0001842054-21-000002.txt : 20210722
0001842054-21-000002.hdr.sgml : 20210722
20210722154517
ACCESSION NUMBER: 0001842054-21-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210722
DATE AS OF CHANGE: 20210722
EFFECTIVENESS DATE: 20210722
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Rede Wealth, LLC
CENTRAL INDEX KEY: 0001842054
IRS NUMBER: 472817663
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20795
FILM NUMBER: 211107530
BUSINESS ADDRESS:
STREET 1: 600 PETER JEFFERSON PARKWAY, SUITE 250
CITY: CHARLOTTESVILLE
STATE: VA
ZIP: 22911
BUSINESS PHONE: 434.974.3500
MAIL ADDRESS:
STREET 1: 600 PETER JEFFERSON PARKWAY, SUITE 250
CITY: CHARLOTTESVILLE
STATE: VA
ZIP: 22911
13F-HR
1
primary_doc.xml
13F-HR
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0001842054
XXXXXXXX
06-30-2021
06-30-2021
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Rede Wealth, LLC
600 Peter Jefferson Parkway, Suite 250
Charlottesville
VA
22911
13F COMBINATION REPORT
028-20795
0000825204
028-02180
Crossmark Global Investments, Inc.
0001442676
028-13156
EquityCompass Investment Management
N
Jean Elizabeth Carlin
CCO
434-974-3500
/s/ Jean Elizabeth Carlin
Charlottesville
VA
07-22-2021
0
148
187588
INFORMATION TABLE
2
infotable.xml
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1750
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1620
0
130
ABBOTT LABS
COM
002824100
35
300
SH
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0
300
0
ABBVIE INC
COM
00287Y109
219
2206
SH
SOLE
1964
0
242
ABBVIE INC
COM
00287Y109
33
290
SH
DFND
0
68
222
ADIAL PHARMACEUTICALS INC
COM
00688A106
39
15200
SH
SOLE
0
0
15000
AMAZON COM INC
COM
023135106
4421
1285
SH
SOLE
525
0
760
AMERICAN EXPRESS CO
COM
025816109
278
1680
SH
SOLE
880
0
800
ANTHEM INC
COM
036752103
53
139
SH
DFND
0
33
106
ANTHEM INC
COM
036752103
7
18
SH
SOLE
8
0
10
AON PLC
SHS CL A
G0403H108
453
1898
SH
SOLE
1898
0
0
APPLE INC
COM
037833100
38
274
SH
DFND
0
66
208
APPLE INC
COM
037833100
6815
49758
SH
SOLE
22657
0
27100
APPLE INC
COM
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200
SH
DFND
0
200
0
APPLIED MATLS INC
COM
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8493
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SOLE
7376
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APPLIED MATLS INC
COM
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200
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200
0
AT&T INC
COM
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AT&T INC
COM
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600
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COM
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SOLE
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BERKSHIRE HATHAWAY INC DEL
CL A
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92092
220
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SOLE
95
0
125
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1380
4966
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SOLE
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2592
BLACKROCK INC
COM
09247X101
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689
SH
SOLE
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124
BRISTOL-MYERS SQUIBB CO
COM
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363
5433
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SOLE
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1248
BRISTOL-MYERS SQUIBB CO
COM
110122108
46
686
SH
DFND
0
157
529
CATERPILLAR INC
COM
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2673
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SOLE
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1700
CHEVRON CORP NEW
COM
166764100
433
4138
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1475
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COM
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31
300
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0
300
0
CHUBB LIMITED
COM
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257
1616
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SOLE
161
0
0
CISCO SYS INC
COM
17275R102
21
400
SH
DFND
0
400
0
CISCO SYS INC
COM
17275R102
38
709
SH
DFND
0
161
548
CISCO SYS INC
COM
17275R102
332
6223
SH
SOLE
1086
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5136
COCA COLA CO
COM
191216100
330
6104
SH
SOLE
3570
0
2534
COCA COLA CO
COM
191216100
27
500
SH
DFND
0
500
0
CORNING INC
COM
219350105
253
6184
SH
SOLE
4600
0
1584
CSX CORP
COM
126408103
560
17444
SH
SOLE
7380
0
10064
DEERE & CO
COM
244199105
427
1210
SH
SOLE
1130
0
80
DISNEY WALT CO
COM
254687106
562
3199
SH
SOLE
1668
0
1531
DOMINION ENERGY INC
COM
25746U109
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3629
SH
SOLE
1628
0
2001
DUPONT DE NEMOURS INC
COM
26614N102
187
2411
SH
SOLE
1586
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825
DUPONT DE NEMOURS INC
COM
26614N102
23
300
SH
DFND
0
300
0
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COM
293792107
818
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SOLE
20416
0
13472
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COM
30231G102
874
13856
SH
SOLE
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FACEBOOK INC
CL A
30303M102
545
1566
SH
SOLE
549
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1017
FACEBOOK INC
CL A
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43
123
SH
DFND
0
30
93
FEDEX CORP
COM
31428X106
287
962
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SOLE
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20
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MSCI INFO TECH I
316092808
398
3376
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SOLE
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FST LOW OPPT EFT
33739Q200
4859
95453
SH
SOLE
38181
0
57272
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SHS
337344105
1507
13427
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SOLE
5513
0
7914
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TCW OPPORTUNIS
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SOLE
7230
0
9123
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COM
37045V100
24
400
SH
DFND
0
400
0
GENERAL MTRS CO
COM
37045V100
234
3956
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SOLE
2956
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GLOBAL X FDS
CONSCIOUS COS
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235
7499
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SOLE
4499
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5000
HEXCEL CORP NEW
COM
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3826
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SOLE
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60
INTEL CORP
COM
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SOLE
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INTEL CORP
COM
458140100
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400
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DFND
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400
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 CB
46138J700
355
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SOLE
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BULSHS 2022 CB
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BULSHS 2023 CB
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519
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 MUNI
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
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UNIT SER 1
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SOLE
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1600
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
46137V282
433
