0001722436-21-000006.txt : 20211103 0001722436-21-000006.hdr.sgml : 20211103 20211103091532 ACCESSION NUMBER: 0001722436-21-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211103 DATE AS OF CHANGE: 20211103 EFFECTIVENESS DATE: 20211103 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sawyer & Company, Inc CENTRAL INDEX KEY: 0001722436 IRS NUMBER: 042906044 STATE OF INCORPORATION: MA FISCAL YEAR END: 0131 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18195 FILM NUMBER: 211373908 BUSINESS ADDRESS: STREET 1: 50 CONGRESS STREET STREET 2: SUITE 520 CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 617-227-7033 MAIL ADDRESS: STREET 1: 50 CONGRESS STREET STREET 2: SUITE 520 CITY: BOSTON STATE: MA ZIP: 02109 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001722436 XXXXXXXX 09-30-2021 09-30-2021 Sawyer & Company, Inc

50 CONGRESS STREET SUITE 520 BOSTON MA 02109

13F HOLDINGS REPORT 028-18195 N Ben Webber 6172277033 Ben Webber Boston MA 11-03-2021 0 188 222085 false INFORMATION TABLE 2 sawyer09-30-21.xml 13F VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 756 1916 SH SOLE 0 0 1916 VANGUARD INDEX FDS TOTAL STOCK MKT 922908769 493 2221 SH SOLE 0 0 2221 ISHARES TR S&P 500 GROWTH 464287309 160 2161 SH SOLE 0 0 2161 ISHARES TR RUSSELL 2000 464287655 99 451 SH SOLE 0 0 451 ISHARES TR US TECHNOLOGY 464287721 93 916 SH SOLE 0 0 916 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 37 734 SH SOLE 0 0 734 ISHARES TR US REAL ESTATE 464287739 34 330 SH SOLE 0 0 330 VANGUARD WORLD FDS INF TECH ETF 92204A702 23 58 SH SOLE 0 0 58 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 20 98 SH SOLE 0 0 98 BARINGS CORPORATE INVS COM 06759X107 16 1000 SH SOLE 0 0 1000 VANGUARD INDEX FDS VALUE ETF 922908744 14 100 SH SOLE 0 0 100 ISHARES TR 1 3 YR TREAS BD 464287457 6 65 SH SOLE 0 0 65 APPLE INC COM 037833100 10783 76204 SH SOLE 0 0 76204 MICROSOFT CORP COM 594918104 9027 32021 SH SOLE 0 0 32021 SYSCO CORP COM 871829107 7097 90412 SH SOLE 0 0 90412 ALPHABET INC A CAP STK CL A 02079K305 6788 2539 SH SOLE 0 0 2539 ORACLE CORP COM 68389X105 6070 69667 SH SOLE 0 0 69667 PAYCHEX INC COM 704326107 5898 52454 SH SOLE 0 0 52454 TJX COMPANIES INC NEW COM 872540109 5297 80282 SH SOLE 0 0 80282 VISA INC COM CL A 92826C839 5246 23549 SH SOLE 0 0 23549 AUTOMATIC DATA PROCESSING IN COM 053015103 4980 24909 SH SOLE 0 0 24909 INTEL CORP COM 458140100 4581 85989 SH SOLE 0 0 85989 CROWN CASTLE INTL CORP NEW COM 22822V101 4533 26153 SH SOLE 0 0 26153 TRAVELLERS COMPANIES INC COM 89417E109 4475 29439 SH SOLE 0 0 29439 JOHNSON & JOHNSON COM 478160104 4309 26684 SH SOLE 0 0 26684 ECOLAB INC COM 278865100 4304 20632 SH SOLE 0 0 20632 UNITED PARCEL SERVICE INC COM 911312106 4277 23485 SH SOLE 0 0 23485 VERIZON COMMUNICATIONS INC COM 92343V104 4065 75256 SH SOLE 0 0 75256 HONEYWELL INTL INC COM 438516106 3797 17887 SH SOLE 0 0 17887 AMGEN INC COM 031162100 3371 15853 SH SOLE 0 0 15853 JPMORGAN CHASE & CO COM 46625H100 3370 20589 SH SOLE 0 0 20589 FACEBOOK INC CL A 30303M102 3239 9545 SH SOLE 0 0 9545 DISNEY WALT CO COM 254687106 3082 