0001951757-22-000014.txt : 20221114 0001951757-22-000014.hdr.sgml : 20221114 20221114102503 ACCESSION NUMBER: 0001951757-22-000014 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: UNIONVIEW, LLC CENTRAL INDEX KEY: 0001908167 IRS NUMBER: 270624365 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21766 FILM NUMBER: 221381747 BUSINESS ADDRESS: STREET 1: 1500 WESTLAKE AVE NORTH STREET 2: SUITE 124 CITY: SEATTLE STATE: WA ZIP: 98109 BUSINESS PHONE: 2067081048 MAIL ADDRESS: STREET 1: 1500 WESTLAKE AVE NORTH STREET 2: SUITE 124 CITY: SEATTLE STATE: WA ZIP: 98109 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001908167 XXXXXXXX 09-30-2022 09-30-2022 UNIONVIEW, LLC

1500 WESTLAKE AVE NORTH SUITE 124 SEATTLE WA 98109

13F HOLDINGS REPORT 028-21766 N M. Katherine Pieper (206) 708-1048 M. Katherine Pieper Seattle WA 11-14-2022 4 72 87612 false 1 Federated Investors 2 ClearBridge Investments 3 Polen Capital 4 Parametric INFORMATION TABLE 2 13F_Unionview_Q32022.xml ALLIANCEBERNSTEIN GLOBAL HIGH COM CEF 01879R106 107 12086 SH SOLE 0 0 12086 ISHARES S&P 500 VALUE ETF ETF 464287408 205 1592 SH SOLE 0 0 1592 ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF ETF 464288182 205 3500 SH SOLE 0 0 3500 COMCAST CORP NEW CL A Stock 20030N101 219 7483 SH SOLE 2, 4 0 3211 4272 CISCO SYS INC COM Stock 17275R102 226 5656 SH SOLE 1, 2, 4 0 1586 4070 ISHARES ESG AWARE MSCI EAFE ETF ETF 46435G516 228 4063 SH SOLE 0 0 4063 DISNEY WALT CO COM Stock 254687106 234 2479 SH SOLE 2, 4 0 538 1941 META PLATFORMS INC CL A Stock 30303M102 237 1745 SH SOLE 2, 3 0 842 903 ISHARES INTERNATIONAL SELECT DIVIDEND ETF ETF 464288448 237 10523 SH SOLE 0 0 10523 VANGUARD REAL ESTATE ETF ETF 922908553 243 3035 SH SOLE 0 0 3035 KIMBERLY-CLARK CORP COM Stock 494368103 253 2252 SH SOLE 1 0 152 2100 SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST ETF 78467X109 259 900 SH SOLE 0 0 900 AMGEN INC COM Stock 031162100 263 1165 SH SOLE 1 0 109 1056 WELLS FARGO CO NEW COM Stock 949746101 267 6635 SH SOLE 2 0 1235 5400 WISDOMTREE U.S. MIDCAP FUND ETF 97717W570 268 6091 SH SOLE 0 0 6091 SPDR S&P DIVIDEND ETF ETF 78464A763 293 2628 SH SOLE 0 0 2628 PEPSICO INC COM Stock 713448108 295 1808 SH SOLE 0 0 1808 CHEVRON CORP NEW COM Stock 166764100 298 2074 SH SOLE 1 0 67 2007 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 306 8427 SH SOLE 0 0 8427 VANGUARD SHORT-TERM BOND ETF ETF 921937827 311 4155 SH SOLE 0 0 4155 VANGUARD LARGE-CAP ETF ETF 922908637 322 1967 SH SOLE 0 0 1967 VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF 922042775 325 7337 SH SOLE 0 0 7337 VANGUARD SMALL-CAP ETF ETF 922908751 332 1942 SH SOLE 0 0 1942 ISHARES ESG AWARE MSCI EM ETF ETF 46434G863 342 12365 SH SOLE 0 0 12365 VANGUARD MID-CAP ETF ETF 922908629 350 1861 SH SOLE 0 0 1861 PFIZER INC COM Stock 717081103 351 8019 SH SOLE 1, 2 0 1669 6350 JPMORGAN CHASE & CO COM Stock 46625H100 354 3388 SH SOLE 1, 2, 4 0 386 3002 ISHARES PREFERRED & INCOME SECURITIES ETF ETF 464288687 359 11344 SH SOLE 0 0 11344 ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 397 4994 SH SOLE 0 0 4994 ISHARES CORE S&P 500 ETF ETF 464287200 408 1138 SH