0001951757-23-000222.txt : 20230502 0001951757-23-000222.hdr.sgml : 20230502 20230501184905 ACCESSION NUMBER: 0001951757-23-000222 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230502 DATE AS OF CHANGE: 20230501 EFFECTIVENESS DATE: 20230502 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: 23875821 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 X0202 13F-HR LIVE false false false 0001908167 XXXXXXXX 03-31-2023 03-31-2023 UNIONVIEW, LLC

1500 WESTLAKE AVE NORTH SUITE 124 SEATTLE WA 98109

13F HOLDINGS REPORT 028-21766 N M. KATHERINE PIEPER 2067081048 M. KATHERINE PIEPER SEATTLE WA 05-01-2023 3 82 106605439 false 1 FEDERATED INVESTORS 2 FRANKLIN TEMPLETON 3 PARAMETRIC INFORMATION TABLE 2 F_13F_Unionview_Q12023.xml AMAZON COM INC COM 023135106 1591464 15408 SH DFND 2 3 0 825 14583 AMGEN INC COM 031162100 266654 1103 SH DFND 1 0 77 1026 APPLE INC COM 037833100 3626615 21993 SH DFND 2 0 577 21416 BANK AMERICA CORP COM 060505104 665395 23266 SH DFND 3 0 527 22739 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 539112 1746 SH SOLE 0 0 1746 BOEING CO COM 097023105 712278 3353 SH SOLE 0 0 3353 CHEVRON CORP NEW COM 166764100 325146 1993 SH SOLE 0 0 1993 DISNEY WALT CO COM 254687106 208671 2084 SH DFND 2 3 0 211 1873 HOME DEPOT INC COM 437076102 642523 2177 SH DFND 2 3 0 148 2029 INTEL CORP COM 458140100 660343 20213 SH DFND 2 0 548 19665 ISHARES TR SELECT DIVID ETF 464287168 1467539 12524 SH SOLE 0 0 12524 ISHARES TR CORE S&P500 ETF 464287200 486192 1183 SH SOLE 0 0 1183 ISHARES TR MSCI EMG MKT ETF 464287234 1946002 49316 SH SOLE 0 0 49316 ISHARES TR S&P 500 VAL ETF 464287408 244151 1609 SH SOLE 0 0 1609 ISHARES TR 1 3 YR TREAS BD 464287457 8461929 102993 SH SOLE 0 0 102993 ISHARES TR MSCI EAFE ETF 464287465 2133149 29826 SH SOLE 0 0 29826 ISHARES TR RUS MD CP GR ETF 464287481 248216 2726 SH SOLE 0 0 2726 ISHARES TR RUS MID CAP ETF 464287499 264922 3789 SH SOLE 0 0 3789 ISHARES TR CORE S&P MCP ETF 464287507 3834459 15328 SH SOLE 0 0 15328 ISHARES TR RUS 1000 VAL ETF 464287598 1661370 10911 SH SOLE 0 0 10911 ISHARES TR RUS 1000 GRW ETF 464287614 5272846 21581 SH SOLE 0 0 21581 ISHARES TR RUSSELL 2000 ETF 464287655 4060991 22763 SH SOLE 0 0 22763 ISHARES TR U.S. TECH ETF 464287721 217547 2344 SH SOLE 0 0 2344 ISHARES TR U.S. REAL ES ETF 464287739 731521 8616 SH SOLE 0 0 8616 ISHARES TR CORE S&P SCP ETF 464287804 3421818 35386 SH SOLE 0 0 35386 ISHARES TR U.S. BAS MTL ETF 464287838 543055 4098 SH SOLE 0 0 4098 ISHARES TR SP SMCP600VL ETF 464287879 651420 6960 SH SOLE 0 0 6960 ISHARES TR SHRT NAT MUN ETF 464288158 1863105 17798 SH SOLE 0 0 17798 ISHARES TR MSCI AC ASIA ETF 464288182 240415 3542 SH SOLE 0 0 3542 ISHARES TR EAFE SML CP ETF 464288273 702338 11802 SH SOLE 0 0 11802 ISHARES TR JPMORGAN USD EMG 464288281 437536 5071 SH SOLE 0 0 5071 ISHARES TR MSCI USA ESG SLC 464288802 797859 9090 SH SOLE 0 0 9090 JOHNSON & JOHNSON COM 478160104 559240 3608 SH DFND 2 0 330 3278 KIMBERLY-CLARK CORP COM 494368103 306022 2280 SH DFND 1 0 180 2100 LILLY ELI & CO COM 532457108 731913 2131 SH DFND 2 0 21 2110 MICROSOFT CORP COM 594918104 9078944 31491 SH DFND 2 3 0 802 30689 NIKE INC CL B 654106103 231410 1887 SH DFND 2 0 166 1721 