0001172661-23-000202.txt : 20230118
0001172661-23-000202.hdr.sgml : 20230118
20230118163130
ACCESSION NUMBER: 0001172661-23-000202
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230118
DATE AS OF CHANGE: 20230118
EFFECTIVENESS DATE: 20230118
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MCDONALD PARTNERS LLC
CENTRAL INDEX KEY: 0001331074
IRS NUMBER: 202714559
STATE OF INCORPORATION: OH
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21003
FILM NUMBER: 23534812
BUSINESS ADDRESS:
STREET 1: 1301 EAST 9TH STREET
STREET 2: SUITE 3700
CITY: CLEVELAND
STATE: OH
ZIP: 44114
BUSINESS PHONE: 216-912-1466
MAIL ADDRESS:
STREET 1: 1301 EAST 9TH STREET
STREET 2: SUITE 3700
CITY: CLEVELAND
STATE: OH
ZIP: 44114
FORMER COMPANY:
FORMER CONFORMED NAME: MCDONALD PARTNERS, LLC
DATE OF NAME CHANGE: 20100714
FORMER COMPANY:
FORMER CONFORMED NAME: THOMAS MCDONALD PARTNERS, LLC
DATE OF NAME CHANGE: 20060220
FORMER COMPANY:
FORMER CONFORMED NAME: THOMAS MCDONALD & ASSOCIATES LLC
DATE OF NAME CHANGE: 20050622
13F-HR
1
primary_doc.xml
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12-31-2022
12-31-2022
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MCDONALD PARTNERS LLC
1301 East 9th Street
Suite 3700
Cleveland
OH
44114
13F HOLDINGS REPORT
028-21003
000135414
801-64294
N
Jon Lucas
Chief Operating Officer
216-912-1466
/s/ Jon Lucas
Cleveland
OH
01-18-2023
0
228
292745086
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
1372703
11447
SH
SOLE
0
0
11447
ABB LTD
SPONSORED ADR
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8005
SH
SOLE
0
0
8005
ABBOTT LABS
COM
002824100
1600867
14581
SH
SOLE
0
0
14581
ABBVIE INC
COM
00287Y109
2709050
16763
SH
SOLE
0
0
16763
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
2914580
10923
SH
SOLE
0
0
10923
ADOBE SYSTEMS INCORPORATED
COM
00724F101
3433616
10203
SH
SOLE
0
0
10203
ADVANCED MICRO DEVICES INC
COM
007903107
595431
9193
SH
SOLE
0
0
9193
AFLAC INC
COM
001055102
1665620
23153
SH
SOLE
0
0
23153
AIR PRODS & CHEMS INC
COM
009158106
1169825
3795
SH
SOLE
0
0
3795
ALBEMARLE CORP
COM
012653101
306857
1415
SH
SOLE
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0
1415
ALIBABA GROUP HLDG LTD
SPONSORED ADS
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0
4331
ALPHABET INC
CAP STK CL C
02079K107
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24667
ALPHABET INC
CAP STK CL A
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ALPS ETF TR
ALERIAN MLP
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AMAZON COM INC
COM
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17045
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17045
AMBARELLA INC
SHS
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AMERICAN ELEC PWR CO INC
COM
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AMERICAN TOWER CORP NEW
COM
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AMERICAN WTR WKS CO INC NEW
COM
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AMGEN INC
COM
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ANALOG DEVICES INC
COM
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APOLLO GLOBAL MGMT INC
COM
03769M106
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8400
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APPLE INC
COM
037833100
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88134
SH
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88134
ARES CAPITAL CORP
COM
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326139
17658
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ARES COML REAL ESTATE CORP
COM
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33110
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33110
ARK ETF TR
INNOVATION ETF
00214Q104
662290
21200
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21200
AT&T INC
COM
00206R102
803347
43636
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43636
ATMOS ENERGY CORP
COM
049560105
284078
2535
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2535
AUTODESK INC
COM
052769106
409806
2193
SH
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2193
AUTOMATIC DATA PROCESSING IN
COM
053015103
975142
4082
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BANCO SANTANDER S.A.
