0001085146-22-002239.txt : 20220607
0001085146-22-002239.hdr.sgml : 20220607
20220607090445
ACCESSION NUMBER: 0001085146-22-002239
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220607
DATE AS OF CHANGE: 20220607
EFFECTIVENESS DATE: 20220607
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Vise Technologies, Inc.
CENTRAL INDEX KEY: 0001812090
IRS NUMBER: 814740461
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22559
FILM NUMBER: 22999976
BUSINESS ADDRESS:
STREET 1: 1 WORLD TRADE CENTER, SUITE 84A
CITY: NEW YORK
STATE: NY
ZIP: 10007
BUSINESS PHONE: (415) 737-5666
MAIL ADDRESS:
STREET 1: 1 WORLD TRADE CENTER, SUITE 84A
CITY: NEW YORK
STATE: NY
ZIP: 10007
FORMER COMPANY:
FORMER CONFORMED NAME: Vise, Inc.
DATE OF NAME CHANGE: 20200513
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001812090
XXXXXXXX
12-31-2021
12-31-2021
false
Vise Technologies, Inc.
1 WORLD TRADE CENTER, SUITE 84A
NEW YORK
NY
10007
13F HOLDINGS REPORT
028-22559
N
Dimple Anderson
Chief Compliance Officer
646-374-0888
/s/Dimple Anderson
New York
NY
06-06-2022
0
136
369422
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
3M CO
COM
88579Y101
6627
37308
SH
SOLE
0
0
37308
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
9716
23438
SH
SOLE
0
0
23438
ADVANCED MICRO DEVICES INC
COM
007903107
261
1813
SH
SOLE
0
0
1813
ALCON AG
ORD SHS
H01301128
246
2819
SH
SOLE
0
0
2819
ALLEGION PLC
ORD SHS
G0176J109
1948
14707
SH
SOLE
0
0
14707
ALPHABET INC
CAP STK CL A
02079K305
745
257
SH
SOLE
0
0
257
ALPHABET INC
CAP STK CL C
02079K107
1487
514
SH
SOLE
0
0
514
ALTRIA GROUP INC
COM
02209S103
673
14201
SH
SOLE
0
0
14201
AMAZON COM INC
COM
023135106
2117
635
SH
SOLE
0
0
635
AMGEN INC
COM
031162100
570
2533
SH
SOLE
0
0
2533
APPLE INC
COM
037833100
2142
12065
SH
SOLE
0
0
12065
APTIV PLC
SHS
G6095L109
1863
11297
SH
SOLE
0
0
11297
ARCHER DANIELS MIDLAND CO
COM
039483102
719
10643
SH
SOLE
0
0
10643
AUTOMATIC DATA PROCESSING IN
COM
053015103
253
1026
SH
SOLE
0
0
1026
AVERY DENNISON CORP
COM
053611109
7442
34362
SH
SOLE
0
0
34362
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1119
3743
SH
SOLE
0
0
3743
BEST BUY INC
COM
086516101
2000
19689
SH
SOLE
0
0
19689
BROADCOM INC
COM
11135F101
876
1317
SH
SOLE
0
0
1317
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
2295
12551
SH
SOLE
0
0
12551
C H ROBINSON WORLDWIDE INC
COM NEW
12541W209
2797
25984
SH
SOLE
0
0
25984
CARDINAL HEALTH INC
COM
14149Y108
1442
27997
SH
SOLE
0
0
27997
CDW CORP
COM
12514G108
5142
25110
SH
SOLE
0
0
25110
CELANESE CORP DEL
COM
150870103
302
1797
SH
SOLE
0
0
1797
CISCO SYS INC
COM
17275R102
269
4243
SH
SOLE
0
0
4243
CLOROX CO DEL
COM
189054109
5619
32229
SH
SOLE
0
0
32229
COLGATE PALMOLIVE CO
COM
194162103
2998
35131
SH
SOLE
0
0
35131
COMCAST CORP NEW
CL A
20030N101
542
10777
SH
SOLE
0
0
10777
COPART INC
COM
217204106
576
3802
SH
SOLE
0
0
3802
COSTCO WHSL CORP NEW
COM
22160K105
8437
14862
SH
SOLE
0
0
14862
CUMMINS INC
COM
231021106
1321
6054
SH
SOLE
0
0
6054
CVS HEALTH CORP
COM
126650100
800
7754
SH
SOLE
0
0
7754
DAVITA INC
COM
23918K108
794
6979
SH
SOLE
0
0
6979
DIAGEO PLC
SPON ADR NEW
25243Q205
487
2214
SH
SOLE
0
0
2214
DISNEY WALT CO
COM
254687106
404
2605
SH
SOLE
0
0
2605
DOLLAR GEN CORP NEW
COM
256677105
7835
33221
SH
SOLE
0
0
33221
DOLLAR TREE INC
COM
256746108
550
3911
SH
SOLE
0
0
3911
DOVER CORP
COM
260003108
1551
8541
SH
SOLE
0
0
8541
DOW INC
COM
260557103
201
3541
SH
SOLE
0
0
3541
EBAY INC.
