0001563690-24-000002.txt : 20240404
0001563690-24-000002.hdr.sgml : 20240404
20240404150515
ACCESSION NUMBER: 0001563690-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240404
DATE AS OF CHANGE: 20240404
EFFECTIVENESS DATE: 20240404
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Boltwood Capital Management
CENTRAL INDEX KEY: 0001563690
ORGANIZATION NAME:
IRS NUMBER: 942998774
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15111
FILM NUMBER: 24822864
BUSINESS ADDRESS:
STREET 1: 100 PRINGLE AVENUE, SUITE 770
CITY: WALNUT CREEK
STATE: CA
ZIP: 94596
BUSINESS PHONE: 4154331550
MAIL ADDRESS:
STREET 1: 100 PRINGLE AVENUE, SUITE 770
CITY: WALNUT CREEK
STATE: CA
ZIP: 94596
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001563690
XXXXXXXX
03-31-2024
03-31-2024
Boltwood Capital Management
100 PRINGLE AVENUE, SUITE 770
WALNUT CREEK
CA
94596
13F HOLDINGS REPORT
028-15111
000110293
801-27099
N
Zack Wolf
Owner
4154331550
Zack Wolf
Walnut Creek
CA
04-04-2024
0
169
322752976
false
INFORMATION TABLE
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bcm_033124_13f.xml
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COM
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ABBOTT LABS
COM
002824100
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SH
SOLE
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22067
0
0
ABBVIE INC
COM
00287Y109
1311120
7200
SH
SOLE
0
7200
0
0
ADOBE INC
COM
00724F101
1013237
2008
SH
SOLE
0
2008
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
473786
2625
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SOLE
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2625
0
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ALLSTATE CORP
COM
020002101
1448440
8372
SH
SOLE
0
8372
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0
ALPHABET INC
CAP STK CL A
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SOLE
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22614
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0
ALPHABET INC
CAP STK CL C
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SOLE
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AMAZON COM INC
COM
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SOLE
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AMERICAN EXPRESS CO
COM
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AMERICAN TOWER CORP NEW
COM
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SOLE
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3081
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ANALOG DEVICES INC
COM
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677431
3425
SH
SOLE
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3425
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APPLE INC
COM
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36373
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AT&T INC
COM
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640510
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AUTOMATIC DATA PROCESSING IN
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BANK MONTREAL QUE
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BATH & BODY WORKS INC
COM
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BECTON DICKINSON & CO
COM
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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BIOGEN INC
COM
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BLACKROCK INC
COM
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BLACKSTONE INC
COM
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BOEING CO
COM
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CATERPILLAR INC
COM
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CDW CORP
COM
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CENCORA INC
COM
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CHEVRON CORP NEW
COM
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CHIPOTLE MEXICAN GRILL INC
COM
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SH
SOLE
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CISCO SYS INC
COM
17275R102
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SH
SOLE
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CME GROUP INC
COM
12572Q105
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4585
SH
SOLE
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COCA COLA CO
COM
191216100
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SOLE
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COMCAST CORP NEW
CL A
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SOLE
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COSTCO WHSL CORP NEW
COM
22160K105
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SH
SOLE
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CROWDSTRIKE HLDGS INC
CL A
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SH
SOLE
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0
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CVS HEALTH CORP
COM
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SH
SOLE
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12132
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DANAHER CORPORATION
COM
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SH
SOLE
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DISNEY WALT CO
COM
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SH
SOLE
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DOLLAR TREE INC
COM
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SH
SOLE
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DOMINION ENERGY INC
COM
25746U109
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SH
SOLE
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ELI LILLY & CO
COM
532457108
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SH
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EXXON MOBIL CORP
COM
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FLEXSHARES ULTRA
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FLEXSHARES TR
HIG YLD VL ETF
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SH
SOLE
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FLEXSHARES TR
STOXX GLOBR INF
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COM
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FORTUNE BRANDS INNOVATIONS I
COM
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FRANKLIN TEMPLETON ETF TR
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FREEPORT-MCMORAN INC
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GENERAL ELECTRIC CO
COM NEW
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COM
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HONEYWELL INTL INC
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INTEL CORP
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MBS ETF
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3 7 YR TREAS BD
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RESIDENTIAL MULT
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CALIF MUN BD ETF
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SHRT NAT MUN ETF
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10+ YR INVST GRD
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1 3 YR TREAS BD
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ISHARES TR
20 YR TR BD ETF
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ISHARES TR
MSCI EMG MKT ETF
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ISHARES TR
MSCI INDIA ETF
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BLACKROCK ULTRA
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MSCI CHINA ETF
