0002009211-24-000004.txt : 20241029
0002009211-24-000004.hdr.sgml : 20241029
20241029115336
ACCESSION NUMBER: 0002009211-24-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240930
FILED AS OF DATE: 20241029
DATE AS OF CHANGE: 20241029
EFFECTIVENESS DATE: 20241029
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: WETZEL INVESTMENT ADVISORS, INC.
CENTRAL INDEX KEY: 0002009211
ORGANIZATION NAME:
IRS NUMBER: 000000000
STATE OF INCORPORATION: IN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23559
FILM NUMBER: 241403866
BUSINESS ADDRESS:
STREET 1: 7320 US 31 S
CITY: INDIANAPOLIS
STATE: IN
ZIP: 46227
BUSINESS PHONE: 317-859-2502
MAIL ADDRESS:
STREET 1: 7320 US 31 S
CITY: INDIANAPOLIS
STATE: IN
ZIP: 46227
13F-HR
1
primary_doc.xml
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0002009211
XXXXXXXX
09-30-2024
09-30-2024
WETZEL INVESTMENT ADVISORS, INC.
7320 US 31 S
INDIANAPOLIS
IN
46227
13F HOLDINGS REPORT
028-23559
N
Heidi Hargis
Chief Compliance Officer
(317) 859-2502
Heidi Hargis
Indianapolis
IN
10-29-2024
0
121
198916570
false
INFORMATION TABLE
2
13f20241028.xml
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COM
00287Y109
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1132
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SOLE
1132
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0
AIR PRODS & CHEMS INC
COM
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343890
1155
SH
SOLE
1155
0
0
ALLSTATE CORP
COM
020002101
642271
3370
SH
SOLE
3370
0
0
ALPHABET INC
CAP STK CL A
02079K305
1055496
6364
SH
SOLE
6364
0
0
AMAZON COM INC
COM
023135106
626441
3362
SH
SOLE
3362
0
0
APPLE INC
COM
037833100
3400635
14595
SH
SOLE
14595
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
444851
1599
SH
SOLE
1599
0
0
BANK AMERICA CORP
7.25%CNV PFD L
060505682
891107
700
SH
SOLE
700
0
0
BEST BUY INC
COM
086516101
351289
3370
SH
SOLE
3370
0
0
BLACKROCK ETF TRUST II
HIGH YLD MUNI IN
092528108
204633
8828
SH
SOLE
8828
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0
BROADCOM INC
COM
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SH
SOLE
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0
CENTERPOINT ENERGY INC
COM
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SH
SOLE
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CHEVRON CORP NEW
COM
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SH
SOLE
2024
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CHUBB LIMITED
COM
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SOLE
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CISCO SYS INC
COM
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SH
SOLE
6442
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0
CITIGROUP INC
COM NEW
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2082452
33266
SH
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CME GROUP INC
COM
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2342
SH
SOLE
2342
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0
COCA COLA CO
COM
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5393
SH
SOLE
5393
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0
COLGATE PALMOLIVE CO
COM
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COMCAST CORP NEW
CL A
20030N101
372045
8907
SH
SOLE
8907
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0
DARDEN RESTAURANTS INC
COM
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268353
1635
SH
SOLE
1635
0
0
DEVON ENERGY CORP NEW
COM
25179M103
200180
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SH
SOLE
5117
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0
EATON CORP PLC
SHS
G29183103
1018515
3073
SH
SOLE
3073
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0
ELEVANCE HEALTH INC
COM
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463
SH
SOLE
463
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0
ELI LILLY & CO
COM
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9556
SH
SOLE
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0
EXXON MOBIL CORP
COM
30231G102
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SH
SOLE
7979
0
0
FIFTH THIRD BANCORP
COM
316773100
682243
15789
SH
SOLE
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HLTH CARE ALPH
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2740
SH
SOLE
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FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
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44345
SH
SOLE
44345
0
0
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
33740F730
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SH
SOLE
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FT VEST US
33740F631
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8825
SH
SOLE
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0
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
33740F615
1482473
39702
SH
SOLE
39702
0
0
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
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13974
SH
SOLE
13974
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0
FIRST TR MORNINGSTAR DIVID L
SHS
336917109
4681713
111602
SH
SOLE
111602
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FIRST TR MULTI CP VAL ALPHA
SHS ISSUED FRST
33733C108
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SH
SOLE
5280
0
0
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
810495
17817
SH
SOLE
17817
0
0
FISERV INC
COM
337738108
252408
1405
SH
SOLE
1405
0
0
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
611344
5413
SH
SOLE
5413
0
0
HARTFORD FINL SVCS GROUP INC
COM
416515104
354240
3000
SH
SOLE
3000
0
0
HOME DEPOT INC
COM
437076102
665897
1643
SH
SOLE
1643
0
0
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
45783Y673
3324013
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SH
SOLE
104375
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
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1909
SH
SOLE
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0
INVESCO EXCH TRADED FD TR II
S&P 500 MOMNTM
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37272
SH
SOLE
37272
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0
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
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6438
SH
SOLE
6438
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0
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
46137V241
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SH
SOLE
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INVESCO HIGH INCOME 2024 TAR
COM
46136K105
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SH
SOLE
17850
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0
INVESCO QQQ TR
UNIT SER 1
46090E103
879014
1801
SH
SOLE
1801
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0
IQVIA HLDGS INC
COM
46266C105
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847
SH
SOLE
847
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
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88205
SH
SOLE
88205
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0
ISHARES TR
CORE S&P TTL STK
464287150
693925
5524
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ISHARES TR
RUS 1000 GRW ETF
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SH
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0
ISHARES TR
BROAD USD HIGH
46435U853
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0
ISHARES TR
MSCI EAFE ETF
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0
ISHARES TR
PFD AND INCM SEC
464288687
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SH
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ISHARES TR
