0001738738-24-000001.txt : 20240125 0001738738-24-000001.hdr.sgml : 20240125 20240125161942 ACCESSION NUMBER: 0001738738-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240125 DATE AS OF CHANGE: 20240125 EFFECTIVENESS DATE: 20240125 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Pinion Investment Advisors, LLC CENTRAL INDEX KEY: 0001738738 ORGANIZATION NAME: IRS NUMBER: 481229282 STATE OF INCORPORATION: KS FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18765 FILM NUMBER: 24562415 BUSINESS ADDRESS: STREET 1: 1605 N WATERFRONT PARKWAY STREET 2: SUITE 200 CITY: WICHITA STATE: KS ZIP: 67206 BUSINESS PHONE: 316-682-8344 MAIL ADDRESS: STREET 1: 1605 N WATERFRONT PARKWAY STREET 2: SUITE 200 CITY: WICHITA STATE: KS ZIP: 67206 FORMER COMPANY: FORMER CONFORMED NAME: KC Investment Advisors, LLC DATE OF NAME CHANGE: 20180426 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001738738 XXXXXXXX 12-31-2023 12-31-2023 Pinion Investment Advisors, LLC

1605 N WATERFRONT PARKWAY SUITE 200 WICHITA KS 67206

13F HOLDINGS REPORT 028-18765 N Sheri Meyer 316-682-8344 Sheri Meyer Wichita KS 01-25-2024 0 148 166189130 false INFORMATION TABLE 2 13fFiling20231231.xml VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 40572443 92886 SH SOLE 0 0 92886 VANGUARD INDEX FDS GROWTH ETF 922908736 10816204 34792 SH SOLE 0 0 34792 VANGUARD INDEX FDS SMALL CP ETF 922908751 5292014 24807 SH SOLE 0 0 24807 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5265015 14762 SH SOLE 0 0 14762 J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 46641Q761 4113663 85952 SH SOLE 0 0 85952 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 4046020 95425 SH SOLE 0 0 95425 MICROSOFT CORP COM 594918104 3791316 10082 SH SOLE 0 0 10082 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3587403 63606 SH SOLE 0 0 63606 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3167382 13352 SH SOLE 0 0 13352 APPLE INC COM 037833100 2788369 14483 SH SOLE 0 0 14483 SPDR SER TR PORTFOLIO INTRMD 78464A375 2219013 67591 SH SOLE 0 0 67591 AMAZON COM INC COM 023135106 2065777 13596 SH SOLE 0 0 13596 ALPHABET INC CAP STK CL A 02079K305 2012235 14405 SH SOLE 0 0 14405 ISHARES TR CORE MSCI EAFE 46432F842 1995126 28360 SH SOLE 0 0 28360 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1673480 33316 SH SOLE 0 0 33316 SPDR SER TR PORTFOLIO S&P500 78464A854 1658029 29661 SH SOLE 0 0 29661 UNITEDHEALTH GROUP INC COM 91324P102 1644635 3124 SH SOLE 0 0 3124 BROADCOM INC COM 11135F101 1597432 1431 SH SOLE 0 0 1431 JPMORGAN CHASE & CO COM 46625H100 1467769 8629 SH SOLE 0 0 8629 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1401507 29259 SH SOLE 0 0 29259 ISHARES TR SELECT DIVID ETF 464287168 1363820 11635 SH SOLE 0 0 11635 SPDR SER TR PRTFLO S&P500 GW 78464A409 1313822 20194 SH SOLE 0 0 20194 MCDONALDS CORP COM 580135101 1218135 4108 SH SOLE 0 0 4108 WALMART INC COM 931142103 1206974 7656 SH SOLE 0 0 7656 MASTERCARD INCORPORATED CL A 57636Q104 1120583 2627 SH SOLE 0 0 2627 CINTAS CORP COM 172908105 1096115 1819 SH SOLE 0 0 1819 ISHARES TR IBOXX HI YD ETF 464288513 1093599 14131 SH SOLE 0 0 14131 ASML HOLDING N V N Y REGISTRY SHS N07059210 1049849 1387 SH SOLE 0 0 1387 THERMO FISHER SCIENTIFIC INC COM 883556102 1047527 1974 SH SOLE 0 0 1974 HOME DEPOT INC COM 437076102 1028482 2968 SH SOLE 0 0 2968 PEPSICO INC COM 713448108 1027392 6049 SH SOLE 0 0 6049 VISA INC COM CL A 92826C839 1020550 3920 SH SOLE 0 0 3920 COSTCO WHSL CORP NEW COM 22160K105 973317 1475 SH SOLE 0 0 1475 ADOBE INC COM 00724F101 881179 1477 SH SOLE 0 0 1477 T-MOBILE US INC COM 872590104 873318 5447 SH SOLE 0 0 5447 MERCK & CO INC COM 58933Y105 871910 7998 SH SOLE 0 0 7998 WILLIAMS COS INC COM 969457100 868521 24936 SH SOLE 0 0 24936 LOCKHEED MARTIN CORP COM 539830109 863929 1906 SH SOLE 0 0 1906 ISHARES TR MSCI EMG MKT ETF 464287234 827884 20589 SH SOLE 0 0 20589 CHEVRON CORP NEW COM 166764100 795726 5335 SH SOLE 0 0 5335 PROCTER AND GAMBLE CO COM 742718109 776479 5299 SH SOLE 0 0 5299 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 746685 11555 SH SOLE 0 0 11555 ARES CAPITAL CORP COM 04010L103 746519 37270 SH SOLE 0 0 37270 ISHARES TR 0-5YR HI YL CP 46434V407 735853 17429 SH SOLE 0 0 17429 NVIDIA CORPORATION COM 67066G104 723518 1461 SH SOLE 0 0 1461 INTERNATIONAL PAPER CO COM 460146103 705142 19506 SH SOLE 0 0 19506 CISCO SYS INC COM 17275R102 698222 13821 SH SOLE 0 0 13821 SONOCO PRODS CO COM 835495102 662228 11853 SH SOLE 0 0 11853 PHILIP MORRIS INTL INC COM 718172109 658175 6996 SH SOLE 0 0 6996 AT&T INC COM 00206R102 654320 38994 SH SOLE 0 0 38994 DISNEY WALT CO COM 254687106 652075 7222 SH SOLE 0 0 7222 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 617743 4260 SH SOLE 0 0 4260 ALTRIA GROUP INC COM 02209S103 615987 15270 SH SOLE 0 0 15270 NXP SEMICONDUCTORS N V COM N6596X109 605437 2636 SH SOLE 0 0 2636 ISHARES TR RUSEL 2500 ETF 46435G268 584608 9495 SH SOLE 0 0 9495 EQUINIX INC COM 29444U700 581492 722 SH SOLE 0 0 722 AMERICAN WTR WKS CO INC NEW COM 030420103 579618 4391 SH SOLE 0 0 4391 NORTHROP GRUMMAN CORP COM 666807102 575585 1230 SH SOLE 0 0 1230 ISHARES TR CORE S&P500 ETF 464287200 566470 1186 SH SOLE 0 0 1186 TRANE TECHNOLOGIES PLC SHS G8994E103 561458 2302 SH SOLE 0 0 2302 ROPER TECHNOLOGIES INC COM 776696106 560435 1028 SH SOLE 0 0 1028 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 555126 10752 SH SOLE 0 0 10752 VANGUARD WORLD FD MEGA GRWTH IND 921910816 550421 2121 SH SOLE 0 0 2121 PROLOGIS INC. 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