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JACOBS SOLUTIONS INC
COM
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SH
SOLE
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3605
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JOHNSON & JOHNSON
COM
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491180
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SHS
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JPMORGAN CHASE & CO
COM
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15516
SH
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KLA CORP
COM NEW
482480100
1460710
2091
SH
SOLE
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2091
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LAUDER ESTEE COS INC
CL A
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220126
1428
SH
SOLE
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1428
0
0
LINDE PLC
SHS
G54950103
203372
438
SH
SOLE
0
438
0
0
LOWES COS INC
COM
548661107
3724153
14620
SH
SOLE
0
14620
0
0
MARSH & MCLENNAN COS INC
COM
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1131654
5494
SH
SOLE
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5494
0
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MASCO CORP
COM
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472255
5987
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5987
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MASTERCARD INCORPORATED
CL A
57636Q104
940988
1954
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SOLE
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1954
0
0
MCDONALDS CORP
COM
580135101
457041
1621
SH
SOLE
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1621
0
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MERCK & CO INC
COM
58933Y105
756469
5733
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SOLE
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5733
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META PLATFORMS INC
CL A
30303M102
2271543
4678
SH
SOLE
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4678
0
0
MICROCHIP TECHNOLOGY INC.
COM
595017104
3170351
35340
SH
SOLE
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35340
0
0
MICROSOFT CORP
COM
594918104
7155185
17007
SH
SOLE
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17007
0
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MONDELEZ INTL INC
CL A
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SOLE
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12614
0
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MOODYS CORP
COM
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322285
820
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NEXTERA ENERGY INC
COM
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NIKE INC
CL B
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NORFOLK SOUTHN CORP
COM
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NUCOR CORP
COM
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COM
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ORACLE CORP
COM
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PALO ALTO NETWORKS INC
COM
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1719
0
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PAYPAL HLDGS INC
COM
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446488
6665
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6665
0
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PEPSICO INC
COM
713448108
922478
5271
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SOLE
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5271
0
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PFIZER INC
COM
717081103
1870164
67393
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67393
0
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PROCTER AND GAMBLE CO
COM
742718109
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14936
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14936
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PROLOGIS INC.
COM
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4925
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RTX CORPORATION
COM
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381830
3915
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3915
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SALESFORCE INC
COM
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SCHWAB CHARLES CORP
COM
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US MID-CAP ETF
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23423
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SBI INT-UTILS
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SBI MATERIALS
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ENERGY
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24141
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24141
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FINANCIAL
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47895
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INDL
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16003
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TECHNOLOGY
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SBI HEALTHCARE
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20393
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SELECT SECTOR SPDR TR
SBI CONS DISCR
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RL EST SEL SEC
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COMMUNICATION
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SPDR SER TR
PORT MTG BK ETF
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SOLE
0
85725
0
0
STARBUCKS CORP
COM
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2826
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TAPESTRY INC
COM
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11938
0
0
TARGET CORP
COM
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216551
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1222
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TESLA INC
COM
88160R101
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1870
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TJX COS INC NEW
COM
872540109
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TRUIST FINL CORP
COM
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UNION PAC CORP
COM
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1133
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UNITED PARCEL SERVICE INC
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US BANCORP DEL
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FTSE EMR MKT ETF
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VANGUARD INTL EQUITY INDEX F
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699214
3829
SH
SOLE
0
3829
0
0
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
227306
2220
SH
SOLE
0
2220
0
0
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
220989
1081
SH
SOLE
0
1081
0
0
VANGUARD WORLD FDS
ENERGY ETF
92204A306
239694
1820
SH
SOLE
0
1820
0
0
VANGUARD WORLD FDS
COMM SRVC ETF
92204A884
308892
2354
SH
SOLE
0
2354
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
1093773
2086
SH
SOLE
0
2086
0
0
VANGUARD WORLD FDS
CONSUM DIS ETF
92204A108
235120
740
SH
SOLE
0
740
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
258474
6160
SH
SOLE
0
6160
0
0
WALMART INC
COM
931142103
1326207
22041
SH
SOLE
0
22041
0
0
WELLS FARGO CO NEW
COM
949746101
967932
16700
SH
SOLE
0
16700
0
0
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
760337
5761
SH
SOLE
0
5761
0
0