The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
3M CO | COM | 88579Y101 | 2,887 | 21,150 | SH | SOLE | NONE | 21,150 | 0 | 0 | |
ABBOTT LABS | COM | 002824100 | 2,539 | 32,176 | SH | SOLE | NONE | 32,176 | 0 | 0 | |
ABBVIE INC | COM | 00287Y109 | 1,215 | 15,950 | SH | SOLE | NONE | 15,950 | 0 | 0 | |
AIR PRODS &CHEMS INC | COM | 009158106 | 2,355 | 11,803 | SH | SOLE | NONE | 11,803 | 0 | 0 | |
APERGY CORP | COM | 03755L104 | 85 | 14,800 | SH | SOLE | NONE | 14,800 | 0 | 0 | |
APPLE INC | COM | 037833100 | 7,382 | 29,030 | SH | SOLE | NONE | 29,030 | 0 | 0 | |
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 867 | 24,650 | SH | SOLE | NONE | 24,650 | 0 | 0 | |
AVALONBAY CMNTYS INC | COM | 053484101 | 846 | 5,750 | SH | SOLE | NONE | 5,750 | 0 | 0 | |
BECTON DICKINSON &CO | COM | 075887109 | 442 | 1,925 | SH | SOLE | NONE | 1,925 | 0 | 0 | |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 7,416 | 40,563 | SH | SOLE | NONE | 40,563 | 0 | 0 | |
BOEING CO | COM | 097023105 | 1,308 | 8,781 | SH | SOLE | NONE | 8,781 | 0 | 0 | |
CHEVRON CORP NEW | COM | 166764100 | 810 | 11,191 | SH | SOLE | NONE | 11,191 | 0 | 0 | |
CISCO SYS INC | COM | 17275R102 | 523 | 13,320 | SH | SOLE | NONE | 13,320 | 0 | 0 | |
COCA COLA CO | COM | 191216100 | 1,393 | 31,483 | SH | SOLE | NONE | 31,483 | 0 | 0 | |
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,279 | 4,486 | SH | SOLE | NONE | 4,486 | 0 | 0 | |
DISNEY WALT CO | COM DISNEY | 254687106 | 3,455 | 35,771 | SH | SOLE | NONE | 35,771 | 0 | 0 | |
DOMINION ENERGY INC | COM | 25746U109 | 2,173 | 30,105 | SH | SOLE | NONE | 30,105 | 0 | 0 | |
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 2,246 | 27,780 | SH | SOLE | NONE | 27,780 | 0 | 0 | |
EMERSON ELEC CO | COM | 291011104 | 1,632 | 34,250 | SH | SOLE | NONE | 34,250 | 0 | 0 | |
EXXON MOBIL CORP | COM | 30231G102 | 1,058 | 27,880 | SH | SOLE | NONE | 27,880 | 0 | 0 | |
FEDEX CORP | COM | 31428X106 | 818 | 6,750 | SH | SOLE | NONE | 6,750 | 0 | 0 | |
GILEAD SCIENCES INC | COM | 375558103 | 497 | 6,650 | SH | SOLE | NONE | 6,650 | 0 | 0 | |
GLAXOSMITHKLINE PLC | SPONSORED ADR | 37733W105 | 514 | 13,575 | SH | SOLE | NONE | 13,575 | 0 | 0 | |
HCA HEALTHCARE INC | COM | 40412C101 | 292 | 3,250 | SH | SOLE | NONE | 3,250 | 0 | 0 | |
HEALTHEQUITY INC | COM | 42226A107 | 748 | 14,795 | SH | SOLE | NONE | 14,795 | 0 | 0 | |
HONEYWELL INTL INC | COM | 438516106 | 1,289 | 9,635 | SH | SOLE | NONE | 9,635 | 0 | 0 | |
ILLINOIS TOOL WKS INC | COM | 452308109 | 2,917 | 20,526 | SH | SOLE | NONE | 20,526 | 0 | 0 | |
INTEL CORP | COM | 458140100 | 1,504 | 27,805 | SH | SOLE | NONE | 27,805 | 0 | 0 | |
JOHNSON &JOHNSON | COM | 478160104 | 3,818 | 29,119 | SH | SOLE | NONE | 29,119 | 0 | 0 | |
