Chief Compliance Officer

0001722436-23-000001.txt : 20230111 0001722436-23-000001.hdr.sgml : 20230111 20230111141157 ACCESSION NUMBER: 0001722436-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230111 DATE AS OF CHANGE: 20230111 EFFECTIVENESS DATE: 20230111 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: 23523312 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 X0202 13F-HR LIVE false true false 0001722436 XXXXXXXX 12-31-2022 12-31-2022 Sawyer & Company, Inc

50 CONGRESS STREET SUITE 520 BOSTON MA 02109

13F HOLDINGS REPORT 028-18195 N Ben Webber Chief Compliance Officer 6172277033 Ben Webber BOSTON MA 01-11-2023 0 186 203153 false INFORMATION TABLE 2 sawyer12-31-22.xml VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 897 2554 SH SOLE 0 0 2554 VANGUARD WORLD FD MEGA GRWTH IND 921910816 23 133 SH SOLE 0 0 133 VANGUARD INDEX FDS TOTAL STOCK MKT 922908769 462 2416 SH SOLE 0 0 2416 ISHARES TR S&P 500 GRWT ETF 464287309 72 1235 SH SOLE 0 0 1235 ISHARES TR US TECHNOLOGY 464287721 68 916 SH SOLE 0 0 916 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 28 707 SH SOLE 0 0 707 VANGUARD WORLD FDS INF TECH ETF 92204A702 19 58 SH SOLE 0 0 58 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 17 98 SH SOLE 0 0 98 VANGUARD INDEX FDS VALUE ETF 922908744 14 100 SH SOLE 0 0 100 ISHARES TR 1 3 YR TREAS BD 464287457 5 65 SH SOLE 0 0 65 APPLE INC COM 037833100 8431 64892 SH SOLE 0 0 64892 MICROSOFT CORP COM 594918104 7447 31051 SH SOLE 0 0 31051 TJX COMPANIES INC NEW COM 872540109 6229 78252 SH SOLE 0 0 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25059 SH SOLE 0 0 25059 STARBUCKS CORP COM 855244109 2965 29890 SH SOLE 0 0 29890 ABBOTT LABS COM 002824100 2906 26471 SH SOLE 0 0 26471 NIKE INC CL B 654106103 2821 24110 SH SOLE 0 0 24110 ALLSTATE CORP COM 020002101 2763 20373 SH SOLE 0 0 20373 SALESFORCE.COM INC COM 79466L302 2728 20576 SH SOLE 0 0 20576 ECOLAB INC COM 278865100 2697 18525 SH SOLE 0 0 18525 HOME DEPOT INC COM 437076102 2664 8438 SH SOLE 0 0 8438 JPMORGAN CHASE & CO COM 46625H100 2645 19721 SH SOLE 0 0 19721 VERIZON COMMUNICATIONS INC COM 92343V104 2559 64955 SH SOLE 0 0 64955 AMERISOUCEBERGEN CORP COM 03073E105 2558 15434 SH SOLE 0 0 15434 MERCK & CO INC COM 58933Y105 2553 23011 SH SOLE 0 0 23011 EMERSON ELEC CO COM 291011104 2432 25319 SH SOLE 0 0 25319 MASTERCARD INC CL A 57636Q104 2368 6809 SH SOLE 0 0 6809 CVS CAREMARK CORP COM 126650100 2184 23441 SH SOLE 0 0 23441 INTEL CORP COM 458140100 2114 79976 SH SOLE 0 0 79976 CISCO SYS INC COM 17275R102 2087 43809 SH SOLE 0 0 43809 AMERICAN EXPRESS CO COM 025816109 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CARDINAL HEALTH INC COM 14149Y108 38 495 SH SOLE 0 0 495 ANALOG DEVICES INC COM 032654105 32 196 SH SOLE 0 0 196 PHILIP MORRIS INTL INC COM 718172109 30 300 SH SOLE 0 0 300 AIR PRODS & CHEMS INC COM 009158106 28 90 SH SOLE 0 0 90 RAYTHEON TECH CORP COM COM 75513E101 27 270 SH SOLE 0 0 270 HP INC COM 40434L105 27 1000 SH SOLE 0 0 1000 AVALONBAY CMNTYS INC COM 053484101 