COM
278642103
438
6591
SH
SOLE
0
0
6591
ECOARK HLDGS INC
COM NEW
27888N307
64
28632
SH
SOLE
0
0
28632
ECOLAB INC
COM
278865100
2254
9606
SH
SOLE
0
0
9606
EMERSON ELEC CO
COM
291011104
1009
10854
SH
SOLE
0
0
10854
EXPEDITORS INTL WASH INC
COM
302130109
3346
24919
SH
SOLE
0
0
24919
FEDEX CORP
COM
31428X106
746
2885
SH
SOLE
0
0
2885
FLEETCOR TECHNOLOGIES INC
COM
339041105
242
1079
SH
SOLE
0
0
1079
GENERAL DYNAMICS CORP
COM
369550108
923
4427
SH
SOLE
0
0
4427
GENUINE PARTS CO
COM
372460105
1915
13660
SH
SOLE
0
0
13660
GRAINGER W W INC
COM
384802104
5845
11278
SH
SOLE
0
0
11278
HCA HEALTHCARE INC
COM
40412C101
3593
13986
SH
SOLE
0
0
13986
HENRY SCHEIN INC
COM
806407102
262
3375
SH
SOLE
0
0
3375
HERSHEY CO
COM
427866108
4878
25211
SH
SOLE
0
0
25211
HOME DEPOT INC
COM
437076102
7662
18463
SH
SOLE
0
0
18463
HP INC
COM
40434L105
1299
34487
SH
SOLE
0
0
34487
HUMANA INC
COM
444859102
587
1265
SH
SOLE
0
0
1265
HUNT J B TRANS SVCS INC
COM
445658107
4494
21984
SH
SOLE
0
0
21984
HUNTINGTON INGALLS INDS INC
COM
446413106
860
4605
SH
SOLE
0
0
4605
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
850
5225
SH
SOLE
0
0
5225
INVESCO QQQ TR
UNIT SER 1
46090E103
901
2265
SH
SOLE
0
0
2265
ISHARES INC
MSCI EQUAL WEITE
464286681
367
4096
SH
SOLE
0
0
4096
ISHARES S&P GSCI COMMODITY-
UNIT BEN INT
46428R107
234
13659
SH
SOLE
0
0
13659
ISHARES TR
BARCLAYS 7 10 YR
464287440
31745
276046
SH
SOLE
0
0
276046
ISHARES TR
CORE MSCI EAFE
46432F842
33830
453246
SH
SOLE
0
0
453246
ISHARES TR
CORE S&P500 ETF
464287200
629
1318
SH
SOLE
0
0
1318
ISHARES TR
IBOXX HI YD ETF
464288513
6517
74895
SH
SOLE
0
0
74895
ISHARES TR
IBOXX INV CP ETF
464287242
10943
82578
SH
SOLE
0
0
82578
ISHARES TR
MSCI EAFE ETF
464287465
596
7573
SH
SOLE
0
0
7573
ISHARES TR
NATIONAL MUN ETF
464288414
4603
39582
SH
SOLE
0
0
39582
ISHARES TR
PFD AND INCM SEC
464288687
201
5100
SH
SOLE
0
0
5100
ISHARES TR
RUS 1000 ETF
464287622
283
1069
SH
SOLE
0
0
1069
ISHARES TR
RUSSELL 2000 ETF
464287655
14889
66934
SH
SOLE
0
0
66934
ISHARES TR
SHORT TREAS BD
464288679
22085
200005
SH
SOLE
0
0
200005
JOHNSON & JOHNSON
COM
478160104
208
1214
SH
SOLE
0
0
1214
JPMORGAN CHASE & CO
COM
46625H100
335
2118
SH
SOLE
0
0
2118
KELLOGG CO
COM
487836108
1312
20365
SH
SOLE
0
0
20365
KIMBERLY-CLARK CORP
COM
494368103
3535
24735
SH
SOLE
0
0
24735
KLA CORP
COM NEW
482480100
424
985
SH
SOLE
0
0
985
LEGGETT & PLATT INC
COM
524660107
506
12297
SH
SOLE
0
0
12297
LINDE PLC
SHS
G5494J103
481
1389
SH
SOLE
0
0
1389
LOCKHEED MARTIN CORP
COM
539830109
6358
17890
SH
SOLE
0
0
17890
LOWES COS INC
COM
548661107
9053
35026
SH
SOLE
0
0
35026
MACQUARIE INFRASTR HOLD LLC
COMMON UNITS
55608B105
41
11155
SH
SOLE
0
0
11155
MARATHON PETE CORP
COM
56585A102
724
11314
SH
SOLE
0
0
11314
MASCO CORP
COM
574599106
201
2862
SH
SOLE
0
0
2862
META PLATFORMS INC
CL A
30303M102
3291
9785
SH
SOLE
0
0
9785
MICROSOFT CORP
COM
594918104
718
2134
SH
SOLE
0
0
2134
NETAPP INC
COM
64110D104
2598
28244
SH
SOLE
0
0
28244
NEWELL BRANDS INC
COM
651229106
312
14297
SH
SOLE
0
0
14297
NEXTERA ENERGY INC
COM
65339F101
238
2549
SH
SOLE
0
0
2549
