0001104659-21-022814.txt : 20210216
0001104659-21-022814.hdr.sgml : 20210216
20210216072324
ACCESSION NUMBER: 0001104659-21-022814
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210216
DATE AS OF CHANGE: 20210216
EFFECTIVENESS DATE: 20210216
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: WIMMER ASSOCIATES 1, LLC
CENTRAL INDEX KEY: 0001667019
IRS NUMBER: 710930279
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17313
FILM NUMBER: 21632404
BUSINESS ADDRESS:
STREET 1: 155 N. LAKE AVE.
STREET 2: #440
CITY: PASADENA
STATE: CA
ZIP: 91101
BUSINESS PHONE: 6266833150
MAIL ADDRESS:
STREET 1: 155 N. LAKE AVE.
STREET 2: #440
CITY: PASADENA
STATE: CA
ZIP: 91101
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001667019
XXXXXXXX
12-31-2020
12-31-2020
false
WIMMER ASSOCIATES 1, LLC
155 N. Lake Ave.
#440
Pasadena
CA
91101
13F HOLDINGS REPORT
028-17313
N
Katherine J. Wimmer
President
626-683-3150
/s/ Katherine J. Wimmer
Pasadena
CA
02-16-2021
0
112
167676
INFORMATION TABLE
2
infotable.xml
VANGUARD ALL-WORLD EX US INDEX ETF
ALLWRLD EX US
922042775
350
5993
SH
SOLE
5993
0
0
ALPHABET CLASS A
CAP STK CL A
02079K305
4453
2541
SH
SOLE
2541
0
0
ALPHABET CLASS C
CAP STK CL C
02079K107
2397
1368
SH
SOLE
0
0
1368
BERKSHIRE HATHAWAY CLASS A
CL A
084670108
696
2
SH
SOLE
2
0
0
OKTA
CL A
679295105
231
910
SH
SOLE
910
0
0
NIKE
CL B
654106103
463
3271
SH
SOLE
3271
0
0
BERKSHIRE HATHAWAY CLASS B
CL B NEW
084670702
1990
8583
SH
SOLE
8583
0
0
3M
COM
88579Y101
4265
24402
SH
SOLE
24402
0
0
ABBOTT LABORATORIES
COM
002824100
2915
26622
SH
SOLE
26622
0
0
ABBVIE
COM
00287Y109
1790
16707
SH
SOLE
16707
0
0
ADOBE
COM
00724F101
6032
12061
SH
SOLE
12061
0
0
ALEXANDRIA REAL ESTATE
COM
015271109
243
1365
SH
SOLE
1365
0
0
AMAZON
COM
023135106
5374
1650
SH
SOLE
1650
0
0
AMGEN
COM
031162100
2029
8826
SH
SOLE
8826
0
0
APPLE
COM
037833100
10174
76677
SH
SOLE
76677
0
0
AUTOMATIC DATA PROCESSING
COM
053015103
873
4955
SH
SOLE
4955
0
0
BECTON DICKINSON
COM
075887109
2748
10983
SH
SOLE
10983
0
0
BLACKROCK
COM
09247X101
631
875
SH
SOLE
875
0
0
BRISTOL MYERS SQUIBB
COM
110122108
327
5270
SH
SOLE
5270
0
0
BROADRIDGE FINANCIAL SOLUTIONS
COM
11133T103
1583
10336
SH
SOLE
10336
0
0
CANADIAN NATIONAL RAILWAY
COM
136375102
443
4035
SH
SOLE
4035
0
0
CATERPILLAR
COM
149123101
416
2285
SH
SOLE
2285
0
0
CHEVRON
COM
166764100
1170
13857
SH
SOLE
13857
0
0
CISCO SYSTEMS
COM
17275R102
1076
24055
SH
SOLE
24055
0
0
COCA COLA
COM
191216100
612
11161
SH
SOLE
11161
0
0
COGNIZANT TECHNOLOGY SOLUTIONS
COM
192446102
514
6270
SH
SOLE
6270
0
0
COMCAST
COM
20030N101
370
7062
SH
SOLE
7062
0
0
CONOCOPHILLIPS
COM
20825C104
229
5735
SH
SOLE
5735
0
0
COSTCO WHOLESALE
COM
22160K105
3298
8752
SH
SOLE
8752
0
0
DANAHER
COM
235851102
522
2350
SH
SOLE
2350
0
0
DAVITA
COM
23918K108
230
1960
SH
SOLE
1960
0
0
DUKE ENERGY
COM
26441C204
332
3622
SH
SOLE
3622
0
0
EATON VANCE
COM
278265103
274
4033
SH
SOLE
4033
0
0
EBAY
COM
278642103
418
8323
SH
SOLE
8323
0
0
ECOLAB
COM
278865100
212
978
SH
SOLE
978
0
0
ELI LILLY & CO.
