0001951757-23-000424.txt : 20230725
0001951757-23-000424.hdr.sgml : 20230725
20230725151603
ACCESSION NUMBER: 0001951757-23-000424
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230725
DATE AS OF CHANGE: 20230725
EFFECTIVENESS DATE: 20230725
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: 231108316
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
06-30-2023
06-30-2023
UNIONVIEW, LLC
1500 WESTLAKE AVE NORTH
SUITE 124
SEATTLE
WA
98109
13F HOLDINGS REPORT
028-21766
N
M. KATHERINE PIEPER
CHIEF COMPLIANCE OFFICER
(206) 708-1048
M. KATHERINE PIEPER
SEATTLE
WA
07-25-2023
3
83
109479033
false
1
FEDERATED INVESTORS
2
FRANKLIN TEMPLETON (CLEARBRIDGE INVESTMENTS)
3
PARAMETRIC
INFORMATION TABLE
2
F_13F_Unionview_Q22023.xml
ALLIANCEBERNSTEIN GLOBAL HIG
COM
01879R106
129067
12959
SH
SOLE
0
0
12959
NOVO-NORDISK A S
ADR
670100205
203231
1256
SH
DFND
2
0
116
1140
ISHARES TR
EAFE VALUE ETF
464288877
204506
4179
SH
SOLE
0
0
4179
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
207876
510
SH
SOLE
0
0
510
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
46137V282
211114
718
SH
SOLE
0
0
718
AMGEN INC
COM
031162100
212700
958
SH
SOLE
0
0
958
ISHARES TR
S&P 500 GRWT ETF
464287309
220410
3127
SH
SOLE
0
0
3127
FORTUNE BRANDS INNOVATIONS I
COM
34964C106
230240
3200
SH
SOLE
0
0
3200
VERIZON COMMUNICATIONS INC
COM
92343V104
231954
6237
SH
DFND
1 2 3
0
1606
4631
VANGUARD INDEX FDS
GROWTH ETF
922908736
235995
834
SH
SOLE
0
0
834
ISHARES TR
MSCI AC ASIA ETF
464288182
236735
3563
SH
SOLE
0
0
3563
WELLS FARGO CO NEW
COM
949746101
245325
5748
SH
DFND
2
0
439
5309
ISHARES TR
U.S. TECH ETF
464287721
255191
2344
SH
SOLE
0
0
2344
CISCO SYS INC
COM
17275R102
258545
4997
SH
DFND
1 2 3
0
677
4320
ISHARES TR
S&P 500 VAL ETF
464287408
263948
1637
SH
SOLE
0
0
1637
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
269473
3225
SH
SOLE
0
0
3225
ISHARES TR
RUS MD CP GR ETF
464287481
273541
2831
SH
SOLE
0
0
2831
ISHARES TR
RUS MID CAP ETF
464287499
277365
3798
SH
SOLE
0
0
3798
META PLATFORMS INC
CL A
30303M102
290137
1011
SH
DFND
2
0
184
827
PEPSICO INC
COM
713448108
292403
1579
SH
SOLE
0
0
1579
PFIZER INC
COM
717081103
309286
8432
SH
DFND
2
0
925
7507
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
309939
5696
SH
SOLE
0
0
5696
ISHARES TR
FLTG RATE NT ETF
46429B655
311779
6135
SH
SOLE
0
0
6135
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
313853
913
SH
SOLE
0
0
913
KIMBERLY-CLARK CORP
COM
494368103
314777
2280
SH
SOLE
0
0
2280
COMCAST CORP NEW
CL A
20030N101
316112
7608
SH
DFND
2 3
0
2102
5506
CHEVRON CORP NEW
COM
166764100
323911
2059
SH
SOLE
0
0
2059
WISDOMTREE TR
US MIDCAP FUND
97717W570
326065
6159
SH
SOLE
0
0
6159
ISHARES TR
ESG AW MSCI EAFE
46435G516
338933
4647
SH
SOLE
0
0
4647
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
46138J783
339598
17850
SH
SOLE
0
0
17850
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
360416
5841
SH
SOLE
0
0
5841
NVIDIA CORPORATION
COM
67066G104
363374
859
SH
DFND
2 3
0
265
594
VANGUARD INDEX FDS
SMALL CP ETF
922908751
381597
1919
SH
SOLE
0
0
1919
SPDR SER TR
S&P DIVID ETF
78464A763
391361
3193
SH
SOLE
0
0
3193
ORACLE CORP
COM
68389X105
392402
3295
SH
DFND
2 3
0
481
2814
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
401371
8691
SH
SOLE
0
0
8691
