0001632801-22-000002.txt : 20220208 0001632801-22-000002.hdr.sgml : 20220208 20220208115142 ACCESSION NUMBER: 0001632801-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220208 DATE AS OF CHANGE: 20220208 EFFECTIVENESS DATE: 20220208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Blue Chip Partners, Inc. CENTRAL INDEX KEY: 0001632801 IRS NUMBER: 201290017 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16504 FILM NUMBER: 22599898 BUSINESS ADDRESS: STREET 1: 38505 COUNTRY CLUB DRIVE, SUITE #150 CITY: FARMINGTON HILLS STATE: MI ZIP: 48331 BUSINESS PHONE: 248-848-1111 MAIL ADDRESS: STREET 1: 38505 COUNTRY CLUB DRIVE, SUITE #150 CITY: FARMINGTON HILLS STATE: MI ZIP: 48331 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001632801 XXXXXXXX 12-31-2021 12-31-2021 Blue Chip Partners, Inc.
38505 COUNTRY CLUB DRIVE, SUITE #150 FARMINGTON HILLS MI 48331
13F HOLDINGS REPORT 028-16504 N
Elizabeth B Kelly Operations Director 248-848-1111 Elizabeth B Kelly Farmington Hills MI 02-08-2022 0 174 796905 false
INFORMATION TABLE 2 2021.12.31.13f.xml BLUE CHIP PARTNERS 13F 12.31.21 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 51710 557464 SH SOLE 0 0 557464 MICROSOFT CORP COM 594918104 35266 104859 SH SOLE 0 0 104859 APPLE INC COM 037833100 34593 194813 SH SOLE 0 0 194813 ALPHABET INC CAP STK CL C 02079K107 31810 10993 SH SOLE 0 0 10993 UNITEDHEALTH GROUP INC COM 91324P102 25707 51195 SH SOLE 0 0 51195 HOME DEPOT INC COM 437076102 25691 61905 SH SOLE 0 0 61905 BK OF AMERICA CORP COM 060505104 25119 564598 SH SOLE 0 0 564598 ABBVIE INC COM 00287Y109 24715 182532 SH SOLE 0 0 182532 SELECT SECTOR SPDR TR ENERGY 81369Y506 24367 439041 SH SOLE 0 0 439041 TARGET CORP COM 87612E106 24255 104799 SH SOLE 0 0 104799 JPMORGAN CHASE & CO COM 46625H100 24201 152834 SH SOLE 0 0 152834 MORGAN STANLEY COM NEW 617446448 24041 244919 SH SOLE 0 0 244919 BROADCOM INC COM 11135F101 23802 35770 SH SOLE 0 0 35770 NEXTERA ENERGY INC COM 65339F101 22162 237380 SH SOLE 0 0 237380 UNITED PARCEL SERVICE INC CL B 911312106 20344 94916 SH SOLE 0 0 94916 JOHNSON & JOHNSON COM 478160104 19593 114535 SH SOLE 0 0 114535 TEXAS INSTRS INC COM 882508104 19180 101769 SH SOLE 0 0 101769 MCDONALDS CORP COM 580135101 18408 68668 SH SOLE 0 0 68668 PAYCHEX INC COM 704326107 17871 130922 SH SOLE 0 0 130922 COMCAST CORP NEW CL A 20030N101 15841 314741 SH SOLE 0 0 314741 AMAZON COM INC COM 023135106 15618 4684 SH SOLE 0 0 4684 VISA INC COM CL A 92826C839 15306 70628 SH SOLE 0 0 70628 COSTCO WHSL CORP NEW COM 22160K105 14350 25277 SH SOLE 0 0 25277 VERIZON COMMUNICATIONS INC COM 92343V104 13887 267270 SH SOLE 0 0 267270 PEPSICO INC COM 713448108 13187 75912 SH SOLE 0 0 75912 CATERPILLAR INC COM 149123101 12990 62834 SH SOLE 0 0 62834 ABBOTT LABS COM 002824100 12975 92192 SH SOLE 0 0 92192 MEDTRONIC PLC SHS G5960L103 12747 123218 SH SOLE 0 0 123218 PHILIP MORRIS INTL INC COM 718172109 12268 129133 SH SOLE 0 0 129133 BLACKROCK INC COM 09247X101 11057 12076 SH SOLE 0 0 12076 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 7448 82200 