COM
532457108
229
1355
SH
SOLE
1355
0
0
EMERSON ELECTRIC
COM
291011104
539
6702
SH
SOLE
6702
0
0
EXXON MOBIL
COM
30231G102
499
12103
SH
SOLE
12103
0
0
FACEBOOK
COM
30303M102
454
1662
SH
SOLE
1662
0
0
FEDEX
COM
31428X106
1197
4611
SH
SOLE
4611
0
0
FIRST AMERICAN FINANCIAL
COM
31847R102
284
5505
SH
SOLE
5505
0
0
GENUINE PARTS
COM
372460105
336
3345
SH
SOLE
3345
0
0
GILEAD SCIENCES
COM
375558103
246
4215
SH
SOLE
4215
0
0
HERSHEY
COM
427866108
313
2055
SH
SOLE
2055
0
0
HOME DEPOT
COM
437076102
477
1796
SH
SOLE
1796
0
0
HONEYWELL
COM
438516106
248
1165
SH
SOLE
1165
0
0
IBM
COM
459200101
484
3847
SH
SOLE
3847
0
0
IDEXX LABS
COM
45168D104
1975
3952
SH
SOLE
3952
0
0
INTEL
COM
458140100
1422
28545
SH
SOLE
28545
0
0
JOHNSON & JOHNSON
COM
478160104
2081
13222
SH
SOLE
13222
0
0
JP MORGAN CHASE
COM
46625H100
614
4829
SH
SOLE
4829
0
0
KIMBERLY CLARK
COM
494368103
718
5327
SH
SOLE
5327
0
0
LOCKHEED MARTIN
COM
539830109
1869
5266
SH
SOLE
5266
0
0
LOWES
COM
548661107
1005
6264
SH
SOLE
6264
0
0
MARRIOTT INTERNATIONAL
COM
571903202
277
2100
SH
SOLE
2100
0
0
MARSH & MCLENNAN
COM
571748102
1040
8887
SH
SOLE
8887
0
0
MCDONALDS
COM
580135101
1757
8188
SH
SOLE
8188
0
0
MERCK
COM
58933Y105
1455
17787
SH
SOLE
17787
0
0
MICROSOFT
COM
594918104
6368
28632
SH
SOLE
28632
0
0
NEXTERA ENERGY
COM
65339F101
297
3850
SH
SOLE
3850
0
0
NORTHERN TRUST
COM
665859104
1707
18330
SH
SOLE
18330
0
0
NVIDIA
COM
67066G104
1346
2578
SH
SOLE
2578
0
0
PAYCHEX
COM
704326107
543
5829
SH
SOLE
5829
0
0
PAYPAL HOLDINGS
COM
70450Y103
738
3150
SH
SOLE
3150
0
0
PEPSICO
COM
713448108
2905
19586
SH
SOLE
19586
0
0
PFIZER
COM
717081103
552
15008
SH
SOLE
15008
0
0
PHILLIPS 66
COM
718546104
555
7941
SH
SOLE
7941
0
0
PROCTER AND GAMBLE
COM
742718109
1573
11306
SH
SOLE
11306
0
0
PROLOGIS
COM
74340W103
558
5597
SH
SOLE
5597
0
0
QUALCOMM
COM
747525103
1827
11995
SH
SOLE
11995
0
0
RAYTHEON (formerly United Technologies)
COM
75513E101
438
6121
SH
SOLE
6121
0
0
STARBUCKS
COM
855244109
2851
26653
SH
SOLE
26653
0
0
STRYKER
COM
863667101
1160
4733
SH
SOLE
4733
0
0
SYSCO
COM
871829107
1308
17617
SH
SOLE
17617
0
0
T ROWE PRICE GROUP
COM
74144T108
303
2000
SH
SOLE
2000
0
0
TARGET
COM
87612E106
1207
6836
SH
SOLE
6836
0
0
THERMO FISHER SCIENTIFIC
COM
883556102
967
2076
SH
SOLE
2076
0
0
TJX COMPANIES
COM
872540109
743
10880
SH
SOLE
10880
0
0
UNION PACIFIC
COM
907818108
635
3050
SH
SOLE
3050
0
0
