0001172661-19-001202.txt : 20190514
0001172661-19-001202.hdr.sgml : 20190514
20190514130106
ACCESSION NUMBER: 0001172661-19-001202
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190514
DATE AS OF CHANGE: 20190514
EFFECTIVENESS DATE: 20190514
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Birch Hill Investment Advisors LLC
CENTRAL INDEX KEY: 0001424177
IRS NUMBER: 208723327
STATE OF INCORPORATION: MA
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12685
FILM NUMBER: 19821712
BUSINESS ADDRESS:
STREET 1: ONE INTERNATIONAL PLACE
STREET 2: SUITE 770
CITY: BOSTON
STATE: MA
ZIP: 02110
BUSINESS PHONE: 617-502-8300
MAIL ADDRESS:
STREET 1: ONE INTERNATIONAL PLACE
STREET 2: SUITE 770
CITY: BOSTON
STATE: MA
ZIP: 02110
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001424177
XXXXXXXX
03-31-2019
03-31-2019
false
Birch Hill Investment Advisors LLC
One International Place
Suite 770
Boston
MA
02110
13F HOLDINGS REPORT
028-12685
N
John B. Stiles
Chief Compliance Officer and Member
617-502-8324
/s/ John B. Stiles
Boston
MA
05-14-2019
0
171
1313802
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579y101
2442
11753
SH
SOLE
11753
0
0
ABBOTT LABS
COM
002824100
2788
34872
SH
SOLE
34692
0
180
ABBVIE INC
COM
00287y109
2302
28564
SH
SOLE
28285
0
279
ACCENTURE PLC IRELAND
SHS CLASS A
g1151c101
70
400
SH
OTR
400
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
g1151c101
4834
27463
SH
SOLE
26163
0
1300
ADOBE INC
COM
00724f101
389
1461
SH
SOLE
1461
0
0
AGILENT TECHNOLOGIES INC
COM
00846u101
205
2548
SH
SOLE
2548
0
0
AIR PRODS & CHEMS INC
COM
009158106
1796
9407
SH
SOLE
9407
0
0
ALLEGION PUB LTD CO
ORD SHS
g0176j109
1100
12126
SH
SOLE
12126
0
0
ALPHABET INC
CAP STK CL A
02079k305
41
35
SH
OTR
35
0
0
ALPHABET INC
CAP STK CL A
02079k305
40538
34445
SH
SOLE
33110
0
1335
ALPHABET INC
CAP STK CL C
02079k107
41
35
SH
OTR
35
0
0
ALPHABET INC
CAP STK CL C
02079k107
20744
17680
SH
SOLE
17160
0
520
AMAZON COM INC
COM
023135106
53166
29856
SH
SOLE
28779
0
1077
AMERICAN EXPRESS CO
COM
025816109
246
2250
SH
SOLE
2250
0
0
AMGEN INC
COM
031162100
373
1963
SH
SOLE
1963
0
0
AMPHENOL CORP NEW
CL A
032095101
460
4866
SH
SOLE
4866
0
0
ANADARKO PETE CORP
COM
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767
16856
SH
SOLE
16556
0
300
APPLE INC
COM
037833100
80
420
SH
OTR
420
0
0
APPLE INC
COM
037833100
33892
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SH
SOLE
170442
0
7982
AQUA AMERICA INC
COM
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243
6666
SH
SOLE
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0
0
ARCH CAP GROUP LTD
ORD
g0450a105
334
10332
SH
SOLE
5874
0
4458
AT&T INC
COM
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31
1000
SH
OTR
1000
0
0
AT&T INC
COM
00206r102
963
30692
SH
SOLE
30692
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
5587
34975
SH
SOLE
32875
0
2100
AVERY DENNISON CORP
COM
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258
2283
SH
SOLE
2283
0
0
BANK AMER CORP
COM
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55
2000
SH
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2000
0
0
BANK AMER CORP
COM
060505104
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SH
SOLE
1105486
0
60850
BECTON DICKINSON & CO
COM
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41
165
SH
OTR
165
0
0
BECTON DICKINSON & CO
COM
075887109
678
2713
SH
SOLE
2713
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
904
3
SH
SOLE
3
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
7894
39294
SH
SOLE
38819
0
475
BOEING CO
COM
097023105
1731
4537
SH
SOLE
4537
0
0
BOOKING HLDGS INC
COM
09857l108
28102
16105
SH
SOLE
15220
0
885
BOSTON PROPERTIES INC
COM
101121101
7698
57500
SH
SOLE
57500
0
0
BOSTON SCIENTIFIC CORP
COM
101137107
916
23875
SH
SOLE
23875
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
456
9548
SH
SOLE
9548
0
0
BROADCOM INC
COM
11135F101
1251
4160
SH
SOLE
4160
0
0
CAPITAL ONE FINL CORP
COM
14040h105
49
600
SH
OTR
600
0
0
CAPITAL ONE FINL CORP
COM
14040h105
17632
215838
SH
SOLE
203738
0
12100
CARLISLE COS INC
COM
142339100
795
6480
SH
SOLE
6480
0
0
CARNIVAL CORP
UNIT 99/99/9999
143658300
6687
131836
SH
SOLE
127536
0
4300
CATERPILLAR INC DEL
COM
149123101
595
4388
SH
SOLE
4388
0
0
CDK GLOBAL INC
COM
12508E101
26825
456047
SH
SOLE
428682
0
27365
CELGENE CORP
COM
151020104
4167
44172
SH
SOLE
44172
0
0
CHEVRON CORP NEW
COM
166764100
2790
22649
SH
SOLE
22649
0
0
CHUBB LIMITED
COM
h1467j104
218
1556
SH
SOLE
1556
0
0
COCA COLA CO
COM
191216100
3559
75943
SH
SOLE
75343
0
600
COLGATE PALMOLIVE CO
COM
194162103
58
850
SH
OTR
850
0
0
COLGATE PALMOLIVE CO
COM
194162103
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SH
SOLE
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COMCAST CORP NEW
CL A
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SH
SOLE
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COMCAST CORP NEW
CL A
20030n101
40
1000
SH
OTR
1000
0
0
COSTCO WHSL CORP NEW
COM
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SH
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CROWN CASTLE INTL CORP NEW
COM
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SH
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0
CVS HEALTH CORP
COM
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SH
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CVS HEALTH CORP
COM
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SH
SOLE
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DANAHER CORPORATION
COM
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212
1607
SH
SOLE
1607
0
0
DEERE & CO
COM
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801
5010
SH
SOLE
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0
0
DIAGEO P L C
SPON ADR NEW
25243q205
539
3295
SH
SOLE
3295
0
0
DISNEY WALT CO
COM DISNEY
254687106
1680
15130
SH
SOLE
15130
0
0
DOMINION ENERGY INC
COM
25746u109
1571
20493
SH
SOLE
20493
0
0
DONALDSON INC
COM
257651109
37857
756239
SH
SOLE
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28550
DOVER CORP
COM
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527
5614
SH
SOLE
5614
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0
DOWDUPONT INC
COM
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588
11035
SH
SOLE
11035
0
0
DOWDUPONT INC
COM
26078j100
85
1600
SH