PEPSICO INC COM 713448108 287665 1578 SH SOLE 0 0 1578 PFIZER INC COM 717081103 340027 8334 SH DFND 1 2 0 1505 6829 PROCTER AND GAMBLE CO COM 742718109 1181491 7946 SH DFND 2 0 249 7697 STARBUCKS CORP COM 855244109 1454965 13973 SH DFND 3 0 60 13913 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 393501 8712 SH SOLE 0 0 8712 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 384899 7198 SH SOLE 0 0 7198 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 799053 19779 SH SOLE 0 0 19779 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 327441 5372 SH SOLE 0 0 5372 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 254841 3069 SH SOLE 0 0 3069 VANGUARD INDEX FDS MID CAP ETF 922908629 403185 1912 SH SOLE 0 0 1912 VANGUARD INDEX FDS LARGE CAP ETF 922908637 361059 1933 SH SOLE 0 0 1933 VANGUARD INDEX FDS GROWTH ETF 922908736 212505 852 SH SOLE 0 0 852 VANGUARD INDEX FDS SMALL CP ETF 922908751 377586 1992 SH SOLE 0 0 1992 VANGUARD INDEX FDS TOTAL STK MKT 922908769 657679 3222 SH SOLE 0 0 3222 WELLS FARGO CO NEW COM 949746101 220841 5908 SH DFND 2 0 508 5400 ALLIANCEBERNSTEIN GLOBAL HIG COM 01879R106 123443 12700 SH SOLE 0 0 12700 ALPHABET INC CAP STK CL C 02079K107 603200 5800 SH DFND 3 0 240 5560 ALPHABET INC CAP STK CL A 02079K305 483382 4660 SH DFND 3 0 240 4420 CISCO SYS INC COM 17275R102 297340 5688 SH DFND 1 2 3 0 1368 4320 COMCAST CORP NEW CL A 20030N101 290846 7672 SH DFND 2 3 0 2166 5506 COSTCO WHSL CORP NEW COM 22160K105 1025189 2063 SH SOLE 0 0 2063 EXXON MOBIL CORP COM 30231G102 710926 6483 SH SOLE 0 0 6483 META PLATFORMS INC CL A 30303M102 226564 1069 SH DFND 2 0 242 827 FIRST TR VALUE LINE DIVID IN SHS 33734H106 13714955 341508 SH SOLE 0 0 341508 FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 33738R605 3476455 77117 SH SOLE 0 0 77117 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 402391 20844 SH SOLE 0 0 20844 ISHARES TR FLTG RATE NT ETF 46429B655 350721 6960 SH SOLE 0 0 6960 ISHARES INC ESG AWR MSCI EM 46434G863 401644 12759 SH SOLE 0 0 12759 ISHARES TR MSCI INTL QUALTY 46434V456 1384536 39222 SH SOLE 0 0 39222 ISHARES TR ESG AW MSCI EAFE 46435G516 295162 4109 SH SOLE 0 0 4109 JPMORGAN CHASE & CO COM 46625H100 468207 3593 SH DFND 2 3 0 463 3130 MERCK & CO INC COM 58933Y105 551541 5184 SH DFND 2 0 357 4827 MONSTER BEVERAGE CORP NEW COM 61174X109 213231 3948 SH DFND 2 3 0 592 3356 NVIDIA CORPORATION COM 67066G104 272770 982 SH DFND 2 3 0 288 694 ORACLE CORP COM 68389X105 318809 3431 SH DFND 2 3 0 603 2828 SPDR S&P 500 ETF TR TR UNIT 78462F103 4089128 9988 SH SOLE 0 0 9988 SPDR SER TR S&P DIVID ETF 78464A763 423183 3421 SH SOLE 0 0 3421 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 302018 908 SH SOLE 0 0 908 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 6374384 13905 SH SOLE 0 0 13905 UNITEDHEALTH GROUP INC COM 91324P102 508034 1075 SH DFND 2 0 244 831 VERIZON COMMUNICATIONS INC COM 92343V104 261963 6736 SH DFND 1 2 3 0 1867 4869 VISA INC COM CL A 92826C839 529606 2349 SH DFND 2 3 0 458 1891 WP CAREY INC COM 92936U109 220965 2853 SH DFND 3 0 8 2845 WISDOMTREE TR US MIDCAP FUND 97717W570 305238 6137 SH SOLE 0 0 6137 WISDOMTREE TR US SMALLCAP DIVD 97717W604 488760 17113 SH SOLE 0 0 17113