0001765380-21-000050.txt : 20210428
0001765380-21-000050.hdr.sgml : 20210428
20210428130159
ACCESSION NUMBER: 0001765380-21-000050
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210428
DATE AS OF CHANGE: 20210428
EFFECTIVENESS DATE: 20210428
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Sound View Wealth Advisors Group, LLC
CENTRAL INDEX KEY: 0001784777
IRS NUMBER: 833547290
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19564
FILM NUMBER: 21862935
BUSINESS ADDRESS:
STREET 1: 1 SKIDAWAY VILLAGE WALK
STREET 2: SUITE 201
CITY: SAVANNAH
STATE: GA
ZIP: 31411
BUSINESS PHONE: 9122394630
MAIL ADDRESS:
STREET 1: 1 SKIDAWAY VILLAGE WALK
STREET 2: SUITE 201
CITY: SAVANNAH
STATE: GA
ZIP: 31411
13F-HR
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03-31-2021
03-31-2021
Sound View Wealth Advisors Group, LLC
1 SKIDAWAY VILLAGE WALK
SUITE 201
SAVANNAH
GA
31411
13F HOLDINGS REPORT
028-19564
N
James Hadaway
Compliance Officer
5138325477
James Hadaway
Cincinnati
OH
04-28-2021
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12141
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604
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687
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1726
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RUS 1000 ETF
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3518
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1429
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COM
00724F101
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840
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COM
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BRISTOL-MYERS SQUIBB CO
COM
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25649
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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COM
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COM
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COM
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580
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GENUINE PARTS CO
COM
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INTEL CORP
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COM
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1073
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DISNEY WALT CO
COM
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COM
871829107
384
4876
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COM NEW
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10549
64188
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64188
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SHS
G5960L103
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13480
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13480
PFIZER INC
COM
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4383
120966
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120966
LOWES COS INC
COM
548661107
1203
6328
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MSCI EAFE ETF
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343
4525
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COM
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32440
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MICROSOFT CORP
COM
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13723
58205
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58205
UNITED PARCEL SERVICE INC
CL B
911312106
400
2354
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SOLE
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0
2354
AT&T INC
COM
00206R102
1415
46756
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SOLE
0
0
46756
TRUIST FINL CORP
COM
89832Q109
422
7244
SH
SOLE
0
0
7244
CITIGROUP INC
COM NEW
172967424
250
3436
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SOLE
0
0
