0001908167-22-000002.txt : 20220516 0001908167-22-000002.hdr.sgml : 20220516 20220516104622 ACCESSION NUMBER: 0001908167-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 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: 22926442 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 03-31-2022 03-31-2022 UNIONVIEW, LLC

1500 WESTLAKE AVE NORTH SUITE 124 SEATTLE WA 98109

13F HOLDINGS REPORT 028-21766 N M. KATHERINE PIEPER (206) 708-1048 M. KATHERINE PIEPER SEATTLE WA 05-16-2022 4 91 107031 false 1 Federated Investors 2 Franklin Templeton 3 Polen Capital 4 Parametric INFORMATION TABLE 2 13F_Unionview_Q12022.xml ALPHABET INC CAP STK CL C Stock 02079K107 869 311 SH DFND 3,4 0 66 245 INTEL CORP COM Stock 458140100 1009 20357 SH DFND 2,4 0 618 19739 HOME DEPOT INC COM Stock 437076102 663 2214 SH DFND 2,4 0 77 2137 COMCAST CORP NEW CL A Stock 20030N101 402 8588 SH DFND 2,4 0 2470 6118 DISNEY WALT CO COM Stock 254687106 347 2530 SH DFND 2,4 0 316 2214 NVIDIA CORPORATION COM Stock 67066G104 326 1193 SH DFND 2,4 0 509 684 CISCO SYS INC COM Stock 17275R102 317 5684 SH DFND 2,4 0 861 4823 BROADCOM INC COM Stock 11135F101 253 401 SH DFND 2,4 0 203 198 ORACLE CORP COM Stock 68389X105 234 2830 SH DFND 2,4 0 481 2349 UNITED PARCEL SERVICE INC CL B Stock 911312106 233 1087 SH DFND 2,4 0 338 749 QUALCOMM INC COM Stock 747525103 230 1502 SH DFND 2,4 0 88 1414 MICROSOFT CORP COM Stock 594918104 10460 33928 SH DFND 2,3,4 0 1158 32770 AMAZON COM INC COM Stock 023135106 2663 817 SH DFND 2,3,4 0 132 685 VISA INC COM CL A Stock 92826C839 595 2683 SH DFND 2,3,4 0 1001 1682 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 237 520 SH DFND 2,3,4 0 344 176 AUTODESK INC COM Stock 052769106 220 1026 SH DFND 2,3,4 0 632 394 UNITEDHEALTH GROUP INC COM Stock 91324P102 724 1419 SH DFND 2,3 0 705 714 META PLATFORMS INC CL A Stock 30303M102 418 1879 SH DFND 2,3 0 899 980 NIKE INC CL B Stock 654106103 292 2166 SH SOLE 2,3 0 569 1597 VERIZON COMMUNICATIONS INC COM Stock 92343V104 250 4914 SH DFND 1,4 0 797 4117 AT&T INC COM Stock 00206R102 213 9012 SH DFND 1,4 0 1317 7695 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 9124 109472 SH SOLE 0 0 109472 SPDR S&P MIDCAP 400 ETF ETF 78467Y107 5860 11949 SH SOLE 0 0 11949 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 5254 18925 SH SOLE 0 0 18925 ISHARES RUSSELL 2000 ETF ETF 464287655 4765 23215 SH SOLE 0 0 23215 SPDR S&P 500 ETF ETF 78462F103 3960 8768 SH SOLE 0 0 8768 ISHARES S&P SMALL-CAP FUND ETF 464287804 3410 31607 SH SOLE 0 0 31607 ISHARES MSCI EAFE ETF ETF 464287465 2154 29261 SH SOLE 0 0 29261 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 1663 36826 SH SOLE 0 0 36826 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 1550 9340 SH SOLE 0 0 9340 ISHARES SELECT DIVIDEND ETF ETF 464287168 1408 10987 SH SOLE 0 0 10987 COSTCO WHSL CORP NEW COM Stock 22160K105 1380 2396 SH SOLE 0 0 2396 PROCTER AND GAMBLE CO COM Stock 742718109 1210 7920 SH SOLE 0 0 7920 ISHARES PREFERRED AND INCOME SECURITIES ETF ETF 464288687 1162 31916 SH SOLE 0 0 31916 FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF ETF 33738R605 876 18384 SH SOLE 0 0 18384 ISHARES MBS ETF ETF 464288588 845 8294 SH SOLE 0 0 8294 ISHARES U.S. REAL ESTATE ETF ETF 464287739 841 7768 SH SOLE 0 0 7768 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 706 3099 SH SOLE 0 0 3099 BOEING CO COM Stock 097023105 633 3305 SH SOLE 0 0 3305 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 622 13480 SH SOLE 0 0 13480 LILLY ELI & CO COM Stock 532457108 619 2160 SH SOLE 0 0 2160 ISHARES