0001214659-22-002645.txt : 20220214
0001214659-22-002645.hdr.sgml : 20220214
20220214161354
ACCESSION NUMBER: 0001214659-22-002645
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220214
DATE AS OF CHANGE: 20220214
EFFECTIVENESS DATE: 20220214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: STUDIO INVESTMENT MANAGEMENT LLC
CENTRAL INDEX KEY: 0001893893
IRS NUMBER: 452645744
STATE OF INCORPORATION: IL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21417
FILM NUMBER: 22632042
BUSINESS ADDRESS:
STREET 1: 1901 N. CLYBOURN AVE.
STREET 2: SUITE 404
CITY: CHICAGO
STATE: IL
ZIP: 60614
BUSINESS PHONE: 312-399-0828
MAIL ADDRESS:
STREET 1: 1901 N. CLYBOURN AVE.
STREET 2: SUITE 404
CITY: CHICAGO
STATE: IL
ZIP: 60614
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001893893
XXXXXXXX
12-31-2021
12-31-2021
false
STUDIO INVESTMENT MANAGEMENT LLC
1901 N. CLYBOURN AVE.
SUITE 404
CHICAGO
IL
60614
13F HOLDINGS REPORT
028-21417
N
Michael C. Wolcott
Managing Principal and CCO
312-399-0828
/s/ Michael C. Wolcott
Chicago
IL
02-14-2022
0
104
277710
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
537
3021
SH
SOLE
3021
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
747
1801
SH
SOLE
1801
0
0
ADVANCE AUTO PARTS INC
COM
00751Y106
525
2188
SH
SOLE
2188
0
0
ALLIANT ENERGY CORP
COM
018802108
2360
38400
SH
SOLE
38400
0
0
ALPHABET INC
CAP STK CL A
02079K305
8966
3095
SH
SOLE
3095
0
0
AMAZON COM INC
COM
023135106
1430
429
SH
SOLE
429
0
0
AMGEN INC
COM
031162100
4198
18660
SH
SOLE
18660
0
0
ANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
03524A108
497
8203
SH
SOLE
8203
0
0
APPLE INC
COM
037833100
9802
55199
SH
SOLE
55199
0
0
ASPEN TECHNOLOGY INC
COM
045327103
369
2425
SH
SOLE
2425
0
0
BANK NEW YORK MELLON CORP
COM
064058100
418
7198
SH
SOLE
7198
0
0
BECTON DICKINSON & CO
COM
075887109
2222
8835
SH
SOLE
8835
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
451
1
SH
SOLE
1
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
11831
39567
SH
SOLE
39567
0
0
BK OF AMERICA CORP
COM
060505104
3091
69474
SH
SOLE
69474
0
0
BLACKROCK INC
COM
09247X101
3354
3663
SH
SOLE
3663
0
0
BOOKING HOLDINGS INC
COM
09857L108
389
162
SH
SOLE
162
0
0
BOOZ ALLEN HAMILTON HLDG COR
CL A
099502106
340
4008
SH
SOLE
4008
0
0
C H ROBINSON WORLDWIDE INC
COM NEW
12541W209
347
3224
SH
SOLE
3224
0
0
CATERPILLAR INC
COM
149123101
2180
10545
SH
SOLE
10545
0
0
CBRE GROUP INC
CL A
12504L109
574
5288
SH
SOLE
5288
0
0
CERNER CORP
COM
156782104
321
3459
SH
SOLE
3459
0
0
CHEVRON CORP NEW
COM
166764100
2014
17165
SH
SOLE
17165
0
0
CISCO SYS INC
COM
17275R102
2507
39555
SH
SOLE
39555
0
0
COCA COLA CO
COM
191216100
301
5083
SH
SOLE
5083
0
0
COMCAST CORP NEW
CL A
20030N101
1864
37030
SH
SOLE
37030
0
0
COMPASS MINERALS INTL INC
COM
20451N101
376
7368
SH
SOLE
7368
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
415
1654
SH
SOLE
1654
0
0
COPART INC
COM
217204106
417
2747
SH
SOLE
2747
0
0
CORTEVA INC
COM
22052L104
2119
44815
SH
SOLE
44815
0
0
COSTCO WHSL CORP NEW
COM
22160K105
278
489
SH
SOLE
489
0
0
CREDIT SUISSE GROUP
SPONSORED ADR
225401108
266
27603
SH
SOLE
27603
0
0
CSX CORP
COM
126408103
3290
87510
SH
SOLE
87510
0
0
CVS HEALTH CORP
COM
126650100
2879
27910
SH
SOLE
27910
0
0
D R HORTON INC
COM
23331A109
2598
23955
SH
SOLE
23955
0
0
DEERE & CO
COM
244199105
1975
5761
SH
SOLE
5761
0
0
DISNEY WALT CO
COM
254687106
1802
11632
SH
SOLE
11632
0
0
EMERSON ELEC CO
COM
291011104
454
4886
SH
SOLE
4886
0
0
EXPEDITORS INTL WASH INC
COM
302130109
434
3232
SH
SOLE
3232
0
0
GENERAL DYNAMICS CORP
COM
369550108
4456
21373
SH
SOLE
21373
0
0
GENERAL MLS INC
COM
370334104
3922
58200
SH
SOLE
58200
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
466
1218
SH
SOLE
1218
0
0
HONEYWELL INTL INC
COM
438516106
4352
20870
SH
SOLE
20870
0
0
HOWARD HUGHES CORP
COM
44267D107
341
3353
SH
SOLE
3353
0
0
ILLINOIS TOOL WKS INC
COM
452308109
3074
12455
SH
SOLE
12455
0
0
INTEL CORP
COM
458140100
2293
44531
SH
SOLE
44531
0
0
INVESCO EXCH TRADED FD TR II
FTSE RAFI SML
46138E735
