0001398344-22-013350.txt : 20220714
0001398344-22-013350.hdr.sgml : 20220714
20220714091715
ACCESSION NUMBER: 0001398344-22-013350
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220714
DATE AS OF CHANGE: 20220714
EFFECTIVENESS DATE: 20220714
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: YHB Investment Advisors, Inc.
CENTRAL INDEX KEY: 0001469219
IRS NUMBER: 061283359
STATE OF INCORPORATION: CT
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13567
FILM NUMBER: 221082292
BUSINESS ADDRESS:
STREET 1: 29 SOUTH MAIN ST., STE. 306
CITY: WEST HARTFORD
STATE: CT
ZIP: 06107-2417
BUSINESS PHONE: 860-561-7050
MAIL ADDRESS:
STREET 1: 29 SOUTH MAIN ST., STE. 306
CITY: WEST HARTFORD
STATE: CT
ZIP: 06107-2417
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001469219
XXXXXXXX
06-30-2022
06-30-2022
false
YHB Investment Advisors, Inc.
29 SOUTH MAIN ST., STE. 306
WEST HARTFORD
CT
06107-2417
13F HOLDINGS REPORT
028-13567
N
Mark W. Everette
CEO and Senior Portfolio Manager
860-561-7050
/s/ Mark W. Everette
West Hartford
CT
07-12-2022
0
279
948437
INFORMATION TABLE
2
fp0077454_13fhr-table.xml
13F INFORMATION TABLE
3M CO COM
Stock
88579Y101
974
7524
SH
SOLE
7524
0
0
ABBOTT LABS COM
Stock
002824100
765
7038
SH
SOLE
7038
0
0
ABBVIE INC COM
Stock
00287Y109
5903
38543
SH
SOLE
38543
0
0
ABIOMED INC COM
Stock
003654100
1454
5873
SH
SOLE
5873
0
0
ACCENTURE PLC IRELAND SHS CLASS A
Stock
G1151C101
258
929
SH
SOLE
929
0
0
ADOBE SYSTEMS INCORPORATED COM
Stock
00724F101
509
1390
SH
SOLE
1390
0
0
AERCAP HOLDINGS NV SHS
Stock
N00985106
1116
27248
SH
SOLE
27248
0
0
AFLAC INC COM
Stock
001055102
2747
49646
SH
SOLE
49646
0
0
AIR PRODS & CHEMS INC COM
Stock
009158106
202
841
SH
SOLE
841
0
0
ALIGN TECHNOLOGY INC COM
Stock
016255101
1113
4704
SH
SOLE
4704
0
0
ALPHABET INC CAP STK CL A
Stock
02079K305
20027
9190
SH
SOLE
9190
0
0
ALPHABET INC CAP STK CL C
Stock
02079K107
21074
9634
SH
SOLE
9634
0
0
AMAZON COM INC COM
Stock
023135106
25511
240194
SH
SOLE
240194
0
0
AMERICAN EXPRESS CO COM
Stock
025816109
1000
7212
SH
SOLE
7212
0
0
AMERICAN TOWER CORP NEW COM
REIT
03027X100
242
945
SH
SOLE
945
0
0
AMERIPRISE FINL INC COM
Stock
03076C106
255
1073
SH
SOLE
1073
0
0
AMGEN INC COM
Stock
031162100
11398
46849
SH
SOLE
46848
0
0
AMPHENOL CORP NEW CL A
Stock
032095101
5344
83002
SH
SOLE
83002
0
0
AON PLC SHS CL A
Stock
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10286
38141
SH
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APPLE INC COM
Stock
037833100
57024
417086
SH
SOLE
417085
0
0
APPLIED MATLS INC COM
Stock
038222105
269
2958
SH
SOLE
2958
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0
AT&T INC COM
Stock
00206R102
221
10567
SH
SOLE
10566
0
0
AUTOMATIC DATA PROCESSING INC COM
Stock
053015103
975
4641
SH
SOLE
4641
0
0
BECTON DICKINSON & CO COM
Stock
075887109
7321
29696
SH
SOLE
29696
0
0
BERKLEY W R CORP COM
Stock
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315
4608
SH
SOLE
4608
0
0
BERKSHIRE HATHAWAY INC DEL CL B NEW
Stock
084670702
21720
79555
SH
SOLE
79555
0
0
BK OF AMERICA CORP COM
Stock
060505104
519
16663
SH
SOLE
16662
0
0
BLACKROCK INC COM
Stock
09247X101
1464
2403
SH
SOLE
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0
0
BLACKROCK ULTRA SHORT-TERM BOND ETF
ETF
46434V878
2245
44873
SH
SOLE
44873
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0
BOEING CO COM
Stock
097023105
210
1535
SH
SOLE
1534
0
0
BOOZ ALLEN HAMILTON HLDG CORP CL A
Stock
099502106
1932
21386
SH
SOLE
21386
0
0
BRISTOL-MYERS SQUIBB CO COM
Stock
110122108
2103
27313
SH
SOLE
27313
0
0
BROADCOM INC COM
Stock
11135F101
254
523
SH
SOLE
523
0
0
CAPITAL ONE FINL CORP COM
Stock
14040H105
1826
17524
SH
SOLE
17524
0
0
CARLISLE COS INC COM
Stock
142339100
4240
17770
SH
SOLE
17770
0
0
CARRIER GLOBAL CORPORATION COM
Stock
14448C104
1669
46813
SH
SOLE
46812
0
0
CATERPILLAR INC COM
Stock
149123101
311
1739
SH
SOLE
1738
0
0
CHARTER COMMUNICATIONS INC NEW CL A
Stock
16119P108
1418
3026
SH
SOLE
3026
0
0
CHEVRON CORP NEW COM
Stock
166764100
2699
18645
SH
SOLE
18645
0
0
CHIPOTLE MEXICAN GRILL INC COM
Stock
169656105
477
365
SH
SOLE
365
0
0
CHURCH & DWIGHT CO INC COM
Stock
171340102
4891
52779
SH
SOLE
52779
0
0
CIGNA CORP NEW COM
Stock
125523100
548
2079
SH
SOLE
2079
0
0
CISCO SYS INC COM
Stock
17275R102
1461
34255
SH
SOLE
34254
0
0
CITIGROUP INC COM NEW
Stock
172967424
3307
71903
SH
SOLE
71903
0
0
CITRIX SYS INC COM
Stock
177376100
278
2863
SH
SOLE
2863
0
0
CME GROUP INC COM
Stock
12572Q105
5648
27594
SH
SOLE
27593
0
0
COCA COLA CO COM
Stock
191216100
1071
17032
SH
SOLE
17032
0
0
COGNIZANT TECHNOLOGY SOLUTIONS CL A
Stock
192446102
1016
15058
SH
SOLE
15058
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0
COLGATE PALMOLIVE CO COM
Stock
194162103
3337
41645
SH
SOLE
41645
0
0
COMCAST CORP NEW CL A
Stock
20030N101
8645
220299
SH
SOLE
220298
0
0
CONOCOPHILLIPS COM
Stock
20825C104
596
6634
SH
SOLE
6634
0
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COPART INC COM
Stock
217204106
411
3782
SH
SOLE
3782
0
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COSTCO WHSL CORP NEW COM
Stock
22160K105
23577
49192
SH
SOLE
49192
0
0
CROWN CASTLE INTL CORP NEW COM
REIT
22822V101
300
1780
SH
SOLE
1780
0
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CSX CORP COM
Stock
126408103
309
10649
SH
SOLE
10648
0
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CUMMINS INC COM
Stock
231021106
3441
17781
SH
SOLE
17781
0
0
CVS HEALTH CORP COM
Stock
126650100
7592
81936
SH
SOLE
81936
0
0
DANAHER CORPORATION COM
Stock
235851102
23100
91117
SH
SOLE
91117
0
0
DEERE & CO COM
Stock
244199105
275
917
SH
SOLE
917
0
0
DISH NETWORK CORPORATION CL A
Stock
25470M109
1011
56410
SH
SOLE
56410
0
0
DISNEY
Stock
254687106
10427
110459
SH
SOLE
110458
0
0
DOLLAR GEN CORP NEW COM
Stock
256677105
2805
11427
SH
SOLE
