 1052 SH SOLE 0 0 1052 BROWN & BROWN INC COM 115236101 362 8000 SH SOLE 0 0 8000 CATERPILLAR INC DEL COM 149123101 642 4306 SH SOLE 0 0 4306 CISCO SYS INC COM 17275R102 795 20188 SH SOLE 0 0 20188 DOMINION ENERGY INC COM 25746U109 290 3679 SH SOLE 0 0 3679 DUKE ENERGY CORP NEW COM NEW 26441C204 571 6453 SH SOLE 0 0 6453 EMERSON ELEC CO COM 291011104 300 4575 SH SOLE 0 0 4575 ENBRIDGE INC COM 29250N105 410 14024 SH SOLE 0 0 14024 EXXON MOBIL CORP COM 30231G102 387 11281 SH SOLE 0 0 11281 FACEBOOK INC CL A 30303M102 1496 5712 SH SOLE 0 0 5712 GENERAL MLS INC COM 370334104 273 4420 SH SOLE 0 0 4420 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 481 12782 SH SOLE 0 0 12782 GRAINGER W W INC COM 384802104 392 1100 SH SOLE 0 0 1100 HOME DEPOT INC COM 437076102 390 1403 SH SOLE 0 0 1403 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 2038 68527 SH SOLE 0 0 68527 INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 46137V548 1442 113620 SH SOLE 0 0 113620 ISHARES TR MSCI INTL QUALTY 46434V456 4156 132665 SH SOLE 0 0 132665 ISHARES TR ISHS 1-5YR INVS 464288646 390 7104 SH SOLE 0 0 7104 JOHNSON & JOHNSON COM 478160104 1213 8149 SH SOLE 0 0 8149 JPMORGAN CHASE & CO COM 46625H100 360 3736 SH SOLE 0 0 3736 KELLOGG CO COM 487836108 255 3954 SH SOLE 0 0 3954 KIMBERLY CLARK CORP COM 494368103 674 4563 SH SOLE 0 0 4563 LOWES COS INC COM 548661107 614 3703 SH SOLE 0 0 3703 MASTERCARD INCORPORATED CL A 57636Q104 347 1026 SH SOLE 0 0 1026 MCDONALDS CORP COM 580135101 1166 5311 SH SOLE 0 0 5311 MEDTRONIC PLC SHS G5960L103 662 6371 SH SOLE 0 0 6371 MICROSOFT CORP COM 594918104 1736 8252 SH SOLE 0 0 8252 NORFOLK SOUTHN CORP COM 655844108 1004 4690 SH SOLE 0 0 4690 NOVARTIS AG SPONSORED ADR 66987V109 214 2459 SH SOLE 0 0 2459 PFIZER INC COM 717081103 628 17110 SH SOLE 0 0 17110 PRECISION BIOSCIENCES INC COM 74019P108 2064 335012 SH SOLE 0 0 335012 PROCTER AND GAMBLE CO COM 742718109 1278 9197 SH SOLE 0 0 9197 QUALCOMM INC COM 747525103 868 7375 SH SOLE 0 0 7375 REALTY INCOME CORP COM 756109104 464 7645 SH SOLE 0 0 7645 ROYAL BK CDA COM 780087102 401 5718 SH SOLE 0 0 5718 SALESFORCE COM INC COM 79466L302 1070 4256 SH SOLE 0 0 4256 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 1071 45167 SH SOLE 0 0 45167 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 8658 156565 SH SOLE 0 0 156565 SCHWAB STRATEGIC TR US REIT ETF 808524847 2491 70441 SH SOLE 0 0 70441 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 21120 261939 SH SOLE 0 0 261939 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4390 79132 SH SOLE 0 0 79132 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 10409 331495 SH SOLE 0 0 331495 SPDR S&P 500 ETF TR TR UNIT 78462F103 868 2593 SH SOLE 0 0 2593 STRYKER CORPORATION COM 863667101 508 2439 SH SOLE 0 0 2439 TRUIST FINL CORP COM 89832Q109 686 18021 SH SOLE 0 0 18021 UNILEVER PLC SPON ADR NEW 904767704 248 4016 SH SOLE 0 0 4016 UNITED PARCEL SERVICE INC CL B 911312106 1332 7995 SH SOLE 0 0 7995 VANGUARD INDEX FDS TOTAL STK MKT 922908769 271 1589 SH SOLE 0 0 1589 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 216 5272 SH SOLE 0 0 5272 VERIZON COMMUNICATIONS INC COM 92343V104 919 15445 SH SOLE 0 0 15445 VISA INC COM CL A 92826C839 693 3464 SH SOLE 0 0 3464 WALMART INC COM 931142103 834 5964 SH SOLE 0 0 5964 WISDOMTREE TR GLB US QTLY DIV 97717W844 2107 31614 SH SOLE 0 0 31614 WISDOMTREE TR US SMALLCAP DIVD 97717W604 229 10849 SH SOLE 0 0 10849 WISDOMTREE TR US S CAP QTY DIV 97717X651 2808 91446 SH SOLE 0 0 91446