0001172661-23-000696.txt : 20230213
0001172661-23-000696.hdr.sgml : 20230213
20230213111958
ACCESSION NUMBER: 0001172661-23-000696
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230213
DATE AS OF CHANGE: 20230213
EFFECTIVENESS DATE: 20230213
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Galvin, Gaustad & Stein, LLC
CENTRAL INDEX KEY: 0001840945
IRS NUMBER: 272327502
STATE OF INCORPORATION: AZ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20555
FILM NUMBER: 23615767
BUSINESS ADDRESS:
STREET 1: 7377 E. DOUBLETREE RANCH ROAD
STREET 2: SUITE 250
CITY: SCOTTSDALE
STATE: AZ
ZIP: 85258
BUSINESS PHONE: (480) 776-1441
MAIL ADDRESS:
STREET 1: 7377 E. DOUBLETREE RANCH ROAD
STREET 2: SUITE 250
CITY: SCOTTSDALE
STATE: AZ
ZIP: 85258
13F-HR
1
primary_doc.xml
X0202
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12-31-2022
12-31-2022
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Galvin, Gaustad & Stein, LLC
7377 E. Doubletree Ranch Road
Suite 250
Scottsdale
AZ
85258
13F HOLDINGS REPORT
028-20555
000153410
801-71464
N
Kim Jamieson
Chief Compliance Officer
480-776-1441
/s/ Kim Jamieson
Scottsdale
AZ
02-13-2023
0
162
993070170
INFORMATION TABLE
2
infotable.xml
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ALPHABET INC
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ALPHABET INC
CAP STK CL C
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AMAZON COM INC
COM
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AMGEN INC
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APPLE INC
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AUTOZONE INC
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BK OF AMERICA CORP
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DEERE & CO
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DEVON ENERGY CORP NEW
COM
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DLY S&P500 BR 1X
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DISCOVER FINL SVCS
COM
254709108
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DISNEY WALT CO
COM
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21958159
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252741
DOLLAR GEN CORP NEW
COM
256677105
211036
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ELECTRONIC ARTS INC
COM
285512109
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ENTERPRISE PRODS PARTNERS L
COM
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EXXON MOBIL CORP
COM
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F N B CORP
COM
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MSCI FINLS IDX
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MSCI ENERGY IDX
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FIDELITY COVINGTON TRUST
MSCI RL EST ETF
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GENERAL DYNAMICS CORP
COM
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HOME DEPOT INC
COM
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HONEYWELL INTL INC
COM
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INTEL CORP
COM
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224470
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SH
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ULTRA SHRT DUR
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S&P500 LOW VOL
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CORE S&P TTL STK
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ULTRA SHT MUNCPL
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DIV RTN INT EQ
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MUNICIPAL ETF
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EQUITY PREMIUM
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COM
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MCKESSON CORP
COM
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COM
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CL A
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MICROSOFT CORP
COM
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COM UNIT PART IN
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COM
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PHILIP MORRIS INTL INC
COM
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PPL CORP
COM
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PROCTER AND GAMBLE CO
COM
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ULTRASHRT S&P500
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SH
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7024
QUALCOMM INC
COM
747525103
388532
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SH
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QUEST DIAGNOSTICS INC
COM
74834L100
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165974
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
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SH
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ROYAL BK CDA SUSTAINABL
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SH
SOLE
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2298
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SHT TM US TRES
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SCHWAB STRATEGIC TR
US REIT ETF
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
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SPDR S&P 500 ETF TR
TR UNIT
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SOLE
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SPDR SER TR
PORTFOLIO SHORT
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SH
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0
152979
SPDR SER TR
BLOOMBERG INVT
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SH
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40402
STARBUCKS CORP
COM
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SH
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TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
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COM
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COM
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TRUIST FINL CORP
COM
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354516
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COM
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UNION PAC CORP
COM
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UNITED PARCEL SERVICE INC
CL B
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SH
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60302
UNITEDHEALTH GROUP INC
COM
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VALERO ENERGY CORP
COM
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SH
SOLE
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SHORT TRM BOND
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14246908
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SH
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189252
VANGUARD BD INDEX FDS
VANGUARD ULTRA
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20106
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20106
VANGUARD BD INDEX FDS
INTERMED TERM
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79266
VANGUARD BD INDEX FDS
TOTAL BND MRKT
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59258
SH
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59258
VANGUARD INDEX FDS
TOTAL STK MKT
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1761327
9212
SH
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9212
VANGUARD INDEX FDS
GROWTH ETF
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1173
SH
SOLE
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0
1173
VANGUARD INDEX FDS
REAL ESTATE ETF
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7663592
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SH
SOLE
0
0
92915
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
859743
5414
SH
SOLE
0
0
5414
VANGUARD INDEX FDS
SMALL CP ETF
922908751
5405930
29454
SH
SOLE
0
0
29454
VANGUARD INDEX FDS
S&P 500 ETF SHS
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705757
2009
SH
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0
2009
VANGUARD INDEX FDS
VALUE ETF
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SH
SOLE
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0
6180
VANGUARD INDEX FDS
MID CAP ETF
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551300
2705
SH
SOLE
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0
2705
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
210191
1554
SH
SOLE
0
0
1554
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
17812264
173254
SH
SOLE
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0
173254
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
9357643
240063
SH
SOLE
0
0
240063
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
739453
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SH
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VANGUARD MUN BD FDS
TAX EXEMPT BD
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VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
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122227
SH
SOLE
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122227
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
92206C813
4224810
55803
SH
SOLE
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0
55803
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
11430699
147474
SH
SOLE
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0
147474
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1096803
7223
SH
SOLE
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0
7223
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
20420136
486541
SH
SOLE
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0
486541
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
431939
6203
SH
SOLE
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0
6203
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
532389
6435
SH
SOLE
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0
6435
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
263429
1062
SH
SOLE
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0
1062
VANGUARD WORLD FDS
INF TECH ETF
92204A702
405331
1269
SH
SOLE
0
0
1269
VERIZON COMMUNICATIONS INC
COM
92343V104
323065
8200
SH
SOLE
0
0
8200
VISA INC
COM CL A
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8853438
42614
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SOLE
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0
42614
WALMART INC
COM
931142103
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3809
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SOLE
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0
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WASTE MGMT INC DEL
COM
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SH
SOLE
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0
139011
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PERP PFD CNV A
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SH
SOLE
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0
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WISDOMTREE TR
US QTLY DIV GRT
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SH
SOLE
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0
5700
ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
14565997
215028
SH
SOLE
0
0
215028