18221 SH SOLE 0 0 18221 ABBOTT LABS COM 002824100 3078 26054 SH SOLE 0 0 26054 AT&T INC COM 00206R102 2987 110588 SH SOLE 0 0 110588 STARBUCKS CORP COM 855244109 2935 26608 SH SOLE 0 0 26608 MEDTRONIC PLC SHS G5960L103 2838 22641 SH SOLE 0 0 22641 HOME DEPOT INC COM 437076102 2827 8611 SH SOLE 0 0 8611 SALESFORCE.COM INC COM 79466L302 2579 9510 SH SOLE 0 0 9510 AMERISOUCEBERGEN CORP COM 03073E105 2435 20388 SH SOLE 0 0 20388 CONOCOPHILLIPS COM 20825C104 2427 35818 SH SOLE 0 0 35818 EXXON MOBIL CORP COM 30231G102 2426 41236 SH SOLE 0 0 41236 MASTERCARD INC CL A 57636Q104 2392 6879 SH SOLE 0 0 6879 AMERICAN EXPRESS CO COM 025816109 2372 14158 SH SOLE 0 0 14158 EMERSON ELEC CO COM 291011104 2361 25060 SH SOLE 0 0 25060 EASTMAN CHEMICAL CO COM 277432100 2339 23215 SH SOLE 0 0 23215 ALLSTATE CORP COM 020002101 2333 18328 SH SOLE 0 0 18328 ABBVIE INC COM 00287Y109 2266 21009 SH SOLE 0 0 21009 CISCO SYS INC COM 17275R102 2247 41290 SH SOLE 0 0 41290 CVS CAREMARK CORP NEW 126650100 2208 26016 SH SOLE 0 0 26016 GLOBE LIFE INC COM 37959E102 2123 23849 SH SOLE 0 0 23849 MERCK & CO INC COM 58933Y105 1962 26116 SH SOLE 0 0 26116 QUALCOMM INC COM 747525103 1884 14610 SH SOLE 0 0 14610 LABORATORY CORP AMER HLDGS COM NEW 50540R409 1761 6257 SH SOLE 0 0 6257 ALPHABET INC C CAP STK CL C 02079K107 1706 640 SH SOLE 0 0 640 COMCAST CORP NEW CL A 20030N101 1611 28795 SH SOLE 0 0 28795 DENTSPLY SIRONA INC COM 24906P109 1601 27580 SH SOLE 0 0 27580 CDW CORP COM COM 12514G108 1575 8655 SH SOLE 0 0 8655 PUBLIC STORAGE COM 74460D109 1512 5090 SH SOLE 0 0 5090 WELLS FARGO CO NEW COM 949746101 1459 31440 SH SOLE 0 0 31440 QUEST DIAGNOSTICS INC COM 74834L100 1450 9977 SH SOLE 0 0 9977 COLGATE PALMOLIVE CO COM 194162103 1366 18078 SH SOLE 0 0 18078 GENUINE PARTS CO COM 372460105 1346 11105 SH SOLE 0 0 11105 CAMDEN PPTY TR SH BEN INT 133131102 1295 8780 SH SOLE 0 0 8780 GENPACT LIMITED SHS G3922B107 1286 27070 SH SOLE 0 0 27070 CIGNA CORP NEW COM 125523100 1258 6286 SH SOLE 0 0 6286 AFLAC INC COM 001055102 1242 23830 SH SOLE 0 0 23830 PFIZER INC COM 717081103 1222 28401 SH SOLE 0 0 28401 CHEVRON CORP NEW COM 166764100 1192 11750 SH SOLE 0 0 11750 DUKE ENERGY CORP NEW COM NEW 26441C204 1151 11790 SH SOLE 0 0 11790 REPUBLIC SVCS INC COM 760759100 1011 8421 SH SOLE 0 0 8421 KIMBERLY CLARK CORP COM 494368103 1008 7610 SH SOLE 0 0 7610 3M CO COM 88579Y101 955 5445 SH SOLE 0 0 5445 BROWN FORMAN CORP CL B 115637209 950 14183 SH SOLE 0 0 14183 FEDEX CORP COM 31428X106 939 4280 SH SOLE 0 0 4280 DOW INC COM 260557103 877 15243 SH SOLE 0 0 15243 FASTENAL CO COM 311900104 866 16781 SH SOLE 0 0 16781 INTERNATIONAL BUSINESS MACHS COM 459200101 859 6184 SH SOLE 0 0 6184 W P CAREY INC COM 92936U109 830 11370 SH SOLE 0 0 11370 LOWES COS INC COM 548661107 759 3740 SH SOLE 0 0 3740 INTL PAPER CO COM 460146103 752 13444 SH SOLE 0 0 13444 GRAINGER W W INC COM 384802104 704 1791 SH SOLE 0 0 1791 BANK AMER CORP COM 060505104 641 15100 SH SOLE 0 0 15100 INTERNATIONAL FLAVORS&FRAGRANC COM 459506101 635 4745 SH SOLE 0 0 4745 DIMENSIONAL ETF TR US SMALL CA P ETF 25434V500 573 9970 