ADR
05964H105
150112
50886
SH
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50886
BANK AMERICA CORP
COM
060505104
1552092
46863
SH
SOLE
0
0
46863
BARCLAYS PLC
ADR
06738E204
130520
16733
SH
SOLE
0
0
16733
BECTON DICKINSON & CO
COM
075887109
1527330
6006
SH
SOLE
0
0
6006
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
6344188
20538
SH
SOLE
0
0
20538
BLACKROCK INC
COM
09247X101
1079635
1524
SH
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BLACKSTONE INC
COM
09260D107
399894
5390
SH
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BOEING CO
COM
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586018
3076
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BP PLC
SPONSORED ADR
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BRISTOL-MYERS SQUIBB CO
COM
110122108
476316
6620
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BROADCOM INC
COM
11135F101
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BROWN FORMAN CORP
CL B
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2220184
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CANOPY GROWTH CORP
COM
138035100
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40781
SH
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0
40781
CARECLOUD INC
COM
14167R100
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CARRIER GLOBAL CORPORATION
COM
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SH
SOLE
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CF BANKSHARES INC
COM
12520L109
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64151
SH
SOLE
0
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64151
CHEVRON CORP NEW
COM
166764100
6289405
35040
SH
SOLE
0
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35040
CHUBB LIMITED
COM
H1467J104
1018089
4615
SH
SOLE
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CHURCH & DWIGHT CO INC
COM
171340102
229900
2852
SH
SOLE
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2852
CISCO SYS INC
COM
17275R102
3021807
63430
SH
SOLE
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CITIGROUP INC
COM NEW
172967424
806197
17824
SH
SOLE
0
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CLEVELAND-CLIFFS INC NEW
COM
185899101
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SH
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CLOROX CO DEL
COM
189054109
745221
5310
SH
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COCA COLA CO
COM
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13280
SH
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COLGATE PALMOLIVE CO
COM
194162103
688351
8737
SH
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COMCAST CORP NEW
CL A
20030N101
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COMMERCE BANCSHARES INC
COM
200525103
226757
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CONOCOPHILLIPS
COM
20825C104
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SH
SOLE
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0
14581
CONSTELLATION BRANDS INC
CL A
21036P108
1372138
5921
SH
SOLE
0
0
5921
CORNING INC
COM
219350105
792112
24800
SH
SOLE
0
0
24800
COSTCO WHSL CORP NEW
COM
22160K105
1153943
2528
SH
SOLE
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0
2528
CRESTWOOD EQUITY PARTNERS LP
UNIT LTD PARTNER
226344208
429535
16401
SH
SOLE
0
0
16401
CROWN CASTLE INC
COM
22822V101
631537
4656
SH
SOLE
0
0
4656
CVS HEALTH CORP
COM
126650100
2837617
30450
SH
SOLE
0
0
30450
DARDEN RESTAURANTS INC
COM
237194105
307784
2225
SH
SOLE
0
0
2225
DEERE & CO
COM
244199105
294987
688
SH
SOLE
0
0
688
DIAGEO PLC
SPON ADR NEW
25243Q205
532363
2988
SH
SOLE
0
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2988
DISNEY WALT CO
COM
254687106
2682209
30873
SH
SOLE
0
0
30873
DOLBY LABORATORIES INC
COM CL A
25659T107
418514
5933
SH
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0
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DRAFTKINGS INC NEW
COM CL A
26142V105
246001
21598
SH
SOLE
0
0
21598
DUPONT DE NEMOURS INC
COM
26614N102
710252
10349
SH
SOLE
0
0
10349
EATON CORP PLC
SHS
G29183103
6799231
43321
SH
SOLE
0
0
43321
EMERSON ELEC CO
COM
291011104
1350511
14059
SH
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0
