Chief Operating Officer / Chief Compliance Officer

0001606587-21-001394.txt : 20211025 0001606587-21-001394.hdr.sgml : 20211025 20211025135417 ACCESSION NUMBER: 0001606587-21-001394 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211025 DATE AS OF CHANGE: 20211025 EFFECTIVENESS DATE: 20211025 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Blue Fin Capital, Inc. CENTRAL INDEX KEY: 0001576102 IRS NUMBER: 050489408 STATE OF INCORPORATION: RI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15760 FILM NUMBER: 211343377 BUSINESS ADDRESS: STREET 1: 91 MAIN STREET STREET 2: SUITE 118 CITY: WARREN STATE: RI ZIP: 02885 BUSINESS PHONE: 401-454-0772 MAIL ADDRESS: STREET 1: 91 MAIN STREET STREET 2: SUITE 118 CITY: WARREN STATE: RI ZIP: 02885 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001576102 XXXXXXXX 09-30-2021 09-30-2021 false Blue Fin Capital, Inc.

91 Main Street Suite 118 Warren RI 02885

13F HOLDINGS REPORT 028-15760 N Gregory Moran Hyman Chief Operating Officer / Chief Compliance Officer 401-454-0772 Gregory Moran Hyman Warren RI 10-22-2021 0 127 327572 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON COM INC COM COM 023135106 21178 6447 SH SOLE NONE 6447 0 0 ALEXANDRIA REAL ESTATE EQ INC COM COM 015271109 302 1582 SH SOLE NONE 1582 0 0 INVESCO QQQ TRUST UNIT SER 1 46090E103 1212 3386 SH SOLE NONE 3386 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND TECHNOLOGY 81369Y803 655 4389 SH SOLE NONE 4389 0 0 STARBUCKS CORP COM COM 855244109 325 2946 SH SOLE NONE 2946 0 0 JOHNSON & JOHNSON COM COM 478160104 3318 20548 SH SOLE NONE 20548 0 0 VANGUARD TOTAL STOCK MARKET INDEX FUND TOTAL STK MKT 922908769 285 1284 SH SOLE NONE 1284 0 0 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN UNIT LTD PARTN 01881G106 1823 36788 SH SOLE NONE 36788 0 0 COSTCO WHSL CORP NEW COM COM 22160K105 4769 10614 SH SOLE NONE 10614 0 0 ISHARES MSCI EMERGING MARKETS ETF MSCI EMG MKT ETF 464287234 3722 73889 SH SOLE NONE 73889 0 0 YUM BRANDS INC COM COM 988498101 266 2178 SH SOLE NONE 2178 0 0 BOSTON SCIENTIFIC CORP COM COM 101137107 305 7038 SH SOLE NONE 7038 0 0 PROCTER AND GAMBLE CO COM COM 742718109 1635 11700 SH SOLE NONE 11700 0 0 COCA COLA CO COM COM 191216100 1321 25185 SH SOLE NONE 25185 0 0 STATE STR CORP COM COM 857477103 313 3700 SH SOLE NONE 3700 0 0 MEDTRONIC PLC SHS SHS G5960L103 252 2016 SH SOLE NONE 2016 0 0 NETFLIX INC COM COM 64110L106 3847 6304 SH SOLE NONE 6304 0 0 SPDR DOW JONES INDUSTRIAL AVERAGE ETF UT SER 1 78467X109 280 830 SH SOLE NONE 830 0 0 MERCK & CO INC COM COM 58933Y105 2265 30162 SH SOLE NONE 30162 0 0 SPDR S&P 500 ETF TR UNIT 78462F103 4556 10618 SH SOLE NONE 10618 0 0 MASTERCARD INCORPORATED CL A CL A 57636Q104 9495 27312 SH