0001398344-21-001105.txt : 20210121
0001398344-21-001105.hdr.sgml : 20210121
20210121090044
ACCESSION NUMBER: 0001398344-21-001105
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210121
DATE AS OF CHANGE: 20210121
EFFECTIVENESS DATE: 20210121
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: YHB Investment Advisors, Inc.
CENTRAL INDEX KEY: 0001469219
IRS NUMBER: 061283359
STATE OF INCORPORATION: CT
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13567
FILM NUMBER: 21540493
BUSINESS ADDRESS:
STREET 1: 29 SOUTH MAIN ST., STE. 306
CITY: WEST HARTFORD
STATE: CT
ZIP: 06107-2417
BUSINESS PHONE: 860-561-7050
MAIL ADDRESS:
STREET 1: 29 SOUTH MAIN ST., STE. 306
CITY: WEST HARTFORD
STATE: CT
ZIP: 06107-2417
13F-HR
1
primary_doc.xml
13F-HR
LIVE
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0001469219
XXXXXXXX
12-31-2020
12-31-2020
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YHB Investment Advisors, Inc.
29 SOUTH MAIN ST., STE. 306
WEST HARTFORD
CT
06107-2417
13F HOLDINGS REPORT
028-13567
N
Mark W. Everette
CEO and Senior Portfolio Manager
860-561-7050
/s/ Mark W. Everette
West Hartford
CT
01-18-2021
0
278
1050721
INFORMATION TABLE
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fp0061369_13fhr-table.xml
13F INFORMATION TABLE
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23113
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ABIOMED INC COM
Stock
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ACCENTURE PLC IRELAND SHS CLASS A
Stock
G1151C101
234
897
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ADOBE SYSTEMS INCORPORATED COM
Stock
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964
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SOLE
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Stock
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26095
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Stock
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45996
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AIR PRODS & CHEMS INC COM
Stock
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270
988
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ALIBABA GROUP HLDG LTD SPONSORED ADS
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3802
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Stock
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Stock
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Stock
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BOOZ ALLEN HAMILTON HLDG CORP CL A
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Stock
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BRISTOL-MYERS SQUIBB CO CONTNGNT VAL RT
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BROADCOM INC COM
Stock
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BURLINGTON STORES INC COM
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CAPITAL ONE FINL CORP COM
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CARLISLE COS INC COM
Stock
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CARRIER GLOBAL CORPORATION COM
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CATERPILLAR INC COM
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Stock
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CHARTER COMMUNICATIONS INC NEW CL A
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CHURCH & DWIGHT INC COM
Stock
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CIGNA CORP NEW COM
Stock
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CISCO SYS INC COM
Stock
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CITIGROUP INC COM NEW
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CITRIX SYS INC COM
Stock
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CME GROUP INC COM
Stock
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Stock
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COGNIZANT TECHNOLOGY SOLUTIONS CL A
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COMCAST CORP NEW CL A
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COPART INC COM
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COSTCO WHSL CORP NEW COM
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CROWN CASTLE INTL CORP NEW COM
REIT
22822V101
388
2440
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CSX CORP COM
Stock
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CUMMINS INC COM
Stock
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CVS HEALTH CORP COM
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D R HORTON INC COM
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DANAHER CORPORATION COM
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DEERE & CO COM
Stock
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EMERSON ELEC CO COM
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Stock
311900104
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60621
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Stock
31428X106
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2363
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ETF
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8932
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LILLY ELI & CO COM
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532457108
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1800
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LINCOLN ELEC HLDGS INC COM
Stock
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LINDE PLC SHS
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LOCKHEED MARTIN CORP COM
Stock
539830109
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564
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LOWES COS INC COM
Stock
548661107
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10591
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LPL FINL HLDGS INC COM
Stock
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MEDTRONIC PLC SHS
