0001908167-22-000001.txt : 20220211 0001908167-22-000001.hdr.sgml : 20220211 20220210202557 ACCESSION NUMBER: 0001908167-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220210 EFFECTIVENESS DATE: 20220211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: UNIONVIEW, LLC CENTRAL INDEX KEY: 0001908167 IRS NUMBER: 270624365 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21766 FILM NUMBER: 22616192 BUSINESS ADDRESS: STREET 1: 1500 WESTLAKE AVE NORTH STREET 2: SUITE 124 CITY: SEATTLE STATE: WA ZIP: 98109 BUSINESS PHONE: 2067081048 MAIL ADDRESS: STREET 1: 1500 WESTLAKE AVE NORTH STREET 2: SUITE 124 CITY: SEATTLE STATE: WA ZIP: 98109 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001908167 XXXXXXXX 12-31-2021 12-31-2021 UNIONVIEW, LLC

1500 WESTLAKE AVE NORTH SUITE 124 SEATTLE WA 98109

13F HOLDINGS REPORT 028-21766 N MARY K. PIEPER 206-708-1048 MARY K. PIEPER SEATTLE WA 02-10-2022 4 93 106929 false 1 Federated Investors 2 ClearBridge Investments 3 Polen Capital 4 Parametric INFORMATION TABLE 2 13F_Unionview_Q42021.xml STARBUCKS CORP COM Stock 855244109 1804 15425 SH SOLE 3,4 0 506 14919 ALPHABET INC CAP STK CL A Stock 02079K305 776 268 SH SOLE 3,4 0 32 236 ALPHABET INC CAP STK CL C Stock 02079K107 755 261 SH SOLE 3,4 0 66 195 BK OF AMERICA CORP COM Stock 060505104 1063 23893 SH SOLE 2,4 0 1449 22444 HOME DEPOT INC COM Stock 437076102 990 2386 SH SOLE 2,4 0 314 2071 JPMORGAN CHASE & CO COM Stock 46625H100 528 3336 SH SOLE 2,4 0 276 3060 COMCAST CORP NEW CL A Stock 20030N101 424 8422 SH SOLE 2,4 0 3190 5232 DISNEY WALT CO COM Stock 254687106 404 2606 SH SOLE 2,4 0 456 2150 CISCO SYS INC COM Stock 17275R102 361 5690 SH SOLE 2,4 0 1239 4451 NVIDIA CORPORATION COM Stock 67066G104 356 1211 SH SOLE 2,4 0 527 684 QUALCOMM INC COM Stock 747525103 275 1502 SH SOLE 2,4 0 88 1414 BROADCOM INC COM Stock 11135F101 275 414 SH SOLE 2,4 0 248 166 ORACLE CORP COM Stock 68389X105 262 3004 SH SOLE 2,4 0 764 2240 UNITED PARCEL SERVICE INC CL B Stock 911312106 233 1089 SH SOLE 2,4 0 491 598 MONSTER BEVERAGE CORP NEW COM Stock 61174X109 227 2362 SH SOLE 2,4 0 549 1813 MICROSOFT CORP COM Stock 594918104 11616 34540 SH SOLE 2,3,4 0 1366 33173 AMAZON COM INC COM Stock 023135106 2611 783 SH SOLE 2,3,4 0 131 652 VISA INC COM CL A Stock 92826C839 614 2831 SH SOLE 2,3,4 0 1105 1726 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 296 522 SH SOLE 2,3,4 0 344 178 AUTODESK INC COM Stock 052769106 276 981 SH SOLE 2,3,4 0 587 394 SALESFORCE COM INC COM Stock 79466L302 230 905 SH SOLE 2,3,4 0 770 135 ZOETIS INC CL A Stock 98978V103 276 1130 SH SOLE 2,3,4 0 853 277 UNITEDHEALTH GROUP INC COM Stock 91324P102 714 1422 SH SOLE 2,3 0 777 645 META PLATFORMS INC CL A Stock 30303M102 619 1841 SH SOLE 2,3 0 872 969 NIKE INC CL B Stock 654106103 364 2181 SH SOLE 2,3 0 571 1610 AT&T INC COM Stock 00206R102 222 9032 SH SOLE 1,4 0 1212 7820 VERIZON COMMUNICATIONS INC COM Stock 92343V104 271 5215 SH SOLE 1,2,4 0 1150 4065 PFIZER INC COM Stock 717081103 438 7409 SH SOLE 1,2 0 896 6513 MERCK & CO INC COM Stock 58933Y105 435 5676 SH SOLE 1,2 0 771 4905 ISHARES S&P MIDCAP FUND ETF 464287507 3536 12491 SH SOLE 0 0 12491 ISHARES S&P SMALL-CAP FUND ETF 464287804 3317 28969 SH SOLE 0 0 28969 ISHARES MSCI EAFE ETF ETF 464287465 1916 24358 SH SOLE 0 0 24357 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 1413 28923 SH SOLE 0 0 28923 ISHARES SELECT DIVIDEND ETF ETF 464287168 1413 11528 SH SOLE 0 0 11528 COSTCO WHSL CORP NEW COM Stock 22160K105 1361 2398 SH SOLE 0 0 2397 BLACKROCK ULTRA SHORT-TERM BOND ETF ETF 46434V878 1173 23272 SH SOLE 0 0 23271 ISHARES U.S. REAL ESTATE ETF ETF 464287739 902 7768 SH SOLE 0 0 7768 FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF ETF 33738R605 893 18157 SH SOLE 0 0 18156 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 777 3220 SH SOLE 0 0 3220 BOEING CO COM Stock 097023105 