0001752045-22-000003.txt : 20220720
0001752045-22-000003.hdr.sgml : 20220720
20220720163958
ACCESSION NUMBER: 0001752045-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220720
DATE AS OF CHANGE: 20220720
EFFECTIVENESS DATE: 20220720
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: 221094653
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
06-30-2022
06-30-2022
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
07-20-2022
0
86
179252
false
INFORMATION TABLE
2
EFLLC13F06302022.xml
LINDE PLCSHSG5494J1032132
7414
SH
SOLE
0
0
7414
MEDTRONIC PLCSHSG5960L1031272
14176
SH
SOLE
0
0
14176
CHUBB LIMITEDCOMH1467J104337
1713
SH
SOLE
0
0
1713
AFLAC INCCOM0010551024507
81462
SH
SOLE
0
0
81462
AT&T INCCOM00206R102727
34697
SH
SOLE
0
0
34697
ABBVIE INCCOM00287Y1093120
20373
SH
SOLE
0
0
20373
AIR PRODS & CHEMS INCCOM0091581062233
9286
SH
SOLE
0
0
9286
ALTRIA GROUP INCCOM02209S103768
18391
SH
SOLE
0
0
18391
AMAZON COM INCCOM023135106542
5100
SH
SOLE
0
0
5100
AMGEN INCCOM0311621002311
9496
SH
SOLE
0
0
9496
APPLE INCCOM0378331007802
57067
SH
SOLE
0
0
57067
ARCHER DANIELS MIDLAND COCOM0394831021709
22029
SH
SOLE
0
0
22029
AUTOMATIC DATA PROCESSING INCOM0530151032789
13278
SH
SOLE
0
0
13278
BK OF AMERICA CORPCOM0605051041571
50467
SH
SOLE
0
0
50467
BECTON DICKINSON & COCOM075887109255
1035
SH
SOLE
0
0
1035
BERKSHIRE HATHAWAY INC DELCL A084670108409
1
SH
SOLE
0
0
1
BRISTOL-MYERS SQUIBB COCOM110122108401
5211
SH
SOLE
0
0
5211
CVS HEALTH CORPCOM1266501002520
27200
SH
SOLE
0
0
27200
CARDINAL HEALTH INCCOM14149Y108976
18679
SH
SOLE
0
0
18679
CHEVRON CORP NEWCOM1667641003780
26106
SH
SOLE
0
0
26106
CISCO SYS INCCOM17275R1023991
93593
SH
SOLE
0
0
93593
CLOROX CO DELCOM1890541091354
9603
SH
SOLE
0
0
9603
COCA COLA COCOM1912161002031
32287
SH
SOLE
0
0
32287
COLGATE PALMOLIVE COCOM1941621031447
18055
SH
SOLE
0
0
18055
COMCAST CORP NEWCL A20030N1011548
39454
SH
SOLE
0
0
39454
CONAGRA BRANDS INCCOM2058871023473
101436
SH
SOLE
0
0
101436
CONOCOPHILLIPSCOM20825C1041935
21541
SH
SOLE
0
0
21541
COSTCO WHSL CORP NEWCOM22160K105308
641
SH
SOLE
0
0
641
DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V203223
9222
SH
SOLE
0
0
9222
DIMENSIONAL ETF TRUSTUS TARGETED VLU25434V609332
8249
SH
SOLE
0
0
8249
DIMENSIONAL ETF TRUSTUS CORE EQUITY 225434V708276
11860
SH
SOLE
0
0
11860
DIMENSIONAL ETF TRUSTINTERNATNAL VAL25434V807240
8309
SH
SOLE
0
0
8309
EMERSON ELEC COCOM2910111043794
47703
SH
SOLE
0
0
47703
EXXON MOBIL CORPCOM30231G1021682
19643
SH
SOLE
0
0
19643
FIRST TR ENHANCED EQUITY INCCOM3373181097596
464841
SH
SOLE
0
0
464841
GENERAL DYNAMICS CORPCOM3695501083921
17720
SH
SOLE
0
0
17720
GENERAL MLS INCCOM3703341042712
35950
SH
SOLE
0
0
35950
GSK PLCSPONSORED ADR37733W1051917
44040
SH
SOLE
0
0
44040
HONEYWELL INTL INCCOM438516106379
2180
SH
SOLE
0
0
2180
