0001817174-21-000002.txt : 20210514 0001817174-21-000002.hdr.sgml : 20210514 20210514170850 ACCESSION NUMBER: 0001817174-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210514 DATE AS OF CHANGE: 20210514 EFFECTIVENESS DATE: 20210514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Prudent Man Advisors, LLC CENTRAL INDEX KEY: 0001817174 IRS NUMBER: 364106186 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20318 FILM NUMBER: 21925870 BUSINESS ADDRESS: STREET 1: 2135 CITY GATE LANE STREET 2: 7TH FLOOR CITY: NAPERVILLE STATE: IL ZIP: 60563 BUSINESS PHONE: 6306576498 MAIL ADDRESS: STREET 1: 2135 CITY GATE LANE STREET 2: 7TH FLOOR CITY: NAPERVILLE STATE: IL ZIP: 60563 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001817174 XXXXXXXX 03-31-2021 03-31-2021 Prudent Man Advisors, LLC

2135 CITY GATE LANE 7TH FLOOR NAPERVILLE IL 60563

13F HOLDINGS REPORT 028-20318 N Kevin Kulling 6306576498 Kevin Kulling Naperville IL 05-13-2021 0 202 238038 true INFORMATION TABLE 2 PMA_13F_20210514.xml VANGUARD INDEX FDS TOTAL STK MKT 922908769 44861 217046 SH SOLE 0 217046 0 0 VANGUARD BD INDEX FD TOTAL BND MRKT 921937835 22492 265483 SH SOLE 0 157930 0 107553 VANGUARD STAR FDS VG TL INTL STK F 921909768 2514 40102 SH SOLE 0 40102 0 0 VANGUARD BD INDEX FD SHORT TRM BOND 921937827 6659 81016 SH SOLE 0 81016 0 0 VANGUARD BD INDEX FD INTERMED TERM 921937819 3963 44667 SH SOLE 0 44667 0 0 ISHARES TR BLACKROCK ULTRA 46434V878 759 15035 SH SOLE 0 15035 0 0 VANGUARD WHITEHALL F HIGH DIV YLD 921946406 2787 27579 SH SOLE 0 21368 0 6211 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3013 32803 SH SOLE 0 20343 0 12460 CALLAWAY GOLF CO COM 131193104 221 8253 SH SOLE 0 8079 0 174 ENPRO INDS INC COM 29355X107 281 3301 SH SOLE 0 3233 0 68 ESSENT GROUP LTD COM G3198U102 247 5205 SH SOLE 0 5097 0 108 FLAGSTAR BANCORP INC COM PAR .001 337930705 267 5921 SH SOLE 0 5798 0 123 SMART GLOBAL HLDGS I SHS G8232Y101 207 4495 SH SOLE 0 4401 0 94 LCI INDS COM 50189K103 267 2021 SH SOLE 0 1979 0 42 TPI COMPOSITES INC COM 87266J104 315 5574 SH SOLE 0 5457 0 117 ULTRA CLEAN HLDGS IN COM 90385V107 419 7222 SH SOLE 0 7073 0 149 ALARM COM HLDGS INC COM 011642105 218 2518 SH SOLE 0 2466 0 52 SPS COMMERCE INC COM 78463M107 284 2865 SH SOLE 0 2806 0 59 OFG BANCORP COM 67103X102 235 10385 SH SOLE 0 10167 0 218 LITHIA MTRS INC CL A 536797103 320 820 SH SOLE 0 803 0 17 DMC GLOBAL INC COM 23291C103 208 3831 SH SOLE 0 3756 0 75 EASTERLY GOVT PPTYS COM 27616P103 317 15304 SH SOLE 0 15139 0 165 VERITEX HLDGS INC COM 923451108 317 9682 SH SOLE 0 9481 0 201 BJS WHSL CLUB HLDGS COM 05550J101 216 4805 SH SOLE 0 4706 0 99 SPDR SER TR S&P BIOTECH 78464A870 1582 11665 SH SOLE 0 11426 0 239 QTS RLTY TR INC COM CL A 74736A103 299 4815 SH SOLE 0 4754 0 61 DARLING INGREDIENTS COM 237266101 306 4161 SH SOLE 0 4074 0 87 LHC GROUP INC COM 50187A107 230 1205 SH SOLE 0 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SOLE 0 8268 0 2924 SEMPRA ENERGY COM 816851109 338 2550 SH SOLE 0 1967 0 583 HONEYWELL INTL INC COM 438516106 1895 8731 SH SOLE 0 7916 0 815 CONSTELLATION BRANDS CL A 21036P108 399 1748 SH SOLE 0 1274 0 474 UNITEDHEALTH GROUP I COM 91324P102 761 2045 SH SOLE 0 1509 0 536 SYNCHRONY FINANCIAL COM 87165B103 1169 28744 SH SOLE 0 25493 0 3251 RINGCENTRAL INC CL A 76680R206 299 1003 SH SOLE 0 748 0 255 SALESFORCE COM INC COM 79466L302 587 2771 SH SOLE 0 2084 0 687 ALPHABET INC CAP STK CL C 02079K107 1359 657 SH SOLE 0 541 0 116 ALPHABET INC CAP STK CL A 02079K305 1151 558 SH SOLE 0 450 0 108 QUANTA SVCS INC COM 74762E102 578 6564 SH SOLE 0 4875 0 1689 APPLE INC COM 037833100 3053 24991 SH SOLE 0 20304 0 4687 AMAZON COM INC COM 023135106 1730 559 SH SOLE 0 417 0 142 VERTEX PHARMACEUTICA COM 92532F100 364 1695 SH SOLE 0 1253 0 442 SVB FINANCIAL GROUP COM 78486Q101 423 856 SH SOLE 0 634 0 222 INTERCONTINENTAL EXC COM 45866F104 563 5038 SH SOLE 0 3795 0 1243 FMC CORP COM NEW 302491303 374 3384 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ADR 05964H105 146 42561 SH SOLE 0 42561 0 0 BARCLAYS PLC ADR 06738E204 103 10104 SH SOLE 0 10104 0 0 CROWN CASTLE INTL CO COM 22822V101 307 1782 SH SOLE 0 1782 0 0 REALTY INCOME CORP COM 756109104 213 3358 SH SOLE 0 3358 0 0 CBRE GROUP INC CL A 12504L109 239 3023 SH SOLE 0 3023 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 236 7138 SH SOLE 0 7138 0 0 DEERE & CO COM 244199105 0 0 SH SOLE 0 0 0 0 CATERPILLAR INC COM 149123101 90 390 SH SOLE 0 390 0 0 TEXAS INSTRS INC COM 882508104 0 0 SH SOLE 0 0 0 0 INTEL CORP COM 458140100 181 2835 SH SOLE 0 2835 0 0 WELLS FARGO CO NEW COM 949746101 0 0 SH SOLE 0 0 0 0 NIKE INC CL B 654106103 0 0 SH SOLE 0 0 0 0 STARBUCKS CORP COM 855244109 0 0 SH SOLE 0 0 0 0 VANGUARD SCOTTSDALE SHORT TERM TREAS 92206C102 273 4436 SH SOLE 0 4436 0 0 ISHARES TR PFD AND INCM SEC 464288687 258 6724 SH SOLE 0 6724 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 336 6512 SH SOLE 0 6512 0 0 VANGUARD BD INDEX FD LONG TERM BOND 921937793 1185 12073 SH SOLE 0 12073 0 0