0001376474-21-000387.txt : 20211104 0001376474-21-000387.hdr.sgml : 20211104 20211104115216 ACCESSION NUMBER: 0001376474-21-000387 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211104 DATE AS OF CHANGE: 20211104 EFFECTIVENESS DATE: 20211104 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bigelow Investment Advisors, LLC CENTRAL INDEX KEY: 0001729516 IRS NUMBER: 208676315 STATE OF INCORPORATION: ME FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18309 FILM NUMBER: 211378888 BUSINESS ADDRESS: STREET 1: 4 MOULTON STREET CITY: PORTLAND STATE: ME ZIP: 04101 BUSINESS PHONE: 2077722900 MAIL ADDRESS: STREET 1: 4 MOULTON STREET CITY: PORTLAND STATE: ME ZIP: 04101 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001729516 XXXXXXXX 09-30-2021 09-30-2021 Bigelow Investment Advisors, LLC

4 MOULTON STREET PORTLAND ME 04101

13F HOLDINGS REPORT 028-18309 N Kathryn Dion 207-772-2900 /s/ Kathryn Dion Portland ME 11-03-2021 0 139 203008 false INFORMATION TABLE 2 aci_13f.xml INFORMATION TABLE 3M CO COM 88579Y101 1538 8769 SH SOLE 8769 0 0 ABBOTT LABS COM 002824100 479 4051 SH SOLE 4051 0 0 ACTIVISION BLIZZARD INC COM 00507V109 201 2601 SH SOLE 2601 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 463 805 SH SOLE 805 0 0 ALPHABET INC CAP STK CL A 02079K305 1904 712 SH SOLE 712 0 0 ALPHABET INC CAP STK CL C 02079K107 2412 905 SH SOLE 905 0 0 AMAZON COM INC COM 023135106 1702 518 SH SOLE 518 0 0 AMERICAN EXPRESS CO COM 025816109 1213 7238 SH SOLE 7238 0 0 ANALOG DEVICES INC COM 032654105 206 1229 SH SOLE 1229 0 0 APPLE INC COM 037833100 5619 39708 SH SOLE 39708 0 0 BECTON DICKINSON & CO COM 075887109 760 3093 SH SOLE 3093 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 641 2350 SH SOLE 2350 0 0 BK OF AMERICA CORP COM 060505104 413 9738 SH SOLE 9738 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 384 6496 SH SOLE 6496 0 0 CISCO SYS INC COM 17275R102 1897 34853 SH SOLE 34853 0 0 CLOROX CO DEL COM 189054109 603 3639 SH SOLE 3639 0 0 CME GROUP INC COM 12572Q105 650 3359 SH SOLE 3359 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 227 3062 SH SOLE 3062 0 0 COLGATE PALMOLIVE CO COM 194162103 511 6760 SH SOLE 6760 0 0 COMCAST CORP NEW CL A 20030N101 652 11659 SH SOLE 11659 0 0 COSTCO WHSL CORP NEW COM 22160K105 562 1250 SH SOLE 1250 0 0 CSX CORP COM 126408103 406 13651 SH SOLE 13651 0 0 DANAHER CORPORATION COM 235851102 1682 5524 SH SOLE 5524 0 0 DEERE & CO COM 244199105 292 872 SH SOLE 872 0 0 DISNEY WALT CO COM 254687106 2367 13994 SH SOLE 13994 0 0 DOMINION ENERGY INC COM 25746U109 477 6531 SH SOLE 6531 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 529 5422 SH SOLE 5422 0 0 EATON CORP PLC SHS G29183103 551 3688 SH SOLE 3688 0 0 EBAY INC. COM 278642103 296 4250 SH SOLE 4250 0 0 ECOLAB INC COM 278865100 915 4388 SH SOLE 4388 0 0 ELECTRONIC ARTS INC COM 285512109 233 1635 SH SOLE 1635 0 0 ESSENTIAL UTILS INC COM 29670G102 277 6014 SH SOLE 6014 0 0 EXXON MOBIL CORP COM 30231G102 658 11185 SH SOLE 11185 0 0 FACEBOOK INC CL A 30303M102 570 1680 SH SOLE 1680 0 0 FASTENAL CO COM 311900104 239 4623 SH SOLE 4623 0 0 FEDEX CORP COM 31428X106 565 2575 SH SOLE 2575 0 0 GENERAL DYNAMICS CORP COM 369550108 1017 5190 SH SOLE 5190 0 0 GILEAD SCIENCES INC COM 375558103 390 5578 SH SOLE 5578 0 0 HOME DEPOT INC COM 437076102 1235 3761 SH SOLE 3761 0 0 IDEXX LABS INC COM 45168D104 907 1459 SH