VANGUARD INDEX FDS
MID CAP ETF
922908629
412049
1872
SH
SOLE
0
0
1872
ISHARES INC
ESG AWR MSCI EM
46434G863
414494
13104
SH
SOLE
0
0
13104
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
417520
2060
SH
SOLE
0
0
2060
ISHARES TR
JPMORGAN USD EMG
464288281
442192
5110
SH
SOLE
0
0
5110
JPMORGAN CHASE & CO
COM
46625H100
497847
3423
SH
DFND
2 3
0
427
2996
UNITEDHEALTH GROUP INC
COM
91324P102
515727
1073
SH
DFND
2
0
242
831
ISHARES TR
CORE S&P500 ETF
464287200
525635
1179
SH
SOLE
0
0
1179
VISA INC
COM CL A
92826C839
546441
2301
SH
DFND
2 3
0
410
1891
ISHARES TR
U.S. BAS MTL ETF
464287838
547458
4115
SH
SOLE
0
0
4115
ALPHABET INC
CAP STK CL A
02079K305
550620
4600
SH
DFND
3
0
240
4360
JOHNSON & JOHNSON
COM
478160104
593886
3588
SH
DFND
2
0
326
3262
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
595386
1746
SH
SOLE
0
0
1746
MERCK & CO INC
COM
58933Y105
607260
5263
SH
DFND
2
0
228
5035
HOME DEPOT INC
COM
437076102
655192
2109
SH
DFND
2
0
93
2016
BOEING CO
COM
097023105
655441
3104
SH
SOLE
0
0
3104
INTEL CORP
COM
458140100
661258
19774
SH
DFND
2
0
576
19198
BANK AMERICA CORP
COM
060505104
668548
23302
SH
SOLE
0
0
23302
ISHARES TR
MSCI USA ESG SLC
464288802
691900
7389
SH
SOLE
0
0
7389
EXXON MOBIL CORP
COM
30231G102
695302
6483
SH
SOLE
0
0
6483
ALPHABET INC
CAP STK CL C
02079K107
699207
5780
SH
DFND
3
0
220
5560
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
712535
3235
SH
SOLE
0
0
3235
ISHARES TR
EAFE SML CP ETF
464288273
715701
12135
SH
SOLE
0
0
12135
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
764739
18799
SH
SOLE
0
0
18799
ISHARES TR
SP SMCP600VL ETF
464287879
792418
8333
SH
SOLE
0
0
8333
ISHARES TR
U.S. REAL ES ETF
464287739
904364
10450
SH
SOLE
0
0
10450
LILLY ELI & CO
COM
532457108
999523
2131
SH
DFND
2
0
21
2110
COSTCO WHSL CORP NEW
COM
22160K105
1091997
2028
SH
SOLE
0
0
2028
PROCTER AND GAMBLE CO
COM
742718109
1196015
7882
SH
DFND
2
0
191
7691
ISHARES TR
SHRT NAT MUN ETF
464288158
1242920
11947
SH
SOLE
0
0
11947
STARBUCKS CORP
COM
855244109
1385114
13983
SH
DFND
2
0
59
13924
ISHARES TR
SELECT DIVID ETF
464287168
1424801
12575
SH
SOLE
0
0
12575
ISHARES TR
MSCI INTL QUALTY
46434V456
1607277
45148
SH
SOLE
0
0
45148
ISHARES TR
RUS 1000 VAL ETF
464287598
1800755
11409
SH
SOLE
0
0
11409
ISHARES TR
MSCI EMG MKT ETF
464287234
1910178
48286
SH
SOLE
0
0
48286
AMAZON COM INC
COM
023135106
1944154
14914
SH
DFND
2
0
505
14409
ISHARES TR
MSCI EAFE ETF
464287465
2144069
29573
SH
SOLE
0
0
29573
ISHARES TR
CORE S&P SCP ETF
464287804
3660455
36733
SH
SOLE
0
0
36733
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
33738R605
3770784
80383
SH
SOLE
0
0
80383
ISHARES TR
CORE S&P MCP ETF
464287507
4144557
15850
SH
SOLE
0
0
15850
APPLE INC
COM
037833100
4173617
21517
SH
DFND
2
0
529
20988
ISHARES TR
RUSSELL 2000 ETF
464287655
4235416
22617
SH
SOLE
0
0
22617
SPDR S&P 500 ETF TR
TR UNIT
78462F103
4378799
9878
SH
SOLE
0
0
9878
ISHARES TR
1 3 YR TREAS BD
464287457
5265211
64938
SH
SOLE
0
0
64938
ISHARES TR
RUS 1000 GRW ETF
464287614
6132302
22285
SH
SOLE
0
0
22285
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
6743755
14081
SH
SOLE
0
0
14081
MICROSOFT CORP
COM
594918104
10431101
30631
SH
DFND
2
0
446
30185
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
14268583
355914
SH
SOLE
0
0
355914