SH SOLE 0 0 82200 ADOBE SYSTEMS INCORPORATED COM 00724F101 6852 12084 SH SOLE 0 0 12084 DOW INC COM 260557103 5943 104778 SH SOLE 0 0 104778 AMGEN INC COM 031162100 5935 26383 SH SOLE 0 0 26383 DTE ENERGY CO COM 233331107 5819 48680 SH SOLE 0 0 48680 KIMBERLY-CLARK CORP COM 494368103 5168 36163 SH SOLE 0 0 36163 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 5094 31300 SH SOLE 0 0 31300 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 4894 94466 SH SOLE 0 0 94466 PENSKE AUTOMOTIVE GRP INC COM 70959W103 4478 41769 SH SOLE 0 0 41769 COCA COLA CO COM 191216100 3837 64811 SH SOLE 0 0 64811 WASTE MGMT INC DEL COM 94106L109 3570 21392 SH SOLE 0 0 21392 AGREE RLTY CORP COM 008492100 3474 48688 SH SOLE 0 0 48688 PROCTER AND GAMBLE CO COM 742718109 3343 20438 SH SOLE 0 0 20438 AUTOMATIC DATA PROCESSING IN COM 053015103 3335 13527 SH SOLE 0 0 13527 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 3068 60784 SH SOLE 0 0 60784 ISHARES TR NATIONAL MUN ETF 464288414 3002 25820 SH SOLE 0 0 25820 JOHNSON CTLS INTL PLC SHS G51502105 2885 35486 SH SOLE 0 0 35486 ISHARES TR CORE US AGGBD ET 464287226 2624 23001 SH SOLE 0 0 23001 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2618 15241 SH SOLE 0 0 15241 QUALCOMM INC COM 747525103 2501 13676 SH SOLE 0 0 13676 NORFOLK SOUTHN CORP COM 655844108 2428 8156 SH SOLE 0 0 8156 UNION PAC CORP COM 907818108 2407 9552 SH SOLE 0 0 9552 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2219 25783 SH SOLE 0 0 25783 LOCKHEED MARTIN CORP COM 539830109 2161 6082 SH SOLE 0 0 6082 MERCK & CO INC COM 58933Y105 2048 26720 SH SOLE 0 0 26720 ALPHABET INC CAP STK CL A 02079K305 1782 615 SH SOLE 0 0 615 ISHARES TR 20 YR TR BD ETF 464287432 1744 11770 SH SOLE 0 0 11770 TRUIST FINL CORP COM 89832Q109 1692 28892 SH SOLE 0 0 28892 SPDR S&P 500 ETF TR TR UNIT 78462F103 1519 3199 SH SOLE 0 0 3199 GLOBAL X FDS S&P 500 COVERED 37954Y475 1444 28581 SH SOLE 0 0 28581 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1386 47852 SH SOLE 0 0 47852 INTERNATIONAL BUSINESS MACHS COM 459200101 1369 10242 SH SOLE 0 0 10242 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1242 4154 SH SOLE 0 0 4154 WALMART INC COM 931142103 1204 8320 SH SOLE 0 0 8320 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 1192 23348 SH SOLE 0 0 23348 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 1154 6312 SH SOLE 0 0 6312 AON PLC SHS CL A G0403H108 1150 3827 SH SOLE 0 0 3827 CROWN CASTLE INTL CORP NEW COM 22822V101 1132 5422 SH SOLE 0 0 5422 DT MIDSTREAM INC COMMON STOCK 23345M107 1067 22238 SH SOLE 0 0 22238 CISCO SYS INC COM 17275R102 1018 16063 SH SOLE 0 0 16063 COMERICA INC COM 200340107 999 11487 SH SOLE 0 0 11487 AMERICAN ELEC PWR CO INC COM 025537101 952 10696 SH SOLE 0 0 10696 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 947 8445 SH SOLE 0 0 8445 STRYKER CORPORATION COM 863667101 922 3446 SH SOLE 0 0 3446 TESLA INC COM 88160R101 919 870 SH SOLE 0 0 870 FORD MTR CO DEL COM 345370860 892 42951 SH SOLE 0 0 42951 META PLATFORMS INC CL A 30303M102 814 2421 SH SOLE 0 0 