0001752045-22-000002.txt : 20220427 0001752045-22-000002.hdr.sgml : 20220427 20220427125302 ACCESSION NUMBER: 0001752045-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220427 DATE AS OF CHANGE: 20220427 EFFECTIVENESS DATE: 20220427 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Exeter Financial, LLC CENTRAL INDEX KEY: 0001752045 IRS NUMBER: 205920032 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18902 FILM NUMBER: 22858323 BUSINESS ADDRESS: STREET 1: 7001 N. SCOTTSDALE ROAD STREET 2: SUITE 1055 CITY: SCOTTSDALE STATE: AZ ZIP: 85253-3644 BUSINESS PHONE: 480 588-0830 MAIL ADDRESS: STREET 1: 7001 N. SCOTTSDALE ROAD STREET 2: SUITE 1055 CITY: SCOTTSDALE STATE: AZ ZIP: 85253-3644 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001752045 XXXXXXXX 03-31-2022 03-31-2022 Exeter Financial, LLC
7001 N. SCOTTSDALE ROAD SUITE 1055 SCOTTSDALE AZ 85253-3644
13F HOLDINGS REPORT 028-18902 N
Stephen Harrison Chief Compliance Officer 480 588-0825 Stephen Harrison Scottsdale AZ 04-26-2022 0 84 184457 false
INFORMATION TABLE 2 EFLLC13F03312022.xml LINDE PLCSHSG5494J1032344 7337 SH SOLE 0 0 7337 MEDTRONIC PLCSHSG5960L1031536 13845 SH SOLE 0 0 13845 CHUBB LIMITEDCOMH1467J104345 1613 SH SOLE 0 0 1613 AFLAC INCCOM0010551025194 80667 SH SOLE 0 0 80667 AT&T INCCOM00206R102806 34108 SH SOLE 0 0 34108 ABBVIE INCCOM00287Y1093321 20486 SH SOLE 0 0 20486 AIR PRODS & CHEMS INCCOM0091581062284 9141 SH SOLE 0 0 9141 ALTRIA GROUP INCCOM02209S103942 18035 SH SOLE 0 0 18035 AMAZON COM INCCOM023135106831 255 SH SOLE 0 0 255 AMGEN INCCOM0311621002231 9224 SH SOLE 0 0 9224 APPLE INCCOM03783310010160 58187 SH SOLE 0 0 58187 ARCHER DANIELS MIDLAND COCOM0394831021972 21853 SH SOLE 0 0 21853 AUTOMATIC DATA PROCESSING INCOM0530151033004 13202 SH SOLE 0 0 13202 BK OF AMERICA CORPCOM0605051041977 47967 SH SOLE 0 0 47967 BECTON DICKINSON & COCOM075887109275 1035 SH SOLE 0 0 1035 BERKSHIRE HATHAWAY INC DELCL A084670108529 1 SH SOLE 0 0 1 BRISTOL-MYERS SQUIBB COCOM110122108391 5359 SH SOLE 0 0 5359 CVS HEALTH CORPCOM1266501002707 26750 SH SOLE 0 0 26750 CARDINAL HEALTH INCCOM14149Y1081043 18402 SH SOLE 0 0 18402 CHEVRON CORP NEWCOM1667641004341 26658 SH SOLE 0 0 26658 CISCO SYS INCCOM17275R1024766 85466 SH SOLE 0 0 85466 CLOROX CO DELCOM1890541091305 9385 SH SOLE 0 0 9385 COCA COLA COCOM1912161002059 33207 SH SOLE 0 0 33207 COLGATE PALMOLIVE COCOM1941621031354 17858 SH SOLE 0 0 17858 COMCAST CORP NEWCL A20030N101533 11379 SH SOLE 0 0 11379 CONAGRA BRANDS INCCOM2058871023439 102436 SH SOLE 0 0 102436 CONOCOPHILLIPSCOM20825C1042457 24574 SH SOLE 0 0 24574 COSTCO WHSL CORP NEWCOM22160K105369 641 SH SOLE 0 0 641 DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V203236 8384 SH SOLE 0 0 8384 DIMENSIONAL ETF TRUSTUS TARGETED VLU25434V609383 8215 SH SOLE 0 0 8215 DIMENSIONAL ETF TRUSTINTERNATNAL VAL25434V807272 8126 SH SOLE 0 0 8126 EMERSON ELEC COCOM2910111044566 46564 SH SOLE 0 0 46564 EXXON MOBIL CORPCOM30231G1021602 19396 SH SOLE 0 0 19396 FIRST TR ENHANCED EQUITY