0001763409-22-000002.txt : 20220516 0001763409-22-000002.hdr.sgml : 20220516 20220516140712 ACCESSION NUMBER: 0001763409-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 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: 22927648 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 false 0001763409 XXXXXXXX 03-31-2022 03-31-2022 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 801-521-3100 /s/ Herbert E. Scruggs, Managing Director SALT LAKE CITY UT 05-16-2022 1 25 124144 false 1 0001221362 028-10434 Avalon Investment & Advisory INFORMATION TABLE 2 inftable.xml 03-31-2022 TABLE AT&T Inc COM 00206R102 4596 194482 SH SOLE 194482 0 0 Broadridge Financial Solutions COM 11133T103 3038 19512 SH SOLE 19512 0 0 Caterpillar Inc COM 149123101 802 3600 SH SOLE 3600 0 0 Church & Dwight Inc COM 171340102 3476 34975 SH SOLE 34975 0 0 Cloudflare Inc Cl A Com COM 18915M107 4097 34224 SH SOLE 34224 0 0 Gartner Inc COM 366651107 6400 21514 SH SOLE 21514 0 0 General Electric Co New COM 369604301 2608 28498 SH SOLE 28498 0 0 Goldman Sachs BDC Inc COM 38147U107 8211 418695 SH SOLE 418695 0 0 iShares TR Rus Mid Cap ETF COM 464287499 1403 17976 SH SOLE 17976 0 0 iShares TR U.S. Real Es ETF COM 464287739 429 3967 SH SOLE 3967 0 0 Keysight Technologies Inc COM 49338L103 2398 15179 SH SOLE 15179 0 0 MSC Industrial Direct Inc COM 553530106 2392 28067 SH SOLE 28067 0 0 MSCI EAFE IShares ETF COM 464287465 893 12138 SH SOLE 12138 0 0 Nordson Corp COM 655663102 2394 10542 SH SOLE 10542 0 0 Russell 2000 Ishares ETF COM 464287655 466 2272 SH SOLE 2272 0 0 S&P 500 INDEX Ishares ETF COM 464287200 3546 7816 SH SOLE 7816 0 0 Siteone Landscape Supply Inc COM 82982L103 2598 16068 SH SOLE 16068 0 0 SPDR Blmbg Barclays Convert Se COM 78464A359 321 4174 SH SOLE 4174 0 0 Stanley Black & Decker Inc COM 854502101 1880 13449 SH SOLE 13449 0 0 Union Pacific Corp COM 907818108 40435 148001 SH SOLE 148001 0 0 Vanguard FTSE Developed Market COM 921943858 3491 72675 SH SOLE 72675 0 0 Visa Inc COM 92826C839 7145 32218 SH SOLE 32218 0 0 Watsco Inc COM 942622200 11369 37320 SH SOLE 37320 0 0 Wells Fargo Co COM 949746101 8510 175599 SH SOLE 175599 0 0 Guggenheim Funds Tr Risk Mng I M.F. 40168W368 1248 31883 SH SOLE 31883 0 0