SH SOLE 0 0 9970 IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 535 41000 SH SOLE 0 0 41000 DUPONT DE NEMOURS INC COM 26614N102 500 7350 SH SOLE 0 0 7350 WASTE MGMT INC DEL COM 94106L109 464 3105 SH SOLE 0 0 3105 DOMINION ENERGY INC COM 25746U109 406 5561 SH SOLE 0 0 5561 TESLA MOTORS INC COM 88160R101 392 505 SH SOLE 0 0 505 SOUTHERN CO COM 842587107 389 6278 SH SOLE 0 0 6278 COSTCO WHSL CORP NEW COM 22160K105 377 840 SH SOLE 0 0 840 CARDINAL HEALTH INC COM 14149Y108 369 7468 SH SOLE 0 0 7468 KELLOGG CO COM 487836108 292 4561 SH SOLE 0 0 4561 WALGREENS BOOTS ALLIANCE INC COM 931427108 282 5984 SH SOLE 0 0 5984 OCCIDENTAL PETE CORP COM 674599105 275 9309 SH SOLE 0 0 9309 WALMART INC COM 931142103 266 1905 SH SOLE 0 0 1905 MCKESSON CORP COM 58155Q103 228 1142 SH SOLE 0 0 1142 STRYKER CORP COM 863667101 212 805 SH SOLE 0 0 805 AMAZON COM INC COM 023135106 210 64 SH SOLE 0 0 64 ATLASSIAN CORP PLC CL A G06242104 207 530 SH SOLE 0 0 530 PEPSICO INC COM 713448108 206 1372 SH SOLE 0 0 1372 CONSOLIDATED EDISON INC COM 209115104 195 2692 SH SOLE 0 0 2692 NEXTERA ENERGY INC COM 65339F101 160 2042 SH SOLE 0 0 2042 GENERAL MLS INC COM 370334104 160 2670 SH SOLE 0 0 2670 BANK NEW YORK MELLON CORP COM 064058100 158 3053 SH SOLE 0 0 3053 PROCTER & GAMBLE CO COM 742718109 158 1130 SH SOLE 0 0 1130 ARCHER DANIELS MIDLAND CO COM 039483102 156 2600 SH SOLE 0 0 2600 BROOKFIELD INFRASTRUCTURE PARTNERS LP INT UNIT G16252101 140 2500 SH SOLE 0 0 2500 ZOOM VIDEO COMMUNICATIONS INC CL A 98980L101 131 500 SH SOLE 0 0 500 WEYERHAEUSER CO COM 962166104 128 3588 SH SOLE 0 0 3588 ENTERPRISE PRODUCTS PARTNERS L COM 293792107 123 5700 SH SOLE 0 0 5700 BECTON DICKINSON & CO COM 075887109 102 415 SH SOLE 0 0 415 BAXTER INTL INC COM 071813109 87 1085 SH SOLE 0 0 1085 EVERSOURCE ENERGY COM 30040W108 84 1030 SH SOLE 0 0 1030 CHUBB LIMITED COM H1467J104 83 479 SH SOLE 0 0 479 IRON MTN INC NEW COM 46284V101 83 1900 SH SOLE 0 0 1900 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 055908106 82 1800 SH SOLE 0 0 1800 ALTRIA GROUP INC COM 02209S103 75 1650 SH SOLE 0 0 1650 ANALOG DEVICES INC COM 032654105 72 430 SH SOLE 0 0 430 SMUCKER J M CO COM 832696405 72 598 SH SOLE 0 0 598 ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G106 70 1410 SH SOLE 0 0 1410 CORESITE RLTY CORP COM 21870Q105 55 400 SH SOLE 0 0 400 METLIFE INC COM 59156R108 54 874 SH SOLE 0 0 874 GRACO INC COM 37954Y673 50 720 SH SOLE 0 0 720 RAYTHEON TECH CORP COM COM 75513E101 47 545 SH SOLE 0 0 545 BAR HBR BANKSHARES COM 066849100 46 1650 SH SOLE 0 0 1650 AIR PRODS & CHEMS INC COM 009158106 46 180 SH SOLE 0 0 180 DANAHER CORP COM 235851102 46 150 SH SOLE 0 0 150 STARWOOD PPTY TR INC COM 85571B105 44 1800 SH SOLE 0 0 1800 COCA COLA CO COM 191216100 39 749 SH SOLE 0 0 749 EBAY INC COM 278642103 36 510 SH SOLE 0 0 510 AVALONBAY CMNTYS INC COM 053484101 35 158 SH SOLE 0 0 158 PAYPAL HOLDINGS INC COM 70450Y103 34 130 SH SOLE 0 0 130 BLACKSTONE MTG TR INC COM CL A 09257W100 30 1000 SH SOLE 0 0 1000 NETFLIX INC COM 64110L106 30 49 SH SOLE 0 0 49 PHILIP MORRIS INTL INC COM 718172109 28 