0001763409-22-000001.txt : 20220214 0001763409-22-000001.hdr.sgml : 20220214 20220214155259 ACCESSION NUMBER: 0001763409-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CYNOSURE MANAGEMENT, LLC CENTRAL INDEX KEY: 0001763409 IRS NUMBER: 472392807 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19282 FILM NUMBER: 22630910 BUSINESS ADDRESS: STREET 1: 79 SOUTH MAIN ST, 3RD FL CITY: SALT LAKE CITY STATE: UT ZIP: 84111 BUSINESS PHONE: 801-521-3100 MAIL ADDRESS: STREET 1: 79 SOUTH MAIN ST, 3RD FL CITY: SALT LAKE CITY STATE: UT ZIP: 84111 13F-HR 1 primary_doc.xml 13F-HR LIVE false true true 0001763409 XXXXXXXX 12-31-2021 12-31-2021 CYNOSURE MANAGEMENT, LLC

79 SOUTH MAIN ST, 3RD FL SALT LAKE CITY UT 84111

13F COMBINATION REPORT 028-19282 0001221362 028-10434 Avalon Investment & Advisory N Herbert E. Scruggs 8015213100 /s/ Herbert E. Scruggs, Managing Director Salt Lake City UT 02-14-2022 1 22 132548 false 1 0001221362 028-10434 Avalon Investment & Advisory INFORMATION TABLE 2 inftable.xml 12-31-2021 TABLE AT&T Inc COM 00206R102 5278 214557 SH SOLE 214557 0 0 Broadridge Financial Solutions COM 11133T103 3990 21823 SH SOLE 21823 0 0 Caterpillar Inc COM 149123101 744 3600 SH SOLE 3600 0 0 Church & Dwight Inc COM 171340102 3963 38660 SH SOLE 38660 0 0 Cloudflare Inc Cl A Com COM 18915M107 5760 43802 SH SOLE 43802 0 0 Gartner Inc COM 366651107 8048 24072 SH SOLE 24072 0 0 General Electric Co New COM 369604301 2952 31249 SH SOLE 31249 0 0 Goldman Sachs BDC Inc COM 38147U107 8022 418695 SH SOLE 418695 0 0 iShares TR Rus Mid Cap ETF COM 464287499 1503 18109 SH SOLE 18109 0 0 iShares TR U.S. Real Es ETF COM 464287739 898 7732 SH SOLE 7732 0 0 MSC Industrial Direct Inc COM 553530106 2617 31130 SH SOLE 31130 0 0 MSCI EAFE IShares ETF COM 464287465 953 12115 SH SOLE 12115 0 0 Russell 2000 Ishares ETF COM 464287655 505 2268 SH SOLE 2268 0 0 S&P 500 INDEX Ishares ETF COM 464287200 4045 8481 SH SOLE 8481 0 0 Siteone Landscape Supply Inc COM 82982L103 4342 17922 SH SOLE 17922 0 0 SPDR Blmbg Barclays Convert Se COM 78464A359 1743 21009 SH SOLE 21009 0 0 Stanley Black & Decker Inc COM 854502101 2809 14894 SH SOLE 14894 0 0 Union Pacific Corp COM 907818108 37286 148001 SH SOLE 148001 0 0 Vanguard FTSE Developed Market COM 921943858 5818 113948 SH SOLE 113948 0 0 Visa Inc COM 92826C839 7860 36269 SH SOLE 36269 0 0 Watsco Inc COM 942622200 13048 41702 SH SOLE 41702 0 0 Wells Fargo Co COM 949746101 10364 216016 SH SOLE 216016 0 0