0001842054-22-000003.txt : 20220721
0001842054-22-000003.hdr.sgml : 20220721
20220721143207
ACCESSION NUMBER: 0001842054-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220721
DATE AS OF CHANGE: 20220721
EFFECTIVENESS DATE: 20220721
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Rede Wealth, LLC
CENTRAL INDEX KEY: 0001842054
IRS NUMBER: 472817663
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20795
FILM NUMBER: 221096778
BUSINESS ADDRESS:
STREET 1: 600 PETER JEFFERSON PARKWAY, SUITE 250
CITY: CHARLOTTESVILLE
STATE: VA
ZIP: 22911
BUSINESS PHONE: 434.974.3500
MAIL ADDRESS:
STREET 1: 600 PETER JEFFERSON PARKWAY, SUITE 250
CITY: CHARLOTTESVILLE
STATE: VA
ZIP: 22911
13F-HR
1
primary_doc.xml
13F-HR
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false
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0001842054
XXXXXXXX
06-30-2022
06-30-2022
false
Rede Wealth, LLC
600 Peter Jefferson Parkway, Suite 250
Charlottesville
VA
22911
13F COMBINATION REPORT
028-20795
0000825204
028-02180
Crossmark Global Investments, Inc.
0001442676
028-13156
EquityCompass Investment Management
N
Jean Elizabeth Carlin
CCO
434-974-3500
/s/ Jean Elizabeth Carlin
Charlottesville
VA
07-21-2022
0
141
172277
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
649
5011
SH
SOLE
2719
0
2291
ABBOTT LABS
COM
002824100
191
1757
SH
SOLE
1756
0
0
ABBOTT LABS
COM
002824100
33
300
SH
DFND
0
300
0
ABBVIE INC
COM
00287Y109
336
2193
SH
SOLE
2129
0
63
ABBVIE INC
COM
00287Y109
47
310
SH
DFND
0
126
184
AMAZON COM INC
COM
023135106
17
160
SH
DFND
0
66
94
AMAZON COM INC
COM
023135106
11
100
SH
DFND
0
100
0
AMAZON COM INC
COM
023135106
2777
26148
SH
SOLE
14798
0
11350
AMERICAN EXPRESS CO
COM
025816109
312
2252
SH
SOLE
1199
0
1053
AON PLC
SHS CL A
G0403H108
512
1898
SH
SOLE
1898
0
0
APPLE INC
COM
037833100
7147
52272
SH
SOLE
33714
0
18557
APPLE INC
COM
037833100
21
157
SH
DFND
0
59
98
APPLE INC
COM
037833100
14
100
SH
DFND
0
100
0
APPLIED MATLS INC
COM
038222105
9
100
SH
DFND
0
100
0
APPLIED MATLS INC
COM
038222105
751
8257
SH
SOLE
6990
0
1267
AT&T INC
COM
00206R102
550
26264
SH
SOLE
6825
0
19439
AUTOMATIC DATA PROCESSING IN
COM
053015103
575
2740
SH
SOLE
1690
0
1049
AUTOMATIC DATA PROCESSING IN
COM
053015103
45
212
SH
DFND
0
90
122
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1938
7100
SH
SOLE
3383
0
3717
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
89151
218
SH
SOLE
199
0
19
BLACKROCK INC
COM
09247X101
422
693
SH
SOLE
558
0
133
BRISTOL-MYERS SQUIBB CO
COM
110122108
439
5700
SH
SOLE
4500
0
1200
CHEVRON CORP NEW
COM
166764100
447
3084
SH
SOLE
2015
0
1069
CHUBB LIMITED
COM
H1467J104
318
1616
SH
SOLE
1616
0
0
CISCO SYS INC
COM
17275R102
21
500
SH
DFND
0
500
0
CISCO SYS INC
COM
17275R102
276
6466
SH
SOLE
1218
0
5247
CISCO SYS INC
COM
17275R102
37
873
SH
DFND
0
359
514
COCA COLA CO
COM
191216100
25
400
SH
DFND
0
400
0
COCA COLA CO
COM
191216100
385
6114
SH
SOLE
3490
0
2624
CSX CORP
COM
126408103
512
17602
SH
SOLE
12078
0
5523
CSX CORP
COM
126408103
12
400
SH
DFND
0
400
0
DISNEY WALT CO
COM
254687106
331
3502
SH
SOLE
483
0
3019
DOMINION ENERGY INC
COM
25746U109
268
3359
SH
SOLE
2208
0
1150
ENTERPRISE PRODS PARTNERS L
COM
293792107
715
29340
SH
SOLE
23077
0
6262
EXXON MOBIL CORP
COM
30231G102
1034
12076
SH
SOLE
10298
0
1777
EXXON MOBIL CORP
COM
30231G102
17
200
SH
DFND
0
200
0
FEDEX CORP
COM
31428X106
221
973
SH
SOLE
953
0
20
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
33739Q408
204
3435
SH
SOLE
0
0
3435
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
33739Q200
2620
54238
SH
SOLE
23328
0
30910
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
726
15646
SH
SOLE
3326
0
12320
FIRST TR NAS100 EQ WEIGHTED
SHS
337344105
323
3697
SH
SOLE
3148
0
549
FORD MTR CO DEL
COM
345370860
189
16939
SH
SOLE
10296
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6642
GLOBAL X FDS
CONSCIOUS COS
37954Y731
200
7499
SH
SOLE
3023
0
4476
HEXCEL CORP NEW
COM
428291108
200
3829
SH
SOLE
3769
0
60
INTEL CORP
COM
458140100
329
8793
SH
SOLE
2416
0
6376
INTEL CORP
COM
458140100
15
400
SH
DFND
0
400
0
INVESCO EXCH TRADED FD TR II
RUSEL 1000 EQL
46138E420
255
6490
SH
DFND
0
2678
3812
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
1378
22227
SH
SOLE
14822
0
7405
INVESCO EXCH TRADED FD TR II
RUSEL 1000 EQL
46138E420
108
2760
SH
SOLE
2309
0
451
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
271
12943
SH
SOLE
4434
0
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
220
10739
SH
SOLE
4094
0
6645
INVESCO QQQ TR
UNIT SER 1
46090E103
536
1914
SH
SOLE
1195
0
719
ISHARES INC
ESG AWR MSCI EM
46434G863
246
7607
SH
SOLE
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4028
ISHARES TR
3 7 YR TREAS BD
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344
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SOLE
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1017
ISHARES TR
NATIONAL MUN ETF
464288414
437
4109
SH
SOLE
4109
0
0
ISHARES TR
ISHS 5-10YR INVT
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473
9267
SH
SOLE
3282
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5985
ISHARES TR
ISHS 5-10YR INVT
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115
2254
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DFND
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20 YR TR BD ETF
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1704
SH
SOLE
941
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763
ISHARES TR
MBS ETF
464288588
639
6550
SH
DFND
0
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3854