Stock
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2562
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SH
SOLE
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0
0
MERCK & CO. INC COM
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58933Y105
1073
13112
SH
SOLE
13111
0
0
MICROSOFT CORP COM
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594918104
42789
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SOLE
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0
0
MIDDLEFIELD BANC CORP COM NEW
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201
8952
SH
SOLE
8952
0
0
MOLSON COORS BEVERAGE CO CL B
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60871R209
520
11508
SH
SOLE
11508
0
0
MONDELEZ INTL INC CL A
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609207105
2869
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SH
SOLE
49061
0
0
MONOLITHIC PWR SYS INC COM
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609839105
210
573
SH
SOLE
573
0
0
MONSTER BEVERAGE CORP NEW COM
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61174X109
359
3880
SH
SOLE
3880
0
0
MORGAN STANLEY COM NEW
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617446448
5426
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SOLE
79178
0
0
MORNINGSTAR INC COM
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617700109
5337
23048
SH
SOLE
23048
0
0
NETFLIX INC COM
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64110L106
3449
6378
SH
SOLE
6378
0
0
NEXTERA ENERGY INC COM
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65339F101
8944
115934
SH
SOLE
115933
0
0
NIKE INC CL B
Stock
654106103
13322
94170
SH
SOLE
94170
0
0
NORFOLK SOUTHN CORP COM
Stock
655844108
485
2043
SH
SOLE
2043
0
0
NOVARTIS AG SPONSORED ADR
ADR
66987V109
475
5032
SH
SOLE
5032
0
0
ORACLE CORP COM
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68389X105
6663
102992
SH
SOLE
102992
0
0
OTIS WORLDWIDE CORP COM
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68902V107
1417
20982
SH
SOLE
20982
0
0
PAYCHEX INC COM
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704326107
5608
60189
SH
SOLE
60189
0
0
PAYPAL HLDGS INC COM
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70450Y103
15847
67664
SH
SOLE
67664
0
0
PEOPLES UNITED FINANCIAL INC COM
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547
42314
SH
SOLE
42314
0
0
PEPSICO INC COM
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713448108
12640
85231
SH
SOLE
85230
0
0
PFIZER INC COM
Stock
717081103
3555
96587
SH
SOLE
96586
0
0
PHILIP MORRIS INTL INC COM
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242
2918
SH
SOLE
2918
0
0
PHILLIPS 66 COM
Stock
718546104
644
9204
SH
SOLE
9204
0
0
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
ETF
72201R833
30464
298549
SH
SOLE
298549
0
0
PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
ETF
72201R874
1936
37620
SH
SOLE
37620
0
0
POOL CORP COM
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73278L105
317
850
SH
SOLE
850
0
0
POST HLDGS INC COM
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737446104
484
4790
SH
SOLE
4790
0
0
PRICE T ROWE GROUP INC COM
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74144T108
246
1624
SH
SOLE
1624
0
0
PROCTER AND GAMBLE CO COM
Stock
742718109
5673
40769
SH
SOLE
40768
0
0
PROLOGIS INC. COM
REIT
74340W103
3113
31234
SH
SOLE
31234
0
0
PROSHARES ULTRA SILVER
ETF
74347W353
1197
23350
SH
SOLE
23350
0
0
QUALCOMM INC COM
Stock
747525103
342
2245
SH
SOLE
2245
0
0
RAYTHEON TECHNOLOGIES CORP COM
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75513E101
6512
91068
SH
SOLE
91067
0
0
REGENERON PHARMACEUTICALS COM
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75886F107
393
813
SH
SOLE
813
0
0
SALESFORCE COM INC COM
Stock
79466L302
721
3240
SH
SOLE
3240
0
0
SCHWAB EMERGING MARKETS EQUITY ETF
ETF
808524706
1754
57217
SH
SOLE
57217
0
0
SCHWAB INTERNATIONAL EQUITY ETF
ETF
808524805
2371
65846
SH
SOLE
65845
0
0
SCHWAB SHORT-TERM U.S. TREASURY ETF
ETF
808524862
625
12168
SH
SOLE
12168
0
0
SCHWAB U.S. BROAD MARKET ETF
ETF
808524102
1655
18187
SH
SOLE
18187
0
0
SCHWAB U.S. LARGE-CAP ETF
ETF
808524201
810
8907
SH
SOLE
8907
0
0
SCHWAB U.S. LARGE-CAP GROWTH ETF
ETF
808524300
6046
47082
SH
SOLE
47081
0
0
SCHWAB U.S. LARGE-CAP VALUE ETF
ETF
808524409
220
3699
SH
SOLE
3698
0
0
SCHWAB U.S. MID-CAP ETF
ETF
808524508
3339
48966
SH
SOLE
48966
0
0
SCHWAB U.S. SMALL-CAP ETF
ETF
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3491
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SH
SOLE
39226
0
0
SCHWAB US DIVIDEND EQUITY ETF
ETF
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3022
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0
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SERVICENOW INC COM
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376
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SH
SOLE
683
0
0
SHOPIFY INC CL A
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247
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SH
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218
0
0
SKYWORKS SOLUTIONS INC COM
Stock
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740
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SH
SOLE
4840
0
0
SOUTHERN CO COM
Stock
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247
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SH
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0
0
SPDR GOLD SHARES
ETF
78463V107
4425
24807
SH
SOLE
24807
0
0
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF
ETF
78468R739
2370
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SH
SOLE
47595
0
0
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ETF
78463X889
1206
35720
SH
SOLE
35720
0
0
SPDR PORTFOLIO EMERGING MARKETS ETF
ETF
78463X509
821
19479
SH
SOLE
19479
0
0
SPDR PORTFOLIO S&P 500 GROWTH ETF
ETF
78464A409