0
14059
ENLINK MIDSTREAM LLC
COM UNIT REP LTD
29336T100
140860
11452
SH
SOLE
0
0
11452
EVERSOURCE ENERGY
COM
30040W108
743806
8872
SH
SOLE
0
0
8872
EXXON MOBIL CORP
COM
30231G102
5761670
52236
SH
SOLE
0
0
52236
FACTSET RESH SYS INC
COM
303075105
846344
2109
SH
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0
2109
FIDELITY COVINGTON TRUST
MSCI FINLS IDX
316092501
373932
7800
SH
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FIRST FNDTN INC
COM
32026V104
168678
11771
SH
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ULTRA SHT DUR MU
33740J104
1297748
65050
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MANAGD MUN ETF
33739N108
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10000
FIRST TR EXCHANGE-TRADED FD
NAS CLNEDG GREEN
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5267
SH
SOLE
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0
5267
FORD MTR CO DEL
COM
345370860
138825
11937
SH
SOLE
0
0
11937
GARTNER INC
COM
366651107
1734146
5159
SH
SOLE
0
0
5159
GENERAL DYNAMICS CORP
COM
369550108
1248027
5030
SH
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0
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5030
GILEAD SCIENCES INC
COM
375558103
3014360
35112
SH
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35112
GODADDY INC
CL A
380237107
441438
5900
SH
SOLE
0
0
5900
GOLDMAN SACHS GROUP INC
COM
38141G104
1376933
4010
SH
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0
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GRAINGER W W INC
COM
384802104
1122202
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SH
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GREIF INC
CL B
397624206
234690
3000
SH
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3000
HARLEY DAVIDSON INC
COM
412822108
1046864
25165
SH
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0
0
25165
HELMERICH & PAYNE INC
COM
423452101
392495
7918
SH
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0
0
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HERCULES CAPITAL INC
COM
427096508
343720
26000
SH
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0
0
26000
HOME DEPOT INC
COM
437076102
1460251
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SH
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0
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HONEYWELL INTL INC
COM
438516106
3690164
17220
SH
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HSBC HLDGS PLC
SPON ADR NEW
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607041
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SH
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HUNTINGTON BANCSHARES INC
COM
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HYSTER YALE MATLS HANDLING I
CL A
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IDEXX LABS INC
COM
45168D104
261910
642
SH
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ILLINOIS TOOL WKS INC
COM
452308109
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ILLUMINA INC
COM
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IMPEL PHARMACEUTICALS INC
COM
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43875
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INTEL CORP
COM
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INTERNATIONAL BUSINESS MACHS
COM
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NY AMT FRE MUN
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S&P500 EQL FIN
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3833
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MSCI USA MIN VOL
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RUSSELL 2000 ETF
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EQUITY PREMIUM
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J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
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J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
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327298
8022
SH
SOLE
0
0
8022
JACOBS SOLUTIONS INC
COM
46982L108
923939
7695
SH
SOLE
0
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JOHNSON & JOHNSON
COM
