0001085146-21-002074.txt : 20210723
0001085146-21-002074.hdr.sgml : 20210723
20210723130657
ACCESSION NUMBER: 0001085146-21-002074
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210723
DATE AS OF CHANGE: 20210723
EFFECTIVENESS DATE: 20210723
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Successful Portfolios LLC
CENTRAL INDEX KEY: 0001721780
IRS NUMBER: 271353570
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18301
FILM NUMBER: 211110164
BUSINESS ADDRESS:
STREET 1: 611 DRUID ROAD EAST
STREET 2: SUITE 407
CITY: CLEARWATER
STATE: FL
ZIP: 33756
BUSINESS PHONE: 7277443614
MAIL ADDRESS:
STREET 1: 611 DRUID ROAD EAST
STREET 2: SUITE 407
CITY: CLEARWATER
STATE: FL
ZIP: 33756
13F-HR
1
primary_doc.xml
13F-HR
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0001721780
XXXXXXXX
06-30-2021
06-30-2021
false
Successful Portfolios LLC
611 DRUID ROAD EAST
SUITE 407
CLEARWATER
FL
33756
13F HOLDINGS REPORT
028-18301
N
H. Parker Evans
Chief Compliance Officer
727-744-3614
/s/ H. Parker Evans
Clearwater
FL
07-22-2021
0
204
164990
false
INFORMATION TABLE
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infotable.xml
INFORMATION TABLE
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COM
88579Y101
680
3423
SH
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3423
0
0
ABBOTT LABS
COM
002824100
840
7249
SH
SOLE
7249
0
0
ABBVIE INC
COM
00287Y109
752
6675
SH
SOLE
6675
0
0
ABERDEEN TOTAL DYNAMIC DIVD
COM SH BEN INT
00326L100
178
17475
SH
SOLE
17475
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
469
800
SH
SOLE
800
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
1266
13483
SH
SOLE
13483
0
0
AIR PRODS & CHEMS INC
COM
009158106
324
1125
SH
SOLE
1125
0
0
ALBEMARLE CORP
COM
012653101
490
2907
SH
SOLE
2907
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
683
3012
SH
SOLE
3012
0
0
ALPHABET INC
CAP STK CL A
02079K305
2205
903
SH
SOLE
903
0
0
ALPHABET INC
CAP STK CL C
02079K107
1917
765
SH
SOLE
765
0
0
ALTRIA GROUP INC
COM
02209S103
447
9381
SH
SOLE
9381
0
0
AMAZON COM INC
COM
023135106
2899
843
SH
SOLE
843
0
0
AMGEN INC
COM
031162100
534
2189
SH
SOLE
2189
0
0
ANNALY CAPITAL MANAGEMENT IN
COM
035710409
145
16370
SH
SOLE
16370
0
0
ANTHEM INC
COM
036752103
203
531
SH
SOLE
531
0
0
APPLE INC
COM
037833100
4344
31720
SH
SOLE
31720
0
0
APPLIED MATLS INC
COM
038222105
1369
9612
SH
SOLE
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0
0
AT&T INC
COM
00206R102
549
19069
SH
SOLE
19069
0
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AUTOMATIC DATA PROCESSING IN
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053015103
225
1135
SH
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B2GOLD CORP
COM
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BHP GROUP LTD
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3565
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BK OF AMERICA CORP
COM
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586
14212
SH
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216
32967
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COM SHS BEN IN
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695
26507
SH
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BLACKROCK MUNIYILD QULT FD I
COM
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209
12505
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0
BLACKROCK TAX MUNICPAL BD TR
SHS
09248X100
316
12250
SH
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0
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BOEING CO
COM
097023105
511
2134
SH
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BP PLC
SPONSORED ADR
055622104
237
8965
SH
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0
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BRISTOL-MYERS SQUIBB CO
COM
110122108
295
4417
SH
SOLE
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0
0
BROOKDALE SR LIVING INC
COM
112463104
277
35045
SH
SOLE
35045
0
0
CAMPBELL SOUP CO
COM
134429109
470
10315
SH
SOLE
10315
0
0
CHEVRON CORP NEW
COM
166764100
481
4596
SH
SOLE
4596
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
746
481
SH
SOLE
481
0
0
CISCO SYS INC
COM
17275R102
481
9081
SH
SOLE
9081
0
0
CITIGROUP INC
COM NEW
172967424
358
5060
SH
SOLE
5060
0
0
CLOROX CO DEL
COM
189054109
262
1457
SH
SOLE
1457
0
0
COCA COLA CO
COM
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SH
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COGNEX CORP
COM
192422103
420
5000
SH
SOLE
5000
0
0
COMCAST CORP NEW
CL A
20030N101
304
5330
SH
SOLE
5330
0
0
CONAGRA BRANDS INC
COM
205887102
230
6321
SH
SOLE
6321
0
0
CONOCOPHILLIPS
COM
20825C104
316
5192
SH
SOLE
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0
0
CORNING INC
COM
219350105
258
6300
SH
SOLE
6300
0
0
COSTCO WHSL CORP NEW
COM
22160K105
412
1040
SH
SOLE
1040
0
0
CSX CORP
COM
126408103
458
14262
SH
SOLE
14262
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0
CVS HEALTH CORP
COM
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430
5154
SH
SOLE
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DANAHER CORPORATION
COM
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419
1562
SH
SOLE
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DELTA AIR LINES INC DEL
COM NEW
