0001799544-21-000004.txt : 20211112
0001799544-21-000004.hdr.sgml : 20211112
20211112125014
ACCESSION NUMBER: 0001799544-21-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20211112
DATE AS OF CHANGE: 20211112
EFFECTIVENESS DATE: 20211112
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: HOEY INVESTMENTS, INC
CENTRAL INDEX KEY: 0001799544
IRS NUMBER: 261467855
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19650
FILM NUMBER: 211402065
BUSINESS ADDRESS:
STREET 1: 1000 BRANDYWINE CREEK ROAD
CITY: COATESVILLE
STATE: PA
ZIP: 19320
BUSINESS PHONE: 6107384280
MAIL ADDRESS:
STREET 1: 1000 BRANDYWINE CREEK ROAD
CITY: COATESVILLE
STATE: PA
ZIP: 19320
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001799544
XXXXXXXX
06-30-2021
06-30-2021
HOEY INVESTMENTS, INC
1000 BRANDYWINE CREEK ROAD
COATESVILLE
PA
19320
13F HOLDINGS REPORT
028-19650
N
Francis Hoey
Chief Compliance Officer
610-738-4280
Francis Hoey
Coatesville
PA
11-12-2021
0
237
336801
false
INFORMATION TABLE
2
hoey2q21.xml
3M CO
COM
88579Y101
33
165
SH
SOLE
0
0
165
ABBOTT LABS
COM
002824100
58
500
SH
SOLE
0
0
500
ABBVIE INC
COM
00287Y109
84
750
SH
SOLE
0
0
750
ACTIVISION BLIZZARD INC
COM
00507V109
29
302
SH
SOLE
0
0
302
ADOBE SYSTEMS INCORPORATED
COM
00724F101
190
325
SH
SOLE
0
0
325
ADVANCED MICRO DEVICES INC
COM
007903107
644
6858
SH
SOLE
0
0
6858
AGILENT TECHNOLOGIES INC
COM
00846U101
35
238
SH
SOLE
0
0
238
AIRBNB INC
COM CL A
009066101
73
475
SH
SOLE
0
0
475
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
351
1547
SH
SOLE
0
0
1547
ALLSTATE CORP
COM
020002101
22
166
SH
SOLE
0
0
166
ALPHABET INC
CAP STK CL C
02079K107
50
20
SH
SOLE
0
0
20
ALPHABET INC
CAP STK CL A
02079K305
5660
2318
SH
SOLE
0
0
2318
ALTERYX INC
COM CL A
02156B103
2
24
SH
SOLE
0
0
24
AMAZON COM INC
COM
023135106
8944
2600
SH
Call
SOLE
0
0
2600
AMAZON COM INC
COM
023135106
53959
15685
SH
SOLE
1
0
15684
AMC ENTMT HLDGS INC
CL A COM
00165C104
11
200
SH
SOLE
0
0
200
AMERICAN SUPERCONDUCTOR CORP
SHS NEW
030111207
34
1958
SH
SOLE
0
0
1958
AMERICAN WTR WKS CO INC NEW
COM
030420103
142
921
SH
SOLE
0
0
921
AMERISOURCEBERGEN CORP
COM
03073E105
2
19
SH
SOLE
0
0
19
AMGEN INC
COM
031162100
33
135
SH
SOLE
0
0
135
AMPCO-PITTSBURG CORP
COM
032037103
1
177
SH
SOLE
0
0
177
AMPLIFY ETF TR
ONLIN RETL ETF
032108102
2
19
SH
SOLE
0
0
19
APPLE INC
COM
037833100
137
1000
SH
Call
SOLE
0
0
1000
APPLE INC
COM
037833100
38246
279251
SH
SOLE
8
0
279239
ARK ETF TR
INNOVATION ETF
00214Q104
928
7095
SH
SOLE
0
0
7095
ARROW ELECTRS INC
COM
042735100
29
257
SH
SOLE
0
0
257
AT&T INC
COM
00206R102
242
8409
SH
SOLE
0
0
8409
AURORA CANNABIS INC
COM
05156X884
1
81
SH
SOLE
0
0
81
AUTOMATIC DATA PROCESSING IN
COM
053015103
596
3000
SH
SOLE
0
0
3000
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COM
058586108
1
80
SH
SOLE
0
0
80
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
35
125
SH
SOLE
0
0
125
BEST BUY INC
COM
086516101
58
505
SH
SOLE
0
0
505
BHP GROUP LTD
SPONSORED ADS
088606108
2451
33657
SH
SOLE
0
0
33657
BIOGEN INC
COM
09062X103
1535
4433
SH
SOLE
0
0
4433
BK OF AMERICA CORP
COM
060505104
5733
139057
SH
SOLE
0
0
139057
BLACKROCK ENHANCED EQUITY DI
COM
09251A104
1176
116102
SH
SOLE
0
0
116102
BLACKROCK ENHANCED INTL DIV
COM BENE INTER
092524107
84
12750
SH
SOLE
0
0
12750
BLACKROCK INC
COM
09247X101
451
515
SH
SOLE
0
0
515
BLACKROCK LTD DURATION INCOM
COM SHS
09249W101
23
1347
SH
SOLE
0
0
1347
BOEING CO
COM
097023105
345
1439
SH
SOLE
0
0
1439
CANOPY GROWTH CORP
COM
138035100
7
303
SH
SOLE
0
0
303
CAPITAL ONE FINL CORP
COM
14040H105
5
31
SH
SOLE
0
0
31
CARNIVAL CORP
UNIT 99/99/9999
143658300
2
84
SH
SOLE
0
0
84
CATERPILLAR INC
COM
149123101
2541
11675
SH
SOLE
0
0
11675
CERNER CORP
COM
156782104
0
3
SH
SOLE
0
0
3
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
41
350
SH
SOLE
0
0
350
CHEVRON CORP NEW
COM
166764100
194
1850
SH
SOLE
0
0
1850
CISCO SYS INC
COM
17275R102
32
597
SH
SOLE
0
0
597
CITIGROUP INC
COM NEW
172967424
125
1760
SH
SOLE
0
0
1760
COMCAST CORP NEW
CL A
20030N101
178
3127
SH
