0001600585-22-000003.txt : 20220815
0001600585-22-000003.hdr.sgml : 20220815
20220812181201
ACCESSION NUMBER: 0001600585-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220815
DATE AS OF CHANGE: 20220812
EFFECTIVENESS DATE: 20220815
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Mendel Money Management
CENTRAL INDEX KEY: 0001600585
IRS NUMBER: 363635576
STATE OF INCORPORATION: IL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16291
FILM NUMBER: 221161564
BUSINESS ADDRESS:
STREET 1: 1200 SHERMER ROAD #312
CITY: NORTHBROOK
STATE: IL
ZIP: 60062
BUSINESS PHONE: 8475640970
MAIL ADDRESS:
STREET 1: 1200 SHERMER ROAD #312
CITY: NORTHBROOK
STATE: IL
ZIP: 60062
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001600585
XXXXXXXX
06-30-2022
06-30-2022
Mendel Money Management
1200 SHERMER ROAD #312
NORTHBROOK
IL
60062
13F HOLDINGS REPORT
028-16291
N
Lauren Orr
Director of Operations
3127966173
Lauren Orr
Northbrook
IL
08-12-2022
0
114
167815
false
INFORMATION TABLE
2
Q2-202213FDATAEXPORT.xml
Abbott Laboratories
Common Stock
002824100
1073
9872
SH
SOLE
0
0
0
9872
Abbvie Inc
Common Stock
00287Y109
2143
13994
SH
SOLE
0
0
0
13994
Accenture PLC
Common Stock
G1151C101
4030
14514
SH
SOLE
0
0
0
14514
Air Products & Chemicals Inc
Common Stock
009158106
1056
4390
SH
SOLE
0
0
0
4390
Alphabet Inc Class C
Common Stock
02079K107
4462
2040
SH
SOLE
0
0
0
2040
Alphabet Inc Class A
Common Stock
02079K305
1445
663
SH
SOLE
0
0
0
663
Amazon com Inc
Common Stock
023135106
4361
41057
SH
SOLE
0
0
0
41057
AMETEK Inc
Common Stock
031100100
3785
34446
SH
SOLE
0
0
0
34446
Amgen Inc
Common Stock
031162100
772
3174
SH
SOLE
0
0
0
3174
Ansys Inc
Common Stock
03662Q105
3999
16711
SH
SOLE
0
0
0
16711
Apple Inc
Common Stock
037833100
3062
22395
SH
SOLE
0
0
0
22395
Arista Networks Inc
Common Stock
040413106
623
6643
SH
SOLE
0
0
0
6643
Bank of America Corp
Common Stock
060505104
1859
59728
SH
SOLE
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0
0
59728
Becton, Dickinson and Co
Common Stock
075887109
311
1261
SH
SOLE
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0
0
1261
Berkshire Hathaway Inc
Common Stock
084670702
340
1244
SH
SOLE
0
0
0
1244
Bristol-Myers Squibb Co
Common Stock
110122108
311
4044
SH
SOLE
0
0
0
4044
Broadcom Inc
Common Stock
11135F101
909
1871
SH
SOLE
0
0
0
1871
Carriage Services Inc
Common Stock
143905107
2299
57979
SH
SOLE
0
0
0
57979
Caterpillar
Common Stock
149123101
471
2637
SH
SOLE
0
0
0
2637
Chevron Corp
Common Stock
166764100
1964
13567
SH
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0
0
13567
Chubb Ltd
Common Stock
H1467J104
260
1324
SH
SOLE
0
0
0
1324
Cisco Systems Inc
Common Stock
17275R102
420
9852
SH
SOLE
0
0
0
9852
Costco Wholesale Corp
Common Stock
22160K105
404
843
SH
SOLE
0
0
0
843
Crown Castle International Corp
Common Stock
22822V101
4087
24271
SH
SOLE
0
0
0
24271
CVS Health Corp
Common Stock
126650100
685
7389
SH
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0
0
7389
Danaher Corp
Common Stock
235851102
6041
23827
SH
SOLE
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0
0
23827
Deere & Co
Common Stock
244199105
1751
5847
SH
SOLE
0
0
0
5847
Diamondback Energy Inc
Common Stock