SOLE NONE 27312 0 0 ILLINOIS TOOL WKS INC COM COM 452308109 232 1124 SH SOLE NONE 1124 0 0 ISHARES TIPS BOND ETF TIPS BD ETF 464287176 4616 36150 SH SOLE NONE 36150 0 0 ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND MSCI AC ASIA ETF 464288182 267 3155 SH SOLE NONE 3155 0 0 VERIZON COMMUNICATIONS INC COM COM 92343V104 442 8192 SH SOLE NONE 8192 0 0 PEPSICO INC COM COM 713448108 1356 9017 SH SOLE NONE 9017 0 0 HOME DEPOT INC COM COM 437076102 2772 8446 SH SOLE NONE 8446 0 0 AUTOMATIC DATA PROCESSING INC COM COM 053015103 825 4126 SH SOLE NONE 4126 0 0 SPDR GOLD SHARES GOLD SHS 78463V107 5064 30837 SH SOLE NONE 30837 0 0 SOUTHERN CO COM COM 842587107 856 13813 SH SOLE NONE 13813 0 0 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 265 970 SH SOLE NONE 970 0 0 COGNEX CORP COM COM 192422103 209 2608 SH SOLE NONE 2608 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 4125 15113 SH SOLE NONE 15113 0 0 ADOBE SYSTEMS INCORPORATED COM COM 00724F101 5271 9156 SH SOLE NONE 9156 0 0 WEYERHAEUSER CO MTN BE COM NEW COM NEW 962166104 288 8097 SH SOLE NONE 8097 0 0 ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 14653 5481 SH SOLE NONE 5481 0 0 GENERAC HLDGS INC COM COM 368736104 384 941 SH SOLE NONE 941 0 0 MICROSOFT CORP COM COM 594918104 24671 87512 SH SOLE NONE 87512 0 0 CVS HEALTH CORP COM COM 126650100 2479 29214 SH SOLE NONE 29214 0 0 COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND COMMUNICATION 81369Y852 301 3767 SH SOLE NONE 3767 0 0 TEXTRON INC COM COM 883203101 317 4553 SH SOLE NONE 4553 0 0 BOEING CO COM COM 097023105 1151 5237 SH SOLE NONE 5237 0 0 NEXTERA ENERGY INC COM COM 65339F101 3227 41104 SH SOLE NONE 41104 0 0 MODERNA INC COM COM 60770K107 281 731 SH SOLE NONE 731 0 0 PUBLIC STORAGE COM COM 74460D109 483 1626 SH SOLE NONE 1626 0 0 VANGUARD INFORMATION TECHNOLOGY INDEX FUND INF TECH ETF 92204A702 390 972 SH SOLE NONE 972 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH CL A LTD VT SH 112585104 4073 76125 SH SOLE NONE 76125 0 0 WELLTOWER INC COM COM 95040Q104 201 2445 SH SOLE NONE 2445 0 0 ZOOM VIDEO COMMUNICATIONS INC CL A CL A 98980L101 204 781 SH SOLE NONE 781 0 0 ILLUMINA INC COM COM 452327109 511 1261 SH SOLE NONE 1261 0 0 CROWDSTRIKE HLDGS INC CL A CL A 22788C105 2783 11327 SH SOLE NONE 11327 0 0 LILLY ELI & CO COM COM 532457108 2252 9748 SH SOLE NONE 9748 0 0 INVESCO SENIOR LOAN ETF SR LN ETF 46138G508 2383 107787 SH SOLE NONE 107787 0 0 DUKE ENERGY CORP NEW COM NEW COM NEW 26441C204 426 4367 SH SOLE NONE 4367 0 0 EVERSOURCE ENERGY COM COM 30040W108 550 6739 SH SOLE NONE 6739 0 0 SNOWFLAKE INC CL A CL A 833445109 778 2573 SH SOLE NONE 2573 0 0 AIRBNB INC COM CL A COM CL A 009066101 566 3378 SH SOLE NONE 3378 0 0 INVESCO