Manager- Operations

0001801682-22-000003.txt : 20220426 0001801682-22-000003.hdr.sgml : 20220426 20220426112813 ACCESSION NUMBER: 0001801682-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220426 DATE AS OF CHANGE: 20220426 EFFECTIVENESS DATE: 20220426 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PBMares Wealth Management LLC CENTRAL INDEX KEY: 0001801682 IRS NUMBER: 541926539 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19746 FILM NUMBER: 22852520 BUSINESS ADDRESS: STREET 1: 4801 COURTHOUSE STREET STREET 2: SUITE 128 CITY: WILLIAMSBURG STATE: VA ZIP: 23188 BUSINESS PHONE: 7572297180 MAIL ADDRESS: STREET 1: 4801 COURTHOUSE STREET STREET 2: SUITE 128 CITY: WILLIAMSBURG STATE: VA ZIP: 23188 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001801682 XXXXXXXX 03-31-2022 03-31-2022 PBMares Wealth Management LLC

4801 COURTHOUSE STREET SUITE 128 WILLIAMSBURG VA 23188

13F HOLDINGS REPORT 028-19746 N Christine Gravelle Manager- Operations 7579410811 Christine Gravelle Callao VA 04-26-2022 0 159 253125 false INFORMATION TABLE 2 PBMaresWealthManagement_13f.xml ABBVIE INC COM 00287Y109 210 1295 SH SOLE 0 0 0 1295 ADOBE SYSTEMS INCORPORATED COM 00724F101 763 1674 SH SOLE 0 0 0 1674 AKAMAI TECHNOLOGIES INC COM 00971T101 913 7646 SH SOLE 0 0 0 7646 ALPHABET INC CAP STK CL A 02079K305 793 285 SH SOLE 0 0 0 285 ALPHABET INC CAP STK CL C 02079K107 715 256 SH SOLE 0 0 0 256 ALTRIA GROUP INC COM 02209S103 678 12967 SH SOLE 0 0 0 12967 AMAZON COM INC COM 023135106 1917 588 SH SOLE 0 0 0 588 ANTHEM INC COM 036752103 458 932 SH SOLE 0 0 0 932 APPLE INC COM 037833100 6522 37351 SH SOLE 0 0 0 37351 ATRION CORP COM 049904105 963 1350 SH SOLE 0 0 0 1350 AUTOMATIC DATA PROCESSING IN COM 053015103 557 2446 SH SOLE 0 0 0 2446 BALCHEM CORP COM 057665200 233 1701 SH SOLE 0 0 0 1701 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1412 4001 SH SOLE 0 0 0 4001 BK OF AMERICA CORP COM 060505104 806 19553 SH SOLE 0 0 0 19553 BLACKSTONE GROUP INC COM 09260D107 534 4204 SH SOLE 0 0 0 4204 BOEING CO COM 097023105 299 1563 SH SOLE 0 0 0 1563 BRISTOL-MYERS SQUIBB CO COM 110122108 211 2890 SH SOLE 0 0 0 2890 BROADCOM INC COM 11135F101 216 343 SH SOLE 0 0 0 343 CAPITAL ONE FINL CORP COM 14040H105 646 4920 SH SOLE 0 0 0 4920 CATERPILLAR INC COM 149123101 326 1461 SH SOLE 0 0 0 1461 CHEVRON CORP NEW COM 166764100 734 4509 SH SOLE 0 0 0 4509 CISCO SYS INC COM 17275R102 436 7822 SH SOLE 0 0 0 7822 COCA COLA CO COM 191216100 235 3788 SH SOLE 0 0 0 3788 COMCAST CORP NEW CL A 20030N101 831 17758 SH SOLE 0 0 0 17758 COSTCO WHSL CORP NEW COM 22160K105 673 1168 SH SOLE 0 0 0 1168 CSX CORP COM 126408103 1134 30268 SH SOLE 0 0 0 30268 CVS HEALTH CORP COM 126650100 217 2141 SH SOLE 0 0 0 2141 DANAHER CORPORATION COM 235851102 300 1024 SH SOLE 0 0 0 1024 DEERE & CO COM 244199105 570 1372 SH SOLE 0 0 0 1372 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 16890 535859 SH SOLE 0 0 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6079 ISHARES TR RUS 2000 GRW ETF 464287648 535 2091 SH SOLE 0 0 0 2091 ISHARES TR CORE S&P MCP ETF 464287507 238 886 SH SOLE 0 0 0 886 ISHARES TR S&P MC 400VL ETF 464287705 286 2606 SH SOLE 0 0 0 2606 ISHARES TR CORE S&P SCP ETF 464287804 585 5420 SH SOLE 0 0 0 5420 ISHARES TR SP SMCP600VL ETF 464287879 1517 14820 SH SOLE 0 0 0 14820 ISHARES TR CORE S&P500 ETF 464287200 1779 3921 SH SOLE 0 0 0 3921 ISHARES TR RUS 1000 ETF 464287622 325 1298 SH SOLE 0 0 0 1298 ISHARES TR RUS 1000 VAL ETF 464287598 254 1531 SH SOLE 0 0 0 1531 ISHARES TR RUS 1000 GRW ETF 464287614 596 2146 SH SOLE 0 0 0 2146 ISHARES TR RUSSELL 2000 ETF 464287655 300 1460 SH SOLE 0 0 0 1460 ISHARES TR RUS MID CAP ETF 464287499 355 4553 SH SOLE 0 0 0 4553 ISHARES TR MSCI EAFE ETF 464287465 486 6602 SH SOLE 0 0 0 6602 ISHARES TR MSCI EMG MKT ETF 464287234 285 6303 SH SOLE 0 0 0 6303 ISHARES TR S&P 100 ETF 464287101 726 3480 SH SOLE 0 0 0 3480 JOHNSON & JOHNSON COM 478160104 1653 9325 SH SOLE 0 0 0 9325 JPMORGAN CHASE & CO 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