1450
26230
SH
SOLE
26230
0
0
SPDR S&P 400 MID CAP GROWTH ETF
ETF
78464A821
635
9159
SH
SOLE
9159
0
0
SPDR S&P 500 ETF
ETF
78462F103
9718
25993
SH
SOLE
25992
0
0
SPDR S&P 600 SMALL CAP GROWTH ETF
ETF
78464A201
689
9023
SH
SOLE
9023
0
0
SPDR S&P DIVIDEND ETF
ETF
78464A763
330
3111
SH
SOLE
3111
0
0
SPDR S&P MIDCAP 400 ETF
ETF
78467Y107
239
570
SH
SOLE
570
0
0
SPROTT PHYSICAL GOLD & SILVER TR UNIT
CEF
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215
11105
SH
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0
0
STANLEY BLACK & DECKER INC COM
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854502101
1614
9038
SH
SOLE
9038
0
0
STARBUCKS CORP COM
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1861
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17396
0
0
STERIS PLC SHS USD
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250
1318
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1318
0
0
STRYKER CORPORATION COM
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12571
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51302
0
0
TARGET CORP COM
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928
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SH
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5258
0
0
TESLA INC COM
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88160R101
449
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SH
SOLE
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0
0
TEXAS INSTRS INC COM
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882508104
370
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2252
0
0
THERMO FISHER SCIENTIFIC INC COM
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26848
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57641
0
0
TJX COS INC NEW COM
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108021
0
0
TORONTO DOMINION BK ONT COM NEW
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327
5790
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5790
0
0
TRANE TECHNOLOGIES PLC SHS
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328
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2260
0
0
TRANSDIGM GROUP INC COM
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893641100
411
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SH
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0
0
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389
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5820
0
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TRUIST FINL CORP COM
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4005
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0
0
TYLER TECHNOLOGIES INC COM
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258
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592
0
0
UNION PAC CORP COM
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8319
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0
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UNITED RENTALS INC COM
Stock
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6988
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30134
0
0
UNITEDHEALTH GROUP INC COM
Stock
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12435
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35461
0
0
US BANCORP DEL COM NEW
Stock
902973304
3072
65928
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65928
0
0
UTILITIES SELECT SECTOR SPDR FUND
ETF
81369Y886
869
13864
SH
SOLE
13864
0
0
VANGUARD DIVIDEND APPRECIATION INDEX FUND
ETF
921908844
1082
7668
SH
SOLE
7668
0
0
VANGUARD FTSE ALL-WORLD EX US INDEX FUND
ETF
922042775
847
14510
SH
SOLE
14509
0
0
VANGUARD FTSE DEVELOPED MARKETS ETF
ETF
921943858
243
5144
SH
SOLE
5144
0
0
VANGUARD FTSE EMERGING MARKETS ETF
ETF
922042858
1036
20673
SH
SOLE
20673
0
0
VANGUARD GROWTH INDEX FUND
ETF
922908736
441
1740
SH
SOLE
1740
0
0
VANGUARD HIGH DIVIDEND YIELD ETF
ETF
921946406
608
6639
SH
SOLE
6639
0
0
VANGUARD LARGE-CAP INDEX FUND
ETF
922908637
1230
7000
SH
SOLE
7000
0
0
VANGUARD MID-CAP INDEX FUND
ETF
922908629
248
1201
SH
SOLE
1201
0
0
VANGUARD MORTGAGE-BACKED SECURITIES ETF
ETF
92206C771
3573
66080
SH
SOLE
66080
0
0
VANGUARD S&P 500 ETF
ETF
922908363
3472
10103
SH
SOLE
10103
0
0
VANGUARD SHORT-TERM BOND INDEX FUND
ETF
921937827
441
5315
SH
SOLE
5315
0
0
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
ETF
92206C409
5837
70110
SH
SOLE
70109
0
0
VANGUARD TAX-EXEMPT BOND ETF
ETF
922907746
2799
50714
SH
SOLE
50714
0
0
VANGUARD TOTAL BOND MARKET INDEX FUND
ETF
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1231
13953
SH
SOLE
13953
0
0
VANGUARD TOTAL STOCK MARKET INDEX FUND
ETF
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1189
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6109
0
0
VERISK ANALYTICS INC COM
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200
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0
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VERIZON
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0
0
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0
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0
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0
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WELLS FARGO CO NEW COM
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0
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YUM BRANDS INC COM
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0
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YUM CHINA HLDGS INC COM
Stock
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0
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ZIMMER BIOMET HOLDINGS INC COM
Stock
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317
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2060
0
0
ZOETIS INC CL A
Stock
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24633
0
0