L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 252 | 1,400 | SH | SOLE | NONE | 1,400 | 0 | 0 | |
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 360 | 2,850 | SH | SOLE | NONE | 2,850 | 0 | 0 | |
LOCKHEED MARTIN CORP | COM | 539830109 | 299 | 883 | SH | SOLE | NONE | 883 | 0 | 0 | |
MCDONALDS CORP | COM | 580135101 | 662 | 4,004 | SH | SOLE | NONE | 4,004 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 1,682 | 10,671 | SH | SOLE | NONE | 10,671 | 0 | 0 | |
NOVO-NORDISK A S | ADR | 670100205 | 812 | 13,500 | SH | SOLE | NONE | 13,500 | 0 | 0 | |
PEOPLES UTAH BANCORP | COM | 712706209 | 397 | 20,545 | SH | SOLE | NONE | 20,545 | 0 | 0 | |
PEPSICO INC | COM | 713448108 | 2,511 | 20,908 | SH | SOLE | NONE | 20,908 | 0 | 0 | |
PROCTER &GAMBLE CO | COM | 742718109 | 3,489 | 31,722 | SH | SOLE | NONE | 31,722 | 0 | 0 | |
PROSHARES TR | S&P 500 DV ARIST | 74348A467 | 2,698 | 46,797 | SH | SOLE | NONE | 46,797 | 0 | 0 | |
PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 | 336 | 7,500 | SH | SOLE | NONE | 7,500 | 0 | 0 | |
SANOFI | SPONSORED ADR | 80105N105 | 537 | 12,300 | SH | SOLE | NONE | 12,300 | 0 | 0 | |
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 387 | 7,110 | SH | SOLE | NONE | 7,110 | 0 | 0 | |
SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 284 | 5,140 | SH | SOLE | NONE | 5,140 | 0 | 0 | |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 568 | 2,164 | SH | SOLE | NONE | 2,164 | 0 | 0 | |
STRYKER CORP | COM | 863667101 | 990 | 5,947 | SH | SOLE | NONE | 5,947 | 0 | 0 | |
UNILEVER PLC | SPON ADR NEW | 904767704 | 1,648 | 32,600 | SH | SOLE | NONE | 32,600 | 0 | 0 | |
UNION PAC CORP | COM | 907818108 | 2,258 | 16,015 | SH | SOLE | NONE | 16,015 | 0 | 0 | |
UNITED PARCEL SERVICE INC | CL B | 911312106 | 1,340 | 14,350 | SH | SOLE | NONE | 14,350 | 0 | 0 | |
UNITED TECHNOLOGIES CORP | COM | 913017109 | 1,030 | 10,923 | SH | SOLE | NONE | 10,923 | 0 | 0 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 951 | 3,815 | SH | SOLE | NONE | 3,815 | 0 | 0 | |
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 914 | 5,838 | SH | SOLE | NONE | 5,838 | 0 | 0 | |
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 221 | 1,915 | SH | SOLE | NONE | 1,915 | 0 | 0 | |
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 2,451 | 19,020 | SH | SOLE | NONE | 19,020 | 0 | 0 | |
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 306 | 9,295 | SH | SOLE | NONE | 9,295 | 0 | 0 | |
VENTAS INC | COM | 92276F100 | 1,140 | 42,550 | SH | SOLE | NONE | 42,550 | 0 | 0 | |
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 1,503 | 27,981 | SH | SOLE | NONE | 27,981 | 0 | 0 | |
WELLTOWER INC | COM | 95040Q104 | 1,123 | 24,533 | SH | SOLE | NONE | 24,533 | 0 | 0 |