3436
CISCO SYS INC
COM
17275R102
1706
32999
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DNP SELECT INCOME FD INC
COM
23325P104
3059
309624
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INTERNATIONAL BUSINESS MACHS
COM
459200101
2184
16387
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COM
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107825
LOCKHEED MARTIN CORP
COM
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814
2202
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2202
PEPSICO INC
COM
713448108
3888
27487
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STRYKER CORPORATION
COM
863667101
803
3297
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VERIZON COMMUNICATIONS INC
COM
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7125
122536
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RUS MID CAP ETF
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525
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DEERE & CO
COM
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BK OF AMERICA CORP
COM
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AUTOMATIC DATA PROCESSING IN
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COM
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COM
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COM
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COM
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COLGATE PALMOLIVE CO
COM
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COM
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DOMINION ENERGY INC
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DIAGEO PLC
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COM
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COM
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393
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COM
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COM
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4495
32328
SH
SOLE
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0
32328
GILEAD SCIENCES INC
COM
375558103
308
4768
SH
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0
0
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HOME DEPOT INC
COM
437076102
8352
27360
SH
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0
0
27360
MCDONALDS CORP
COM
580135101
5267
23500
SH
SOLE
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0
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NIKE INC
CL B
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776
5836
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SOLE
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0
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JPMORGAN CHASE & CO
COM
46625H100
7203
47319
SH
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TJX COS INC NEW
COM
872540109
663
10021
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MONDELEZ INTL INC
CL A
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522
8911
SH
SOLE
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0
8911
WELLS FARGO CO NEW
COM
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347
8871
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CORNING INC
COM
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204
4696
SH
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0
0
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PROGRESSIVE CORP
COM
743315103
503
5266
SH
SOLE
0
0
5266
XCEL ENERGY INC
COM
98389B100
211
3165
SH
SOLE
0
0
3165
GLOBAL PMTS INC
COM
37940X102
2301
11417
SH
SOLE
0
0
11417
FORD MTR CO DEL
COM
345370860
198
16189
SH
SOLE
0
0
16189
UNITEDHEALTH GROUP INC
COM
91324P102
1547
4157
SH
SOLE
0
0
4157
AMERICAN TOWER CORP NEW
COM
03027X100
474
1982
SH
SOLE
0
0
1982
CROWN CASTLE INTL CORP NEW
COM
22822V101
269
1561
SH
SOLE
0
0
1561