11426
0
0
DOW INC COM
Stock
260557103
214
4141
SH
SOLE
4141
0
0
DUKE ENERGY CORP NEW COM NEW
Stock
26441C204
323
3013
SH
SOLE
3013
0
0
DUPONT DE NEMOURS INC COM
Stock
26614N102
223
4020
SH
SOLE
4019
0
0
EBAY INC. COM
Stock
278642103
2336
56058
SH
SOLE
56058
0
0
ECOLAB INC COM
Stock
278865100
10732
69800
SH
SOLE
69799
0
0
EDWARDS LIFESCIENCES CORP COM
Stock
28176E108
3930
41327
SH
SOLE
41327
0
0
ELEVANCE HEALTH INC COM
Stock
036752103
3789
7852
SH
SOLE
7852
0
0
EMERSON ELEC CO COM
Stock
291011104
723
9091
SH
SOLE
9091
0
0
ENERGY SELECT SECTOR SPDR FUND
ETF
81369Y506
642
8982
SH
SOLE
8981
0
0
ENTERGY CORP NEW COM
Stock
29364G103
206
1831
SH
SOLE
1831
0
0
ENTERPRISE PRODS PARTNERS L P COM
Stock
293792107
211
8644
SH
SOLE
8644
0
0
EOG RES INC COM
Stock
26875P101
316
2862
SH
SOLE
2862
0
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EQUINIX INC COM
REIT
29444U700
541
824
SH
SOLE
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0
0
ESSENTIAL UTILS INC COM
Stock
29670G102
2573
56119
SH
SOLE
56119
0
0
ETFMG PRIME CYBER SECURITY ETF
ETF
26924G201
1368
29871
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SOLE
29871
0
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EVERSOURCE ENERGY COM
Stock
30040W108
230
2722
SH
SOLE
2722
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EXXON MOBIL CORP COM
Stock
30231G102
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32013
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SOLE
32012
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0
FASTENAL CO COM
Stock
311900104
2363
47326
SH
SOLE
47326
0
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FEDEX CORP COM
Stock
31428X106
424
1870
SH
SOLE
1870
0
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FINANCIAL SELECT SECTOR SPDR FUND
ETF
81369Y605
323
10277
SH
SOLE
10277
0
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FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETF
ETF
33738R720
1216
32752
SH
SOLE
32752
0
0
FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF
ETF
33733E500
226
4325
SH
SOLE
4325
0
0
FISERV INC COM
Stock
337738108
325
3654
SH
SOLE
3654
0
0
FORTIVE CORP COM
Stock
34959J108
4657
85635
SH
SOLE
85635
0
0
GENERAL ELECTRIC CO COM NEW
Stock
369604301
3163
49673
SH
SOLE
49673
0
0
GENERAL MLS INC COM
Stock
370334104
216
2867
SH
SOLE
2867
0
0
GENERAL MOLY INC COM
Stock
370373102
0
11550
SH
SOLE
11550
0
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GENERAL MTRS CO COM
Stock
37045V100
842
26506
SH
SOLE
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0
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GILEAD SCIENCES INC COM
Stock
375558103
640
10360
SH
SOLE
10359
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GLOBAL X LITHIUM & BATTERY TECH ETF
ETF
37954Y855
366
5041
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SOLE
5041
0
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GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
ETF
381430529
250
2500
SH
SOLE
2500
0
0
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
ETF
381430503
1666
22230
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SOLE
22230
0
0
GOLDMAN SACHS GROUP INC COM
Stock
38141G104
5049
17000
SH
SOLE
17000
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GRAINGER W W INC COM
Stock
384802104
261
575
SH
SOLE
575
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HARTFORD FINL SVCS GROUP INC COM
Stock
416515104
218
3327
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SOLE
3327
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HERSHEY CO COM
Stock
427866108
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1050
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1050
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HILTON WORLDWIDE HLDGS INC COM
Stock
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HOME DEPOT INC COM
Stock
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SH
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HONEYWELL INTL INC COM
Stock
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IAC INTERACTIVECORP NEW COM NEW
Stock
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IDEX CORP COM
Stock
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IDEXX LABS INC COM
Stock
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ILLINOIS TOOL WKS INC COM
Stock
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ING GROEP N.V. SPONSORED ADR
ADR
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INTEL CORP COM
Stock
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INTERCONTINENTAL EXCHANGE INC COM
Stock
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INTERNATIONAL BUSINESS MACHS COM
Stock
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INTUIT COM
Stock
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INTUITIVE SURGICAL INC COM NEW
Stock
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ETF
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ETF
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ETF
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ETF
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ETF
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INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
ETF
46138J783
235
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ETF
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INVESCO GLOBAL WATER ETF
ETF
46138E651
423
13619
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ETF
46090E103
2148
7665
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INVESCO ULTRA SHORT DURATION ETF
ETF
46090A887
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ETF
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ETF
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ISHARES CORE MSCI EAFE ETF
ETF