UNITED PARCEL SERVICE
COM
911312106
2121
12596
SH
SOLE
12596
0
0
VARIAN MEDICAL SYSTEMS
COM
92220P105
201
1151
SH
SOLE
1151
0
0
VERIZON
COM
92343V104
2273
38698
SH
SOLE
38698
0
0
VF CORP
COM
918204108
517
6059
SH
SOLE
6059
0
0
VISA
COM
92826C839
5224
23882
SH
SOLE
23882
0
0
WALMART
COM
931142103
566
3929
SH
SOLE
3929
0
0
WALT DISNEY
COM
254687106
3064
16910
SH
SOLE
16910
0
0
WASTE MANAGEMENT
COM
94106L109
206
1750
SH
SOLE
1750
0
0
WELLS FARGO
COM
949746101
499
16546
SH
SOLE
16546
0
0
XILINX
COM
983919101
319
2250
SH
SOLE
2250
0
0
BLACKSTONE GROUP LP
COM CL A
09260D107
317
4888
SH
SOLE
4888
0
0
KANSAS CITY SOUTHERN
COM NEW
485170302
238
1165
SH
SOLE
1165
0
0
ISHARES CORE S&P 500 ETF
CORE S&P 500 ETF
464287200
482
1285
SH
SOLE
1285
0
0
ISHARES S&P 500 GROWTH ETF
CORE S&P500 ETF
464287309
345
5400
SH
SOLE
5400
0
0
VANGUARD DIVIDEND APPRECIATION INDEX ETF
DIV APP ETF
921908844
6342
44923
SH
SOLE
44923
0
0
VANGUARD DEVELOPED MARKETS ETF
FTSE DEV MKT ETF
921943858
677
14338
SH
SOLE
14338
0
0
INVESCO FTSE RAFI US 1000 ETF
FTSE RAFI 1000
46137V613
2580
19372
SH
SOLE
19372
0
0
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
HIGH DIV YLD
921946406
234
2560
SH
SOLE
2560
0
0
VANGUARD MID-CAP INDEX ETF
MID CAP ETF
922908629
296
1432
SH
SOLE
1432
0
0
ISHARES MSCI EAFE MIN VOL FACTOR ETF
MIN VOL EAFE ETF
46429B689
228
3110
SH
SOLE
3110
0
0
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF
MORNINGSTAR WIDE
92189F643
1146
18491
SH
SOLE
18491
0
0
VANGUARD S&P 500 INDEX ETF
S&P 500 ETF SHS
922908363
1118
3252
SH
SOLE
3252
0
0
ISHARES S&P 500 VALUE ETF
S&P 500 VAL ETF
464287408
211
1650
SH
SOLE
1650
0
0
VANGUARD SHORT-TERM CORPORATE BOND INDEX ETF
SHRT TRM CORP BD
92206C409
18866
226615
SH
SOLE
226615
0
0
ACCENTURE
SHS CLASS A
G1151C101
470
1800
SH
SOLE
1800
0
0
DIAGEO ADR
SPON ADR NEW
25243Q205
584
3675
SH
SOLE
3675
0
0
UNILEVER ADR
SPON ADR NEW
904767704
236
3910
SH
SOLE
3910
0
0
VANGUARD TOTAL BOND MARKET INDEX ETF
TOTAL BND MRKT
921937835
238
2703
SH
SOLE
2703
0
0
VANGUARD TOTAL STOCK MARKET INDEX ETF
TOTAL STK MKT
922908769
4919
25270
SH
SOLE
25270
0
0
SPDR S&P 500 ETF
TR UNIT
78462F103
3720
9949
SH
SOLE
9949
0
0
INVESCO QQQ TRUST ETF
UNIT SER 1
46090E103
914
2915
SH
SOLE
2915
0
0
VANGUARD VALUE INDEX ETF
VALUE ETF
922908744
272
2285
SH
SOLE
2285
0
0
VANGUARD TOTAL INT'L STOCK ETF
VG TL INTL STK F
921909768
473
7855
SH
SOLE
7855
0
0