0001600585-21-000001.txt : 20210209 0001600585-21-000001.hdr.sgml : 20210209 20210209154905 ACCESSION NUMBER: 0001600585-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210209 DATE AS OF CHANGE: 20210209 EFFECTIVENESS DATE: 20210209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Mendel Money Management CENTRAL INDEX KEY: 0001600585 IRS NUMBER: 363635576 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16291 FILM NUMBER: 21606214 BUSINESS ADDRESS: STREET 1: 1200 SHERMER ROAD #312 CITY: NORTHBROOK STATE: IL ZIP: 60062 BUSINESS PHONE: 8475640970 MAIL ADDRESS: STREET 1: 1200 SHERMER ROAD #312 CITY: NORTHBROOK STATE: IL ZIP: 60062 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001600585 XXXXXXXX 12-31-2020 12-31-2020 Mendel Money Management

1200 SHERMER ROAD #312 NORTHBROOK IL 60062

13F HOLDINGS REPORT 028-16291 N Lauren Orr 3127966173 Lauren Orr Northbrook IL 02-09-2021 0 64 142802 false INFORMATION TABLE 2 13FAssetData20201231.xml AMAZON COM INC COM Stock 023135106 5133 1576 SH SOLE 0 1576 0 0 STARBUCKS CORP COM Stock 855244109 443 4144 SH SOLE 0 4144 0 0 JOHNSON & JOHNSON COM Stock 478160104 336 2138 SH SOLE 0 2138 0 0 LKQ CORP COM Stock 501889208 2050 58166 SH SOLE 0 58166 0 0 UNITED PARCEL SERVICE INC CL B Stock 911312106 222 1320 SH SOLE 0 1320 0 0 FORTIVE CORP COM Stock 34959J108 453 6395 SH SOLE 0 6395 0 0 SPDR S&P 500 ETF ETF 78462F103 246 659 SH SOLE 0 659 0 0 ILLINOIS TOOL WKS INC COM Stock 452308109 1106 5426 SH SOLE 0 5426 0 0 ISHARES CORE U.S. REIT ETF ETF 464288521 215 4439 SH SOLE 0 4439 0 0 JANUS HENDERSON SHORT DURATION INCOME ETF ETF 47103U886 620 12286 SH SOLE 0 12286 0 0 VERIZON COMMUNICATIONS INC COM Stock 92343V104 454 7735 SH SOLE 0 7735 0 0 INVESCO VARIABLE RATE INVESTMENT GRADE ETF ETF 46090A879 2072 82931 SH SOLE 0 82931 0 0 MARVELL TECHNOLOGY GROUP LTD ORD Stock G5876H105 1209 25430 SH SOLE 0 25430 0 0 FEDEX CORP COM Stock 31428X106 3934 15153 SH SOLE 0 15153 0 0 PEPSICO INC COM Stock 713448108 4500 30341 SH SOLE 0 30340 0 0 WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND ETF 97717X131 233 6389 SH SOLE 0 6389 0 0 HONEYWELL INTL INC COM Stock 438516106 5540 26046 SH SOLE 0 26045 0 0 JPMORGAN ULTRA-SHORT INCOME ETF ETF 46641Q837 949 18690 SH SOLE 0 18690 0 0 ISHARES S&P SMALL-CAP FUND ETF 464287804 306 3326 SH SOLE 0 3326 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 284 1226 SH SOLE 0 1226 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 237 135 SH SOLE 0 135 0 0 MICROSOFT CORP COM Stock 594918104 7532 33862 SH SOLE 0 33862 0 0 CARRIAGE SVCS INC COM Stock 143905107 2577 82278 SH SOLE 0 82278 0 0 INVESCO BULLETSHARES 2028 CORPORATE BOND ETF ETF 46138J643 510 21599 SH SOLE 0 21599 0 0 JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF ETF 47103U852 3996 74753 SH SOLE 