26 158 SH SOLE 0 0 158 ISHARES TR US TREAS BD ETF 46429B267 25 1112 SH SOLE 0 0 1112 BLACKSTONE MTG TR INC COM CL A 09257W100 21 1000 SH SOLE 0 0 1000 ISHARES TR RUS MID CAP ETF 464287499 18 270 SH SOLE 0 0 270 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 18 1500 SH SOLE 0 0 1500 ISHARES INC CORE MSCI EMKT 46434G103 18 380 SH SOLE 0 0 380 SPDR SER TR NUVEEN BLOOMBERG 78464A284 18 360 SH SOLE 0 0 360 GETTY RLTY CORP NEW COM 374297109 17 506 SH SOLE 0 0 506 BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 11275Q107 16 415 SH SOLE 0 0 415 HEWLETT PACKARD ENTERPRISE C COM 42824C109 16 1000 SH SOLE 0 0 1000 NETFLIX INC COM 64110L106 14 49 SH SOLE 0 0 49 STARWOOD PPTY TR INC COM 85571B105 12 650 SH SOLE 0 0 650 BRISTOL MYERS SQUIBB CO COM 110122108 12 165 SH SOLE 0 0 165 LIVENT CORPORATION COM 53814L108 11 575 SH SOLE 0 0 575 FS KKR CAPITAL CORP COM 302635206 11 642 SH SOLE 0 0 642 DIMENSIONAL ETF TR EMGR CRE EQT MNG 25434V302 10 434 SH SOLE 0 0 434 ISHARES TR S&P MC 400VL ETF 464287705 9 90 SH SOLE 0 0 90 NVIDIA CORPORATION COM 67066G104 9 62 SH SOLE 0 0 62 ALBEMARLE CORP COM 012653101 9 40 SH SOLE 0 0 40 TYSON FOODS INC CL A 902494103 8 125 SH SOLE 0 0 125 PANASONIC CORP ADR SPONSORED 69832A205 6 770 SH SOLE 0 0 770 INSPIRE MED SYS INC COM 457730109 6 24 SH SOLE 0 0 24 ISHARES TR S&P MC 400GR ETF 464287606 5 70 SH SOLE 0 0 70 ISHARES GOLD TR ISHARES NEW ETF 464285204 5 135 SH SOLE 0 0 135 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 4 178 SH SOLE 0 0 178 AIRBNB INC COM CL A 009066101 3 30 SH SOLE 0 0 30 CARRIER GLOBAL CORPORATION COM COM 14448C104 3 61 SH SOLE 0 0 61 CROWDSTRIKE HOLDINGS INC CL A 22788C105 2 18 SH SOLE 0 0 18 NUVEEN QUALITY MUNCP INCOME COM 67066V101 2 149 SH SOLE 0 0 149 QUANTUMSCAPE CORP COM CL A 74767V109 2 265 SH SOLE 0 0 265 ISHARES TR MSCI INTL VLU FT 46435G409 1 60 SH SOLE 0 0 60 ALIBABA GROUP HOLDING LTD ADR SPONSORED 01609W102 1 10 SH SOLE 0 0 10 GENERAL MTRS CO COM 37045V100 0 6 SH SOLE 0 0 6 DRAFTKINGS INC COM CL A 26142V105 0 7 SH SOLE 0 0 7 VIRGIN GALACTIC HOLDINGS INC COM 92766K106 0 10 SH SOLE 0 0 10 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4012 15035 SH SOLE 0 0 15035 EATON CORP PLC SHS G29183103 2961 18867 SH SOLE 0 0 18867 SCHLUMBERGER LTD COM 806857108 489 9142 SH SOLE 0 0 9142 TOTAL ENERGIES SE SPONSORED ADS 89151E109 427 6875 SH SOLE 0 0 6875 SHELL PLC ADR SPONSORED 780259305 317 5559 SH SOLE 0 0 5559 SUNCOR ENERGY INC NEW COM 867224107 310 9782 SH SOLE 0 0 9782 IMPERIAL OIL LTD COM 453038408 216 4432 SH SOLE 0 0 4432 MONDELEZ INTL INC CL A 609207105 214 3204 SH SOLE 0 0 3204 BCE INC COM 05534B760 109 2481 SH SOLE 0 0 2481 BHP GROUP LTD SPONSORED ADR 088606108 90 1450 SH SOLE 0 0 1450 BP PLC SPONSORED ADR 055622104 39 1104 SH SOLE 0 0 1104 MANULIFE FINL CORP COM 56501R106 22 1206 SH SOLE 0 0 1206 TAIWAN SEMICONDUCTOR MFG CO LT SPONSORED ADR 874039100 15 200 SH SOLE 0 0 200 NOVARTIS AG SPONSORED ADR 66987V109 13 145 SH SOLE 0 0 145 RIO TINTO PLC SPONSORED ADR 767204100 2 25 SH SOLE 0 0 25