0001085146-21-001819.txt : 20210528 0001085146-21-001819.hdr.sgml : 20210528 20210528094111 ACCESSION NUMBER: 0001085146-21-001819 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210528 DATE AS OF CHANGE: 20210528 EFFECTIVENESS DATE: 20210528 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: 21976729 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 03-31-2021 03-31-2021 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 05-27-2021 0 74 131209 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 949 4926 SH SOLE 0 0 4926 ABBOTT LABS COM 002824100 756 6309 SH SOLE 0 0 6309 AFLAC INC COM 001055102 579 11309 SH SOLE 0 0 11309 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 476 2100 SH SOLE 0 0 2100 ALPHABET INC CAP STK CL A 02079K305 1295 628 SH SOLE 0 0 628 ALPHABET INC CAP STK CL C 02079K107 1212 586 SH SOLE 0 0 586 AMAZON COM INC COM 023135106 3871 1251 SH SOLE 0 0 1251 AMERICAN TOWER CORP NEW COM 03027X100 970 4059 SH SOLE 0 0 4059 AMGEN INC COM 031162100 505 2030 SH SOLE 0 0 2030 APPLE INC COM 037833100 2277 18639 SH SOLE 0 0 18639 APTARGROUP INC COM 038336103 379 2675 SH SOLE 0 0 2675 AT&T INC COM 00206R102 796 26303 SH SOLE 0 0 26303 AUTOMATIC DATA PROCESSING IN COM 053015103 439 2327 SH SOLE 0 0 2327 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 596 2334 SH SOLE 0 0 2334 BIOGEN INC COM 09062X103 315 1127 SH SOLE 0 0 1127 BROWN & BROWN INC COM 115236101 389 8500 SH SOLE 0 0 8500 CATERPILLAR INC COM 149123101 1074 4632 SH SOLE 0 0 4632 CISCO SYS INC COM 17275R102 1148 22206 SH SOLE 0 0 22206 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 2090 74457 SH SOLE 0 0 74457 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2129 76374 SH SOLE 0 0 76374 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 3658 129813 SH SOLE 0 0 129813 DUKE ENERGY CORP NEW COM NEW 26441C204 586 6069 SH SOLE 0 0 6069 ECOLAB INC COM 278865100 368 1721 SH SOLE 0 0 1721 EMERSON ELEC CO COM 291011104 432 4786 SH SOLE 0 0 4786 ENBRIDGE INC COM 29250N105 484 13287 SH SOLE 0 0 13287 EXXON MOBIL CORP COM 30231G102 456 8173 SH SOLE 0 0 8173 FACEBOOK INC CL A 30303M102 1682 5712 SH SOLE 0 0 5712 GENERAL MLS INC COM 370334104 271 4420 SH SOLE 0 0 4420 GRAINGER W W INC COM 384802104 441 1100 SH SOLE 0 0 1100 HOME DEPOT INC COM 437076102 491 1608 SH SOLE 0 0 1608 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 2637 72067 SH SOLE 0 0 72067 INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 46137V548 2152 129032 SH SOLE 0 0 129032 ISHARES TR CORE S&P500 ETF 464287200 227 571 SH SOLE 0 0 571 ISHARES TR ISHS 1-5YR INVS 464288646 388 7104 SH SOLE 0 0 7104 ISHARES TR MSCI INTL QUALTY 46434V456 4792 131497 SH SOLE 0 0 131497 ISHARES TR S&P 500 GRWT ETF 464287309 696 10692 SH SOLE 0 0 10692 JOHNSON & JOHNSON COM 478160104 1445 8789 SH SOLE 0 0 8789 JPMORGAN CHASE & CO COM 46625H100 579 3803 SH SOLE 0 0 3803 KELLOGG CO COM 487836108 250 3954 SH SOLE 0 0 3954 KIMBERLY-CLARK CORP COM 494368103 703 5058 SH SOLE 0 0 5058 LOWES COS INC COM 548661107 704 3703 SH SOLE 0 0 3703 MASTERCARD INCORPORATED CL A 57636Q104 297 834 SH SOLE 0 0 834 MCDONALDS CORP COM 580135101 1240 5532 SH SOLE 0 0 5532 MEDTRONIC PLC SHS G5960L103 820 6941 SH SOLE 0 0 6941 MICROSOFT CORP COM 594918104 1893 8027 SH SOLE 0 0 8027 NORFOLK SOUTHN CORP COM 655844108 1165 4340 SH SOLE 0 0 4340 NOVARTIS AG SPONSORED ADR 66987V109 202 2360 SH SOLE 0 0 2360 PEPSICO INC COM 713448108 210 1488 SH SOLE 0 0 1488 PFIZER INC COM 717081103 698 19260 SH SOLE 0 0 19260 PRECISION BIOSCIENCES INC COM 74019P108 1865 180179 SH SOLE 0 0 180179 PROCTER AND GAMBLE CO COM 742718109 1311 9680 SH SOLE 0 0 9680 QUALCOMM INC COM 747525103 992 7484 SH SOLE 0 0 7484 REALTY INCOME CORP COM 756109104 434 6836 SH SOLE 0 0 6836 ROYAL BK CDA COM 780087102 527 5718 SH SOLE 0 0 5718 SALESFORCE COM INC COM 79466L302 796 3756 SH SOLE 0 0 3756 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 12888 342580 SH SOLE 0 0 342580 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 11885 162982 SH SOLE 0 0 162982 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 23694 246738 SH SOLE 0 0 246738 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 5935 79746 SH SOLE 0 0 79746 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 3001 75995 SH SOLE 0 0 75995 SPDR S&P 500 ETF TR TR UNIT 78462F103 1025 2587 SH SOLE 0 0 2587 STRYKER CORPORATION COM 863667101 643 2641 SH SOLE 0 0 2641 TRUIST FINL CORP COM 89832Q109 1045 17926 SH SOLE 0 0 17926 UNILEVER PLC SPON ADR NEW 904767704 224 4016 SH SOLE 0 0 4016 UNITED PARCEL SERVICE INC CL B 911312106 1347 7926 SH SOLE 0 0 7926 VANGUARD INDEX FDS TOTAL STK MKT 922908769 327 1583 SH SOLE 0 0 1583 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 260 5303 SH SOLE 0 0 5303 VERIZON COMMUNICATIONS INC COM 92343V104 957 16460 SH SOLE 0 0 16460 VISA INC COM CL A 92826C839 761 3596 SH SOLE 0 0 3596 WALMART INC COM 931142103 785 5777 SH SOLE 0 0 5777 WISDOMTREE TR EM MKTS QTLY DIV 97717W323 710 23896 SH SOLE 0 0 23896 WISDOMTREE TR GLB US QTLY DIV 97717W844 2625 33819 SH SOLE 0 0 33819 WISDOMTREE TR US S CAP QTY DIV 97717X651 4622 100384 SH SOLE 0 0 100384 WISDOMTREE TR US SMALLCAP DIVD 97717W604 338 10850 SH SOLE 0 0 10850