0001214659-22-000645.txt : 20220113 0001214659-22-000645.hdr.sgml : 20220113 20220113143931 ACCESSION NUMBER: 0001214659-22-000645 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220113 DATE AS OF CHANGE: 20220113 EFFECTIVENESS DATE: 20220113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Grant/GrossMendelsohn, LLC CENTRAL INDEX KEY: 0001810677 IRS NUMBER: 521952636 STATE OF INCORPORATION: MD FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20429 FILM NUMBER: 22528789 BUSINESS ADDRESS: STREET 1: 1801 PORTER STREET STREET 2: SUITE 500 CITY: BALTIMORE STATE: MD ZIP: 21230 BUSINESS PHONE: 4106859685 MAIL ADDRESS: STREET 1: 1801 PORTER STREET STREET 2: SUITE 500 CITY: BALTIMORE STATE: MD ZIP: 21230 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001810677 XXXXXXXX 12-31-2021 12-31-2021 false Grant/GrossMendelsohn, LLC

1801 PORTER STREET SUITE 500 BALTIMORE MD 21230

13F HOLDINGS REPORT 028-20429 N Michael Little 4106859685 /s/ Michael Little Baltimore MD 01-12-2022 0 96 126041 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1352 9968 SH SOLE 9968 0 0 ABBVIE INC COM 00287Y109 1568 11450 SH SOLE 11450 0 0 APPLE INC COM 037833100 2183 12472 SH SOLE 12472 0 0 AT&T INC COM 00206R102 342 12988 SH SOLE 12988 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 502 2137 SH SOLE 2137 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1074 13135 SH SOLE 13135 0 0 BK OF AMERICA CORP COM 060505104 671 13641 SH SOLE 13641 0 0 BARRETT BUSINESS SVCS INC COM 068463108 1243 18622 SH SOLE 18622 0 0 BAXTER INTL INC COM 071813109 290 3364 SH SOLE 3364 0 0 BECTON DICKINSON & CO COM 075887109 218 835 SH SOLE 835 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 808 2527 SH SOLE 2527 0 0 BLACKSTONE INC COM 09260D107 234 1930 SH SOLE 1930 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 286 4374 SH SOLE 4374 0 0 BROADCOM INC COM 11135F101 255 411 SH SOLE 411 0 0 CISCO SYS INC COM 17275R102 281 4521 SH SOLE 4521 0 0 COCA COLA CO COM 191216100 496 8205 SH SOLE 8205 0 0 COLGATE PALMOLIVE CO COM 194162103 416 5005 SH SOLE 5005 0 0 COSTCO WHSL CORP NEW COM 22160K105 457 876 SH SOLE 876 0 0 DANAHER CORPORATION COM 235851102 251 825 SH SOLE 825 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 280 2721 SH SOLE 2721 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 1077 8840 SH SOLE 8840 0 0 EXELON CORP COM 30161N101 303 5465 SH SOLE 5465 0 0 EXXON MOBIL CORP COM 30231G102 1138 15960 SH SOLE 15960 0 0 FEDEX CORP COM 31428X106 280 1097 SH SOLE 1097 0 0 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 7811 36190 SH SOLE 36190 0 0 FIRST TR EXCHANGE-TRADED FD EIP CARBON IMP 33738D705 330 13560 SH SOLE 13560 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 1245 20832 SH SOLE 20832 0 0 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 2153 38066 SH SOLE 38066 0 0 FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 821 12731 SH SOLE 12731 0 0 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 364 17529 SH SOLE 17529 0 0 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 1707 32515 SH SOLE 32515 0 0 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 800 30475 SH SOLE 30475 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 8627 200724 SH SOLE 200724 0 0 GENERAL ELECTRIC CO COM NEW 369604301 201 1995 SH SOLE 1995 0 0 HOME DEPOT INC COM 437076102 416 1076 SH SOLE 1076 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 556 4169 SH SOLE 4169 0 0 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 3614 65034 SH SOLE 65034 0 0 ISHARES TR ESG AWARE MSCI 46435U663 368 9250 SH SOLE 9250 0 0 ISHARES TR IBOXX INV CP ETF 464287242 1225 9428 SH SOLE 9428 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 634 7960 SH SOLE 7960 0 0 ISHARES TR MSCI USA