SOLE
0
0
3127
COMMERCIAL METALS CO
COM
201723103
2698
87813
SH
SOLE
0
0
87813
CONOCOPHILLIPS
COM
20825C104
656
10776
SH
SOLE
0
0
10776
COSTCO WHSL CORP NEW
COM
22160K105
480
1213
SH
SOLE
0
0
1213
CRONOS GROUP INC
COM
22717L101
2
263
SH
SOLE
0
0
263
CROWDSTRIKE HLDGS INC
CL A
22788C105
2071
8241
SH
SOLE
0
0
8241
CUMMINS INC
COM
231021106
8
33
SH
SOLE
0
0
33
CVS HEALTH CORP
COM
126650100
3686
44178
SH
SOLE
0
0
44178
D R HORTON INC
COM
23331A109
93
1030
SH
SOLE
0
0
1030
DEERE & CO
COM
244199105
71
200
SH
SOLE
0
0
200
DELAWARE ENHANCED GLOBAL DIV
COM
246060107
137
12750
SH
SOLE
0
0
12750
DISNEY WALT CO
COM
254687106
4985
28362
SH
SOLE
0
0
28362
DRAFTKINGS INC
COM CL A
26142R104
10
200
SH
Call
SOLE
0
0
200
DRAFTKINGS INC
COM CL A
26142R104
5
100
SH
SOLE
0
0
100
DUPONT DE NEMOURS INC
COM
26614N102
47
612
SH
SOLE
0
0
612
DXC TECHNOLOGY CO
COM
23355L106
20
517
SH
SOLE
0
0
517
EATON CORP PLC
SHS
G29183103
20
134
SH
SOLE
0
0
134
EATON VANCE RISK-MANAGED DIV
COM
27829G106
115
10000
SH
SOLE
0
0
10000
EMERSON ELEC CO
COM
291011104
96
1000
SH
SOLE
0
0
1000
ENPHASE ENERGY INC
COM
29355A107
98
535
SH
SOLE
0
0
535
ENTERPRISE PRODS PARTNERS L
COM
293792107
18
750
SH
SOLE
0
0
750
EPR PPTYS
COM SH BEN INT
26884U109
1
22
SH
SOLE
0
0
22
ETF MANAGERS TR
WEDBUSH VID GAME
26924G706
0
2
SH
SOLE
0
0
2
EXXON MOBIL CORP
COM
30231G102
1299
20597
SH
SOLE
0
0
20597
FACEBOOK INC
CL A
30303M102
6215
17875
SH
SOLE
0
0
17875
FEDEX CORP
COM
31428X106
9
30
SH
SOLE
0
0
30
FIDELITY COVINGTON TRUST
MSCI CONSM DIS
316092204
6
75
SH
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75
FIDELITY COVINGTON TRUST
MSCI HLTH CARE I
316092600
6
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FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
6
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0
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FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
33734X200
30
1173
SH
SOLE
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0
1173
FIRST TR EXCHANGE-TRADED FD
NY ARCA BIOTECH
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5
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SH
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0
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FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
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FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
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226
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
33739Q408
13
213
SH
SOLE
0
0
213
FISKER INC
CL A COM STK
33813J106
19
1000
SH
SOLE
0
0
1000
FNCB BANCORP INC
COM
302578109
123
16929
SH
SOLE
0
0
16929
FORTINET INC
COM
34959E109
93
390
SH
SOLE
0
0
390
GAP INC
COM
364760108
2
65
SH
SOLE
0
0
65
GENERAL ELECTRIC CO
COM
369604103
48
3553
SH
SOLE
0
0
3553
GENERAL MTRS CO
COM
37045V100
7
120
SH
SOLE
0
0
120
GMS INC
COM
36251C103
3
65
SH
SOLE
0
0
65
GOLDMAN SACHS GROUP INC
COM
38141G104
4937
13009
SH
SOLE
0
0
13009
GROWGENERATION CORP
COM
39986L109
1
30
SH
SOLE
0
0
30
GUILD HLDGS CO
CL A
40172N107
86
5620
SH
SOLE
0
0
5620
HALLIBURTON CO
COM
406216101
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38444
SH
SOLE
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38444
HANCOCK JOHN INVS TR
COM
410142103
16
856
SH
SOLE
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0
856
HANCOCK JOHN PREM DIVID FD
COM SH BEN INT
41013T105
54
3207
SH
SOLE
0
0
3207
HEWLETT PACKARD ENTERPRISE C
COM
42824C109
3
200
SH
SOLE
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0
200
HOME DEPOT INC
COM
437076102
10747
33700
SH
SOLE
0
0
33700
HONEYWELL INTL INC
COM
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823
3750
SH
SOLE
0
0
3750
HP INC
COM
40434L105
6
200
SH
SOLE
0
0
200
INTEL CORP
COM
458140100
338
6029
SH
SOLE
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0
6029
INTERNATIONAL BUSINESS MACHS
COM
459200101
290
1981
SH
SOLE
0
0
1981
INTERNATIONAL FLAVORS&FRAGRA
COM
459506101
82