2421 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 813 54195 SH SOLE 0 0 54195 ISHARES TR S&P 500 GRWT ETF 464287309 759 9071 SH SOLE 0 0 9071 ILLINOIS TOOL WKS INC COM 452308109 748 3029 SH SOLE 0 0 3029 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 712 8811 SH SOLE 0 0 8811 ALTRIA GROUP INC COM 02209S103 693 14631 SH SOLE 0 0 14631 SPDR SER TR NUVEEN BLOOMBERG 78464A284 649 10798 SH SOLE 0 0 10798 POOL CORP COM 73278L105 634 1120 SH SOLE 0 0 1120 NETFLIX INC COM 64110L106 619 1028 SH SOLE 0 0 1028 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 612 11357 SH SOLE 0 0 11357 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 608 7170 SH SOLE 0 0 7170 INTEL CORP COM 458140100 585 11354 SH SOLE 0 0 11354 PFIZER INC COM 717081103 570 9657 SH SOLE 0 0 9657 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 555 6870 SH SOLE 0 0 6870 AUTODESK INC COM 052769106 541 1923 SH SOLE 0 0 1923 ISHARES TR CORE DIV GRWTH 46434V621 521 9366 SH SOLE 0 0 9366 DEERE & CO COM 244199105 520 1517 SH SOLE 0 0 1517 STARBUCKS CORP COM 855244109 494 4224 SH SOLE 0 0 4224 ISHARES TR S&P 500 VAL ETF 464287408 491 3132 SH SOLE 0 0 3132 SPDR SER TR NUVEEN BLMBRG MU 78468R721 490 9479 SH SOLE 0 0 9479 SUN CMNTYS INC COM 866674104 482 2293 SH SOLE 0 0 2293 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 480 6185 SH SOLE 0 0 6185 SERVICENOW INC COM 81762P102 478 736 SH SOLE 0 0 736 CHARLES RIV LABS INTL INC COM 159864107 455 1207 SH SOLE 0 0 1207 FIRST REP BK SAN FRANCISCO C COM 33616C100 455 2202 SH SOLE 0 0 2202 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 422 2065 SH SOLE 0 0 2065 REPUBLIC SVCS INC COM 760759100 411 2948 SH SOLE 0 0 2948 ORACLE CORP COM 68389X105 409 4689 SH SOLE 0 0 4689 LILLY ELI & CO COM 532457108 404 1462 SH SOLE 0 0 1462 EXXON MOBIL CORP COM 30231G102 395 6455 SH SOLE 0 0 6455 DIGITAL RLTY TR INC COM 253868103 391 2210 SH SOLE 0 0 2210 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 389 4790 SH SOLE 0 0 4790 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 383 17260 SH SOLE 0 0 17260 KLA CORP COM NEW 482480100 378 878 SH SOLE 0 0 878 ISHARES TR CORE S&P500 ETF 464287200 377 790 SH SOLE 0 0 790 HONEYWELL INTL INC COM 438516106 371 1781 SH SOLE 0 0 1781 WALGREENS BOOTS ALLIANCE INC COM 931427108 371 7107 SH SOLE 0 0 7107 AT&T INC COM 00206R102 365 14828 SH SOLE 0 0 14828 CUMMINS INC COM 231021106 349 1602 SH SOLE 0 0 1602 TORONTO DOMINION BK ONT COM NEW 891160509 340 4428 SH SOLE 0 0 4428 SPDR SER TR S&P DIVID ETF 78464A763 323 2504 SH SOLE 0 0 2504 ISHARES TR MSCI ACWI ETF 464288257 322 3042 SH SOLE 0 0 3042 ANALOG DEVICES INC COM 032654105 296 1686 SH SOLE 0 0 1686 RAYMOND JAMES FINL INC COM 754730109 291 2898 SH SOLE 0 0 2898 INVESCO QQQ TR UNIT SER 1 46090E103 274 688 SH SOLE 0 0 688 WEC ENERGY GROUP INC COM 92939U106 270 2781 SH SOLE 0 0 2781 PROLOGIS INC. COM 74340W103 262 1556 SH SOLE 0 0 1556 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 259 2446 SH SOLE 0 0 2446 NVIDIA CORPORATION COM 67066G104 252 857 SH SOLE 0 0 857 REV GROUP INC COM 