SOLE 1459 0 0 ILLINOIS TOOL WKS INC COM 452308109 335 1622 SH SOLE 1622 0 0 INTEL CORP COM 458140100 1188 22301 SH SOLE 22301 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 396 2850 SH SOLE 2850 0 0 ISHARES INC CORE MSCI EMKT 46434G103 817 13235 SH SOLE 13235 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 332 8005 SH SOLE 8005 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 283 2635 SH SOLE 2635 0 0 ISHARES TR MSCI EAFE ETF 464287465 388 4979 SH SOLE 4979 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 1036 10519 SH SOLE 10519 0 0 ISHARES TR RUS 1000 ETF 464287622 271 1120 SH SOLE 1120 0 0 ISHARES TR NATIONAL MUN ETF 464288414 317 2727 SH SOLE 2727 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 895 4090 SH SOLE 4090 0 0 ISHARES TR CORE US AGGBD ET 464287226 2003 17439 SH SOLE 17439 0 0 ISHARES TR INTRM GOV CR ETF 464288612 2405 20886 SH SOLE 20886 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 466 5940 SH SOLE 5940 0 0 ISHARES TR U.S. FINLS ETF 464287788 795 9630 SH SOLE 9630 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 10465 191525 SH SOLE 191525 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 463 1690 SH SOLE 1690 0 0 ISHARES TR ESG AWRE USD ETF 46435G193 648 23572 SH SOLE 23572 0 0 ISHARES TR MSCI USA ESG SLC 464288802 1436 14971 SH SOLE 14971 0 0 ISHARES TR ESG AWR US AGRGT 46435U549 305 5525 SH SOLE 5525 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 2523 42006 SH SOLE 42006 0 0 ISHARES TR GNMA BOND ETF 46429B333 6581 131662 SH SOLE 131662 0 0 ISHARES TR JPMORGAN USD EMG 464288281 906 8236 SH SOLE 8236 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1509 13819 SH SOLE 13819 0 0 ISHARES TR CORE S&P MCP ETF 464287507 3194 12141 SH SOLE 12141 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 4842 95248 SH SOLE 95248 0 0 ISHARES TR MSCI KLD400 SOC 464288570 674 8098 SH SOLE 8098 0 0 ISHARES TR CORE INTL AGGR 46435G672 382 6944 SH SOLE 6944 0 0 ISHARES TR ESG AWRE 1 5 YR 46435G243 1207 46445 SH SOLE 46445 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 238 2066 SH SOLE 2066 0 0 ISHARES TR TRS FLT RT BD 46434V860 316 6285 SH SOLE 6285 0 0 ISHARES TR TIPS BD ETF 464287176 754 5905 SH SOLE 5905 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 2354 18086 SH SOLE 18086 0 0 ISHARES TR A RATE CP BD ETF 46429B291 1174 20846 SH SOLE 20846 0 0 ISHARES TR CORE MSCI EAFE 46432F842 2027 27297 SH SOLE 27297 0 0 ISHARES TR CORE S&P500 ETF 464287200 6700 15551 SH SOLE 15551 0 0 JOHNSON & JOHNSON COM 478160104 2685 16627 SH SOLE 16627 0 0 JPMORGAN CHASE & CO COM 46625H100 1116 6817 SH SOLE 6817 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 246 909 SH SOLE 909 0 0 KIMBERLY-CLARK CORP COM 494368103 343 2587 SH SOLE 2587 0 0 LOWES COS INC COM 548661107 781 3850 SH SOLE 3850 0 0 LYDALL INC COM 550819106 298 4800 SH SOLE 4800 0 0 MASTERCARD INCORPORATED CL A 57636Q104 719 2069 SH SOLE 2069 0 0 MCCORMICK & CO INC COM NON VTG 579780206 513 6331 SH SOLE 6331 0 0 MCDONALDS CORP COM 580135101 379 1573 SH SOLE 1573 0 0 MEDTRONIC PLC SHS G5960L103 893 7128 SH SOLE 7128 0 0 MERCK & CO INC COM 58933Y105 1142 15202 SH SOLE 15202 0 0 MICROSOFT CORP COM 594918104 3870 13728 SH SOLE 13728 0 0 NEXTERA ENERGY INC COM 65339F101 1893 24103 SH SOLE 24103 0 0 NIKE INC CL B 654106103 1591 10958 SH SOLE 10958 0 0 NORFOLK SOUTHN CORP COM 655844108 1000 4181 