ESG SLC 464288802 1191 11490 SH SOLE 11490 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1562 19318 SH SOLE 19318 0 0 ISHARES TR S&P 500 VAL ETF 464287408 1417 8919 SH SOLE 8919 0 0 ISHARES TR S&P MC 400VL ETF 464287705 418 3730 SH SOLE 3730 0 0 ISHARES TR S&P MC 400GR ETF 464287606 568 6920 SH SOLE 6920 0 0 ISHARES TR CORE S&P MCP ETF 464287507 641 2292 SH SOLE 2292 0 0 ISHARES TR S&P SML 600 GWT 464287887 476 3550 SH SOLE 3550 0 0 ISHARES TR SP SMCP600VL ETF 464287879 237 2245 SH SOLE 2245 0 0 ISHARES TR CORE S&P SCP ETF 464287804 480 4236 SH SOLE 4236 0 0 ISHARES TR U.S. TECH ETF 464287721 401 3644 SH SOLE 3644 0 0 JPMORGAN CHASE & CO COM 46625H100 1827 10918 SH SOLE 10918 0 0 JOHNSON & JOHNSON COM 478160104 1143 6677 SH SOLE 6677 0 0 J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM 46641Q332 8994 143754 SH SOLE 143754 0 0 MANHATTAN BRDG CAP INC COM 562803106 35 35792 SH SOLE 35792 0 0 MCDONALDS CORP COM 580135101 1552 5921 SH SOLE 5921 0 0 META MATERIALS INC COM 59134N104 25 11171 SH SOLE 11171 0 0 MICROSOFT CORP COM 594918104 2493 7916 SH SOLE 7916 0 0 3M CO COM 88579Y101 482 2696 SH SOLE 2696 0 0 NVIDIA CORPORATION COM 67066G104 470 1690 SH SOLE 1690 0 0 PEPSICO INC COM 713448108 219 1261 SH SOLE 1261 0 0 PFIZER INC COM 717081103 1406 24812 SH SOLE 24812 0 0 PGIM ETF TR ULTRA SHORT 69344A107 720 14565 SH SOLE 14565 0 0 PROCTER AND GAMBLE CO COM 742718109 1617 10195 SH SOLE 10195 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 224 1379 SH SOLE 1379 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2083 18690 SH SOLE 18690 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1275 11354 SH SOLE 11354 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 4323 27546 SH SOLE 27546 0 0 SINCLAIR BROADCAST GROUP INC CL A 829226109 1166 40527 SH SOLE 40527 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 537 2696 SH SOLE 2696 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 508 6625 SH SOLE 6625 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 235 3729 SH SOLE 3729 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 9025 65984 SH SOLE 65984 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 440 4161 SH SOLE 4161 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 612 1304 SH SOLE 1304 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 384 5547 SH SOLE 5547 0 0 STEALTHGAS INC SHS Y81669106 23 10600 SH SOLE 10600 0 0 LISTED FD TR SWAN HEDGED EQTY 53656F599 3894 202638 SH SOLE 202638 0 0 SYSCO CORP COM 871829107 328 4190 SH SOLE 4190 0 0 TESLA INC COM 88160R101 243 229 SH SOLE 229 0 0 TOAST INC CL A 888787108 2363 79397 SH SOLE 79397 0 0 UNDER ARMOUR INC CL A 904311107 265 13636 SH SOLE 13636 0 0 UNITEDHEALTH GROUP INC COM 91324P102 299 639 SH SOLE 639 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 7935 23897 SH SOLE 23897 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 219 4283 SH SOLE 4283 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 420 8333 SH SOLE 8333 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 358 1393 SH SOLE 1393 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 644 1461 SH SOLE 1461 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 983 3968 SH SOLE 3968 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 8693 78630 SH SOLE 78630 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 984 2279 SH SOLE 2279 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 343 1557 SH SOLE 1557 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 595 2500 SH SOLE 2500 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 361 6747 SH SOLE 6747 0 0 VISA INC COM CL A 92826C839 422 1972 SH SOLE 1972 0 0 WALMART INC COM 931142103 266 1845 SH SOLE 1845 0 0 DISNEY WALT CO COM 254687106 340 2160 SH SOLE 2160 0 0