749527107 249 17565 SH SOLE 0 0 17565 FREEPORT-MCMORAN INC CL B 35671D857 243 5819 SH SOLE 0 0 5819 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 232 3010 SH SOLE 0 0 3010 NIKE INC CL B 654106103 231 1388 SH SOLE 0 0 1388 EATON VANCE TAX-MANAGED DIVE COM 27828N102 229 15224 SH SOLE 0 0 15224 ISHARES TR 1 3 YR TREAS BD 464287457 226 2645 SH SOLE 0 0 2645 J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM 46641Q332 223 3531 SH SOLE 0 0 3531 3M CO COM 88579Y101 222 1251 SH SOLE 0 0 1251 S&P GLOBAL INC COM 78409V104 205 433 SH SOLE 0 0 433 ISHARES TR RUS MID CAP ETF 464287499 198 2390 SH SOLE 0 0 2390 INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR 46137V365 197 4134 SH SOLE 0 0 4134 DELTA AIR LINES INC DEL COM NEW 247361702 196 5022 SH SOLE 0 0 5022 ATRICURE INC COM 04963C209 194 2797 SH SOLE 0 0 2797 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 192 3743 SH SOLE 0 0 3743 FS KKR CAP CORP COM 302635206 191 9113 SH SOLE 0 0 9113 ISHARES TR CORE S&P SCP ETF 464287804 189 1647 SH SOLE 0 0 1647 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 188 4338 SH SOLE 0 0 4338 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 182 1292 SH SOLE 0 0 1292 SYSCO CORP COM 871829107 174 2212 SH SOLE 0 0 2212 BRISTOL-MYERS SQUIBB CO COM 110122108 172 2763 SH SOLE 0 0 2763 SHOPIFY INC CL A 82509L107 172 125 SH SOLE 0 0 125 ON SEMICONDUCTOR CORP COM 682189105 167 2465 SH SOLE 0 0 2465 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 163 373 SH SOLE 0 0 373 BOEING CO COM 097023105 161 800 SH SOLE 0 0 800 COLGATE PALMOLIVE CO COM 194162103 159 1866 SH SOLE 0 0 1866 SPDR SER TR S&P TELECOM 78464A540 150 1477 SH SOLE 0 0 1477 T-MOBILE US INC COM 872590104 144 1240 SH SOLE 0 0 1240 TRAVELERS COMPANIES INC COM 89417E109 136 869 SH SOLE 0 0 869 L3HARRIS TECHNOLOGIES INC COM 502431109 135 631 SH SOLE 0 0 631 SALESFORCE COM INC COM 79466L302 135 530 SH SOLE 0 0 530 ISHARES TR MSCI USA MIN VOL 46429B697 129 1594 SH SOLE 0 0 1594 V F CORP COM 918204108 128 1745 SH SOLE 0 0 1745 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 126 304 SH SOLE 0 0 304 CLOROX CO DEL COM 189054109 124 712 SH SOLE 0 0 712 EATON VANCE TAX-MANAGED GLOB COM 27829F108 123 11486 SH SOLE 0 0 11486 CAESARS ENTERTAINMENT INC NE COM 12769G100 122 1300 SH SOLE 0 0 1300 SPDR SER TR BLOOMBERG SHT TE 78468R408 122 4509 SH SOLE 0 0 4509 DOMINION ENERGY INC COM 25746U109 121 1546 SH SOLE 0 0 1546 AIR PRODS & CHEMS INC COM 009158106 119 390 SH SOLE 0 0 390 NXP SEMICONDUCTORS N V COM N6596X109 118 519 SH SOLE 0 0 519 INTUIT COM 461202103 117 182 SH SOLE 0 0 182 ISHARES TR RUS 1000 GRW ETF 464287614 116 378 SH SOLE 0 0 378 EMERSON ELEC CO COM 291011104 115 1240 SH SOLE 0 0 1240 HASBRO INC COM 418056107 113 1112 SH SOLE 0 0 1112 CMS ENERGY CORP COM 125896100 111 1699 SH SOLE 0 0 1699 CARRIER GLOBAL CORPORATION COM 14448C104 108 1988 SH SOLE 0 0 1988 ISHARES TR CORE S&P MCP ETF 464287507 107 379 SH SOLE 0 0 379 ISHARES TR IBOXX HI YD ETF 464288513 106 1216 SH SOLE 0 0 1216 DISNEY WALT CO COM 254687106 105 678 SH SOLE 0 0 678