0001285973-22-000002.txt : 20220211 0001285973-22-000002.hdr.sgml : 20220211 20220211135009 ACCESSION NUMBER: 0001285973-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220211 EFFECTIVENESS DATE: 20220211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CUTLER INVESTMENT COUNSEL LLC CENTRAL INDEX KEY: 0001285973 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10867 FILM NUMBER: 22619143 BUSINESS ADDRESS: STREET 1: 525 BIGHAM KNOLL CITY: JACKSONVILLE STATE: OR ZIP: 97530 BUSINESS PHONE: 541-770-9000 MAIL ADDRESS: STREET 1: 525 BIGHAM KNOLL CITY: JACKSONVILLE STATE: OR ZIP: 97530 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001285973 XXXXXXXX 12-31-2021 12-31-2021 CUTLER INVESTMENT COUNSEL LLC

525 BIGHAM KNOLL JACKSONVILLE OR 97530

13F HOLDINGS REPORT 028-10867 N Jessica Alvarez 2066245863 Jessica Alvarez Bellevue WA 02-11-2022 0 94 664445 false INFORMATION TABLE 2 Q421cutlerinvest.xml ABBVIE INC COM 00287Y109 208 1534 SH SOLE 1534 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 220 2152 SH SOLE 2152 0 0 AMERICAN ELEC PWR CO INC COM 025537101 221 2482 SH SOLE 2482 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 241 2984 SH SOLE 2984 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 257 3036 SH SOLE 3036 0 0 AMAZON COM INC COM 023135106 263 79 SH SOLE 79 0 0 3M CO COM 88579Y101 266 1500 SH SOLE 1500 0 0 ALLIANT ENERGY CORP COM 018802108 277 4500 SH SOLE 4500 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 286 1900 SH SOLE 1900 0 0 ISHARES TR CORE S&P MCP ETF 464287507 313 1107 SH SOLE 1107 0 0 AMERISOURCEBERGEN CORP COM 03073E105 342 2575 SH SOLE 2575 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 343 2959 SH SOLE 2959 0 0 DISNEY WALT CO COM 254687106 353 2282 SH SOLE 2282 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 355 12262 SH SOLE 12262 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 363 764 SH SOLE 764 0 0 SPDR GOLD TR GOLD SHS 78463V107 368 2150 SH SOLE 2150 0 0 CISCO SYS INC COM 17275R102 380 5990 SH SOLE 5990 0 0 STARBUCKS CORP COM 855244109 395 3378 SH SOLE 3378 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 403 1431 SH SOLE 1431 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 412 6637 SH SOLE 6637 0 0 PROSHARES TR HD REPLICATION 74347X294 426 8252 SH SOLE 8252 0 0 AT&T INC COM 00206R102 433 17600 SH SOLE 17600 0 0 WASHINGTON FED INC COM 938824109 528 15832 SH SOLE 15832 0 0 ALLSTATE CORP COM 020002101 588 5000 SH SOLE 5000 0 0 DISCOVER FINL SVCS COM 254709108 599 5180 SH SOLE 5180 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 631 11713 SH SOLE 11713 0 0 ALPHABET INC CAP STK CL A 02079K305 681 235 SH SOLE 235 0 0 COLGATE PALMOLIVE CO COM 194162103 683 8000 SH SOLE 8000 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 724 8260 SH SOLE 8260 0 0 ALPHABET INC CAP STK CL C 02079K107 744 257 SH SOLE 257 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 756 7033 SH SOLE 7033 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 773 2584 SH SOLE 2584 0 0 LOWES COS INC COM 548661107 775 3000 SH SOLE 3000 0 0 WISDOMTREE TR US TOTAL DIVIDND 97717W109 899 13882 SH SOLE 13882 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1001 5599 SH SOLE 5599 0 0 EMERSON ELEC CO COM 291011104 1167 12550 SH SOLE 12550 0 0 ISHARES TR CORE S&P500 ETF 464287200 1636 3429 SH SOLE 3429 0 0 NIKE INC CL B 654106103 1743 10460 SH SOLE 10460 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1882 18534 SH SOLE 18534 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1886 5877 SH SOLE 5877 0 0 S&P GLOBAL INC COM 78409V104 1945 4122 SH SOLE 4122 0 0 