SH SOLE 4181 0 0 NVIDIA CORPORATION COM 67066G104 613 2957 SH SOLE 2957 0 0 ORACLE CORP COM 68389X105 924 10604 SH SOLE 10604 0 0 PAYPAL HLDGS INC COM 70450Y103 1337 5138 SH SOLE 5138 0 0 PEPSICO INC COM 713448108 1627 10814 SH SOLE 10814 0 0 PFIZER INC COM 717081103 1108 25769 SH SOLE 25769 0 0 PROCTER AND GAMBLE CO COM 742718109 1635 11693 SH SOLE 11693 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1139 13247 SH SOLE 13247 0 0 ROLLINS INC COM 775711104 927 26250 SH SOLE 26250 0 0 SALESFORCE COM INC COM 79466L302 206 760 SH SOLE 760 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 304 9958 SH SOLE 9958 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 529 13665 SH SOLE 13665 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 613 6120 SH SOLE 6120 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1283 16738 SH SOLE 16738 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 9796 180538 SH SOLE 180538 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1311 20954 SH SOLE 20954 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2277 21919 SH SOLE 21919 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 3161 21343 SH SOLE 21343 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 6543 62891 SH SOLE 62891 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 9400 183639 SH SOLE 183639 0 0 SPDR GOLD TR GOLD SHS 78463V107 212 1288 SH SOLE 1288 0 0 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 243 8385 SH SOLE 8385 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 13138 30614 SH SOLE 30614 0 0 SPDR SER TR BLMBRG BRC CNVRT 78464A359 477 5589 SH SOLE 5589 0 0 STARBUCKS CORP COM 855244109 1030 9339 SH SOLE 9339 0 0 TESLA INC COM 88160R101 248 320 SH SOLE 320 0 0 TEXAS INSTRS INC COM 882508104 1252 6512 SH SOLE 6512 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1065 1864 SH SOLE 1864 0 0 TJX COS INC NEW COM 872540109 794 12040 SH SOLE 12040 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 338 1957 SH SOLE 1957 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1431 7860 SH SOLE 7860 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2079 5320 SH SOLE 5320 0 0 US BANCORP DEL COM NEW 902973304 456 7665 SH SOLE 7665 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 239 2916 SH SOLE 2916 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 464 9278 SH SOLE 9278 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 274 5000 SH SOLE 5000 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1334 16192 SH SOLE 16192 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 5416 57364 SH SOLE 57364 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 6011 39133 SH SOLE 39133 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1725 34163 SH SOLE 34163 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 400 3874 SH SOLE 3874 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 306 2200 SH SOLE 2200 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 662 2680 SH SOLE 2680 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 768 1915 SH SOLE 1915 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1290 23881 SH SOLE 23881 0 0 VISA INC COM CL A 92826C839 943 4234 SH SOLE 4234 0 0 WATERS CORP COM 941848103 234 654 SH SOLE 654 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 220 3745 SH SOLE 3745 0 0 XCEL ENERGY INC COM 98389B100 489 7831 SH SOLE 7831 0 0