U.S. BASIC MATERIALS ETF ETF 464287838 604 4036 SH SOLE 0 0 4036 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 594 1684 SH SOLE 0 0 1684 ISHARES MSCI USA ESG SELECT ETF ETF 464288802 582 6012 SH SOLE 0 0 6012 ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 582 5958 SH SOLE 0 0 5958 ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 567 8554 SH SOLE 0 0 8554 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 520 10836 SH SOLE 0 0 10836 ISHARES INTERNATIONAL SELECT DIVIDEND ETF ETF 464288448 518 16317 SH SOLE 0 0 16317 WISDOMTREE U.S. SMALLCAP DIVIDEND FUND ETF 97717W604 513 16111 SH SOLE 0 0 16111 ISHARES FLOATING RATE BOND ETF ETF 46429B655 485 9591 SH SOLE 0 0 9591 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 435 3971 SH SOLE 0 0 3971 VANGUARD SHORT-TERM BOND INDEX FUND ETF 921937827 422 5414 SH SOLE 0 0 5414 VANGUARD MID-CAP INDEX FUND ETF 922908629 411 1727 SH SOLE 0 0 1727 ISHARES MSCI EM ESG SELECT ETF ETF 46434G863 361 9819 SH SOLE 0 0 9819 SPDR S&P DIVIDEND ETF ETF 78464A763 337 2628 SH SOLE 0 0 2628 WISDOMTREE U.S. MIDCAP FUND ETF 97717W570 333 6091 SH SOLE 0 0 6091 VANGUARD SMALL-CAP INDEX FUND ETF 922908751 327 1538 SH SOLE 0 0 1538 SPDR DOW JONES INDUSTRIAL AVERAGE ETF ETF 78467X109 312 899 SH SOLE 0 0 899 PEPSICO INC COM Stock 713448108 286 1707 SH SOLE 0 0 1707 ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND ETF 464288182 263 3500 SH SOLE 0 0 3500 ISHARES U.S. TECHNOLOGY ETF ETF 464287721 260 2524 SH SOLE 0 0 2524 VANGUARD FTSE EUROPE ETF ETF 922042874 255 4100 SH SOLE 0 0 4100 VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 243 3058 SH SOLE 0 0 3058 FORTUNE BRANDS HOME & SEC INC COM Stock 34964C106 238 3200 SH SOLE 0 0 3200 ISHARES S&P 500 GROWTH ETF ETF 464287309 232 3039 SH SOLE 0 0 3039 ISHARES CORE S&P 500 ETF ETF 464287200 229 506 SH SOLE 0 0 506 VANGUARD GROWTH INDEX FUND ETF 922908736 212 736 SH SOLE 0 0 736 ISHARES RUSSELL MID-CAP ETF ETF 464287499 210 2696 SH SOLE 0 0 2696 ISHARES MSCI EAFE GROWTH ETF ETF 464288885 209 2174 SH SOLE 0 0 2174 INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF ETF 46137V282 206 714 SH SOLE 0 0 714 ALLIANCEBERNSTEIN GLOBAL HIGH COM CEF 01879R106 134 12006 SH SOLE 0 0 12006 STARBUCKS CORP COM Stock 855244109 1365 15004 SH DFND 4 0 80 14924 BK OF AMERICA CORP COM Stock 060505104 985 23893 SH DFND 4 0 527 23366 ALPHABET INC CAP STK CL A Stock 02079K305 690 248 SH DFND 4 0 12 236 JPMORGAN CHASE & CO COM Stock 46625H100 453 3325 SH DFND 4 0 169 3156 WP CAREY INC COM REIT 92936U109 255 3156 SH DFND 4 0 8 3148 TARGET CORP COM Stock 87612E106 248 1169 SH DFND 4 0 41 1128 PAYCHEX INC COM Stock 704326107 233 1707 SH DFND 4 0 7 1700 TESLA INC COM Stock 88160R101 213 198 SH DFND 4 0 43 155 EMERSON ELEC CO COM Stock 291011104 200 2041 SH DFND 4 0 68 1973 FIRST TRUST VALUE LINE DIVIDEND INDEX FUND ETF 33734H106 11169 264038 SH DFND 2 0 858 263180 ISHARES S&P MIDCAP FUND ETF 464287507 3916 14593 SH DFND 2 0 48 14545 APPLE INC COM Stock 037833100 3900 22333 SH DFND 2 0 632 21701 JOHNSON & JOHNSON COM Stock 478160104 709 4001 SH DFND 2 0 331 3670 WELLS FARGO CO NEW COM Stock 949746101 320 6597 SH DFND 2 0 1288 5309 EXXON MOBIL CORP COM Stock 30231G102 578 6997 SH DFND 1 0 514 6483 MERCK & CO INC COM Stock 58933Y105 466 5676 SH DFND 1 0 414 5262 AMGEN INC COM Stock 031162100 427 1766 SH DFND 1 0 85 1681 PFIZER INC COM Stock 717081103 390 7530 SH DFND 1 0 421 7109 CHEVRON CORP NEW COM Stock 166764100 364 2233 SH DFND 1 0 235 1998 KIMBERLY-CLARK CORP COM Stock 494368103 273 2213 SH DFND 1 0 113 2100