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S&P500 LOW VOL
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S&P INTL LOW
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ISHARES TR
1 3 YR TREAS BD
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1 3 YR TREAS BD
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ISHS 1-5YR INVS
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ISHARES TR
ISHS 1-5YR INVS
464288646
158
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SOLE
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0
ISHARES TR
20 YR TR BD ETF
464287432
613
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SOLE
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ISHARES TR
3 7 YR TREAS BD
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ISHARES TR
3 7 YR TREAS BD
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ISHS 5-10YR INVT
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ISHARES TR
ISHS 5-10YR INVT
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CORE S&P500 ETF
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MBS ETF
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ISHARES TR
MBS ETF
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MSCI EMG MKT ETF
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ISHARES INC
MSCI EMERG MRKT
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380
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SOLE
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MSCI KLD400 SOC
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MSCI USA MIN VOL
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ISHARES TR
MSCI USA MMENTM
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MSCI USA VALUE
46432F388
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NATIONAL MUN ETF
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ISHARES TR
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3571
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SHORT TREAS BD
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280
2536
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TIPS BD ETF
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41
324
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73
251
ISHARES TR
TIPS BD ETF
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440
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241
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552
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484
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SH
SOLE
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4868
ISHARES TR
US TREAS BD ETF
46429B267
351
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SH
SOLE
5273
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7917
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COM
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COM
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COM
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MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
205
4191
SH
SOLE
2020
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MASTERCARD INCORPORATED
CL A
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101
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MASTERCARD INCORPORATED
CL A
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COM
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MICROSOFT CORP
COM
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63
231
SH
DFND
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54
177
MICROSOFT CORP
COM
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CL A
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MONDELEZ INTL INC
CL A
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400
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NETFLIX INC
COM
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563
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NIKE INC
CL B
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46
300
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0
300
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NIKE INC
CL B
654106103
291
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NIKE INC
CL B
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51
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NORFOLK SOUTHN CORP
COM
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SOLE
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2550
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COM
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486
607
SH
SOLE
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207
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COM
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500
PAYPAL HLDGS INC
COM
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COM
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131
PHILIP MORRIS INTL INC
COM
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SOLE
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702
PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
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261
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SOLE
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PROCTER AND GAMBLE CO
COM
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SH
SOLE
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RAYTHEON TECHNOLOGIES CORP
COM
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RAYTHEON TECHNOLOGIES CORP
COM
75513E101
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SH
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200
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
43
502
SH
DFND
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113
389
SCHWAB STRATEGIC TR
INTRM TRM TRES
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TR UNIT
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SH
DFND
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704
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SPDR S&P 500 ETF TR
TR UNIT
78462F103
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SH
SOLE
1899
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5800
STARBUCKS CORP
COM
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34
300
SH
DFND
0
300
0
STARBUCKS CORP
COM
855244109
735
6578
SH
SOLE
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TESLA INC
COM
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1085
SH
SOLE
315
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770
TRUIST FINL CORP
COM
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SH
SOLE
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28877
UNILEVER PLC
SPON ADR NEW
904767704
175
2999
SH
SOLE
2999
0
0
UNILEVER PLC
SPON ADR NEW
904767704
34
576
SH
DFND
0
138
438
UNION PAC CORP
COM
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SH
SOLE
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625
UNITEDHEALTH GROUP INC
COM
91324P102
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SH
SOLE
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VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
129
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SH
SOLE
2204
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167
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
256
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SH
DFND
0
1101
3604
VERIZON COMMUNICATIONS INC
COM
92343V104
34
603
SH
DFND
0
141
462
VERIZON COMMUNICATIONS INC
COM
92343V104
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SH
SOLE
12009
0
501
VERIZON COMMUNICATIONS INC
COM
92343V104
22
400
SH
DFND
0
400
0
VISA INC
COM CL A
92826C839
514
2197
SH
SOLE
619
0
1578
WALMART INC
COM
931142103
244
1732
SH
SOLE
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0
32