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4854279
27480
SH
SOLE
0
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27480
JPMORGAN CHASE & CO
COM
46625H100
6181959
46100
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0
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KEYCORP
COM
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SH
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0
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L3HARRIS TECHNOLOGIES INC
COM
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20860
SH
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0
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LAM RESEARCH CORP
COM
512807108
325733
775
SH
SOLE
0
0
775
LAS VEGAS SANDS CORP
COM
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SH
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0
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LILLY ELI & CO
COM
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SH
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1075
LINCOLN ELEC HLDGS INC
COM
533900106
262249
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0
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LINDE PLC
SHS
G5494J103
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SH
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LLOYDS BANKING GROUP PLC
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SH
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LOCKHEED MARTIN CORP
COM
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LOWES COS INC
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LUMENTUM HLDGS INC
COM
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18922
MADISON SQUARE GRDN SPRT COR
CL A
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4853
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0
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MARATHON PETE CORP
COM
56585A102
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11882
SH
SOLE
0
0
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MARRIOTT INTL INC NEW
CL A
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12986
SH
SOLE
0
0
12986
MCDONALDS CORP
COM
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1324342
5025
SH
SOLE
0
0
5025
MEDTRONIC PLC
SHS
G5960L103
859817
11063
SH
SOLE
0
0
11063
MELCO RESORTS AND ENTMNT LTD
ADR
585464100
903273
78546
SH
SOLE
0
0
78546
MERCK & CO INC
COM
58933Y105
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SH
SOLE
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0
18317
META PLATFORMS INC
CL A
30303M102
770056
6399
SH
SOLE
0
0
6399
MICROSOFT CORP
COM
594918104
11670869
48665
SH
SOLE
0
0
48665
MONDELEZ INTL INC
CL A
609207105
655656
9837
SH
SOLE
0
0
9837
MORGAN STANLEY
COM NEW
617446448
920902
10832
SH
SOLE
0
0
10832
MOTOROLA SOLUTIONS INC
COM NEW
620076307
875567
3397
SH
SOLE
0
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3397
MPLX LP
COM UNIT REP LTD
55336V100
522084
15898
SH
SOLE
0
0
15898
NETFLIX INC
COM
64110L106
415486
1409
SH
SOLE
0
0
1409
NEXTERA ENERGY INC
COM
65339F101
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25465
SH
SOLE
0
0
25465
NIKE INC
CL B
654106103
1517689
12971
SH
SOLE
0
0
12971
NORDSON CORP
COM
655663102
903336
3800
SH
SOLE
0
0
3800
NORFOLK SOUTHN CORP
COM
655844108
628587
2551
SH
SOLE
0
0
2551
NORTHROP GRUMMAN CORP
COM
666807102
219836
403
SH
SOLE
0
0
403
NUCOR CORP
COM
670346105
327284
2483
SH
SOLE
0
0
2483
NVIDIA CORPORATION
COM
67066G104
1446964
9901
SH
SOLE
0
0
9901
OLD NATL BANCORP IND
COM
680033107
184475
10260
SH
SOLE
0
0
10260
ORACLE CORP
COM
68389X105
2938886
35954
SH
SOLE
0
0
35954
OTIS WORLDWIDE CORP
COM
68902V107
315906
4034
SH
SOLE
0
0
4034
PACKAGING CORP AMER
COM
695156109
700031
5473
SH
SOLE
0
0
5473
PARAMOUNT GLOBAL
CLASS B COM
92556H206
246817
14622
SH
SOLE
0
0
14622
PARKE BANCORP INC
COM
700885106
797412
38448
SH
SOLE
0
0
38448
PARKER-HANNIFIN CORP
COM
701094104
240075
825
SH
SOLE
0
0
825
PAYCHEX INC
COM
704326107
788571
6824
SH
SOLE
0
0
6824
PENTAIR PLC
SHS
G7S00T104
2036334
45272
SH
SOLE
0
0
45272
PEPSICO INC
COM
713448108
3674045
20337
SH
SOLE
0
0
20337
PFIZER INC
COM
717081103
4828573
94234
SH
SOLE
0
0
