Director of Research & Chief Compliance Officer

0001633869-20-000004.txt : 20201102 0001633869-20-000004.hdr.sgml : 20201102 20201102123846 ACCESSION NUMBER: 0001633869-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201102 DATE AS OF CHANGE: 20201102 EFFECTIVENESS DATE: 20201102 FILER: COMPANY DATA: COMPANY CONFORMED NAME: First Personal Financial Services CENTRAL INDEX KEY: 0001633869 IRS NUMBER: 561825872 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16545 FILM NUMBER: 201279690 BUSINESS ADDRESS: STREET 1: 521 E. MOREHEAD STREET STREET 2: SUITE 580 CITY: CHARLOTTE STATE: NC ZIP: 28202 BUSINESS PHONE: 704-374-0646 MAIL ADDRESS: STREET 1: 521 E. MOREHEAD STREET STREET 2: SUITE 580 CITY: CHARLOTTE STATE: NC ZIP: 28202 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001633869 XXXXXXXX 09-30-2020 09-30-2020 First Personal Financial Services

521 E. MOREHEAD STREET SUITE 580 CHARLOTTE NC 28202

13F HOLDINGS REPORT 028-16545 N Michael Elliott Van Ness Director of Research & Chief Compliance Officer 9805853363 Michael Elliott Van Ness Charlotte NC 11-02-2020 0 291 314419 false INFORMATION TABLE 2 MP_3Q20_13F.xml MP 3Q20 13F ABB LTD SPONSORED ADR 000375204 275 10811 SH SOLE 10811 0 0 AT&T INC COM 00206R102 101 3536 SH SOLE 1475 0 2061 ABBOTT LABS COM 002824100 681 6260 SH SOLE 4360 0 1900 ABBVIE INC COM 00287Y109 148 1686 SH SOLE 0 0 1686 ACTIVISION BLIZZARD INC COM 00507V109 2556 31580 SH SOLE 9534 0 22046 ACUITY BRANDS INC COM 00508Y102 122 1194 SH SOLE 1194 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 333 680 SH SOLE 330 0 350 ADVANCE AUTO PARTS INC COM 00751Y106 16 105 SH SOLE 105 0 0 ADVANCED MICRO DEVICES INC COM 007903107 57 700 SH SOLE 0 0 700 AIR PRODS & CHEMS INC COM 009158106 30 100 SH SOLE 0 0 100 ALBEMARLE CORP COM 012653101 9 100 SH SOLE 0 0 100 ALCOA CORP COM 013872106 4 366 SH SOLE 0 0 366 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7 25 SH SOLE 25 0 0 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305 SH SOLE 261 0 44 UNILEVER N V N Y SHS NEW 904784709 7062 116925 SH SOLE 62815 0 54110 UNION PAC CORP COM 907818108 290 1475 SH SOLE 950 0 525 UNITED PARCEL SERVICE INC CL B 911312106 66 397 SH SOLE 147 0 250 UNITEDHEALTH GROUP INC COM 91324P102 195 625 SH SOLE 400 0 225 V F CORP COM 918204108 5 75 SH SOLE 75 0 0 VALERO ENERGY CORP COM 91913Y100 61 1400 SH SOLE 0 0 1400 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 86 2200 SH SOLE 0 0 2200 VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 46 825 SH SOLE 0 0 825 VANECK VECTORS ETF TR INTRMDT MUNI ETF 92189H201 144 2804 SH SOLE 1317 0 1487 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 596 4634 SH SOLE 2240 0 2394 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 31 400 SH SOLE 400 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 485 5183 SH SOLE 5049 0 134 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 140 1686 SH SOLE 1224 0 462 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 3911 44327 SH SOLE 31775 0 12552 VANGUARD INTL EQUITY INDEX 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