0001104659-23-057610.txt : 20230509
0001104659-23-057610.hdr.sgml : 20230509
20230509123036
ACCESSION NUMBER: 0001104659-23-057610
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230509
DATE AS OF CHANGE: 20230509
EFFECTIVENESS DATE: 20230509
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CWS Financial Advisors, LLC
CENTRAL INDEX KEY: 0001802459
IRS NUMBER: 464489410
STATE OF INCORPORATION: MI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20009
FILM NUMBER: 23901030
BUSINESS ADDRESS:
STREET 1: 405 WEST MICHIGAN AVENUE
STREET 2: SUITE 110
CITY: KALAMAZOO
STATE: MI
ZIP: 49007
BUSINESS PHONE: (269) 349-4600
MAIL ADDRESS:
STREET 1: 405 WEST MICHIGAN AVENUE
STREET 2: SUITE 110
CITY: KALAMAZOO
STATE: MI
ZIP: 49007
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
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0001802459
XXXXXXXX
03-31-2023
03-31-2023
false
CWS Financial Advisors, LLC
405 West Michigan Avenue
Suite 110
Kalamazoo
MI
49007
13F HOLDINGS REPORT
028-20009
N
Cory Wietfeldt
Chief Compliance Officer
269-349-4600
/s/ Cory Wietfeldt
Kalamazoo
MI
05-08-2023
0
142
251357717
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
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ABBVIE INC
COM
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AIR PRODS & CHEMS INC
COM
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SOLE
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0
1475
ALLIANCEBERNSTEIN GLOBAL HIG
COM
01879R106
116203
11955
SH
SOLE
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0
11955
ALLIANT ENERGY CORP
COM
018802108
212224
3974
SH
SOLE
0
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3974
ALPHABET INC
CAP STK CL C
02079K107
478712
4603
SH
SOLE
0
0
4603
ALPHABET INC
CAP STK CL A
02079K305
447802
4317
SH
SOLE
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ALTRIA GROUP INC
COM
02209S103
760000
17033
SH
SOLE
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17033
AMAZON COM INC
COM
023135106
828799
8024
SH
SOLE
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8024
AMERICAN WTR WKS CO INC NEW
COM
030420103
226034
1543
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SOLE
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AMGEN INC
COM
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SOLE
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AMPHENOL CORP NEW
CL A
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ANALOG DEVICES INC
COM
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APPLE INC
COM
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ARES CAPITAL CORP
COM
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AT&T INC
COM
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BECTON DICKINSON & CO
COM
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BERKLEY W R CORP
COM
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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BOEING CO
COM
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BRISTOL-MYERS SQUIBB CO
COM
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BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
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BROOKFIELD INFRASTRUCTURE CO
COM SB VTG SHS A
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BROWN & BROWN INC
COM
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CAPITAL GROUP DIVIDEND VALUE
SHS CREATION UNI
14020W106
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CAPITAL GROUP GROWTH ETF
SHS CREATION UNI
14020G101
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CATERPILLAR INC
COM
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CHEVRON CORP NEW
COM
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12720
CHUBB LIMITED
COM
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831285
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CISCO SYS INC
COM
17275R102
1086556
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SH
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0
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20785
CIVISTA BANCSHARES INC
COM NO PAR
178867107
450966
26716
SH
SOLE
0
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26716
CLARIVATE PLC
ORD SHS
G21810109
112502
11981
SH
SOLE
0
0
11981
CLOROX CO DEL
COM
189054109
238309
1506
SH
SOLE
0
0
1506
COCA COLA CO
COM
191216100
686514
11067
SH
SOLE
0
0
11067
COLGATE PALMOLIVE CO
COM
194162103
848368
11289
SH
SOLE
0
0
11289
CONOCOPHILLIPS
COM
20825C104
783237
7895
SH
SOLE
0
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COSTCO WHSL CORP NEW
COM
22160K105
533944
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SH
SOLE
0
0
1075
DEERE & CO
COM
244199105
257224
623
SH
SOLE
0
0
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DIAGEO PLC
SPON ADR NEW
25243Q205
830503
4584
SH
SOLE
0
0
4584
DIGITAL RLTY TR INC
COM
253868103
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SH
SOLE
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DISNEY WALT CO
COM
254687106
449188
4486
SH
SOLE
0
0
4486
DONALDSON INC
COM
257651109
242281
3708
SH
SOLE
0
0
3708
DOW INC
COM
260557103
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13382
SH
SOLE
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13382
DUKE ENERGY CORP NEW
COM NEW
26441C204
504733
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SH
SOLE
0
0
5232
DUN & BRADSTREET HLDGS INC
COM
26484T106
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SH
SOLE
0
0
10381
EATON CORP PLC
SHS
G29183103
307213
1793
SH
SOLE
0
0
1793
EDWARDS LIFESCIENCES CORP
COM
28176E108
530630
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SH
SOLE
0
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EMERSON ELEC CO
COM
291011104
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SH
SOLE
0
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ENTERGY CORP NEW
COM
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SH
SOLE
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EXPEDITORS INTL WASH INC
COM
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224975
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SH
SOLE
0
0
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EXXON MOBIL CORP
COM
30231G102
2698918
24612
SH
SOLE
0
0
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FASTENAL CO
COM
311900104
1065693
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SH
SOLE
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FIDELITY NATIONAL FINANCIAL
FNF GROUP COM
31620R303
449479
12868
SH
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0
12868
FS CREDIT OPPORTUNITIES CORP
COMMON STOCK
30290Y101
44995
10134
SH
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10134
GENERAL DYNAMICS CORP
COM
369550108
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2308
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GILEAD SCIENCES INC
COM
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GRACO INC
COM
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SH
SOLE
0
0
11892
HERSHEY CO
COM
427866108
402985
1584
SH
SOLE
0
0
1584
HOME DEPOT INC
COM
437076102
2341599
7934
SH
SOLE
0
0
7934
ILLINOIS TOOL WKS INC
COM
452308109
806550
3313
SH
SOLE
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INTEL CORP
COM
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SH
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INTERNATIONAL BUSINESS MACHS
COM
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SH