25278X109
320
2641
SH
SOLE
0
0
0
2641
Digital Realty Trust Inc
Common Stock
253868103
4249
32730
SH
SOLE
0
0
0
32730
Dominion Energy Inc
Common Stock
25746U109
475
5946
SH
SOLE
0
0
0
5946
Ecolab Inc
Common Stock
278865100
1909
12418
SH
SOLE
0
0
0
12418
Entergy Corp
Common Stock
29364G103
302
2683
SH
SOLE
0
0
0
2683
FedEx Corp
Common Stock
31428X106
3517
15513
SH
SOLE
0
0
0
15513
First Trust Preferred Sec & Income ETF
Funds
33739E108
265
15378
SH
SOLE
0
0
0
15378
FMC Corp
Common Stock
302491303
4099
38304
SH
SOLE
0
0
0
38304
General Dynamics Corp
Common Stock
369550108
538
2432
SH
SOLE
0
0
0
2432
Genuine Parts Co
Common Stock
372460105
355
2672
SH
SOLE
0
0
0
2672
Gilead Sciences Inc
Common Stock
375558103
320
5170
SH
SOLE
0
0
0
5170
Honeywell International Inc
Common Stock
438516106
4438
25533
SH
SOLE
0
0
0
25533
Illinois Tool Works Inc
Common Stock
452308109
793
4351
SH
SOLE
0
0
0
4351
Ingredion Inc
Common Stock
457187102
264
2994
SH
SOLE
0
0
0
2994
International Business Machines
Common Stock
459200101
3715
26315
SH
SOLE
0
0
0
26315
Intuitive Surgical Inc
Common Stock
46120E602
306
1527
SH
SOLE
0
0
0
1527
Invesco BulletShares 2028 Corp Bd ETF
Funds
46138J643
211
10580
SH
SOLE
0
0
0
10580
Invesco Variable Rate Investment Grade ETF
Funds
46090A879
988
40064
SH
SOLE
0
0
0
40064
iShares Core Dividend Growth ETF
Funds
46434V621
1013
21258
SH
SOLE
0
0
0
21258
iShares Core S&P Small-Cap ETF
Funds
464287804
379
4099
SH
SOLE
0
0
0
4099
iShares MSCI USA Min Vol Factor ETF
Funds
46429B697
307
4379
SH
SOLE
0
0
0
4379
iShares MSCI USA Momentum Factor ETF
Funds
46432F396
246
1805
SH
SOLE
0
0
0
1805
iShares MSCI USA Quality Factor ETF
Funds
46432F339
565
5057
SH
SOLE
0
0
0
5057
iShares MSCI USA Value Factor ETF
Funds
46432F388
434
4799
SH
SOLE
0
0
0
4799
Janus Henderson Mortgage-Backed Sec ETF
Funds
47103U852
2464
51368
SH
SOLE
0
0
0
51368
Janus Henderson Short Duration Bond ETF
Funds
47103U886
783
16094
SH
SOLE
0
0
0
16094
JM Smucker Co
Common Stock
832696405
307
2398
SH
SOLE
0
0
0
2398
Johnson & Johnson
Common Stock
478160104
1915
10786
SH
SOLE
0
0
0
10786
JPMorgan Chase & Co
Common Stock
46625H100
2867
25462
SH
SOLE
0
0
0
25462
JPMorgan Diversified Return Intl Eq ETF
Funds
46641Q209
304
6226
SH
SOLE
0
0
0
6226
JPMorgan Ultra-Short Income ETF
Funds
46641Q837
483
9650
SH
SOLE
0
0
0
9650
Kimberly-Clark Corp
Common Stock
494368103
629
4651
SH
SOLE
0
0
0
4651
Kinder Morgan Inc
Common Stock
49456B101
204
12169
SH
SOLE
0
0
0
12169
L3Harris Technologies Inc
Common Stock
502431109
5204
21529
SH
SOLE
0
0
0
21529
Lilly Eli & Co
Common Stock
532457108
762
2350
SH
SOLE
0
0
0
2350
Linde PLC
Common Stock
G5494J103
5290
18399
SH
SOLE
0
0
0
18399
LKQ Corp
Common Stock
501889208
2072
42207
SH
SOLE
0
0
0
42207
Lockheed Martin Corp
Common Stock
539830109
2600
6046
SH
SOLE
0
0
0
6046
Lowe's Companies Inc
Common Stock
548661107
4676
26773
SH
SOLE
0
0
0
26773
Marvell Technology Inc
Common Stock
G5876H105
476
10925
SH
SOLE
0
0
0
10925
Marvell Technology Inc
Common Stock
573874104
1215
27910
SH
SOLE
0
0
0
27910
Mastercard Inc
Common Stock
57636Q104
628
1992
SH
SOLE
0
0
0
1992
McCormick & Co Inc
Common Stock
579780206
250
3000
SH
SOLE
0
0
0
3000