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SH
SOLE
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551
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S&P500 LOW VOL
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SOLE
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0
135
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FTSE RAFI 1500
46137V597
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75
INVESCO EXCHANGE TRADED FD T
DYNMC LEISURE
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ISHARES GOLD TR
ISHARES NEW
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ISHARES INC
MSCI GBL MIN VOL
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61
ISHARES INC
MSCI ISRAEL ETF
464286632
6
90
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90
ISHARES INC
CORE MSCI EMKT
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17
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SOLE
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ISHARES SILVER TR
ISHARES
46428Q109
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ISHARES TR
SELECT DIVID ETF
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ISHARES TR
TIPS BD ETF
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4
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ISHARES TR
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ISHS 1-5YR INVS
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PFD AND INCM SEC
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ISHARES TR
US OIL GS EX ETF
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ISHARES TR
MSCI USA MMENTM
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ISHARES TR
YLD OPTIM BD
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JAZZ PHARMACEUTICALS PLC
SHS USD
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120
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COM
478160104
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49057
SH
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49057
JPMORGAN CHASE & CO
COM
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KEYSIGHT TECHNOLOGIES INC
COM
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KINDER MORGAN INC DEL
COM
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SH
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KKR & CO INC
COM
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KOHLS CORP
COM
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COM
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1822
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KRATOS DEFENSE & SEC SOLUTIO
COM NEW
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SH
Call
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600
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
3
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10
LAM RESEARCH CORP
COM
512807108
90
139
SH
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139
LATTICE STRATEGIES TR
HARTFORD MLT ETF
518416102
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LENNAR CORP
CL A
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LIBERTY ALL STAR EQUITY FD
SH BEN INT
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LIONS GATE ENTMNT CORP
CL A VTG
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2
LIONS GATE ENTMNT CORP
CL B NON VTG
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2
LOCKHEED MARTIN CORP
COM
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LOWES COS INC
COM
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SOLE
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LUMEN TECHNOLOGIES INC
COM
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MAGNA INTL INC
COM
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625
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SOLE
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0
625
MARRIOTT INTL INC NEW
CL A
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SOLE
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80
