Director of Research & Chief Compliance Officer

0001633869-22-000003.txt : 20220725 0001633869-22-000003.hdr.sgml : 20220725 20220725160938 ACCESSION NUMBER: 0001633869-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220725 DATE AS OF CHANGE: 20220725 EFFECTIVENESS DATE: 20220725 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: 221103436 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 06-30-2022 06-30-2022 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 980-585-3363 Michael Elliott Van Ness Charlotte NE 07-25-2022 0 341 357112 false INFORMATION TABLE 2 MP_2Q22_13F.xml MP 2Q22 FORM 13F 3M CO COM 88579Y101 304 2349 SH SOLE 2349 0 0 ABB LTD SPONSORED ADR 000375204 223 8335 SH SOLE 8335 0 0 ABBOTT LABS COM 002824100 445 4099 SH SOLE 4099 0 0 ABBVIE INC COM 00287Y109 79 514 SH SOLE 514 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 11930 42968 SH SOLE 42968 0 0 ACTIVISION BLIZZARD INC COM 00507V109 3888 49931 SH SOLE 49931 0 0 ACUITY BRANDS INC COM 00508Y102 20 130 SH SOLE 130 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 232 634 SH SOLE 634 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 18 105 SH SOLE 105 0 0 ADVANCED MICRO DEVICES INC COM 007903107 44 575 SH SOLE 575 0 0 AEROVIRONMENT INC COM 008073108 7 85 SH SOLE 85 0 0 AIR PRODS & CHEMS INC COM 009158106 46 190 SH SOLE 190 0 0 ALBEMARLE CORP COM 012653101 15 70 SH SOLE 70 0 0 ALCOA CORP 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907818108 263 1235 SH SOLE 1235 0 0 UNITED PARCEL SERVICE INC CL B 911312106 82 451 SH SOLE 451 0 0 UNITEDHEALTH GROUP INC COM 91324P102 362 705 SH SOLE 705 0 0 US BANCORP DEL COM NEW 902973304 117 2544 SH SOLE 2544 0 0 V F CORP COM 918204108 3 75 SH SOLE 75 0 0 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 83 1817 SH SOLE 1817 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 337 4335 SH SOLE 4335 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 77 1005 SH SOLE 1005 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 3121 41467 SH SOLE 41467 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 7 33 SH SOLE 33 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 293 1698 SH SOLE 1698 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 6 35 SH SOLE 35 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 50 253 SH SOLE 253 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3103 34059 SH SOLE 34059 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 65 371 SH SOLE 371 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 38 200 SH SOLE 200 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 455 3168 SH SOLE 3168 0 0 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 38 400 SH SOLE 400 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 38 167 SH SOLE 167 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 5624 30342 SH SOLE 30342 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 184 1853 SH SOLE 1853 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 84 356 SH SOLE 356 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 9 26 SH SOLE 26 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 1108 7275 SH SOLE 7275 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 4249 83723 SH SOLE 83723 0 0 VISA INC COM CL A 92826C839 1579 8020 SH SOLE 8020 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 14 873 SH SOLE 873 0 0 VORNADO RLTY TR SH BEN INT 929042109 2252 78758 SH SOLE 78758 0 0 VORNADO RLTY TR SH BEN INT 929042109 11 400 SH SOLE 400 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 16 431 SH SOLE 431 0 0 WALMART INC COM 931142103 5796 47674 SH SOLE 47674 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 12 874 SH SOLE 874 0 0 WASTE MGMT INC DEL COM 94106L109 9890 64648 SH SOLE 64648 0 0 WATERS CORP COM 941848103 638 1928 SH SOLE 1928 0 0 WATTS WATER TECHNOLOGIES INC CL A 942749102 4 33 SH SOLE 33 0 0 WEC ENERGY GROUP INC COM 92939U106 32 320 SH SOLE 320 0 0 WELLS FARGO CO NEW COM 949746101 97 2489 SH SOLE 2489 0 0 WHEELS UP EXPERIENCE INC COM CL A 96328L106 2 1000 SH SOLE 1000 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 41 1049 SH SOLE 1049 0 0 XYLEM INC COM 98419M100 18 225 SH SOLE 225 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 11 100 SH SOLE 100 0 0 ZIMVIE INC COM 98888T107 0 10 SH SOLE 10 0 0