ISHARES TR
MBS ETF
464288588
343
3514
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SOLE
2694
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820
ISHARES TR
MSCI KLD400 SOC
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556
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SOLE
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ISHARES TR
3 7 YR TREAS BD
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DFND
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ISHARES TR
20 YR TR BD ETF
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115
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DFND
0
413
590
ISHARES TR
CORE S&P500 ETF
464287200
2700
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SH
SOLE
3411
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ISHARES TR
TIPS BD ETF
464287176
125
1100
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DFND
0
432
668
ISHARES TR
7-10 YR TRSY BD
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146
1427
SH
DFND
0
598
829
ISHARES TR
U.S. TECH ETF
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389
4868
SH
SOLE
0
0
4868
ISHARES TR
MSCI USA MMENTM
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441
3236
SH
SOLE
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1360
ISHARES TR
CORE US AGGBD ET
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24520
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SOLE
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ISHARES TR
1 3 YR TREAS BD
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SH
SOLE
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322
ISHARES TR
1 3 YR TREAS BD
464287457
227
2744
SH
DFND
0
1186
1558
ISHARES TR
MSCI EMG MKT ETF
464287234
254
6323
SH
SOLE
34
0
6289
ISHARES TR
CORE 1 5 YR USD
46432F859
1243
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SH
SOLE
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ISHARES TR
7-10 YR TRSY BD
464287440
285
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SH
SOLE
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2226
ISHARES TR
MSCI EAFE ETF
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193
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SH
DFND
0
1273
1811
ISHARES TR
MSCI EAFE ETF
464287465
237
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SH
SOLE
1088
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2707
ISHARES TR
ESG AWRE 1 5 YR
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238
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ISHARES TR
ESG AWR US AGRGT
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SOLE
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ISHARES TR
SHORT TREAS BD
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SOLE
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2317
ISHARES TR
ISHS 1-5YR INVS
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446
8824
SH
DFND
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5174
ISHARES TR
ISHS 1-5YR INVS
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233
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SOLE
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ISHARES TR
US TREAS BD ETF
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SOLE
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12519
ISHARES TR
MRGSTR MD CP GRW
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495
9537
SH
SOLE
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0
270
ISHARES TR
CORE MSCI TOTAL
46432F834
716
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SH
SOLE
6178
0
6369
ISHARES TR
TIPS BD ETF
464287176
203
1785
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SOLE
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161
ISHARES TR
ESG AWR MSCI USA
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SOLE
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ISHARES TR
CORE S&P TTL STK
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210
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SOLE
2500
0
10
ISHARES TR
SHRT NAT MUN ETF
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SOLE
8544
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1571
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COM
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136
JOHNSON & JOHNSON
COM
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COM
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100
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100
0
JPMORGAN CHASE & CO
COM
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JPMORGAN CHASE & CO
COM
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CL A
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SOLE
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MASTERCARD INCORPORATED
CL A
57636Q104
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56
MCDONALDS CORP
COM
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SOLE
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339
META PLATFORMS INC
CL A
30303M102
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CL A
30303M102
31
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SH
DFND
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MICROSOFT CORP
COM
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7930
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SOLE
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MICROSOFT CORP
COM
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126
SH
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73
