0001085146-20-001837.txt : 20200720 0001085146-20-001837.hdr.sgml : 20200720 20200720170131 ACCESSION NUMBER: 0001085146-20-001837 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200720 DATE AS OF CHANGE: 20200720 EFFECTIVENESS DATE: 20200720 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Adams Chetwood Wealth Management LLC CENTRAL INDEX KEY: 0001799752 IRS NUMBER: 473321899 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20183 FILM NUMBER: 201036911 BUSINESS ADDRESS: STREET 1: 3917 UNIVERSITY DRIVE STREET 2: SUITE 200 CITY: DURHAM STATE: NC ZIP: 27707 BUSINESS PHONE: 919-287-5660 MAIL ADDRESS: STREET 1: 3917 UNIVERSITY DRIVE STREET 2: SUITE 200 CITY: DURHAM STATE: NC ZIP: 27707 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001799752 XXXXXXXX 06-30-2020 06-30-2020 false Adams Chetwood Wealth Management LLC

3917 University Drive Suite 200 Durham NC 27707

13F HOLDINGS REPORT 028-20183 N Ashley Smith-Roos 310-275-7300 /s/ Ashley Smith-Roos Beverly Hills CA 07-20-2020 0 69 98352 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 615 15083 SH SOLE 0 0 15083 SCHWAB STRATEGIC TR US REIT ETF 808524847 2494 70821 SH SOLE 0 0 70821 APPLE INC COM 037833100 1849 5068 SH SOLE 0 0 5068 SPDR S&P 500 ETF TR TR UNIT 78462F103 885 2870 SH SOLE 0 0 2870 JOHNSON & JOHNSON COM 478160104 1157 8231 SH SOLE 0 0 8231 MASTERCARD INCORPORATED CL A 57636Q104 303 1026 SH SOLE 0 0 1026 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 1896 69142 SH SOLE 0 0 69142 INTEL CORP COM 458140100 211 3533 SH SOLE 0 0 3533 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 9702 326115 SH SOLE 0 0 326115 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 434 2010 SH SOLE 0 0 2010 EMERSON ELEC CO COM 291011104 296 4767 SH SOLE 0 0 4767 FACEBOOK INC CL A 30303M102 1308 5762 SH SOLE 0 0 5762 PFIZER INC COM 717081103 559 17110 SH SOLE 0 0 17110 ALPHABET INC CAP STK CL C 02079K107 848 600 SH SOLE 0 0 600 KIMBERLY CLARK CORP COM 494368103 645 4563 SH SOLE 0 0 4563 REALTY INCOME CORP COM 756109104 478 8041 SH SOLE 0 0 8041 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 19441 262359 SH SOLE 0 0 262359 WISDOMTREE TR US SMALLCAP DIVD 97717W604 230 10849 SH SOLE 0 0 10849 VANGUARD INDEX FDS TOTAL STK MKT 922908769 245 1568 SH SOLE 0 0 1568 VERIZON COMMUNICATIONS INC COM 92343V104 874 15855 SH SOLE 0 0 15855 MEDTRONIC PLC SHS G5960L103 393 4285 SH SOLE 0 0 4285 AMAZON COM INC COM 023135106 3642 1320 SH SOLE 0 0 1320 VISA INC COM CL A 92826C839 669 3463 SH SOLE 0 0 3463 WISDOMTREE TR US S CAP QTY DIV 97717X651 2629 87547 SH SOLE 0 0 87547 AMERICAN TOWER CORP NEW COM 03027X100 1061 4103 SH SOLE 0 0 4103 ISHARES TR SH TR CRPORT ETF 464288646 389 7104 SH SOLE 0 0 7104 3M CO COM 88579Y101 654 4191 SH SOLE 0 0 4191 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 401 2244 SH SOLE 0 0 2244 ALPHABET INC CAP STK CL A 02079K305 882 622 SH SOLE 0 0 622 LOWES COS INC COM 548661107 500 3703 SH SOLE 0 0 3703 AMGEN INC COM 031162100 413 1751 SH SOLE 0 0 1751 DOMINION ENERGY INC COM 25746U109 523 6442 SH SOLE 0 0 6442 WALMART INC COM 931142103 714 5964 SH SOLE 0 0 5964 PROCTER AND GAMBLE CO COM 742718109 1127 9424 SH SOLE 0 0 9424 ENBRIDGE INC COM 29250N105 457 15024 SH SOLE 0 0 15024 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4133 78548 SH SOLE 0 0 78548 ABBOTT LABS COM 002824100 527 5768 SH SOLE 0 0 5768 PRECISION BIOSCIENCES INC COM 74019P108 4457 535012 SH SOLE 0 0 535012 MICROSOFT CORP COM 594918104 1679 8251 SH SOLE 0 0 8251 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 7837 151443 SH SOLE 0 0 151443 QUALCOMM INC COM 747525103 682 7475 SH SOLE 0 0 7475 AT&T INC COM 00206R102 779 25758 SH SOLE 0 0 25758 AUTOMATIC DATA PROCESSING IN COM 053015103 305 2047 SH SOLE 0 0 2047 KELLOGG CO COM 487836108 261 3954 SH SOLE 0 0 3954 INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 46137V548 1428 117304 SH SOLE 0 0 117304 HOME DEPOT INC COM 437076102 351 1400 SH SOLE 0 0 1400 NORFOLK SOUTHERN CORP COM 655844108 834 4749 SH SOLE 0 0 4749 BROWN & BROWN INC COM 115236101 326 8000 SH SOLE 0 0 8000 UNITED PARCEL SERVICE INC CL B 911312106 896 8063 SH SOLE 0 0 8063 MCDONALDS CORP COM 580135101 979 5307 SH SOLE 0 0 5307 GRAINGER W W INC COM 384802104 346 1100 SH SOLE 0 0 1100 NOVARTIS AG SPONSORED ADR 66987V109 215 2459 SH SOLE 0 0 2459 BIOGEN INC COM 09062X103 260 972 SH SOLE 0 0 972 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 1156 49383 SH SOLE 0 0 49383 GENERAL MLS INC COM 370334104 272 4420 SH SOLE 0 0 4420 CATERPILLAR INC DEL COM 149123101 583 4606 SH SOLE 0 0 4606 EXXON MOBIL CORP COM 30231G102 520 11623 SH SOLE 0 0 11623 ISHARES TR INTL QLTY FACTOR 46434V456 3865 131402 SH SOLE 0 0 131402 TRUIST FINL CORP COM 89832Q109 535 14239 SH SOLE 0 0 14239 JPMORGAN CHASE & CO COM 46625H100 351 3734 SH SOLE 0 0 3734 SALESFORCE COM INC COM 79466L302 794 4236 SH SOLE 0 0 4236 APTARGROUP INC COM 038336103 300 2675 SH SOLE 0 0 2675 STRYKER CORPORATION COM 863667101 439 2438 SH SOLE 0 0 2438 UNILEVER PLC SPON ADR NEW 904767704 220 4016 SH SOLE 0 0 4016 WISDOMTREE TR GLB US QTLY DIV 97717W844 1894 30025 SH SOLE 0 0 30025 CISCO SYS INC COM 17275R102 913 19585 SH SOLE 0 0 19585 ROYAL BK CDA COM 780087102 388 5718 SH SOLE 0 0 5718 DUKE ENERGY CORP NEW COM NEW 26441C204 531 6650 SH SOLE 0 0 6650 AFLAC INC COM 001055102 372 10338 SH SOLE 0 0 10338