HORMEL FOODS CORPCOM440452100308
6505
SH
SOLE
0
0
6505
ILLINOIS TOOL WKS INCCOM4523081091666
9139
SH
SOLE
0
0
9139
INTEL CORPCOM4581401003639
97284
SH
SOLE
0
0
97284
INTERNATIONAL BUSINESS MACHSCOM4592001012402
17013
SH
SOLE
0
0
17013
INVESCO QQQ TRUNIT SER 146090E103233
830
SH
SOLE
0
0
830
ISHARES TRNATIONAL MUN ETF464288414261
2450
SH
SOLE
0
0
2450
ISHARES TRBLACKROCK ULTRA46434V8786277
125446
SH
SOLE
0
0
125446
JPMORGAN CHASE & COCOM46625H100228
2028
SH
SOLE
0
0
2028
JOHNSON & JOHNSONCOM4781601044708
26520
SH
SOLE
0
0
26520
KIMBERLY-CLARK CORPCOM4943681031379
10204
SH
SOLE
0
0
10204
LAMB WESTON HLDGS INCCOM5132721041347
18848
SH
SOLE
0
0
18848
LOCKHEED MARTIN CORPCOM5398301092162
5028
SH
SOLE
0
0
5028
MCDONALDS CORPCOM5801351015258
21298
SH
SOLE
0
0
21298
MICROSOFT CORPCOM5949181047218
28103
SH
SOLE
0
0
28103
NEXTERA ENERGY INCCOM65339F101327
4224
SH
SOLE
0
0
4224
OFFERPAD SOLUTIONS INCCOM CL A67623L109178
81604
SH
SOLE
0
0
81604
ORACLE CORPCOM68389X1052855
40863
SH
SOLE
0
0
40863
PAYCHEX INCCOM7043261071747
15337
SH
SOLE
0
0
15337
PEPSICO INCCOM7134481084074
24441
SH
SOLE
0
0
24441
PFIZER INCCOM7170811031921
36637
SH
SOLE
0
0
36637
PHILIP MORRIS INTL INCCOM7181721091135
11494
SH
SOLE
0
0
11494
PHILLIPS 66COM718546104970
11825
SH
SOLE
0
0
11825
PRICE T ROWE GROUP INCCOM74144T1082206
19421
SH
SOLE
0
0
19421
PROCTER AND GAMBLE COCOM7427181092086
14509
SH
SOLE
0
0
14509
RAYTHEON TECHNOLOGIES CORPCOM75513E1011312
13652
SH
SOLE
0
0
13652
ROYAL BK CDACOM7800871022457
25375
SH
SOLE
0
0
25375
SPDR S&P 500 ETF TRTR UNIT78462F103456
1210
SH
SOLE
0
0
1210
SPDR GOLD TRGOLD SHS78463V107485
2880
SH
SOLE
0
0
2880
SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797735
10265
SH
SOLE
0
0
10265
SMUCKER J M COCOM NEW8326964051052
8214
SH
SOLE
0
0
8214
STANLEY BLACK & DECKER INCCOM854502101353
3362
SH
SOLE
0
0
3362
STARBUCKS CORPCOM8552441091290
16881
SH
SOLE
0
0
16881
SYSCO CORPCOM8718291071763
20815
SH
SOLE
0
0
20815
TARGET CORPCOM87612E1064137
29290
SH
SOLE
0
0
29290
TEXAS INSTRS INCCOM882508104491
3197
SH
SOLE
0
0
3197
3M COCOM88579Y1012694
20819
SH
SOLE
0
0
20819
TRAVELERS COMPANIES INCCOM89417E1091973
11667
SH
SOLE
0
0
11667
US BANCORP DELCOM NEW9029733042492
54152
SH
SOLE
0
0
54152
UNITED PARCEL SERVICE INCCL B9113121062654
14537
SH
SOLE
0
0
14537
UNITEDHEALTH GROUP INCCOM91324P102240
467
SH
SOLE
0
0
467
VANGUARD BD INDEX FDSSHORT TRM BOND9219378278218
107016
SH
SOLE
0
0
107016
VANGUARD INDEX FDSS&P 500 ETF SHS922908363936
2699
SH
SOLE
0
0
2699
VERIZON COMMUNICATIONS INCCOM92343V1043695
72801
SH
SOLE
0
0
72801
WALMART INCCOM9311421033648
30000
SH
SOLE
0
0
30000
WALGREENS BOOTS ALLIANCE INCCOM9314271081084
28592
SH
SOLE
0
0
28592
WASTE MGMT INC DELCOM94106L1092810
18366
SH
SOLE
0
0
18366
WELLS FARGO CO NEWCOM949746101372
9500
SH
SOLE
0
0
9500