OTR
1600
0
0
DUKE ENERGY CORP NEW
COM NEW
26441c204
773
8584
SH
SOLE
8584
0
0
EBAY INC
COM
278642103
59
1600
SH
OTR
1600
0
0
EBAY INC
COM
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534049
SH
SOLE
511149
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ECOLAB INC
COM
278865100
71
400
SH
OTR
400
0
0
ECOLAB INC
COM
278865100
51095
289424
SH
SOLE
277424
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12000
EDWARDS LIFESCIENCES CORP
COM
28176E108
30358
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SH
SOLE
156118
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2550
EMERSON ELEC CO
COM
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2380
34760
SH
SOLE
34360
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400
EXXON MOBIL CORP
COM
30231g102
9909
122635
SH
SOLE
120135
0
2500
FACEBOOK INC
CL A
30303m102
2014
12083
SH
SOLE
12083
0
0
FACTSET RESH SYS INC
COM
303075105
251
1012
SH
SOLE
1012
0
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FEDEX CORP
COM
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4121
22716
SH
SOLE
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FISERV INC
COM
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106
1200
SH
OTR
1200
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FISERV INC
COM
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659942
SH
SOLE
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GENERAL ELECTRIC CO
COM
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2244
224621
SH
SOLE
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GENTEX CORP
COM
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SH
OTR
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GENTEX CORP
COM
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SH
SOLE
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GLOBAL X FDS
GLB X MLP ENRG I
37950E226
145
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SOLE
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0
GOLDMAN SACHS GROUP INC
COM
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SH
SOLE
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GRAINGER W W INC
COM
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SH
SOLE
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GRAINGER W W INC
COM
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75
250
SH
OTR
250
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HOME DEPOT INC
COM
437076102
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14722
SH
SOLE
14722
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HONEYWELL INTL INC
COM
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406
2557
SH
SOLE
2557
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IDEXX LABS INC
COM
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514
2300
SH
SOLE
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ILLINOIS TOOL WKS INC
COM
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SH
SOLE
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ILLUMINA INC
COM
452327109
264
850
SH
SOLE
850
0
0
INGERSOLL-RAND PLC
SHS
g47791101
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36680
SH
SOLE
36680
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INTEL CORP
COM
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700
SH
OTR
700
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INTEL CORP
COM
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SOLE
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INTERNATIONAL BUSINESS MACHS
COM
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ISHARES TR
CORE S&P MCP ETF
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14514
SH
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ISHARES TR
CORE S&P SCP ETF
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ISHARES TR
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ISHARES TR
EAFE GRWTH ETF
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ISHARES TR
MSCI ACWI EX US
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ISHARES TR
MSCI EAFE ETF
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SH
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ISHARES TR
MSCI EMG MKT ETF
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SH
SOLE
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850
ISHARES TR
RUS MID CAP ETF
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SH
SOLE
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ISHARES TR
RUSSELL 2000 ETF
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SH
SOLE
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ISHARES TR
RUSSELL 3000 ETF
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383
2300
SH
SOLE
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0
JOHNSON & JOHNSON
COM
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34904
249687
SH
SOLE
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JPMORGAN CHASE & CO
COM
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LABORATORY CORP AMER HLDGS
COM NEW
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LABORATORY CORP AMER HLDGS
COM NEW
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LINDE PLC
COM
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MARRIOTT INTL INC NEW
CL A
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SOLE
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MARSH & MCLENNAN COS INC
COM
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MARSH & MCLENNAN COS INC
COM
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MASTERCARD INC
CL A
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71
300
SH
OTR
300
0
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MASTERCARD INC
CL A
57636q104
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65342
SH
SOLE
63717
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1625
MCCORMICK & CO INC
COM NON VTG
579780206
8892
59032
SH
SOLE
57182
0
1850
MCDONALDS CORP
COM
580135101
905
4765
SH
SOLE
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MEDTRONIC PLC
SHS
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226
2485
SH
SOLE
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MERCK & CO INC
COM
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800
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MERCK & CO INC
COM