300 SH SOLE 0 0 300 GILEAD SCIENCES INC COM 375558103 28 400 SH SOLE 0 0 400 HP INC COM 40434L105 27 1000 SH SOLE 0 0 1000 GENERAL ELECTRIC CO COM 369604103 24 237 SH SOLE 0 0 237 BRISTOL MYERS SQUIBB CO COM 110122108 24 400 SH SOLE 0 0 400 WTS OCCIDENTAL PETROLEUM CORPO *W EXP 08/03/202 674599162 20 1692 SH SOLE 0 0 1692 BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 11275Q107 17 277 SH SOLE 0 0 277 CHURCH & DWIGHT COM 171340102 17 200 SH SOLE 0 0 200 HORMEL FOODS CORP COM 440452100 16 400 SH SOLE 0 0 400 CARRIER GLOBAL CORPORATION COM COM 14448C104 16 300 SH SOLE 0 0 300 GETTY RLTY CORP NEW COM 374297109 15 506 SH SOLE 0 0 506 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 14 1500 SH SOLE 0 0 1500 HEWLETT PACKARD ENTERPRISE C COM 42824C109 14 1000 SH SOLE 0 0 1000 FS KKR CAPITAL CORP COM 302635206 14 642 SH SOLE 0 0 642 LIVENT CORPORATION COM 53814L108 13 575 SH SOLE 0 0 575 NVIDIA CORPORATION COM 67066G104 13 62 SH SOLE 0 0 62 CYCLERION THERAPEUTICS INC COM 23255M105 13 4100 SH SOLE 0 0 4100 OTIS WORLDWIDE CORP COM 68902V107 12 150 SH SOLE 0 0 150 TYSON FOODS INC CL A 902494103 10 125 SH SOLE 0 0 125 PANASONIC CORP ADR SPONSORED 69832A205 10 770 SH SOLE 0 0 770 ALBEMARLE CORP COM 012653101 9 40 SH SOLE 0 0 40 BERKSHIRE HATHAWAY INC CL B 084670207 8 30 SH SOLE 0 0 30 QUANTUMSCAPE CORP COM CL A 74767V109 7 265 SH SOLE 0 0 265 CHEWY INC COM CL A COM CL A 16679L109 6 90 SH SOLE 0 0 90 ROSS STORES INC COM 778296103 4 41 SH SOLE 0 0 41 REALTY INCOME CORP COM 756109104 3 39 SH SOLE 0 0 39 NUVEEN QUALITY MUNCP INCOME COM 67066V101 2 149 SH SOLE 0 0 149 SNAP ON INC COM 833034101 2 11 SH SOLE 0 0 11 PHILLIPS 66 COM 718546104 2 31 SH SOLE 0 0 31 GERON CORP COM 374163103 2 1307 SH SOLE 0 0 1307 ALIBABA GROUP HOLDING LTD ADR SPONSORED 01609W102 1 10 SH SOLE 0 0 10 ORGANON & CO COMMON STOCK COM 68622V106 1 40 SH SOLE 0 0 40 DRAFTKINGS INC COM CL A 26142R104 0 7 SH SOLE 0 0 7 GENERAL MTRS CO COM 37045V100 0 6 SH SOLE 0 0 6 EATON CORP PLC SHS G29183103 2818 18876 SH SOLE 0 0 18876 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2279 7124 SH SOLE 0 0 7124 TOTAL ENERGIES SE AMERICAN DEP SPONSORED ADS 89151E109 504 10508 SH SOLE 0 0 10508 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 381 8540 SH SOLE 0 0 8540 SCHLUMBERGER LTD COM 806857108 344 11618 SH SOLE 0 0 11618 SUNCOR ENERGY INC NEW COM 867224107 302 14571 SH SOLE 0 0 14571 IMPERIAL OIL LTD COM 453038408 259 8208 SH SOLE 0 0 8208 MONDELEZ INTL INC CL A 609207105 189 3244 SH SOLE 0 0 3244 BCE INC COM 05534B760 170 3389 SH SOLE 0 0 3389 BP PLC SPONSORED ADR 055622104 30 1104 SH SOLE 0 0 1104 MANULIFE FINL CORP COM 56501R106 23 1206 SH SOLE 0 0 1206 TAIWAN SEMICONDUCTOR MFG CO LT SPONSORED ADR 874039100 22 200 SH SOLE 0 0 200 NOVARTIS AG SPONSORED ADR 66987V109 19 233 SH SOLE 0 0 233 BROOKFIELD ASSET MANAGEMENT IN CLASS A LTD VTG 112585104 6 109 SH SOLE 0 0 109 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 5 125 SH SOLE 0 0 125 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 2 132 SH SOLE 0 0 132 WPP PLC NEW ADR 92937A102 1 22 SH SOLE 0 0 22