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2899
49255
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ISHARES CORE MSCI EMERGING MARKETS ETF
ETF
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ETF
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ETF
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ETF
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ETF
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ETF
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ETF
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10099
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ETF
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448
2050
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ETF
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1853
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ETF
464287655
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31093
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ETF
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ETF
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ETF
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ETF
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ETF
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ETF
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ETF
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ETF
464287788
211
3010
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JOHNSON & JOHNSON COM
Stock
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11712
65981
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JOHNSON CTLS INTL PLC SHS
Stock
G51502105
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9564
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JPMORGAN CHASE & CO COM
Stock
46625H100
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21721
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JPMORGAN ULTRA-SHORT INCOME ETF
ETF
46641Q837
10018
200003
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JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
ETF
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95983
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KEYSIGHT TECHNOLOGIES INC COM
Stock
49338L103
293
2129
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KIMBERLY-CLARK CORP COM
Stock
494368103
398
2945
SH
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L3HARRIS TECHNOLOGIES INC COM
Stock
502431109
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9926
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9926
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LAM RESEARCH CORP COM
Stock
512807108
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14707
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LIBERTY BROADBAND CORP COM SER A
Stock
530307107
894
7872
SH
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0
0
LIBERTY BROADBAND CORP COM SER C
Stock
530307305
2150
18588
SH
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18588
0
0
LILLY ELI & CO COM
Stock
532457108
627
1933
SH
SOLE
1933
0
0
LINCOLN ELEC HLDGS INC COM
Stock
533900106
786
6369
SH
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6369
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LINDE PLC SHS
Stock
G5494J103
3291
11447
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11446
0
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LOCKHEED MARTIN CORP COM
Stock
539830109
228
531
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531
0
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LOWES COS INC COM
Stock
548661107
1682
9630
SH
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9630
0
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LPL FINL HLDGS INC COM
Stock
50212V100
328
1780
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LYONDELLBASELL INDUSTRIES N V SHS - A -
Stock
N53745100
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15783
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M & T BK CORP COM
Stock
55261F104
608
3817
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MARRIOTT INTL INC NEW CL A
Stock
571903202
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MARSH & MCLENNAN COS INC COM
Stock
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MASTERCARD INCORPORATED CL A
Stock
57636Q104
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MCCORMICK & CO INC COM NON VTG
Stock
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MCDONALDS CORP COM
Stock
580135101
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38045
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MCKESSON CORP COM
Stock
58155Q103
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3687
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MEDTRONIC PLC SHS
Stock
G5960L103
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SOLE
27669
0
0
MERCK & CO INC COM
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58933Y105
1099
12058
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0
0
META PLATFORMS INC CL A
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0
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0
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226
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0
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2592
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0
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223
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0
0
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0
MORNINGSTAR INC COM
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4724
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0
0
NETFLIX INC COM
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64110L106
2511
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0