MARVELL TECHNOLOGY INC
COM
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110
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SOLE
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110
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CL A
57636Q104
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7
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SOLE
0
0
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MCDONALDS CORP
COM
580135101
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SOLE
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0
2910
MCKESSON CORP
COM
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151
MEDTRONIC PLC
SHS
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SH
SOLE
0
0
500
MERCK & CO INC
COM
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SH
SOLE
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MEREDITH CORP
COM
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SOLE
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0
85
META MATERIALS INC
COM
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SOLE
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0
1050
MICRON TECHNOLOGY INC
COM
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SOLE
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0
85
MICROSOFT CORP
COM
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MODERNA INC
COM
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SH
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0
0
12892
MORGAN STANLEY
COM NEW
617446448
989
10787
SH
SOLE
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10787
NETAPP INC
COM
64110D104
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400
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SOLE
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0
400
NETFLIX INC
COM
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SOLE
0
0
5611
NEW YORK CMNTY BANCORP INC
COM
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SOLE
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0
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NIKE INC
CL B
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SOLE
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0
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NIO INC
SPON ADS
62914V106
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0
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98
NORTHROP GRUMMAN CORP
COM
666807102
82
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SOLE
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0
225
NUVEEN REAL ASSET INCOME & G
COM
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SOLE
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0
1238
NVIDIA CORPORATION
COM
67066G104
560
700
SH
Call
SOLE
0
0
700
NVIDIA CORPORATION
COM
67066G104
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42261
SH
SOLE
0
0
42261
OCCIDENTAL PETE CORP
COM
674599105
256
8189
SH
SOLE
0
0
8189
OPKO HEALTH INC
COM
68375N103
0
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SH
SOLE
0
0
2
ORACLE CORP
COM
68389X105
2052
26360
SH
SOLE
0
0
26360
ORGANON & CO
COMMON STOCK
68622V106
17
551
SH
SOLE
0
0
551
OUTSET MED INC
COM
690145107
10
200
SH
SOLE
0
0
200
PALANTIR TECHNOLOGIES INC
CL A
69608A108
121
4600
SH
Call
SOLE
0
0
4600
PALANTIR TECHNOLOGIES INC
CL A
69608A108
112
4250
SH
SOLE
0
0
4250
PAYPAL HLDGS INC
COM
70450Y103
5126
17586
SH
SOLE
0
0
17586
PEPSICO INC
COM
713448108
3412
23028
SH
SOLE
0
0
23028
PFIZER INC
COM
717081103
2457
62748
SH
SOLE
0
0
62748
PHILLIPS 66
COM
718546104
34
400
SH
SOLE
0
0
400
PIEDMONT LITHIUM INC
COM
72016P105
20
250
SH
SOLE
0
0
250
PIMCO CORPORATE & INCOME OPP
COM
72201B101
24
1211
SH
SOLE
0
0
1211
PLUG POWER INC
COM NEW
72919P202
9
259
SH
SOLE
0
0
259
POTLATCHDELTIC CORPORATION
COM
737630103
33
622
SH
SOLE
0
0
622
PPG INDS INC
COM
693506107
68
400
SH
SOLE
0
0
400
PPL CORP
COM
69351T106
4
150
SH
SOLE
0
0
150
PROCTER AND GAMBLE CO
COM
742718109
498
3694
SH
SOLE
0
0
3694
PROLOGIS INC.