94234
PHILIP MORRIS INTL INC
COM
718172109
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6981
SH
SOLE
0
0
6981
PHILLIPS 66
COM
718546104
3510237
33726
SH
SOLE
0
0
33726
PNC FINL SVCS GROUP INC
COM
693475105
447136
2831
SH
SOLE
0
0
2831
POLARIS INC
COM
731068102
281285
2785
SH
SOLE
0
0
2785
POST HLDGS INC
COM
737446104
207598
2300
SH
SOLE
0
0
2300
PPG INDS INC
COM
693506107
476517
3790
SH
SOLE
0
0
3790
PROCTER AND GAMBLE CO
COM
742718109
2048883
13519
SH
SOLE
0
0
13519
QUALCOMM INC
COM
747525103
1130941
10287
SH
SOLE
0
0
10287
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
5670182
56185
SH
SOLE
0
0
56185
ROKU INC
COM CL A
77543R102
858689
21098
SH
SOLE
0
0
21098
S&P GLOBAL INC
COM
78409V104
623319
1861
SH
SOLE
0
0
1861
SALESFORCE INC
COM
79466L302
241049
1818
SH
SOLE
0
0
1818
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
346165
7667
SH
SOLE
0
0
7667
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
G7997R103
319869
6080
SH
SOLE
0
0
6080
SELECT SECTOR SPDR TR
ENERGY
81369Y506
415272
4748
SH
SOLE
0
0
4748
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
384973
11257
SH
SOLE
0
0
11257
SHELL PLC
SPON ADS
780259305
244486
4293
SH
SOLE
0
0
4293
SHERWIN WILLIAMS CO
COM
824348106
2508287
10569
SH
SOLE
0
0
10569
SIREN ETF TR
NSD NXGN ECO ETF
829658202
239175
11782
SH
SOLE
0
0
11782
SIREN ETF TR
DIVCN LDRS ETF
829658301
475964
9759
SH
SOLE
0
0
9759
SMUCKER J M CO
COM NEW
832696405
3854407
24324
SH
SOLE
0
0
24324
SONOS INC
COM
83570H108
638820
37800
SH
SOLE
0
0
37800
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3424675
8955
SH
SOLE
0
0
8955
SPDR SER TR
PRTFLO S&P500 VL
78464A508
581971
14965
SH
SOLE
0
0
14965
SPDR SER TR
PRTFLO S&P500 GW
78464A409
1490659
29419
SH
SOLE
0
0
29419
SPECTRUM PHARMACEUTICALS INC
COM
84763A108
14913
40470
SH
SOLE
0
0
40470
STARBUCKS CORP
COM
855244109
830974
8377
SH
SOLE
0
0
8377
STERIS PLC
SHS USD
G8473T100
236773
1282
SH
SOLE
0
0
1282
SUNOCO LP/SUNOCO FIN CORP
COM UT REP LP
86765K109
646500
15000
SH
SOLE
0
0
15000
TABOOLA.COM LTD
ORD SHS
M8744T106
34373
11160
SH
SOLE
0
0
11160
TARGET CORP
COM
87612E106
712986
4784
SH
SOLE
0
0
4784
TE CONNECTIVITY LTD
SHS
H84989104
285852
2490
SH
SOLE
0
0
2490
TEXAS INSTRS INC
COM
882508104
2756255
16682
SH
SOLE
0
0
16682
THERMO FISHER SCIENTIFIC INC
COM
883556102
4076207
7402
SH
SOLE
0
0
7402
TILRAY BRANDS INC
COM CL 2
88688T100
72630
27000
SH
SOLE
0
0
27000
TRACTOR SUPPLY CO
COM
892356106
3249201
14443
SH
SOLE
0
0
14443
UBER TECHNOLOGIES INC
COM
90353T100
348495
14092
SH
SOLE
0
0
14092
UNDER ARMOUR INC
CL C
904311206
190522
21359
SH
SOLE
0
0
21359
UNDER ARMOUR INC
CL A
904311107
383794
37775
SH
SOLE
0
0
37775
UNION PAC CORP
COM
907818108
515941
2492
SH
SOLE
0
0
2492
UNITED PARCEL SERVICE INC
CL B
911312106
3063215
17621
SH
SOLE
0
0
17621
UNITEDHEALTH GROUP INC
COM
91324P102
2314110
4365
SH
SOLE
0
0
4365
US BANCORP DEL
COM NEW
902973304
1745353
40022
SH
SOLE
0
0
40022
V F CORP
COM
918204108
862498
31239
SH
SOLE
0
0
31239
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
347201
1816
SH
SOLE
0
0
1816
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
655575
4128
SH
SOLE
0
0
4128
VANGUARD INDEX FDS
GROWTH ETF
922908736
310288
1456
SH
SOLE
0
0
1456
VANGUARD INDEX FDS
VALUE ETF
922908744
361312
2574
SH
SOLE
0
0
2574
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
3659206
10415
SH
SOLE
0
0
10415
VERIZON COMMUNICATIONS INC
COM
92343V104
1891394
48005
SH
SOLE
0
0
48005
VERTEX PHARMACEUTICALS INC
COM
92532F100
436058
1510
SH
SOLE
0
0
1510
VISA INC
COM CL A
92826C839
200862
967
SH
SOLE
0
0
967
VODAFONE GROUP PLC NEW
SPONSORED ADR
92857W308
386311
38173
SH
SOLE
0
0
38173
WALMART INC
COM
931142103
1461540
10308
SH
SOLE
0
0
10308
WARNER BROS DISCOVERY INC
COM SER A
934423104
120263
12686
SH
SOLE
0
0
12686
WASTE MGMT INC DEL
COM
94106L109
995451
6345
SH
SOLE
0
0
6345
WD 40 CO
COM
929236107
1141044
7078
SH
SOLE
0
0
7078
WEC ENERGY GROUP INC
COM
92939U106
523776
5586
SH
SOLE
0
0
5586
WENDYS CO
COM
95058W100
1015026
44853
SH
SOLE
0
0
44853
WESTROCK CO
COM
96145D105
536612
15262
SH
SOLE
0
0
15262
XYLEM INC
COM
98419M100
1744186
15774
SH
SOLE
0
0
15774
ZOETIS INC
CL A
98978V103
385280
2629
SH
SOLE
0
0
2629