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ISHARES INC
CORE MSCI EMKT
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SH
SOLE
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11325
ISHARES TR
CORE S&P SCP ETF
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CORE S&P500 ETF
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CORE MSCI EAFE
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ISHARES TR
CORE S&P MCP ETF
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ISHARES TR
S&P 500 GRWT ETF
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ISHARES TR
MSCI USA ESG SLC
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SH
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ISHARES TR
S&P 500 VAL ETF
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ISHARES TR
MSCI USA QLT FCT
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ISHARES TR
ESG AWARE MSCI
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COM
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1087683
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JPMORGAN CHASE & CO
COM
46625H100
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SH
SOLE
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KELLOGG CO
COM
487836108
308531
4608
SH
SOLE
0
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KINDER MORGAN INC DEL
COM
49456B101
481543
27501
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0
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LILLY ELI & CO
COM
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712856
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LINDE PLC
SHS
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LOCKHEED MARTIN CORP
COM
539830109
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0
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LOWES COS INC
COM
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1737
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MARATHON PETE CORP
COM
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MARTIN MARIETTA MATLS INC
COM
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MASCO CORP
COM
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MASTERCARD INCORPORATED
CL A
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MCDONALDS CORP
COM
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MERCK & CO INC
COM
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MICROSOFT CORP
COM
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MONDELEZ INTL INC
CL A
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NEW JERSEY RES CORP
COM
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NEXTERA ENERGY INC
COM
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NIKE INC
CL B
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NORDSON CORP
COM
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NORTHERN TR CORP
COM
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COM
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ORACLE CORP
COM
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PARKER-HANNIFIN CORP
COM
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PAYCHEX INC
COM
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PEPSICO INC
COM
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PFIZER INC
COM
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PHILIP MORRIS INTL INC
COM
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PHILLIPS 66
COM
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SH
SOLE
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POLARIS INC
COM
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PRICE T ROWE GROUP INC
COM
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PROCTER AND GAMBLE CO
COM
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SOLE
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PROGRESSIVE CORP
COM
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RAYONIER INC
COM
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RAYTHEON TECHNOLOGIES CORP
COM
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ROCKWELL AUTOMATION INC
COM
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S&P GLOBAL INC
COM
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466819
1354
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US TIPS ETF
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US DIVIDEND EQ
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COM
833034101
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3962
SH
SOLE
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3962
SOUTHERN CO
COM
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22335
SH
SOLE
0
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22335
STARBUCKS CORP
COM
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SOLE
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STRYKER CORPORATION
COM
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TARGET CORP
COM
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COM
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COM
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UNION PAC CORP
COM
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SH
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UNITED PARCEL SERVICE INC
CL B
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COM
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US BANCORP DEL
COM NEW
902973304
373839
10370
SH
SOLE
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VANGUARD ADMIRAL FDS INC
500 GRTH IDX F
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479629
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SH
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0
0
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VANGUARD ULTRA
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3067188
62291
SH
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62291
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
288439
3907
SH
SOLE
0
0
3907
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
12692245
33750
SH
SOLE
0
0
33750
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
11748658
83799
SH
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83799
VANGUARD INDEX FDS
VALUE ETF
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4587863
33219
SH
SOLE
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33219
VANGUARD INDEX FDS
GROWTH ETF
922908736
3773275
15127
SH
SOLE
0
0
15127
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2319142
11363
SH
SOLE
0
0
11363
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1969224
10388
SH
SOLE
0
0
10388
VANGUARD INDEX FDS
MID CAP ETF
922908629
377477
1790
SH
SOLE
0
0
1790
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
450421
7694
SH
SOLE
0
0
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VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
5126987
33290
SH
SOLE
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0
33290
VANGUARD STAR FDS
VG TL INTL STK F
921909768
7927145
143582
SH
SOLE
0
0
143582
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
914811
12416
SH
SOLE
0
0
12416
VERIZON COMMUNICATIONS INC
COM
92343V104
668649
17193
SH
SOLE
0
0
17193
VIEWRAY INC
COM
92672L107
59958
17329
SH
SOLE
0
0
17329
WALMART INC
COM
931142103
398167
2700
SH
SOLE
0
0
2700
WEC ENERGY GROUP INC
COM
92939U106
261023
2754
SH
SOLE
0
0
2754
WEYERHAEUSER CO MTN BE
COM NEW
962166104
615891
20441
SH
SOLE
0
0
20441
ZOETIS INC
CL A
98978V103
682719
4102
SH
SOLE
0
0
4102