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
750
4687
SH
SOLE
0
0
4687
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
1078
13952
SH
SOLE
0
0
13952
FEDERATED HERMES INC
CL B
314211103
1047
33453
SH
SOLE
0
0
33453
INTUIT
COM
461202103
519
1354
SH
SOLE
0
0
1354
3M CO
COM
88579Y101
1571
8153
SH
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0
0
8153
ALBEMARLE CORP
COM
012653101
205
1400
SH
SOLE
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0
1400
COMCAST CORP NEW
CL A
20030N101
1946
35958
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1062
5136
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5136
WASTE MGMT INC DEL
COM
94106L109
721
5590
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0
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5590
NORFOLK SOUTHN CORP
COM
655844108
947
3527
SH
SOLE
0
0
3527
WELLTOWER INC
COM
95040Q104
203
2832
SH
SOLE
0
0
2832
NEXTERA ENERGY INC
COM
65339F101
2374
31398
SH
SOLE
0
0
31398
DUKE ENERGY CORP NEW
COM NEW
26441C204
1541
15968
SH
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0
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15968
CONSTELLATION BRANDS INC
CL A
21036P108
309
1357
SH
SOLE
0
0
1357
CSX CORP
COM
126408103
714
7405
SH
SOLE
0
0
7405
APPLE INC
COM
037833100
15313
125359
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0
0
125359
LAM RESEARCH CORP
COM
512807108
833
1400
SH
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AMERICAN WTR WKS CO INC NEW
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355
2370
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CATERPILLAR INC
COM
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727
3135
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3135
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349
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SOLE
0
0
1956
KINDER MORGAN INC DEL
COM
49456B101
1134
68129
SH
SOLE
0
0
68129
PPL CORP
COM
69351T106
808
28030
SH
SOLE
0
0
28030
EQUIFAX INC
COM
294429105
887
4899
SH
SOLE
0
0
4899
AON PLC
SHS CL A
G0403H108
984
4278
SH
SOLE
0
0
4278
AMERICAN EXPRESS CO
COM
025816109
643
4544
SH
SOLE
0
0
4544
GENERAL MLS INC
COM
370334104
2513
40988
SH
SOLE
0
0
40988
BRITISH AMERN TOB PLC
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110448107
352
9099
SH
SOLE
0
0
9099
SIMON PPTY GROUP INC NEW
COM
828806109
494
4338
SH
SOLE
0
0
4338
CEMEX SAB DE CV
SPON ADR NEW
151290889
76
10850
SH
SOLE
0
0
10850
S&P GLOBAL INC
COM
78409V104
201
571
SH
SOLE
0
0
571
PUBLIC SVC ENTERPRISE GRP IN
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780
12952
SH
SOLE
0
0
12952
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COM
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2556
14078
SH
SOLE
0
0
14078
SOUTHERN CO
COM
842587107
5198
83624
SH
SOLE
0
0
83624
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
512
9842
SH
SOLE
0
0
9842
PAYCHEX INC
COM
704326107
958
9773
SH
SOLE
0
0
9773
NORTHROP GRUMMAN CORP
COM
666807102
652
2014
SH
SOLE
0
0
2014
BERKLEY W R CORP
COM
084423102
1544
20488
SH
SOLE
0
0
20488
CIGNA CORP NEW
COM
125523100
334
1383
SH
SOLE
0
0
1383
TRACTOR SUPPLY CO
COM
892356106
288
1628
SH
SOLE
0
0
1628
PNC FINL SVCS GROUP INC
COM
693475105
1263
7199
SH
SOLE
0
0
7199
NETFLIX INC
COM
64110L106
838
1606
SH
SOLE
0
0
1606
BLACKROCK MUNIYIELD QUALITY
COM
09254E103
321
22507
SH
SOLE
0
0
22507
CME GROUP INC
COM
12572Q105
1094
5355
SH
SOLE
0
0
5355
ISHARES TR
CORE US AGGBD ET
464287226
2617
22988
SH
SOLE
0
0
22988
AUTOZONE INC
COM
053332102
211
150
SH
SOLE
0
0
150
ISHARES TR
SELECT DIVID ETF
464287168
513
4496
SH
SOLE
0
0
4496
SYNOVUS FINL CORP
COM NEW
87161C501
284
6215
SH
SOLE
0
0
6215
DARDEN RESTAURANTS INC
COM
237194105
242
1705
SH
SOLE
0
0
1705
AIR PRODS & CHEMS INC
COM
009158106
1209
4298
SH
SOLE
0
0
4298
VARIAN MED SYS INC
COM
92220P105
251
1420
SH
SOLE
0
0
1420