1098
29833
SH
SOLE
29833
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
2401
111903
SH
SOLE
111903
0
0
ISHARES TR
CORE DIV GRWTH
46434V621
947
17035
SH
SOLE
17035
0
0
ISHARES TR
IBONDS DEC22 ETF
46434VBA7
2315
92070
SH
SOLE
92070
0
0
ISHARES TR
3 7 YR TREAS BD
464288661
2029
15770
SH
SOLE
15770
0
0
ISHARES TR
CORE 1 5 YR USD
46432F859
2423
48040
SH
SOLE
48040
0
0
ISHARES TR
MSCI USA QLT FCT
46432F339
779
5353
SH
SOLE
5353
0
0
ISHARES TR
SHRT NAT MUN ETF
464288158
2569
23925
SH
SOLE
23925
0
0
JOHNSON & JOHNSON
COM
478160104
5052
29533
SH
SOLE
29533
0
0
JOHNSON CTLS INTL PLC
SHS
G51502105
2528
31090
SH
SOLE
31090
0
0
JPMORGAN CHASE & CO
COM
46625H100
3111
19648
SH
SOLE
19648
0
0
LKQ CORP
COM
501889208
653
10878
SH
SOLE
10878
0
0
LOCKHEED MARTIN CORP
COM
539830109
439
1234
SH
SOLE
1234
0
0
MERCK & CO INC
COM
58933Y105
5027
65590
SH
SOLE
65590
0
0
META PLATFORMS INC
CL A
30303M102
426
1267
SH
SOLE
1267
0
0
MICROCHIP TECHNOLOGY INC.
COM
595017104
4101
47111
SH
SOLE
47111
0
0
MICROSOFT CORP
COM
594918104
8149
24229
SH
SOLE
24229
0
0
MOODYS CORP
COM
615369105
368
941
SH
SOLE
941
0
0
MOTOROLA SOLUTIONS INC
COM NEW
620076307
496
1824
SH
SOLE
1824
0
0
NEXTERA ENERGY INC
COM
65339F101
8172
87527
SH
SOLE
87527
0
0
NORDSON CORP
COM
655663102
368
1442
SH
SOLE
1442
0
0
NORTHERN TR CORP
COM
665859104
362
3030
SH
SOLE
3030
0
0
NORTHROP GRUMMAN CORP
COM
666807102
3677
9500
SH
SOLE
9500
0
0
PAYCHEX INC
COM
704326107
527
3859
SH
SOLE
3859
0
0
PEPSICO INC
COM
713448108
2484
14301
SH
SOLE
14301
0
0
PFIZER INC
COM
717081103
4884
82715
SH
SOLE
82715
0
0
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
759
7471
SH
SOLE
7471
0
0
PROCTER AND GAMBLE CO
COM
742718109
8371
51172
SH
SOLE
51172
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
2742
31866
SH
SOLE
31866
0
0
SCHWAB CHARLES CORP
COM
808513105
534
6351
SH
SOLE
6351
0
0
SCHWAB STRATEGIC TR
SCHWAB FDT US SC
808524763
566
10175
SH
SOLE
10175
0
0
SCHWAB STRATEGIC TR
SCHWB FDT EMK LG
808524730
3316
106996
SH
SOLE
106996
0
0
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
18012
554052
SH
SOLE
554052
0
0
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
246
4195
SH
SOLE
4195
0
0
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
1939
47376
SH
SOLE
47376
0
0
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
2550
51855
SH
SOLE
51855
0
0
STARBUCKS CORP
COM
855244109
474
4050
SH
SOLE
4050
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
3234
26880
SH
SOLE
26880
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
272
408
SH
SOLE
408
0
0
TRAVELERS COMPANIES INC
COM
89417E109
934
5968
SH
SOLE
5968
0
0
UBS GROUP AG
SHS
H42097107
377
21113
SH
SOLE
21113
0
0
UNION PAC CORP
COM
907818108
2374
9425
SH
SOLE
9425
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
4146
8257
SH
SOLE
8257
0
0
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
826
9425
SH
SOLE
9425
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
2498
13967
SH
SOLE
13967
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
234
920
SH
SOLE
920
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2005
8306
SH
SOLE
8306
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
3627
24654
SH
SOLE
24654
0
0
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
2192
20400
SH
SOLE
20400
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2356
47642
SH
SOLE
47642
0
0
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
23423
455698
SH
SOLE
455698
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
1699
30935
SH
SOLE
30935
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
2432
29924
SH
SOLE
29924
0
0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
2124
34910
SH
SOLE
34910
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
16575
96504
SH
SOLE
96504
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
1615
25400
SH
SOLE
25400
0
0
ZEBRA TECHNOLOGIES CORPORATI
CL A
989207105
280
471
SH
SOLE
471
0
0
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
1751
13780
SH
SOLE
13780
0
0