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Form 13F-HR Legacy Financial Advisor For: Jun 30

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August 8, 2022 12:00 PM EDT

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 06-30-2022
Check here if Amendment   Amendment Number:
This Amendment (Check only one.):   is a restatement.
  adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Legacy Financial Advisors, Inc.
Address: 117 EAST FOURTH STREET
COVINGTON , KY41011
Form 13F File Number: 028-18306

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Jonathan G. Kasting
Title: Chief Compliance Officer
Phone: 513-977-8234
Signature, Place, and Date of Signing:
Jonathan G. Kasting Cincinnati , OH 08-08-2022
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
  13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
  13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 219
Form 13F Information Table Value Total: 402,277
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON.COM INC Stock 023135106 1,851 17,429 SH SOLE 17,428 0 0
SIRIUS XM RADIO INC Stock 82968B103 105 17,179 SH SOLE 17,179 0 0
STARBUCKS CORP Stock 855244109 351 4,600 SH SOLE 4,600 0 0
PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 592 9,357 SH SOLE 9,357 0 0
ELEVANCE HEALTH INC COM Stock 036752103 252 523 SH SOLE 522 0 0
DOLLAR GEN CORP Stock 256677105 203 829 SH SOLE 828 0 0
MONSTER BEVERAGE CORP Stock 61174X109 307 3,317 SH SOLE 3,317 0 0
JOHNSON & JOHNSON COM Stock 478160104 2,509 14,137 SH SOLE 14,136 0 0
WASTE MANAGEMENT INC Stock 94106L109 207 1,354 SH SOLE 1,354 0 0
VANGUARD TOTAL STK MKT ETF 922908769 612 3,247 SH SOLE 3,247 0 0
COSTCO WHOLESALE CORP Stock 22160K105 413 863 SH SOLE 862 0 0
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 851 21,223 SH SOLE 21,223 0 0
GOLDMAN SACHS GROUP INC Stock 38141G104 231 779 SH SOLE 778 0 0
TOYOTA MOTOR CORP ADS ADR 892331307 359 2,330 SH SOLE 2,329 0 0
ROYAL DUTCH SHELL PLC-ADR ADR 780259305 384 7,351 SH SOLE 7,351 0 0
GAP INC Stock 364760108 498 60,450 SH SOLE 60,450 0 0
PROCTER AND GAMBLE CO COM Stock 742718109 10,959 76,213 SH SOLE 76,212 0 0
COCA COLA CO COM Stock 191216100 1,643 26,112 SH SOLE 26,111 0 0
ENTERPRISE PRODS PARTNERS L P Stock 293792107 244 10,000 SH SOLE 10,000 0 0
TRUIST FINL CORP COM Stock 89832Q109 959 20,225 SH SOLE 20,224 0 0
UNITED PARCEL SERVICE INC Stock 911312106 836 4,578 SH SOLE 4,578 0 0
VANGUARD REAL ESTATE ETF ETF 922908553 204 2,237 SH SOLE 2,237 0 0
INTEL CORP COM Stock 458140100 1,248 33,370 SH SOLE 33,370 0 0
CHICAGO MERCANTILE HLDGS INC Stock 12572Q105 353 1,726 SH SOLE 1,725 0 0
MEDTRONIC PLC SHS Stock G5960L103 659 7,341 SH SOLE 7,340 0 0
CLOROX CO DEL COM Stock 189054109 436 3,093 SH SOLE 3,093 0 0
COMERICA INC COM Stock 200340107 279 3,798 SH SOLE 3,798 0 0
NETFLIX COM INC Stock 64110L106 296 1,693 SH SOLE 1,692 0 0
PAYCHEX INC Stock 704326107 544 4,777 SH SOLE 4,777 0 0
MEDICAL PPTYS TRUST INC COM REIT 58463J304 406 26,587 SH SOLE 26,587 0 0
HESS CORP COM Stock 42809H107 573 5,412 SH SOLE 5,411 0 0
ISHARES INTERNATIONAL DIVIDEND GROWTH ETF ETF 46435G524 2,420 42,207 SH SOLE 42,206 0 0
SANOFI SA ADR 80105N105 203 4,055 SH SOLE 4,055 0 0
MERCK & CO INC Stock 58933Y105 1,420 15,580 SH SOLE 15,580 0 0
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD ETF 464288158 6,112 58,397 SH SOLE 58,397 0 0
SPDR S&P 500 ETF ETF 78462F103 230 609 SH SOLE 609 0 0
MASTERCARD INC Stock 57636Q104 745 2,363 SH SOLE 2,362 0 0
ALLSTATE CORP Stock 020002101 384 3,028 SH SOLE 3,028 0 0
AMERICAN FINL GROUP INC O Stock 025932104 722 5,204 SH SOLE 5,204 0 0
VERTEX PHARMACEUTICALS IN Stock 92532F100 325 1,154 SH SOLE 1,154 0 0
VERIZON COMMUNICATIONS Stock 92343V104 1,429 28,160 SH SOLE 28,160 0 0
CHUBB LIMITED COM Stock H1467J104 350 1,780 SH SOLE 1,780 0 0