NVIDIA CORPORATION
COM
67066G104
1531
2867
SH
SOLE
0
0
2867
VERTEX PHARMACEUTICALS INC
COM
92532F100
281
1306
SH
SOLE
0
0
1306
V F CORP
COM
918204108
288
3598
SH
SOLE
0
0
3598
TRAVELERS COMPANIES INC
COM
89417E109
262
1739
SH
SOLE
0
0
1739
AMERICAN ELEC PWR CO INC
COM
025537101
1686
19907
SH
SOLE
0
0
19907
EATON CORP PLC
SHS
G29183103
304
2200
SH
SOLE
0
0
2200
KANSAS CITY SOUTHERN
COM NEW
485170302
534
2024
SH
SOLE
0
0
2024
MOODYS CORP
COM
615369105
440
1475
SH
SOLE
0
0
1475
HUMANA INC
COM
444859102
454
1082
SH
SOLE
0
0
1082
LINCOLN NATL CORP IND
COM
534187109
344
5530
SH
SOLE
0
0
5530
SANOFI
SPONSORED ADR
80105N105
361
7292
SH
SOLE
0
0
7292
BECTON DICKINSON & CO
COM
075887109
388
1598
SH
SOLE
0
0
1598
METLIFE INC
COM
59156R108
432
7109
SH
SOLE
0
0
7109
YUM BRANDS INC
COM
988498101
240
2223
SH
SOLE
0
0
2223
MFS HIGH INCOME MUN TR
SH BEN INT
59318D104
77
15000
SH
SOLE
0
0
15000
HASBRO INC
COM
418056107
278
2897
SH
SOLE
0
0
2897
ALPHABET INC
CAP STK CL A
02079K305
2312
1121
SH
SOLE
0
0
1121
SPDR GOLD TR
GOLD SHS
78463V107
582
3637
SH
SOLE
0
0
3637
MARVELL TECHNOLOGY GROUP LTD
ORD
G5876H105
324
6612
SH
SOLE
0
0
6612
WEC ENERGY GROUP INC
COM
92939U106
302
3229
SH
SOLE
0
0
3229
VANGUARD INDEX FDS
VALUE ETF
922908744
3418
26004
SH
SOLE
0
0
26004
REGENERON PHARMACEUTICALS
COM
75886F107
915
1933
SH
SOLE
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0
1933
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
1757
7680
SH
SOLE
0
0
7680
VANGUARD INDEX FDS
MID CAP ETF
922908629
467
2108
SH
SOLE
0
0
2108
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
302
3282
SH
SOLE
0
0
3282
INTUITIVE SURGICAL INC
COM NEW
46120E602
627
848
SH
SOLE
0
0
848
TORONTO DOMINION BK ONT
COM NEW
891160509
293
4492
SH
SOLE
0
0
4492
BLACKROCK INC
COM
09247X101
514
681
SH
SOLE
0
0
681
VANGUARD INDEX FDS
SMALL CP ETF
922908751
487
2276
SH
SOLE
0
0
2276
VANGUARD INDEX FDS
GROWTH ETF
922908736
1725
6713
SH
SOLE
0
0
6713
VULCAN MATLS CO
COM
929160109
267
1585
SH
SOLE
0
0
1585
NUVEEN GEORGIA QLTY MUN INC
COM
67072B107
216
16580
SH
SOLE
0
0
16580
ABIOMED INC
COM
003654100
234
735
SH
SOLE
0
0
735
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
328
1193
SH
SOLE
0
0
1193
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
574
5143
SH
SOLE
0
0
5143
OXFORD INDS INC
COM
691497309
225
2569
SH
SOLE
0
0
2569
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
46137V241
4453
100458
SH
SOLE
0
0
100458
SPDR SER TR
S&P DIVID ETF
78464A763
1364
11557
SH
SOLE
0
0
11557
ISHARES GOLD TR
ISHARES
464285105
300
18450
SH
SOLE
0
0
18450
THERMO FISHER SCIENTIFIC INC
COM
883556102
1533
3359
SH
SOLE
0
0
3359
FIDELITY NATL INFORMATION SV
COM
31620M106
720
5119
SH
SOLE
0
0
5119
REAVES UTIL INCOME FD
COM SH BEN INT
756158101
961
28692
SH
SOLE
0
0
28692
SALESFORCE COM INC
COM
79466L302
786
3712
SH
SOLE
0
0
3712
FEDERAL SIGNAL CORP
COM
313855108
306
8000
SH
SOLE
0
0
8000
ENBRIDGE INC
COM
29250N105
345
9469
SH
SOLE
0
0
9469
PIMCO CORPORATE & INCM STRG
COM
72200U100
315
18185
SH
SOLE
0
0
18185
VANGUARD WORLD FDS
INF TECH ETF
92204A702
5670
15817
SH
SOLE
0
0
15817
BLACKROCK MUN INCOME TR
SH BEN INT
09248F109
158
10524
SH
SOLE
0
0
10524
MASTERCARD INCORPORATED
CL A
57636Q104
406
1141
SH
SOLE
0
0
1141
EQUINIX INC
COM
29444U700
435
640
SH
SOLE
0
0
640
SCOTTS MIRACLE-GRO CO
CL A
810186106
214
875
SH
SOLE
0
0
875
DIGITAL RLTY TR INC
COM
253868103
1445
10263
SH
SOLE
0
0
10263
ENERGY TRANSFER LP
COM UT LTD PTN
29273V100
95
12339
SH
SOLE
0
0
12339
ISHARES TR
MSCI USA ESG SLC
464288802
296
3374
SH
SOLE
0
0
3374
NUVEEN AMT FREE QLTY MUN INC
COM
670657105
185
12466
SH
SOLE
0
0
12466
THOMSON REUTERS CORP.
COM NEW
884903709
392
4480
SH
SOLE
0
0
4480
NN INC
COM
629337106
694
98151
SH
SOLE
0
0
98151
FRANKLIN STR PPTYS CORP
COM
35471R106
246
45173
SH
SOLE
0
0
45173
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
810
13354
SH
SOLE
0
0