INCCOM3373181099425 465441 SH SOLE 0 0 465441 GENERAL DYNAMICS CORPCOM3695501084270 17704 SH SOLE 0 0 17704 GENERAL MLS INCCOM3703341042444 36091 SH SOLE 0 0 36091 GLAXOSMITHKLINE PLCSPONSORED ADR37733W1051833 42090 SH SOLE 0 0 42090 HONEYWELL INTL INCCOM438516106424 2179 SH SOLE 0 0 2179 HORMEL FOODS CORPCOM440452100319 6194 SH SOLE 0 0 6194 ILLINOIS TOOL WKS INCCOM4523081091897 9058 SH SOLE 0 0 9058 INTEL CORPCOM4581401004664 94102 SH SOLE 0 0 94102 INTERNATIONAL BUSINESS MACHSCOM4592001012183 16787 SH SOLE 0 0 16787 INVESCO QQQ TRUNIT SER 146090E103301 830 SH SOLE 0 0 830 ISHARES TRNATIONAL MUN ETF464288414269 2450 SH SOLE 0 0 2450 ISHARES TRBLACKROCK ULTRA46434V8783362 67038 SH SOLE 0 0 67038 JPMORGAN CHASE & COCOM46625H100276 2028 SH SOLE 0 0 2028 JOHNSON & JOHNSONCOM4781601044684 26431 SH SOLE 0 0 26431 KIMBERLY-CLARK CORPCOM4943681031223 9927 SH SOLE 0 0 9927 LAMB WESTON HLDGS INCCOM5132721041133 18918 SH SOLE 0 0 18918 LOCKHEED MARTIN CORPCOM5398301092195 4973 SH SOLE 0 0 4973 MCDONALDS CORPCOM5801351015266 21294 SH SOLE 0 0 21294 MICROSOFT CORPCOM5949181048832 28648 SH SOLE 0 0 28648 NEXTERA ENERGY INCCOM65339F101358 4224 SH SOLE 0 0 4224 ORACLE CORPCOM68389X1053252 39308 SH SOLE 0 0 39308 PAYCHEX INCCOM7043261072077 15218 SH SOLE 0 0 15218 PEPSICO INCCOM7134481084052 24211 SH SOLE 0 0 24211 PFIZER INCCOM7170811031880 36323 SH SOLE 0 0 36323 PHILIP MORRIS INTL INCCOM7181721091064 11324 SH SOLE 0 0 11324 PHILLIPS 66COM7185461041006 11650 SH SOLE 0 0 11650 PRICE T ROWE GROUP INCCOM74144T1082521 16676 SH SOLE 0 0 16676 PROCTER AND GAMBLE COCOM7427181092206 14435 SH SOLE 0 0 14435 RAYTHEON TECHNOLOGIES CORPCOM75513E1011307 13192 SH SOLE 0 0 13192 ROYAL BK CDACOM7800871022732 24775 SH SOLE 0 0 24775 SPDR S&P 500 ETF TRTR UNIT78462F103567 1256 SH SOLE 0 0 1256 SPDR GOLD TRGOLD SHS78463V107534 2957 SH SOLE 0 0 2957 SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107221 450 SH SOLE 0 0 450 SMUCKER J M COCOM NEW8326964051096 8092 SH SOLE 0 0 8092 STANLEY BLACK & DECKER INCCOM854502101466 3333 SH SOLE 0 0 3333 STARBUCKS CORPCOM8552441091495 16429 SH SOLE 0 0 16429 SYSCO CORPCOM8718291071666 20403 SH SOLE 0 0 20403 TARGET CORPCOM87612E1065987 28211 SH SOLE 0 0 28211 TEXAS INSTRS INCCOM882508104492 2682 SH SOLE 0 0 2682 3M COCOM88579Y1012959 19874 SH SOLE 0 0 19874 TRAVELERS COMPANIES INCCOM89417E1092134 11677 SH SOLE 0 0 11677 US BANCORP DELCOM NEW9029733042644 49752 SH SOLE 0 0 49752 UNITED PARCEL SERVICE INCCL B9113121062993 13954 SH SOLE 0 0 13954 UNITEDHEALTH GROUP INCCOM91324P102238 467 SH SOLE 0 0 467 VANGUARD TAX-MANAGED INTL FDFTSE DEV MKT ETF921943858206 4280 SH SOLE 0 0 4280 VANGUARD INDEX FDSS&P 500 ETF SHS9229083631174 2827 SH SOLE 0 0 2827 VERIZON COMMUNICATIONS INCCOM92343V1043529 69278 SH SOLE 0 0 69278 WALMART INCCOM9311421034427 29726 SH SOLE 0 0 29726 WALGREENS BOOTS ALLIANCE INCCOM9314271081264 28243 SH SOLE 0 0 28243 WASTE MGMT INC DELCOM94106L1092874 18134 SH SOLE 0 0 18134 WELLS FARGO CO NEWCOM949746101462 9528 SH SOLE 0 0 9528