RUS 1000 VAL ETF
464287598
1376809
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SH
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0
ISHARES TR
CONV BD ETF
46435G102
3933607
47013
SH
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47013
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0
ISHARES TR
CORE S&P MCP ETF
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SH
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0
ISHARES TR
CORE S&P SCP ETF
464287804
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40391
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ISHARES TR
CORE MSCI EAFE
46432F842
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SH
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CORE US AGGBD ET
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0
ISHARES TR
MSCI USA MIN VOL
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SH
SOLE
20038
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0
ISHARES TR
RUSEL 2500 ETF
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SH
SOLE
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0
ISHARES TR
RUS 1000 ETF
464287622
408393
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ISHARES TR
U.S. FIN SVC ETF
464287770
295230
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SOLE
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ISHARES TR
U.S. TECH ETF
464287721
661821
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0
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
46641Q852
1045229
21482
SH
SOLE
21482
0
0
JOHNSON & JOHNSON
COM
478160104
731701
4515
SH
SOLE
4515
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JOHNSON CTLS INTL PLC
SHS
G51502105
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SH
SOLE
3714
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0
JPMORGAN CHASE & CO.
COM
46625H100
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MARATHON OIL CORP
COM
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MARATHON PETE CORP
COM
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MEDTRONIC PLC
SHS
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SH
SOLE
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0
MERCK & CO INC
COM
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META PLATFORMS INC
CL A
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MICROSOFT CORP
COM
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MODERNA INC
COM
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MOTOROLA SOLUTIONS INC
COM NEW
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NISOURCE INC
COM
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NVIDIA CORPORATION
COM
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NXP SEMICONDUCTORS N V
COM
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PACER US SMALL
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PACER FDS TR
US CASH COWS 100
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PFIZER INC
COM
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SH
SOLE
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0
PIMCO ETF TR
MUNI INCOME OPP
72201R635
553920
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SH
SOLE
12000
0
0
PORTLAND GEN ELEC CO
COM NEW
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SH
SOLE
5100
0
0
PROCTER AND GAMBLE CO
COM
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SH
SOLE
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PRUDENTIAL FINL INC
COM
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SH
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QUALCOMM INC
COM
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RAYMOND JAMES FINL INC
COM
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S&P GLOBAL INC
COM
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SH
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SALESFORCE INC
COM
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SELECT SECTOR SPDR TR
ENERGY
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SELECT SECTOR SPDR TR
INDL
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COMMUNICATION
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SBI CONS DISCR
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SOLE
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SELECT SECTOR SPDR TR
SBI HEALTHCARE
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434644
2822
SH
SOLE
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SPDR S&P 500 ETF TR
TR UNIT
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SOLE
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SPDR SER TR
PORTFOLIO INTRMD
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SOLE
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SPDR SER TR
S&P DIVID ETF
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SH
SOLE
6688
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SSGA ACTIVE ETF TR
BLACKSTONE SENR
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273444
6548
SH
SOLE
6548
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TESLA INC
COM
88160R101
215321
823
SH
SOLE
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0
0
TJX COS INC NEW
COM
872540109
261206
2222
SH
SOLE
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TRANE TECHNOLOGIES PLC
SHS
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UNION PAC CORP
COM
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SH
SOLE
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UNITEDHEALTH GROUP INC
COM
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657
SH
SOLE
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UNUM GROUP
COM
91529Y106
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6190
SH
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EXTEND MKT ETF
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SH
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VANGUARD INDEX FDS
S&P 500 ETF SHS
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VANGUARD INDEX FDS
VALUE ETF
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SH
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VANGUARD INDEX FDS
MID CAP ETF
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1322150
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SH
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VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
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VANGUARD MUN BD FDS
TAX EXEMPT BD
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VANGUARD SPECIALIZED FUNDS
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VANGUARD STAR FDS
VG TL INTL STK F
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SOLE
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VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
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SOLE
5257
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VERIZON COMMUNICATIONS INC
COM
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SOLE
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VIKING THERAPEUTICS INC
COM
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3500
SH
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3500
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VISA INC
COM CL A
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SH
SOLE
1045
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0
WALMART INC
COM
931142103
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17867
SH
SOLE
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WASTE MGMT INC DEL
COM
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SH
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