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295
6808
SH
SOLE
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DISNEY WALT CO
COM
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SH
SOLE
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DOLLAR GEN CORP NEW
COM
256677105
281
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SH
SOLE
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0
DOMINION ENERGY INC
COM
25746U109
302
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SH
SOLE
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DRIVE SHACK INC
COM
262077100
135
40735
SH
SOLE
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DUKE ENERGY CORP NEW
COM NEW
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19182
SH
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EATON VANCE RISK-MANAGED DIV
COM
27829G106
253
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EBAY INC.
COM
278642103
286
4070
SH
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0
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EMERSON ELEC CO
COM
291011104
260
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SH
SOLE
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ENBRIDGE INC
COM
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SH
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EOG RES INC
COM
26875P101
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SH
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EQUITY RESIDENTIAL
SH BEN INT
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SH
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EXELON CORP
COM
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313
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SH
SOLE
7056
0
0
EXPEDITORS INTL WASH INC
COM
302130109
236
1862
SH
SOLE
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0
0
EXXON MOBIL CORP
COM
30231G102
727
11527
SH
SOLE
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0
FACEBOOK INC
CL A
30303M102
830
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SH
SOLE
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FEDEX CORP
COM
31428X106
250
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SH
SOLE
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0
0
FORD MTR CO DEL
COM
345370860
311
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SH
SOLE
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FREEPORT-MCMORAN INC
CL B
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211
5695
SH
SOLE
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0
GALLAGHER ARTHUR J & CO
COM
363576109
260
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SH
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GENERAL ELECTRIC CO
COM
369604103
306
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SH
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GENERAL MLS INC
COM
370334104
293
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SH
SOLE
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GENERAL MTRS CO
COM
37045V100
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SH
SOLE
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GENUINE PARTS CO
COM
372460105
221
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SH
SOLE
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ACCES TREASURY
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GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
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226
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HOME DEPOT INC
COM
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SOLE
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HONEYWELL INTL INC
COM
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SH
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HP INC
COM
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INTEL CORP
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INTUIT
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INTUITIVE SURGICAL INC
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NATL AMT MUNI
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ISHARES INC
ESG AWR MSCI EM
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0-5 YR TIPS ETF
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3 7 YR TREAS BD
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325
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ISHARES TR
CORE S&P500 ETF
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GLOBAL TECH ETF
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ISHARES TR
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ISHARES TR
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MSCI EAFE ETF
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RUSSELL 2000 ETF
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503
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U.S. ENERGY ETF
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US TREAS BD ETF
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GSCI CMDTY STGY
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COM
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COM
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339