0
NEXTERA ENERGY INC COM
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8524
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0
0
NIKE INC CL B
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9039
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0
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411
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0
0
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331
692
SH
SOLE
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0
0
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397
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0
0
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3670
24212
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SOLE
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0
0
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68389X105
6406
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0
0
OREILLY AUTOMOTIVE INC COM
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67103H107
223
353
SH
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0
0
OTIS WORLDWIDE CORP COM
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1544
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21844
0
0
PAYCHEX INC COM
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6486
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0
0
PAYPAL HLDGS INC COM
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5367
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0
0
PEPSICO INC COM
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14572
87435
SH
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0
0
PFIZER INC COM
Stock
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4171
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0
0
PHILIP MORRIS INTL INC COM
Stock
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206
2090
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0
0
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969
11814
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0
0
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ETF
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12802
129172
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0
0
PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
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POOL CORP COM
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275
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0
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PROCTER AND GAMBLE CO COM
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5825
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0
0
PROLOGIS INC. COM
REIT
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3920
33319
SH
SOLE
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0
0
PROSHARES ULTRA SILVER
ETF
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514
21000
SH
SOLE
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0
0
QUALCOMM INC COM
Stock
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413
3231
SH
SOLE
3231
0
0
QUANTA SVCS INC COM
Stock
74762E102
263
2100
SH
SOLE
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0
0
RAYTHEON TECHNOLOGIES CORP COM
Stock
75513E101
7839
81559
SH
SOLE
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0
0
REGENERON PHARMACEUTICALS COM
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469
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SH
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0
0
SALESFORCE INC COM
Stock
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1226
7431
SH
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0
0
SCHWAB EMERGING MARKETS EQUITY ETF
ETF
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2005
79003
SH
SOLE
79003
0
0
SCHWAB INTERNATIONAL EQUITY ETF
ETF
808524805
2724
86610
SH
SOLE
86610
0
0
SCHWAB U.S. BROAD MARKET ETF
ETF
808524102
2587
58535
SH
SOLE
58534
0
0
SCHWAB U.S. LARGE-CAP ETF
ETF
808524201
849
19021
SH
SOLE
19021
0
0
SCHWAB U.S. LARGE-CAP GROWTH ETF
ETF
808524300
7192
124025
SH
SOLE
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0
0
SCHWAB U.S. LARGE-CAP VALUE ETF
ETF
808524409
232
3716
SH
SOLE
3716
0
0
SCHWAB U.S. MID-CAP ETF
ETF
808524508
3838
61182
SH
SOLE
61182
0
0
SCHWAB U.S. SMALL-CAP ETF
ETF
808524607
3588
92016
SH
SOLE
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0
0
SCHWAB U.S. TIPS ETF
ETF
808524870
210
3766
SH
SOLE
3766
0
0
SCHWAB US DIVIDEND EQUITY ETF
ETF
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0
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SERVICENOW INC COM
Stock
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328
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SH
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0
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ADR
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Stock
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259
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0
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SKYWORKS SOLUTIONS INC COM
Stock
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205
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0
0
SOUTHERN CO COM
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308
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0
0
SPDR BLACKSTONE SENIOR LOAN ETF
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SH
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0
0
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
ETF
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1117
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SH
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0
0
SPDR GOLD SHARES
ETF
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4041