NEXTERA ENERGY INC COM 65339F101 2241 24000 SH SOLE 24000 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2507 46465 SH SOLE 46465 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 2757 55200 SH SOLE 55200 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2781 16193 SH SOLE 16193 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 3738 25410 SH SOLE 25410 0 0 APPLE INC COM 037833100 3875 21825 SH SOLE 21825 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 4174 48499 SH SOLE 48499 0 0 ISHARES TR CORE S&P SCP ETF 464287804 4738 41374 SH SOLE 41374 0 0 GOLDMAN SACHS ETF TR ACES ULTRA SHR 381430230 5563 110224 SH SOLE 110224 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 6103 45663 SH SOLE 45663 0 0 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 6175 215916 SH SOLE 215916 0 0 COMCAST CORP NEW CL A 20030N101 6182 122835 SH SOLE 122835 0 0 PRUDENTIAL FINL INC COM 744320102 6385 58988 SH SOLE 58988 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 6625 127502 SH SOLE 127502 0 0 M & T BK CORP COM 55261F104 7027 45754 SH SOLE 45754 0 0 NORTHERN TR CORP COM 665859104 7251 60626 SH SOLE 60626 0 0 MEDTRONIC PLC SHS G5960L103 7943 76777 SH SOLE 76777 0 0 MERCK & CO INC COM 58933Y105 8038 104882 SH SOLE 104882 0 0 EXXON MOBIL CORP COM 30231G102 8123 132746 SH SOLE 132746 0 0 CHEVRON CORP NEW COM 166764100 8462 72106 SH SOLE 72106 0 0 UNION PAC CORP COM 907818108 8629 34251 SH SOLE 34251 0 0 JPMORGAN CHASE & CO COM 46625H100 8667 54735 SH SOLE 54735 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 8789 162037 SH SOLE 162037 0 0 DUPONT DE NEMOURS INC COM 26614N102 8965 110982 SH SOLE 110982 0 0 KROGER CO COM 501044101 9032 199560 SH SOLE 199560 0 0 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 9424 256166 SH SOLE 256166 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 10059 161328 SH SOLE 161328 0 0 PNC FINL SVCS GROUP INC COM 693475105 10338 51557 SH SOLE 51557 0 0 JOHNSON & JOHNSON COM 478160104 10357 60541 SH SOLE 60541 0 0 SPDR SER TR BLOOMBERG INVT 78468R200 11107 363091 SH SOLE 363091 0 0 PROCTER AND GAMBLE CO COM 742718109 11144 68127 SH SOLE 68127 0 0 BECTON DICKINSON & CO COM 075887109 11610 46168 SH SOLE 46168 0 0 PEPSICO INC COM 713448108 11754 67667 SH SOLE 67667 0 0 MARSH & MCLENNAN COS INC COM 571748102 12007 69079 SH SOLE 69079 0 0 WALMART INC COM 931142103 12328 85201 SH SOLE 85201 0 0 INTEL CORP COM 458140100 12566 244008 SH SOLE 244008 0 0 TEXAS INSTRS INC COM 882508104 12573 66710 SH SOLE 66710 0 0 REPUBLIC SVCS INC COM 760759100 12929 92714 SH SOLE 92714 0 0 ISHARES TR MBS ETF 464288588 13244 123284 SH SOLE 123284 0 0 MCDONALDS CORP COM 580135101 15629 58301 SH SOLE 58301 0 0 CATERPILLAR INC COM 149123101 16743 80988 SH SOLE 80988 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 17720 230822 SH SOLE 230822 0 0 SCHWAB CHARLES CORP COM 808513105 17859 212359 SH SOLE 212359 0 0 ISHARES TR CORE MSCI EAFE 46432F842 17881 239567 SH SOLE 239567 0 0 DEERE & CO COM 244199105 18102 52792 SH SOLE 52792 0 0 BLACKROCK INC COM 09247X101 18894 20637 SH SOLE 20637 0 0 HOME DEPOT INC COM 437076102 22877 55124 SH SOLE 55124 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 22884 551560 SH SOLE 551560 0 0 MISSION PRODUCE INC COM 60510V108 25445 1620710 SH SOLE 1620710 0 0 MICROSOFT CORP COM 594918104 26991 80253 SH SOLE 80253 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 27462 509691 SH SOLE 509691 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 28470 111748 SH SOLE 111748 0 0 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 44512 211136 SH SOLE 211136 0 0