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SH
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LILLY ELI & CO
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244
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57636Q104
219
600
SH
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600
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COM
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SHS
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302
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COM
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COM
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SH
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COM
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COM
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NEXPOINT RESIDENTIAL TR INC
COM
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NEXTERA ENERGY INC
COM
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NIKE INC
CL B
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253
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NORFOLK SOUTHN CORP
COM
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NUVEEN AMT FREE QLTY MUN INC
COM
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NVIDIA CORPORATION
COM
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PARKER-HANNIFIN CORP
COM
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356
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PAYCHEX INC
COM
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PAYPAL HLDGS INC
COM
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PEOPLES UNITED FINANCIAL INC
COM
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PEPSICO INC
COM
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PFIZER INC
COM
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PHILLIPS 66
COM
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PPG INDS INC
COM
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PROCTER AND GAMBLE CO
COM
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PUTNAM MUN OPPORTUNITIES TR
SH BEN INT
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RAYTHEON TECHNOLOGIES CORP
COM
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REALTY INCOME CORP
COM
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241
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REPUBLIC SVCS INC
COM
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ROYAL DUTCH SHELL PLC
SPON ADR B
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SH
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SPONS ADR A
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EMRG MKTEQ ETF
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SCHWAB STRATEGIC TR
US BRD MKT ETF
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SCHWAB STRATEGIC TR
US DIVIDEND EQ
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SHOPIFY INC
CL A
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SIRIUS XM HOLDINGS INC
COM
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SKYWORKS SOLUTIONS INC
COM
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SNAP INC
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SOUTHERN CO
COM
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COM
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TR UNIT
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0
SYSCO CORP
COM
871829107
209
2686
SH
SOLE
2686
0
0
TARGET CORP
COM
87612E106
310
1283
SH
SOLE
1283
0
0
TESLA INC
COM
88160R101
290
427
SH
SOLE
427
0
0
TORONTO DOMINION BK ONT
COM NEW
891160509
242
3452
SH
SOLE
3452
0
0
TRI CONTL CORP
COM
895436103
1184
34727
SH
SOLE
34727
0
0
TRUIST FINL CORP
COM
89832Q109
392
7071
SH
SOLE
7071
0
0
TWILIO INC
CL A
90138F102
337
855
SH
SOLE
855
0
0
TWITTER INC
COM
90184L102
303
4408
SH
SOLE
4408
0
0
UNION PAC CORP
COM
907818108
521
2370
SH
SOLE
2370
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
694
3339
SH
SOLE
3339
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
607
1515
SH
SOLE
1515
0
0
VANECK VECTORS ETF TR
GOLD MINERS ETF
92189F106
269
7903
SH
SOLE
7903
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
616
7171
SH
SOLE
7171
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
211
535
SH
SOLE
535
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2285
10255
SH
SOLE
10255
0
0
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
1116
10776
SH
SOLE
10776
0
0
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
3513
67027
SH
SOLE
67027
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
405
7320
SH
SOLE
7320
0
0
VANGUARD SCOTTSDALE FDS
MORTG-BACK SEC
92206C771
425
7966
SH
SOLE
7966
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1019
6582
SH
SOLE
6582
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
1246
18978
SH
SOLE
18978
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
934
16671
SH
SOLE
16671
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
320
6078
SH
SOLE
6078
0
0
WALMART INC
COM
931142103
2193
15553
SH
SOLE
15553
0
0
WASTE MGMT INC DEL
COM
94106L109
499
3563
SH
SOLE
3563
0
0
WEC ENERGY GROUP INC
COM
92939U106
315
3537
SH
SOLE
3537
0
0
WELLS FARGO CO NEW
COM
949746101
345
7616
SH
SOLE
7616
0
0
WESTROCK CO
COM
96145D105
245
4600
SH
SOLE
4600
0
0