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METLIFE INC
COM
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SH
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COM
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COM
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MONDELEZ INTL INC
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SH
SOLE
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COM
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NIKE INC
CL B
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SH
SOLE
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NUTRIEN LTD
COM
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SH
SOLE
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ORACLE CORP
COM
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58066
SH
SOLE
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PEPSICO INC
COM
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12452
101605
SH
SOLE
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PFIZER INC
COM
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51629
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SOLE
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PHILIP MORRIS INTL INC
COM
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424
4800
SH
SOLE
4800
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PORTLAND GEN ELEC CO
COM NEW
736508847
503
9700
SH
SOLE
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PPG INDS INC
COM
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3800
SH
SOLE
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PROCTER AND GAMBLE CO
COM
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400
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PROCTER AND GAMBLE CO
COM
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ROPER TECHNOLOGIES INC
COM
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ROYAL DUTCH SHELL PLC
SPONS ADR A
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540
8633
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SOLE
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S&P GLOBAL INC
COM
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SALESFORCE COM INC
COM
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SCHLUMBERGER LTD
COM
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SH
SOLE
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ASIA PACIF ETF
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493
4990
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TR UNIT
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UTSER1 S&PDCRP
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613
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SOLE
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COM
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COM
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SYSCO CORP
COM
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SOLE
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0
THERMO FISHER SCIENTIFIC INC
COM
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SH
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TJX COS INC NEW
COM
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80
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0
TJX COS INC NEW
COM
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N Y SHS NEW
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SOLE
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UNION PACIFIC CORP
COM
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SOLE
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UNITED PARCEL SERVICE INC
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500
SH
OTR
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UNITED PARCEL SERVICE INC
CL B
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UNITED TECHNOLOGIES CORP
COM
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600
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UNITED TECHNOLOGIES CORP
COM
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SOLE
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US BANCORP DEL
COM NEW
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DIV APP ETF
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1550
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SOLE
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MID CAP ETF
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SOLE
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S&P 500 ETF SHS
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SH
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0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
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SH
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VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
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SH
SOLE
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0
2300
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
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59914
SH
SOLE
59914
0
0
VERIZON COMMUNICATIONS INC
COM
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SH
SOLE
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0
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WABTEC CORP
COM
929740108
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200
SH
OTR
200
0
0
WABTEC CORP
COM
929740108
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SH
SOLE
316000
0
15303
WALGREENS BOOTS ALLIANCE INC
COM
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322
5085
SH
SOLE
5085
0
0
WALMART INC
COM
931142103
1200
12306
SH
SOLE
12306
0
0
WASTE MGMT INC DEL
COM
94106l109
637
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SH
SOLE
5645
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484
WELLS FARGO CO NEW
COM
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SH
SOLE
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0
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ZIMMER BIOMET HLDGS INC
COM
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SH
SOLE
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ZIMMER BIOMET HLDGS INC
COM
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450
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