SOLE 0 0 1138 BOEING CO COM Stock 097023105 412 3405 SH SOLE 0 0 3405 WISDOMTREE U.S. SMALLCAP DIVIDEND FUND ETF 97717W604 415 16111 SH SOLE 0 0 16111 ISHARES S&P SMALL-CAP 600 VALUE ETF ETF 464287879 416 5041 SH SOLE 0 0 5041 ISHARES U.S. BASIC MATERIALS ETF ETF 464287838 439 4060 SH SOLE 0 0 4060 ALPHABET INC CAP STK CL A Stock 02079K305 444 4640 SH SOLE 4 0 280 4360 VISA INC COM CL A Stock 92826C839 446 2510 SH SOLE 2, 3, 4 0 938 1572 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 450 1684 SH SOLE 0 0 1684 MERCK & CO INC COM Stock 58933Y105 458 5320 SH SOLE 1, 2 0 599 4721 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 480 13147 SH SOLE 0 0 13147 ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 507 10394 SH SOLE 0 0 10394 INTEL CORP COM Stock 458140100 524 20333 SH SOLE 2, 4 0 909 19424 UNITEDHEALTH GROUP INC COM Stock 91324P102 554 1096 SH SOLE 2, 3 0 578 518 ALPHABET INC CAP STK CL C Stock 02079K107 558 5800 SH SOLE 3, 4 0 920 4880 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 573 3194 SH SOLE 0 0 3194 EXXON MOBIL CORP COM Stock 30231G102 575 6590 SH SOLE 1 0 107 6483 ISHARES MSCI INTL QUALITY FACTOR ETF ETF 46434V456 584 21034 SH SOLE 0 0 21034 HOME DEPOT INC COM Stock 437076102 587 2126 SH SOLE 2, 4 0 148 1978 JOHNSON & JOHNSON COM Stock 478160104 595 3643 SH SOLE 2 0 478 3165 ISHARES MSCI USA ESG SELECT ETF ETF 464288802 604 7952 SH SOLE 0 0 7952 LILLY ELI & CO COM Stock 532457108 669 2070 SH SOLE 0 0 2070 ISHARES U.S. REAL ESTATE ETF ETF 464287739 679 8344 SH SOLE 0 0 8344 BK OF AMERICA CORP COM Stock 060505104 729 24145 SH SOLE 2, 4 0 1605 22540 FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF ETF 33738R605 981 23899 SH SOLE 0 0 23899 PROCTER AND GAMBLE CO COM Stock 742718109 989 7834 SH SOLE 2 0 249 7585 COSTCO WHSL CORP NEW COM Stock 22160K105 1093 2314 SH SOLE 0 0 2314 ISHARES SELECT DIVIDEND ETF ETF 464287168 1215 11333 SH SOLE 0 0 11333 STARBUCKS CORP COM Stock 855244109 1278 15169 SH SOLE 4 0 60 15109 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 1359 9990 SH SOLE 0 0 9990 ISHARES MSCI EAFE ETF ETF 464287465 1701 30375 SH SOLE 0 0 30375 AMAZON COM INC COM Stock 023135106 1788 15819 SH SOLE 2, 3, 4 0 2389 13430 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 1820 52180 SH SOLE 0 0 52180 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 1960 19096 SH SOLE 0 0 19096 ISHARES CORE S&P SMALL CAP ETF ETF 464287804 2989 34278 SH SOLE 0 0 34278 APPLE INC COM Stock 037833100 3043 22020 SH SOLE 2 0 940 21080 SPDR S&P 500 ETF TRUST ETF 78462F103 3209 8986 SH SOLE 0 0 8986 ISHARES CORE S&P MID-CAP ETF ETF 464287507 3248 14813 SH SOLE 0 0 14813 ISHARES RUSSELL 2000 ETF ETF 464287655 3797 23025 SH SOLE 0 0 23025 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 4175 19841 SH SOLE 0 0 19841 SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107 5183 12903 SH SOLE 0 0 12903 MICROSOFT CORP COM Stock 594918104 7722 33155 SH SOLE 2, 3, 4 0 1231 31924 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 8833 108771 SH SOLE 0 0 108771 FIRST TRUST VALUE LINE DIVIDEND INDEX FUND ETF 33734H106 11037 308393 SH SOLE 0 0 308393