FTSE RAFI US 1000 ETF FTSE RAFI 1000 46137V613 409 2585 SH SOLE NONE 2585 0 0 VISA INC COM CL A COM CL A 92826C839 9597 43086 SH SOLE NONE 43086 0 0 L3HARRIS TECHNOLOGIES INC COM COM 502431109 363 1650 SH SOLE NONE 1650 0 0 AMERICAN TOWER CORP NEW COM COM 03027X100 221 836 SH SOLE NONE 836 0 0 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF CORE S&P TTL STK 464287150 1068 10863 SH SOLE NONE 10863 0 0 FACEBOOK INC CL A CL A 30303M102 12782 37664 SH SOLE NONE 37664 0 0 D R HORTON INC COM COM 23331A109 492 5865 SH SOLE NONE 5865 0 0 MOODYS CORP COM COM 615369105 1813 5108 SH SOLE NONE 5108 0 0 NOVARTIS AG SPONSORED ADR SPONSORED ADR 66987V109 283 3464 SH SOLE NONE 3464 0 0 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 278 3750 SH SOLE NONE 3750 0 0 ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 2065 6457 SH SOLE NONE 6457 0 0 NVIDIA CORPORATION COM COM 67066G104 17238 83211 SH SOLE NONE 83211 0 0 ABBVIE INC COM COM 00287Y109 1358 12591 SH SOLE NONE 12591 0 0 S&P GLOBAL INC COM COM 78409V104 1906 4486 SH SOLE NONE 4486 0 0 ISHARES CORE MSCI EMERGING MARKETS ETF CORE MSCI EMKT 46434G103 1241 20102 SH SOLE NONE 20102 0 0 BLACKSTONE INC COM COM 09260D107 389 3347 SH SOLE NONE 3347 0 0 STRYKER CORPORATION COM COM 863667101 2387 9051 SH SOLE NONE 9051 0 0 SPDR BLACKSTONE SENIOR LOAN ETF BLACKSTONE SENR 78467V608 555 12080 SH SOLE NONE 12080 0 0 MCDONALDS CORP COM COM 580135101 892 3700 SH SOLE NONE 3700 0 0 CISCO SYS INC COM COM 17275R102 956 17576 SH SOLE NONE 17576 0 0 ISHARES MSCI EMERGING MARKETS ASIA INDEX FUND MSCI EM ASIA ETF 464286426 1846 21871 SH SOLE NONE 21871 0 0 AT&T INC COM COM 00206R102 204 7557 SH SOLE NONE 7557 0 0 ISHARES BIOTECHNOLOGY FUND ISHARES BIOTECH 464287556 1991 12316 SH SOLE NONE 12316 0 0 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF IBOXX HI YD ETF 464288513 6604 75486 SH SOLE NONE 75486 0 0 ISHARES U.S. TECHNOLOGY ETF U.S. TECH ETF 464287721 469 4639 SH SOLE NONE 4639 0 0 ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF EXPANDED TECH 464287515 1100 2757 SH SOLE NONE 2757 0 0 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 1038 2410 SH SOLE NONE 2410 0 0 ISHARES PREFERRED AND INCOME SECURITIES ETF PFD AND INCM SEC 464288687 6014 154970 SH SOLE NONE 154970 0 0 SALESFORCE COM INC COM COM 79466L302 316 1167 SH SOLE NONE 1167 0 0 NORTHROP GRUMMAN CORP COM COM 666807102 1530 4250 SH SOLE NONE 4250 0 0 THERMO FISHER SCIENTIFIC INC COM COM 883556102 468 820 SH SOLE NONE 820 0 0 LOCKHEED MARTIN CORP COM COM 539830109 2536 7349 SH SOLE NONE 7349 0 0 JPMORGAN CHASE & CO COM COM 46625H100 3689 22538 SH SOLE NONE 22538 0 0 ISHARES NATIONAL MUNI BOND ETF NATIONAL MUN ETF 464288414 587 5054 SH SOLE NONE 5054 0 0 