0 74753 0 0 LINDE PLC SHS Stock G5494J103 5838 22154 SH SOLE 0 22153 0 0 NXP SEMICONDUCTORS N V COM Stock N6596X109 4612 29002 SH SOLE 0 29002 0 0 SPDR S&P MIDCAP 400 ETF ETF 78467Y107 262 623 SH SOLE 0 623 0 0 AIR PRODS & CHEMS INC COM Stock 009158106 626 2290 SH SOLE 0 2290 0 0 DIGITAL RLTY TR INC COM REIT 253868103 4041 28966 SH SOLE 0 28965 0 0 VISA INC COM CL A Stock 92826C839 4569 20891 SH SOLE 0 20890 0 0 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 234 3452 SH SOLE 0 3452 0 0 L3HARRIS TECHNOLOGIES INC COM Stock 502431109 3953 20912 SH SOLE 0 20912 0 0 FACEBOOK INC CL A Stock 30303M102 2264 8290 SH SOLE 0 8290 0 0 PALO ALTO NETWORKS INC COM Stock 697435105 1716 4828 SH SOLE 0 4828 0 0 BROADCOM INC COM Stock 11135F101 280 640 SH SOLE 0 640 0 0 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 4430 16959 SH SOLE 0 16959 0 0 ABBVIE INC COM Stock 00287Y109 1220 11390 SH SOLE 0 11390 0 0 FIRST TRUST PREFERRED SECURITIES AND INCOME ETF ETF 33739E108 219 10846 SH SOLE 0 10846 0 0 ANSYS INC COM Stock 03662Q105 7321 20125 SH SOLE 0 20125 0 0 AMETEK INC COM Stock 031100100 4085 33774 SH SOLE 0 33774 0 0 ISHARES MSCI USA QUALITY FACTOR ETF ETF 46432F339 421 3627 SH SOLE 0 3627 0 0 ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 278 1724 SH SOLE 0 1724 0 0 ECOLAB INC COM Stock 278865100 4450 20567 SH SOLE 0 20566 0 0 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 7392 15871 SH SOLE 0 15870 0 0 LOCKHEED MARTIN CORP COM Stock 539830109 520 1465 SH SOLE 0 1465 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 1127 8870 SH SOLE 0 8870 0 0 CHEVRON CORP NEW COM Stock 166764100 1365 16163 SH SOLE 0 16163 0 0 DANAHER CORPORATION COM Stock 235851102 7010 31556 SH SOLE 0 31556 0 0 ORACLE CORP COM Stock 68389X105 288 4448 SH SOLE 0 4448 0 0 RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 549 7682 SH SOLE 0 7682 0 0 PFIZER INC COM Stock 717081103 358 9720 SH SOLE 0 9720 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 4819 2751 SH SOLE 0 2751 0 0 ARISTA NETWORKS INC COM Stock 040413106 389 1340 SH SOLE 0 1340 0 0 ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 834 18616 SH SOLE 0 18616 0 0 ROPER TECHNOLOGIES INC COM Stock 776696106 4935 11448 SH SOLE 0 11448 0 0 WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND ETF 97717X578 574 14475 SH SOLE 0 14475 0 0 DOMINION ENERGY INC COM Stock 25746U109 206 2740 SH SOLE 0 2740 0 0 LOWES COS INC COM Stock 548661107 5728 35689 SH SOLE 0 35688 0 0 DEERE & CO COM Stock 244199105 826 3070 SH SOLE 0 3070 0 0 CROWN CASTLE INTL CORP NEW COM REIT 22822V101 3711 23309 SH SOLE 0 23309 0 0 APPLE INC COM Stock 037833100 481 3628 SH SOLE 0 3628 0 0 ABBOTT LABS COM Stock 002824100 942 8600 SH SOLE 0 8600 0 0 DISNEY WALT CO COM Stock 254687106 4767 26313 SH SOLE 0 26313 0 0