0001802872-24-000001.txt : 20240129
0001802872-24-000001.hdr.sgml : 20240129
20240126173709
ACCESSION NUMBER: 0001802872-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240129
DATE AS OF CHANGE: 20240126
EFFECTIVENESS DATE: 20240129
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: HBC Financial Services, PLLC
CENTRAL INDEX KEY: 0001802872
ORGANIZATION NAME:
IRS NUMBER: 912096444
STATE OF INCORPORATION: WA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19866
FILM NUMBER: 24569333
BUSINESS ADDRESS:
STREET 1: 1200 WESTLAKE AVE N, STE 902
CITY: SEATTLE
STATE: WA
ZIP: 98109-3529
BUSINESS PHONE: 206-548-5000
MAIL ADDRESS:
STREET 1: 1200 WESTLAKE AVE N, STE 902
CITY: SEATTLE
STATE: WA
ZIP: 98109-3529
13F-HR
1
primary_doc.xml
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0001802872
XXXXXXXX
12-31-2023
12-31-2023
HBC Financial Services, PLLC
1200 WESTLAKE AVE N, STE 902
SEATTLE
WA
98109-3529
13F HOLDINGS REPORT
028-19866
000115751
N
James Dayton Guard III
Chief Compliance Officer
206-548-5000
James Dayton Guard III
Seattle
WA
12-31-2023
0
182
147454
false
INFORMATION TABLE
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13Finfomationtable.xml
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Stock
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0
1000
SH
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0
0
1000
3M Co
Stock
88579Y101
4
43
SH
SOLE
0
0
43
Abbott Laboratories
Stock
002824100
95
865
SH
SOLE
0
0
865
AbbVie Inc
Stock
00287Y109
57
368
SH
SOLE
0
0
368
Adobe Inc
Stock
00724F101
29
50
SH
SOLE
0
0
50
Agree Realty Corp
Stock
008492100
31
500
SH
SOLE
0
0
500
Alaska Air Group Inc
Stock
011659109
2
64
SH
SOLE
0
0
64
Alexandria Real Estate Equities Inc
Stock
015271109
31
250
SH
SOLE
0
0
250
Alphabet Inc Class A
Stock
02079K305
156
1120
SH
SOLE
0
0
1120
Alphabet Inc Class C
Stock
02079K107
87
620
SH
SOLE
0
0
620
Altria Group Inc
Stock
02209S103
2
60
SH
SOLE
0
0
60
Amazon.com Inc
Stock
023135106
568
3741
SH
SOLE
0
0
3741
Amgen Inc
Stock
031162100
186
646
SH
SOLE
0
0
646
Amkor Technology Inc
Stock
031652100
0
10
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SOLE
0
0
10
Apple Inc
Stock
03761U502
2041
10601
SH
SOLE
0
0
10601
AT&T Inc
Stock
00206R102
299
17860
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17860
Bank of America Corp
Stock
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2498
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2498
Bank of New York Mellon Corp
Stock
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330
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Berkshire Hathaway Inc Class A
Stock
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542
1
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1
Berkshire Hathaway Inc Class B
Stock
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1738
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1738
BJ's Wholesale Club Holdings Inc
Stock
05550J101
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2000
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BlackBerry Ltd
Stock
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BlackRock Inc
Stock
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BlackRock Util, Infra & Power Opp
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Blackstone Inc
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Boeing Co
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British American Tobacco PLC ADR
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Broadcom Inc
Stock
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Brookfield Renewable Corp Ordinary Shares - Class A (Sub Voting)
Stock
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0
1500
Carnival Corp
Stock
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200
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SOLE
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200
Carrier Global Corp Ordinary Shares
Stock
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1
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25
Caterpillar Inc
Stock
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49
167
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SOLE
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167
Charles Schwab Corp
Stock
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3
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0
0
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Chevron Corp
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177
1190
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1190
Cisco Systems Inc
Stock
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Cleveland-Cliffs Inc
Stock
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Coca-Cola Co
Stock
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Comcast Corp Class A
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Compass Minerals International Inc
Stock
20451N101
5
200
SH
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0
0
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Costco Wholesale Corp
Stock
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996
1510
SH
SOLE
0
0
1510
CRH PLC
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0
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Stock
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0
0
20
Diamondback Energy Inc
Stock
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23
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0
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DigitalBridge Group Inc Class A
Stock
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0
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Dimensional International Value ETF
Exchange-Traded Fund
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Stock
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Enbridge Inc
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Energy Transfer LP
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34
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SH
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0
0
2500
Enphase Energy Inc
Stock
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Entergy Corp
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282
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Exxon Mobil Corp
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Fastenal Co
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Exchange-Traded Fund
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153
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General Dynamics Corp
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GoPro Inc Class A
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Exchange-Traded Fund
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1000
Impinj Inc
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417
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Intel Corp
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146
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Exchange-Traded Fund
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Exchange-Traded Fund
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Exchange-Traded Fund
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Exchange-Traded Fund
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Exchange-Traded Fund
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Exchange-Traded Fund
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138116
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Exchange-Traded Fund
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164802
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Exchange-Traded Fund
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109
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Exchange-Traded Fund
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Exchange-Traded Fund
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Exchange-Traded Fund
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188
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1620
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Exchange-Traded Fund
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Exchange-Traded Fund
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Exchange-Traded Fund
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Exchange-Traded Fund
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Exchange-Traded Fund
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146
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Exchange-Traded Fund
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994
SH
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Exchange-Traded Fund
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3370
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Exchange-Traded Fund
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Stock
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529
SH
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529
Live Nation Entertainment Inc
Stock
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0
20
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Stock
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500
SH
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500
Lockheed Martin Corp
Stock
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453
1000
SH
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0
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1000
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Stock
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77
350
SH
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350
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Stock
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60
SH
SOLE
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60