NORTHROP GRUMMAN CORP
COM
666807102
4691
12120
SH
SOLE
0
0
12120
NOVARTIS AG
SPONSORED ADR
66987V109
220
2512
SH
SOLE
0
0
2512
NVIDIA CORPORATION
COM
67066G104
248
842
SH
SOLE
0
0
842
NVR INC
COM
62944T105
2104
356
SH
SOLE
0
0
356
ONEOK INC NEW
COM
682680103
242
4124
SH
SOLE
0
0
4124
ORACLE CORP
COM
68389X105
839
9620
SH
SOLE
0
0
9620
OREILLY AUTOMOTIVE INC
COM
67103H107
6366
9014
SH
SOLE
0
0
9014
PEPSICO INC
COM
713448108
4485
25818
SH
SOLE
0
0
25818
PHILIP MORRIS INTL INC
COM
718172109
1771
18644
SH
SOLE
0
0
18644
PHILLIPS 66
COM
718546104
617
8517
SH
SOLE
0
0
8517
POOL CORP
COM
73278L105
2152
3803
SH
SOLE
0
0
3803
PPG INDS INC
COM
693506107
1816
10534
SH
SOLE
0
0
10534
PROCTER AND GAMBLE CO
COM
742718109
1607
9826
SH
SOLE
0
0
9826
ROBERT HALF INTL INC
COM
770323103
1092
9790
SH
SOLE
0
0
9790
ROSS STORES INC
COM
778296103
1359
11891
SH
SOLE
0
0
11891
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
469
12072
SH
SOLE
0
0
12072
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
485
4289
SH
SOLE
0
0
4289
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
882
5384
SH
SOLE
0
0
5384
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
553
7547
SH
SOLE
0
0
7547
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
201
1767
SH
SOLE
0
0
1767
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
G7997R103
3776
33422
SH
SOLE
0
0
33422
SEALED AIR CORP NEW
COM
81211K100
285
4228
SH
SOLE
0
0
4228
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
214
5475
SH
SOLE
0
0
5475
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
215
1237
SH
SOLE
0
0
1237
SHERWIN WILLIAMS CO
COM
824348106
7578
21520
SH
SOLE
0
0
21520
SMITH A O CORP
COM
831865209
3569
41568
SH
SOLE
0
0
41568
SPDR S&P 500 ETF TR
TR UNIT
78462F103
235
495
SH
SOLE
0
0
495
SPDR SER TR
S&P 600 SMCP VAL
78464A300
226
2671
SH
SOLE
0
0
2671
SYSCO CORP
COM
871829107
533
6791
SH
SOLE
0
0
6791
TARGET CORP
COM
87612E106
2333
10079
SH
SOLE
0
0
10079
TESLA INC
COM
88160R101
311
294
SH
SOLE
0
0
294
TJX COS INC NEW
COM
872540109
2757
36311
SH
SOLE
0
0
36311
TRACTOR SUPPLY CO
COM
892356106
7537
31590
SH
SOLE
0
0
31590
TYSON FOODS INC
CL A
902494103
434
4984
SH
SOLE
0
0
4984
ULTA BEAUTY INC
COM
90384S303
295
716
SH
SOLE
0
0
716
UNITED PARCEL SERVICE INC
CL B
911312106
6855
31980
SH
SOLE
0
0
31980
UNITEDHEALTH GROUP INC
COM
91324P102
332
662
SH
SOLE
0
0
662
VALERO ENERGY CORP
COM
91913Y100
501
6670
SH
SOLE
0
0
6670
VANGUARD INDEX FDS
MID CAP ETF
922908629
321
1262
SH
SOLE
0
0
1262
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
4827
11056
SH
SOLE
0
0
11056
VANGUARD INDEX FDS
SMALL CP ETF
922908751
662
2928
SH
SOLE
0
0
2928
VANGUARD INDEX FDS
VALUE ETF
922908744
241
1640
SH
SOLE
0
0
1640
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
1727
33827
SH
SOLE
0
0
33827
WALMART INC
COM
931142103
1666
11513
SH
SOLE
0
0
11513
WASTE MGMT INC DEL
COM
94106L109
209
1255
SH
SOLE
0
0
1255
WHIRLPOOL CORP
COM
963320106
1727
7359
SH
SOLE
0
0
7359
ZEBRA TECHNOLOGIES CORPORATI
CL A
989207105
2739
4601
SH
SOLE
0
0
4601
ZOETIS INC
CL A
98978V103
527
2160
SH
SOLE
0
0
2160