695 3451 SH SOLE 0 0 3451 ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 676 6198 SH SOLE 0 0 6198 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 667 13480 SH SOLE 0 0 13480 ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 625 8554 SH SOLE 0 0 8554 ISHARES MSCI USA ESG SELECT ETF ETF 464288802 619 5828 SH SOLE 0 0 5828 LILLY ELI & CO COM Stock 532457108 594 2151 SH SOLE 0 0 2151 ISHARES U.S. BASIC MATERIALS ETF ETF 464287838 566 4036 SH SOLE 0 0 4036 ISHARES INTERNATIONAL SELECT DIVIDEND ETF ETF 464288448 547 17549 SH SOLE 0 0 17549 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 504 1684 SH SOLE 0 0 1684 VANGUARD SHORT-TERM BOND INDEX FUND ETF 921937827 438 5414 SH SOLE 0 0 5414 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 433 8489 SH SOLE 0 0 8489 VANGUARD SMALL-CAP INDEX FUND ETF 922908751 348 1538 SH SOLE 0 0 1538 FORTUNE BRANDS HOME & SEC INC COM Stock 34964C106 342 3200 SH SOLE 0 0 3200 SPDR S&P DIVIDEND ETF ETF 78464A763 339 2628 SH SOLE 0 0 2628 SPDR DOW JONES INDUSTRIAL AVERAGE ETF ETF 78467X109 327 899 SH SOLE 0 0 899 VANGUARD MID-CAP INDEX FUND ETF 922908629 314 1231 SH SOLE 0 0 1231 ISHARES ESG AWARE U.S. AGGREGATE BOND ETF ETF 46435U549 307 5554 SH SOLE 0 0 5554 ISHARES U.S. TECHNOLOGY ETF ETF 464287721 290 2524 SH SOLE 0 0 2524 ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND ETF 464288182 289 3500 SH SOLE 0 0 3500 VANGUARD FTSE EUROPE ETF ETF 922042874 280 4100 SH SOLE 0 0 4100 ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 269 10499 SH SOLE 0 0 10499 ISHARES CORE S&P 500 ETF ETF 464287200 265 556 SH SOLE 0 0 556 VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 259 3058 SH SOLE 0 0 3058 ISHARES S&P 500 GROWTH ETF ETF 464287309 254 3039 SH SOLE 0 0 3039 ISHARES MSCI EAFE GROWTH ETF ETF 464288885 240 2174 SH SOLE 0 0 2174 VANGUARD GROWTH INDEX FUND ETF 922908736 233 725 SH SOLE 0 0 725 INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF ETF 46137V282 231 714 SH SOLE 0 0 714 ISHARES RUSSELL MID-CAP ETF ETF 464287499 220 2652 SH SOLE 0 0 2652 FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF ETF 316092808 200 1479 SH SOLE 0 0 1479 ALLIANCEBERNSTEIN GLOBAL HIGH COM CEF 01879R106 146 12006 SH SOLE 0 0 12006 WISDOMTREE U.S. SMALLCAP DIVIDEND FUND ETF 97717W604 544 16541 SH SOLE 0 0 16541 WISDOMTREE U.S. MIDCAP FUND ETF 97717W570 343 6091 SH SOLE 0 0 6091 INTEL CORP COM Stock 458140100 1015 19717 SH SOLE 4 0 293 19424 WP CAREY INC COM REIT 92936U109 259 3156 SH SOLE 4 0 8 3148 PAYCHEX INC COM Stock 704326107 233 1707 SH SOLE 4 0 7 1700 TESLA INC COM Stock 88160R101 209 198 SH SOLE 4 0 43 155 TARGET CORP COM Stock 87612E106 224 969 SH SOLE 4 0 41 928 APPLE INC COM Stock 037833100 3995 22500 SH SOLE 2 0 1156 21343 PROCTER AND GAMBLE CO COM Stock 742718109 1274 7791 SH SOLE 2 0 249 7542 JOHNSON & JOHNSON COM Stock 478160104 679 3969 SH SOLE 2 0 524 3445 WELLS FARGO CO NEW COM Stock 949746101 323 6726 SH SOLE 2 0 1404 5322 EXXON MOBIL CORP COM Stock 30231G102 435 7101 SH SOLE 1 0 618 6483 AMGEN INC COM Stock 031162100 397 1766 SH SOLE 1 0 85 1681 KIMBERLY-CLARK CORP COM Stock 494368103 316 2213 SH SOLE 1 0 113 2100 PEPSICO INC COM Stock 713448108 306 1759 SH SOLE 1 0 52 1707 CHEVRON CORP NEW COM Stock 166764100 269 2293 SH SOLE 1 0 344 1949 3M CO COM Stock 88579Y101 210 1180 SH SOLE 1 0 65 1115 FIRST TRUST VALUE LINE DIVIDEND INDEX FUND ETF 33734H106 9078 210919 SH SOLE 0 0 210918 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 7447 24370 SH SOLE 0 0 24370 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 6727 78640 SH SOLE 0 0 78640 SPDR S&P MIDCAP 400 ETF ETF 78467Y107 6088 11760 SH SOLE 0 0 11760 ISHARES RUSSELL 2000 ETF ETF 464287655 4934 22181 SH SOLE 0 0 22181 SPDR S&P 500 ETF ETF 78462F103 4178 8796 SH SOLE 0 0 8796 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 1513 9007 SH SOLE 0 0 9007