McDonald's Corp
Common Stock
580135101
962
3898
SH
SOLE
0
0
0
3898
Merck & Co Inc
Common Stock
58933Y105
742
8134
SH
SOLE
0
0
0
8134
Meta Platforms Inc (Facebook)
Common Stock
30303M102
1576
9773
SH
SOLE
0
0
0
9773
Microsoft Corp
Common Stock
594918104
7285
28367
SH
SOLE
0
0
0
28367
Norfolk Southern Corp
Common Stock
655844108
479
2108
SH
SOLE
0
0
0
2108
Northrop Grumman Corp
Common Stock
666807102
325
680
SH
SOLE
0
0
0
680
Nutanix Inc
Common Stock
67059N108
358
24450
SH
SOLE
0
0
0
24450
NXP Semiconductors
Common Stock
N6596X109
3613
24405
SH
SOLE
0
0
0
24405
Oracle Corp
Common Stock
68389X105
309
4423
SH
SOLE
0
0
0
4423
Packaging Corp of America
Common Stock
695156109
367
2672
SH
SOLE
0
0
0
2672
Palo Alto Networks Inc
Common Stock
697435105
3461
7007
SH
SOLE
0
0
0
7007
Parker Hannifin Corp
Common Stock
701094104
427
1737
SH
SOLE
0
0
0
1737
Paychex Inc
Common Stock
704326107
312
2744
SH
SOLE
0
0
0
2744
PepsiCo Inc
Common Stock
713448108
5401
32406
SH
SOLE
0
0
0
32406
Pfizer Inc
Common Stock
717081103
774
14771
SH
SOLE
0
0
0
14771
PIMCO Active Bond ETF
Funds
72201R775
272
2856
SH
SOLE
0
0
0
2856
PNC Financial Services
Common Stock
693475105
375
2377
SH
SOLE
0
0
0
2377
Pub Service Enterprise Group
Common Stock
744573106
291
4594
SH
SOLE
0
0
0
4594
Raytheon Technologies Corp
Common Stock
75513E101
719
7483
SH
SOLE
0
0
0
7483
Rockwell Automation
Common Stock
773903109
361
1813
SH
SOLE
0
0
0
1813
Roper Technologies Inc
Common Stock
776696106
237
601
SH
SOLE
0
0
0
601
Sempra Energy
Common Stock
816851109
218
1451
SH
SOLE
0
0
0
1451
Southern Co
Common Stock
842587107
437
6126
SH
SOLE
0
0
0
6126
SPDR S&P 500 ETF Trust
Funds
78462F103
275
729
SH
SOLE
0
0
0
729
SPDR S&P MIDCAP 400 ETF Trust
Funds
78467Y107
249
601
SH
SOLE
0
0
0
601
Starbucks Corp
Common Stock
855244109
537
7024
SH
SOLE
0
0
0
7024
Target Corp
Common Stock
87612E106
433
3069
SH
SOLE
0
0
0
3069
Texas Instruments
Common Stock
882508104
396
2576
SH
SOLE
0
0
0
2576
The Home Depot Inc
Common Stock
437076102
478
1744
SH
SOLE
0
0
0
1744
The Walt Disney Co
Common Stock
254687106
2841
30099
SH
SOLE
0
0
0
30099
Thermo Fisher Scientific Inc
Common Stock
883556102
6957
12805
SH
SOLE
0
0
0
12805
Travelers Companies
Common Stock
89417E109
384
2270
SH
SOLE
0
0
0
2270
Truist Financial Corp
Common Stock
89832Q109
307
6482
SH
SOLE
0
0
0
6482
Union Pacific Corp
Common Stock
907818108
365
1711
SH
SOLE
0
0
0
1711
United Parcel Service Inc
Common Stock
911312106
815
4463
SH
SOLE
0
0
0
4463
UnitedHealth Group
Common Stock
91324P102
456
888
SH
SOLE
0
0
0
888
VanEck Moody's BBB Corp Bond ETF
Funds
92189H854
436
20813
SH
SOLE
0
0
0
20813
Vanguard Real Estate ETF
Funds
922908553
276
3024
SH
SOLE
0
0
0
3024
Verizon Communications Inc
Common Stock
92343V104
794
15642
SH
SOLE
0
0
0
15642
Visa Inc
Common Stock
92826C839
4810
24428
SH
SOLE
0
0
0
24428
Waste Management Inc
Common Stock
94106L109
315
2056
SH
SOLE
0
0
0
2056
WisdomTree Emerging Mkts ex-State Owned ETF
Funds
97717X578
545
18994
SH
SOLE
0
0
0
18994
WisdomTree International Qual Div Gr ETF
Funds
97717X131
483
16319
SH
SOLE
0
0
0
16319
Wisdomtree US Efficient Core Floating Rate Treasury Fund
Common Stock
97717Y527
303
6026
SH
SOLE
0
0
0
6026