TJX COS INC NEW COM COM 872540109 1484 22504 SH SOLE NONE 22504 0 0 BK OF AMERICA CORP COM COM 060505104 2071 48794 SH SOLE NONE 48794 0 0 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 1317 11209 SH SOLE NONE 11209 0 0 WALMART INC COM COM 931142103 3598 25820 SH SOLE NONE 25820 0 0 ORACLE CORP COM COM 68389X105 236 2709 SH SOLE NONE 2709 0 0 RAYTHEON TECHNOLOGIES CORP COM COM 75513E101 2886 33576 SH SOLE NONE 33576 0 0 VANGUARD HIGH DIVIDEND YIELD ETF HIGH DIV YLD 921946406 371 3593 SH SOLE NONE 3593 0 0 PFIZER INC COM COM 717081103 1918 44600 SH SOLE NONE 44600 0 0 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 3323 1247 SH SOLE NONE 1247 0 0 AMERICAN EXPRESS CO COM COM 025816109 274 1637 SH SOLE NONE 1637 0 0 AMGEN INC COM COM 031162100 1164 5478 SH SOLE NONE 5478 0 0 INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF EMRNG MKT SVRG 46138E784 470 17626 SH SOLE NONE 17626 0 0 TRANSDIGM GROUP INC COM COM 893641100 287 461 SH SOLE NONE 461 0 0 ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 1798 15665 SH SOLE NONE 15665 0 0 ISHARES ASIA 50 ETF ASIA 50 ETF 464288430 1498 19165 SH SOLE NONE 19165 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS SPONSORED ADS 01609W102 956 6464 SH SOLE NONE 6464 0 0 SPDR BLOOMBERG HIGH YIELD BOND ETF BLOOMBERG BRCLYS 78468R622 1027 9395 SH SOLE NONE 9395 0 0 BRISTOL-MYERS SQUIBB CO COM COM 110122108 524 8858 SH SOLE NONE 8858 0 0 ISHARES RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 3612 14173 SH SOLE NONE 14173 0 0 REALTY INCOME CORP COM COM 756109104 497 7666 SH SOLE NONE 7666 0 0 DOMINION ENERGY INC COM COM 25746U109 689 9445 SH SOLE NONE 9445 0 0 ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF JPMORGAN USD EMG 464288281 1674 15214 SH SOLE NONE 15214 0 0 EXXON MOBIL CORP COM COM 30231G102 224 3813 SH SOLE NONE 3813 0 0 UNITEDHEALTH GROUP INC COM COM 91324P102 5601 14336 SH SOLE NONE 14336 0 0 LOWES COS INC COM COM 548661107 321 1586 SH SOLE NONE 1586 0 0 DEERE & CO COM COM 244199105 362 1081 SH SOLE NONE 1081 0 0 COLGATE PALMOLIVE CO COM COM 194162103 984 13027 SH SOLE NONE 13027 0 0 RAYONIER INC COM COM 754907103 264 7408 SH SOLE NONE 7408 0 0 CONFORMIS INC COM COM 20717E101 167 125982 SH SOLE NONE 125982 0 0 PAYPAL HLDGS INC COM COM 70450Y103 8850 34012 SH SOLE NONE 34012 0 0 BLACKROCK INC COM COM 09247X101 3369 4018 SH SOLE NONE 4018 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 497 6376 SH SOLE NONE 6376 0 0 APPLE INC COM COM 037833100 32284 228156 SH SOLE NONE 228156 0 0 ABBOTT LABS COM COM 002824100 2242 18981 SH SOLE NONE 18981 0 0 DISNEY WALT CO COM COM 254687106 2588 15302 SH SOLE NONE 15302 0 0 INVESCO PREFERRED ETF PFD ETF 46138E511 1684 112045 SH SOLE NONE 112045 0 0