Marathon Oil Corp
Stock
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3
160
SH
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0
0
160
MedMen Enterprises Inc
Stock
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5000
SH
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0
5000
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Stock
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207
SH
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207
Merck & Co Inc
Stock
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130
1194
SH
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1194
Meta Platforms Inc Class A
Stock
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115
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115
Microsoft Corp
Stock
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6193
16469
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16469
Moderna Inc
Stock
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15
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15
MPLX LP Partnership Units
Stock
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36
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SH
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0
1000
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Stock
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36
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69
Nordstrom Inc
Stock
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8
440
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440
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Stock
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1000
Otis Worldwide Corp Ordinary Shares
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Stock
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Stock
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19
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0
195
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Exchange-Traded Fund
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46
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0
900
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Stock
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0
50
SH
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0
0
50
PayPal Holdings Inc
Stock
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6
100
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Stock
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SH
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0
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250
Pfizer Inc
Stock
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12
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445
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Stock
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390
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Stock
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147
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Stock
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28
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SH
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0
500
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Stock
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18
775
SH
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0
775
Rocky Brands Inc
Stock
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3
100
SH
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100
RTX Corp
Stock
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SH
SOLE
0
0
25
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Exchange-Traded Fund
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0
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Schwab US Dividend Equity ETF
Exchange-Traded Fund
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505
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6639
Schwab US Large-Cap Growth ETF
Exchange-Traded Fund
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190
2300
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0
2300
ServiceNow Inc
Stock
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Simon Property Group Inc
Stock
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380
Sonoma Pharmaceuticals Inc
Stock
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Exchange-Traded Fund
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511
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Exchange-Traded Fund
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Exchange-Traded Fund
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260
SPDR S&P 600 Small Cap Growth ETF
Exchange-Traded Fund
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SH
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1840
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Exchange-Traded Fund
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59
720
SH
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720
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Stock
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229
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229
Starbucks Corp
Stock
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43881
Stryker Corp
Stock
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125
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125
Taiwan Semiconductor Manufacturing Co Ltd ADR
Stock
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100
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100
Tesla Inc
Stock
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511
2060
SH
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2060
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Stock
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SH
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1080
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Stock
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10
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Stock
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346
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SH
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1000
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Stock
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77
2100
SH
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0
2100
The Walt Disney Co
Stock
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SH
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150
Thermo Fisher Scientific Inc
Stock
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536
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1010
Unilever PLC ADR
Stock
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250
Union Pacific Corp
Stock
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29
121
SH
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121
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Stock
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34
217
SH
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217
UnitedHealth Group Inc
Stock
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4
8
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SOLE
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Unrivaled Brands Inc
Stock
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287
Vanguard Dividend Appreciation ETF
Exchange-Traded Fund
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10526
SH
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10526
Vanguard FTSE Developed Markets ETF
Exchange-Traded Fund
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90
1883
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1883
Vanguard FTSE Emerging Markets ETF
Exchange-Traded Fund
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3
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0
77
Vanguard Real Estate ETF
Exchange-Traded Fund
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268
3042
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3042
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Exchange-Traded Fund
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14835
Vanguard Tax-Exempt Bond ETF
Exchange-Traded Fund
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Exchange-Traded Fund
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Vanguard Total World Stock ETF
Exchange-Traded Fund
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Stock
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217
Verizon Communications Inc
Stock
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66
1760
SH
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1760
VICI Properties Inc Ordinary Shares
Stock
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31
1000
SH
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1000
Walmart Inc
Stock
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315
2000
SH
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0
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2000
Warner Bros. Discovery Inc Ordinary Shares - Class A
Stock
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4469
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4469
Waste Management Inc
Stock
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300
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300
Woodbrook Group Holdings Inc
Stock
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SH
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0
1
Zillow Group Inc Class A
Stock
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Stock
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200
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155
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Stock
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