23987
SH
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23987
0
0
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
ETF
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290
6135
SH
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0
0
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ETF
78463X889
1117
38746
SH
SOLE
38746
0
0
SPDR PORTFOLIO EMERGING MARKETS ETF
ETF
78463X509
798
22965
SH
SOLE
22964
0
0
SPDR PORTFOLIO S&P 500 GROWTH ETF
ETF
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1921
36743
SH
SOLE
36742
0
0
SPDR S&P 400 MID CAP GROWTH ETF
ETF
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698
11444
SH
SOLE
11443
0
0
SPDR S&P 500 ETF
ETF
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8634
22888
SH
SOLE
22887
0
0
SPDR S&P 600 SMALL CAP GROWTH ETF
ETF
78464A201
857
12155
SH
SOLE
12154
0
0
SPDR S&P DIVIDEND ETF
ETF
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680
5729
SH
SOLE
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0
0
SPDR S&P KENSHO CLEAN POWER ETF
ETF
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255
3275
SH
SOLE
3275
0
0
SPDR S&P MIDCAP 400 ETF
ETF
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258
625
SH
SOLE
625
0
0
SPROTT PHYSICAL GOLD & SILVER TR UNIT
CEF
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187
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0
0
STANLEY BLACK & DECKER INC COM
Stock
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SH
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0
0
STARBUCKS CORP COM
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891
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STERIS PLC SHS USD
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282
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STRYKER CORPORATION COM
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TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
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TARGET CORP COM
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270
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0
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TESLA INC COM
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394
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0
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352
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THERMO FISHER SCIENTIFIC INC COM
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271
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3997
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8590
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0
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Stock
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6272
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Stock
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17562
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0
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US BANCORP DEL COM NEW
Stock
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3375
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73348
0
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UTILITIES SELECT SECTOR SPDR FUND
ETF
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589
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SH
SOLE
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0
0
VANECK MORNINGSTAR WIDE MOAT ETF
ETF
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484
7601
SH
SOLE
7601
0
0
VANGUARD DIVIDEND APPRECIATION INDEX FUND
ETF
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985
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SH
SOLE
6867
0
0
VANGUARD FTSE ALL-WORLD EX US INDEX FUND
ETF
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559
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SH
SOLE
11183
0
0
VANGUARD FTSE EMERGING MARKETS ETF
ETF
922042858
858
20611
SH
SOLE
20611
0
0
VANGUARD GROWTH INDEX FUND
ETF
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347
1559
SH
SOLE
1559
0
0
VANGUARD HIGH DIVIDEND YIELD ETF
ETF
921946406
551
5414
SH
SOLE
5414
0
0
VANGUARD LARGE-CAP INDEX FUND
ETF
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1345
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SH
SOLE
7805
0
0
VANGUARD MID-CAP INDEX FUND
ETF
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237
1203
SH
SOLE
1203
0
0
VANGUARD MORTGAGE-BACKED SECURITIES ETF
ETF
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394
8245
SH
SOLE
8245
0
0
VANGUARD REAL ESTATE ETF
ETF
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214
2353
SH
SOLE
2353
0
0
VANGUARD S&P 500 ETF
ETF
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4382
12632
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SOLE
12632
0
0
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SOLE
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0
0
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
ETF
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2355
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SOLE
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0
0
VANGUARD TAX-EXEMPT BOND ETF
ETF
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922
18465
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SOLE
18465
0
0
VANGUARD TOTAL BOND MARKET INDEX FUND
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10915
SH
SOLE
10915
0
0
VANGUARD TOTAL INTERNATIONAL STOCK ETF
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297
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SOLE
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0
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ZOETIS INC CL A
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0
0