13354
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
224
1461
SH
SOLE
0
0
1461
ISHARES TR
ISHS 1-5YR INVS
464288646
354
6482
SH
SOLE
0
0
6482
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
618
7291
SH
SOLE
0
0
7291
ISHARES TR
PFD AND INCM SEC
464288687
3681
95853
SH
SOLE
0
0
95853
PARK NATL CORP
COM
700658107
697
5393
SH
SOLE
0
0
5393
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
737
7288
SH
SOLE
0
0
7288
ISHARES TR
NATIONAL MUN ETF
464288414
2109
18170
SH
SOLE
0
0
18170
BLACKROCK CR ALLOCATION INCO
COM
092508100
308
20965
SH
SOLE
0
0
20965
INVESCO EXCH TRADED FD TR II
NATL AMT MUNI
46138E537
349
13045
SH
SOLE
0
0
13045
ISHARES TR
INTRM GOV CR ETF
464288612
491
4276
SH
SOLE
0
0
4276
VISA INC
COM CL A
92826C839
1934
9134
SH
SOLE
0
0
9134
PHILIP MORRIS INTL INC
COM
718172109
1898
21386
SH
SOLE
0
0
21386
ISHARES TR
SHRT NAT MUN ETF
464288158
297
2750
SH
SOLE
0
0
2750
WESTERN ASSET MUN DEF OPP TR
COM
95768A109
227
10750
SH
SOLE
0
0
10750
BROADCOM INC
COM
11135F101
1750
3775
SH
SOLE
0
0
3775
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
7768
80891
SH
SOLE
0
0
80891
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
407
4934
SH
SOLE
0
0
4934
TESLA INC
COM
88160R101
1049
1570
SH
SOLE
0
0
1570
VANGUARD ADMIRAL FDS INC
MIDCP 400 IDX
921932885
2504
14188
SH
SOLE
0
0
14188
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
3408
9356
SH
SOLE
0
0
9356
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
92206C664
291
1632
SH
SOLE
0
0
1632
GENERAL MTRS CO
COM
37045V100
208
3621
SH
SOLE
0
0
3621
SHOPIFY INC
CL A
82509L107
939
849
SH
SOLE
0
0
849
ISHARES TR
CORE HIGH DV ETF
46429B663
551
5808
SH
SOLE
0
0
5808
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
4511
61864
SH
SOLE
0
0
61864
ISHARES TR
MSCI USA MIN VOL
46429B697
1763
25481
SH
SOLE
0
0
25481
FACEBOOK INC
CL A
30303M102
1544
5243
SH
SOLE
0
0
5243
ISHARES INC
CORE MSCI EMKT
46434G103
361
5608
SH
SOLE
0
0
5608
ISHARES TR
CORE MSCI EAFE
46432F842
939
13036
SH
SOLE
0
0
13036
ISHARES TR
CORE 1 5 YR USD
46432F859
3117
60773
SH
SOLE
0
0
60773
ABBVIE INC
COM
00287Y109
4829
44619
SH
SOLE
0
0
44619
ZOETIS INC
CL A
98978V103
734
4661
SH
SOLE
0
0
4661
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739E108
351
17401
SH
SOLE
0
0
17401
PROSHARES TR
S&P 500 DV ARIST
74348A467
4273
49534
SH
SOLE
0
0
49534
ALPHABET INC
CAP STK CL C
02079K107
5068
2450
SH
SOLE
0
0
2450
INVESCO EXCH TRADED FD TR II
VAR RATE PFD
46138G870
257
9935
SH
SOLE
0
0
9935
ISHARES TR
CORE DIV GRWTH
46434V621
2998
62119
SH
SOLE
0
0
62119
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
592
2612
SH
SOLE
0
0
2612
ISHARES TR
IBONDS DEC21 ETF
46434VBK5
6475
260572
SH
SOLE
0
0
260572
ISHARES TR
IBONDS DEC23 ETF
46434VAX8
9517
364077
SH
SOLE
0
0
364077
ISHARES TR
IBONDS DEC25 ETF
46434VBD1
8810
328361
SH
SOLE
0
0
328361
ISHARES TR
IBONDS DEC22 ETF
46434VBA7
8119
318894
SH
SOLE
0
0
318894
ISHARES TR
IBONDS DEC24 ETF
46434VBG4
7344
278286
SH
SOLE
0
0
278286
PAYPAL HLDGS INC
COM
70450Y103
548
2257
SH
SOLE
0
0
2257
SPDR SER TR
S&P1500MOMTILT
78468R705
949
5709
SH
SOLE
0
0
5709
ISHARES TR
IBONDS DEC2022
46435G755
221
8389
SH
SOLE
0
0
8389
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
1801
22757
SH
SOLE
0
0
22757
ISHARES TR
IBONDS DEC2021
46435G789
206
8027
SH
SOLE
0
0
8027
SQUARE INC
CL A
852234103
335
1475
SH
SOLE
0
0
1475
ISHARES TR
IBONDS DEC2026
46435GAA0
816
30943
SH
SOLE
0
0
30943
DUPONT DE NEMOURS INC
COM
26614N102
278
3597
SH
SOLE
0
0
3597
ISHARES TR
IBONDS 27 ETF
46435UAA9
459
17187
SH
SOLE
0
0
17187
ISHARES TR
IBONDS DEC 26
46435U259
335
12500
SH
SOLE
0
0
12500
ISHARES TR
IBONDS DEC 27
46435U283
337
12500
SH
SOLE
0
0
12500
CRESCENT CAP BDC INC
COM
225655109
352
20499
SH
SOLE
0
0
20499
CARRIER GLOBAL CORPORATION
COM
14448C104
311
7357
SH
SOLE
0
0
7357
OTIS WORLDWIDE CORP
COM
68902V107
322
4707
SH
SOLE
0
0
4707