MONDELEZ INTL INC
CL A
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341
5485
SH
SOLE
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615
MONDELEZ INTL INC
CL A
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400
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DFND
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400
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NETFLIX INC
COM
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776
NIKE INC
CL B
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33
322
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DFND
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133
189
NIKE INC
CL B
654106103
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100
SH
DFND
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100
0
NIKE INC
CL B
654106103
233
2281
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SOLE
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1143
NORFOLK SOUTHN CORP
COM
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3200
SH
SOLE
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1550
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NUVEEN ESG LRGCP
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4529
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SOLE
1263
0
3266
NVIDIA CORPORATION
COM
67066G104
372
2454
SH
SOLE
1728
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726
NVIDIA CORPORATION
COM
67066G104
15
102
SH
DFND
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39
63
PEPSICO INC
COM
713448108
355
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SH
SOLE
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31
PFIZER INC
COM
717081103
180
3438
SH
SOLE
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PFIZER INC
COM
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445
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COM
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248
2513
SH
SOLE
1600
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913
PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
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SOLE
23043
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PROCTER AND GAMBLE CO
COM
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COM
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335
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RAYTHEON TECHNOLOGIES CORP
COM
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200
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US MID-CAP ETF
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SOLE
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INT-TRM U.S TRES
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SOLE
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SBI CONS STPLS
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3429
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3429
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TR UNIT
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SOLE
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SPDR S&P 500 ETF TR
TR UNIT
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558
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SH
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0
611
867
SPDR SER TR
PRTFLO S&P500 GW
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SH
SOLE
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12421
SPDR SER TR
PORTFLI INTRMDIT
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2711
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SOLE
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42652
STARBUCKS CORP
COM
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513
6717
SH
SOLE
3703
0
3014
STARBUCKS CORP
COM
855244109
23
300
SH
DFND
0
300
0
TESLA INC
COM
88160R101
608
903
SH
SOLE
145
0
758
TRUIST FINL CORP
COM
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11986
SH
SOLE
3151
0
8835
UNION PAC CORP
COM
907818108
328
1540
SH
SOLE
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0
800
UNITEDHEALTH GROUP INC
COM
91324P102
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SOLE
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SMALL CP ETF
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VANGUARD INDEX FDS
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SOLE
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VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
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94
2264
SH
SOLE
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514
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
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198
4745
SH
DFND
0
1963
2782
VANGUARD MUN BD FDS
TAX EXEMPT BD
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3292
65954
SH
SOLE
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0
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VERIZON COMMUNICATIONS INC
COM
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SH
SOLE
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0
3429
VERIZON COMMUNICATIONS INC
COM
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31
601
SH
DFND
0
262
339
VERIZON COMMUNICATIONS INC
COM
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20
400
SH
DFND
0
400
0
VISA INC
COM CL A
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433
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SH
SOLE
683
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