COM
74340W103
39
325
SH
SOLE
0
0
325
PROSHARES TR
S&P MDCP 400 DIV
74347B680
10
138
SH
SOLE
0
0
138
PROSHARES TR
RUSS 2000 DIVD
74347B698
5
73
SH
SOLE
0
0
73
PROSHARES TR
PSHS ULT S&P 500
74347R107
1
12
SH
SOLE
0
0
12
PROSHARES TR
ULTRAPRO QQQ
74347X831
3010
24573
SH
SOLE
0
0
24573
QUALCOMM INC
COM
747525103
12298
86040
SH
SOLE
21
0
86019
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
648
7600
SH
SOLE
0
0
7600
RIO TINTO PLC
SPONSORED ADR
767204100
2267
27021
SH
SOLE
0
0
27021
RITE AID CORP
COM
767754872
1
70
SH
SOLE
0
0
70
ROBLOX CORP
CL A
771049103
2
25
SH
SOLE
25
0
0
SALESFORCE COM INC
COM
79466L302
564
2308
SH
SOLE
0
0
2308
SCHLUMBERGER LTD
COM STK
806857108
3796
118576
SH
SOLE
0
0
118576
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
50
484
SH
SOLE
0
0
484
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
15
143
SH
SOLE
0
0
143
SELECT SECTOR SPDR TR
ENERGY
81369Y506
27
500
SH
SOLE
0
0
500
SERVICENOW INC
COM
81762P102
132
240
SH
SOLE
0
0
240
SHOPIFY INC
CL A
82509L107
18
12
SH
SOLE
0
0
12
SIMON PPTY GROUP INC NEW
COM
828806109
49
375
SH
SOLE
0
0
375
SLACK TECHNOLOGIES INC
COM CL A
83088V102
12
270
SH
SOLE
0
0
270
SOCIAL LEVERAGE ACQUISN CORP
UNIT 99/99/9999
83363K201
10
1000
SH
SOLE
0
0
1000
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
1
21
SH
SOLE
0
0
21
SPDR S&P 500 ETF TR
TR UNIT
78462F103
73
171
SH
SOLE
0
0
171
SPINNAKER ETF SERIES
CANNABIS ETF
84858T400
41
2370
SH
SOLE
0
0
2370
SQUARE INC
CL A
852234103
317
1300
SH
Call
SOLE
0
0
1300
SQUARE INC
CL A
852234103
1105
4532
SH
SOLE
0
0
4532
STARBUCKS CORP
COM
855244109
280
2500
SH
SOLE
0
0
2500
STMICROELECTRONICS N V
NY REGISTRY
861012102
1
15
SH
SOLE
0
0
15
STORE CAP CORP
COM
862121100
17
500
SH
SOLE
0
0
500
STRYKER CORPORATION
COM
863667101
13
50
SH
SOLE
0
0
50
SUNDIAL GROWERS INC
COM
86730L109
0
40
SH
SOLE
0
0
40
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
18
150
SH
SOLE
0
0
150
TARGET CORP
COM
87612E106
7058
29196
SH
SOLE
0
0
29196
TELADOC HEALTH INC
COM
87918A105
1
4
SH
SOLE
0
0
4
TELEPHONE & DATA SYS INC
COM NEW
879433829
1576
69545
SH
SOLE
0
0
69545
TEMPLETON EMERGING MKTS FD
COM
880191101
12
610
SH
SOLE
0
0
610
TERADYNE INC
COM
880770102
21
160
SH
SOLE
0
0
160
TESLA INC
COM
88160R101
277
408
SH
SOLE
0
0
408
THERMO FISHER SCIENTIFIC INC
COM
883556102
68
135
SH
SOLE
0
0
135
TILRAY INC
COM CL 2
88688T100
0
2500
SH
Call
SOLE
0
0
2500
TILRAY INC
COM CL 2
88688T100
186
10298
SH
SOLE
0
0
10298
TOLL BROTHERS INC
COM
889478103
104
1791
SH
SOLE
0
0
1791
UBER TECHNOLOGIES INC
COM
90353T100
47
947
SH
SOLE
0
0
947
UNITED PARCEL SERVICE INC
CL B
911312106
30
145
SH
SOLE
0
0
145
UNUM GROUP
COM
91529Y106
30
1050
SH
SOLE
0
0
1050
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
11
27
SH
SOLE
0
0
27
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
17
171
SH
SOLE
0
0
171
VANGUARD INDEX FDS
GROWTH ETF
922908736
8
29
SH
SOLE
0
0
29
VANGUARD INDEX FDS
VALUE ETF
922908744
23
164
SH
SOLE
0
0
164
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
13
82
SH
SOLE
0
0
82
VERIZON COMMUNICATIONS INC
COM
92343V104
16
289
SH
SOLE
0
0
289
VIATRIS INC
COM
92556V106
62
4315
SH
SOLE
0
0
4315
VODAFONE GROUP PLC NEW
SPONSORED ADR
92857W308
1
42
SH
SOLE
0
0
42
WALMART INC
COM
931142103
10453
74127
SH
SOLE
3
0
74124
WELLS FARGO CO NEW
COM
949746101
1527
33725
SH
SOLE
0
0
33725
WEYERHAEUSER CO MTN BE
COM NEW
962166104
34
977
SH
SOLE
0
0
977
ZENDESK INC
COM
98936J101
243
1686
SH
SOLE
0
0
1686
ZOETIS INC
CL A
98978V103
68
365
SH
SOLE
0
0
365