Chief Operating Officer

0001085146-22-002085.txt : 20220513 0001085146-22-002085.hdr.sgml : 20220513 20220513171816 ACCESSION NUMBER: 0001085146-22-002085 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220513 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Shepherd Financial Partners LLC CENTRAL INDEX KEY: 0001696628 IRS NUMBER: 474614265 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17938 FILM NUMBER: 22924049 BUSINESS ADDRESS: STREET 1: 1004 MAIN STREET CITY: WINCHESTER STATE: MA ZIP: 01890 BUSINESS PHONE: 781-756-1804 MAIL ADDRESS: STREET 1: 1004 MAIN STREET CITY: WINCHESTER STATE: MA ZIP: 01890 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001696628 XXXXXXXX 03-31-2022 03-31-2022 false Shepherd Financial Partners LLC

1004 MAIN STREET WINCHESTER MA 01890

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111714 SH SOLE 0 0 111714 VANGUARD INDEX FDS SMALL CP ETF 922908751 297 1397 SH SOLE 0 0 1397 VANGUARD INDEX FDS TOTAL STK MKT 922908769 603 2647 SH SOLE 0 0 2647 VANGUARD INDEX FDS VALUE ETF 922908744 34483 233477 SH SOLE 0 0 233477 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 298 1841 SH SOLE 0 0 1841 VANGUARD STAR FDS VG TL INTL STK F 921909768 2025 33885 SH SOLE 0 0 33885 VANGUARD WORLD FD ESG US STK ETF 921910733 1212 14965 SH SOLE 0 0 14965 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 361 1422 SH SOLE 0 0 1422 VANGUARD WORLD FDS INF TECH ETF 92204A702 800 1917 SH SOLE 0 0 1917 VEEVA SYS INC CL A COM 922475108 820 3873 SH SOLE 0 0 3873 VERIZON COMMUNICATIONS INC COM 92343V104 224 4447 SH SOLE 0 0 4447 VISA INC COM CL A 92826C839 6435 29014 SH SOLE 0 0 29014 WALMART INC COM 931142103 1328 8903 SH SOLE 0 0 8903 WASHINGTON TR BANCORP INC COM 940610108 1175 22411 SH SOLE 0 0 22411 WASTE MGMT INC DEL COM 94106L109 496 3131 SH SOLE 0 0 3131 WEYERHAEUSER CO MTN BE COM NEW 962166104 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