SNAP ON INC COM Stock 833034101 1,148 5,824 SH SOLE 5,824 0 0
PEPSICO INC COM Stock 713448108 1,104 6,622 SH SOLE 6,621 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS ADR 874060205 286 20,370 SH SOLE 20,370 0 0
HONEYWELL INTL INC Stock 438516106 639 3,676 SH SOLE 3,675 0 0
FIRSTENERGY CORP Stock 337932107 602 15,684 SH SOLE 15,684 0 0
FORD MOTOR COMPANY Stock 345370860 130 11,638 SH SOLE 11,638 0 0
ISHARES ESG AWARE MSCI USA ETF ETF 46435G425 1,774 21,142 SH SOLE 21,142 0 0
US BANCORP DEL COM NEW Stock 902973304 2,044 44,410 SH SOLE 44,410 0 0
BP PLC SPONSORED ADR ADR 055622104 432 15,237 SH SOLE 15,237 0 0
HOME DEPOT Stock 437076102 1,023 3,729 SH SOLE 3,729 0 0
AUTOMATIC DATA PROCESSING INC COM Stock 053015103 640 3,048 SH SOLE 3,048 0 0
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 425 17,630 SH SOLE 17,630 0 0
SPDR GOLD ETF ETF 78463V107 387 2,298 SH SOLE 2,298 0 0
AMERISOURCEBERGEN CORP COM Stock 03073E105 525 3,710 SH SOLE 3,710 0 0
AON CORP Stock G0403H108 224 832 SH SOLE 832 0 0
HENRY JACK & ASSOC INC Stock 426281101 254 1,411 SH SOLE 1,411 0 0
LINCOLN ELEC HLDGS INC Stock 533900106 219 1,776 SH SOLE 1,776 0 0
MSC INDL DIRECT INC CL A Stock 553530106 557 7,410 SH SOLE 7,410 0 0
SKYWEST INC Stock 830879102 213 10,000 SH SOLE 10,000 0 0
ISHARES S&P SMALLCAP 600 ETF ETF 464287804 660 7,144 SH SOLE 7,144 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 880 3,222 SH SOLE 3,221 0 0
ADOBE SYS INC Stock 00724F101 267 729 SH SOLE 728 0 0
GOOGLE INC Stock 02079K305 1,495 686 SH SOLE 686 0 0
PROGRESSIVE CORP COM Stock 743315103 601 5,172 SH SOLE 5,172 0 0
O REILLY AUTOMOTIVE INC Stock 67103H107 225 356 SH SOLE 356 0 0
EASTMAN CHEMICAL CO Stock 277432100 313 3,492 SH SOLE 3,492 0 0
PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 305 4,565 SH SOLE 4,565 0 0
INTUIT INC Stock 461202103 307 796 SH SOLE 796 0 0
UNILEVER PLC SPON ADR NEW ADR 904767704 326 7,113 SH SOLE 7,112 0 0
CSX CORP Stock 126408103 830 28,550 SH SOLE 28,550 0 0
COMCAST CORP NEW CL A Stock 20030N101 384 9,797 SH SOLE 9,797 0 0
MICROSOFT Stock 594918104 5,126 19,958 SH SOLE 19,957 0 0
CVS HEALTH CORP COM Stock 126650100 265 2,864 SH SOLE 2,864 0 0
V F CORP COM Stock 918204108 471 10,668 SH SOLE 10,668 0 0
BOEING CO COM Stock 097023105 510 3,732 SH SOLE 3,732 0 0
NEXTERA ENERGY INC COM Stock 65339F101 528 6,819 SH SOLE 6,819 0 0
NIKE INC CLASS B Stock 654106103 427 4,178 SH SOLE 4,177 0 0
TESLA MOTORS INC Stock 88160R101 1,043 1,549 SH SOLE 1,549 0 0
ISHARES ESG AWARE U.S. AGGREGATE BOND ETF ETF 46435U549 970 19,811 SH SOLE 19,811 0 0
LINDE PLC SHS Stock G5494J103 264 917 SH SOLE 916 0 0
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND ETF 72201R866 8,999 174,798 SH SOLE 174,798 0 0
CENTERPOINT ENERGY INC COM Stock 15189T107 262 8,872 SH SOLE 8,872 0 0
UNITED CONTL HLDGS INC Stock 910047109 320 9,037 SH SOLE 9,037 0 0
ASTRAZENECA PLC- SPONS ADR ADR 046353108 370 5,600 SH SOLE 5,599 0 0
FIFTH THIRD BANCORP Stock 316773100 2,397 71,351 SH SOLE 71,350 0 0
HUNTINGTON BANCSHARES INC COM Stock 446150104 355 29,513 SH SOLE 29,512 0 0
LILLY ELI & CO COM Stock 532457108 569 1,755 SH SOLE 1,755 0 0
AIR PRODS & CHEMS INC COM Stock 009158106 319 1,327 SH SOLE 1,326 0 0
PELOTON INTERACTIVE INC CL A COM Stock 70614W100 95 10,370 SH SOLE 10,370 0 0
VANGUARD RUSSELL 1000 GROWTH ETF ETF 92206C680 6,232 110,725 SH SOLE 110,725 0 0
HUNTINGTON INGALLS INDS INC COM Stock 446413106 481 2,206 SH SOLE 2,206 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204 447 4,173 SH SOLE 4,173 0 0
SONY GROUP CORPORATION SPONSORED ADR ADR 835699307 233 2,855 SH SOLE 2,854 0 0
ENTERGY CORP NEW COM Stock 29364G103 231 2,055 SH SOLE 2,054 0 0
MARATHON PETE CORP Stock 56585A102 284 3,455 SH SOLE 3,455 0 0
REGENERON PHARMACEUTICALS INC Stock 75886F107 246 416 SH SOLE 416 0 0
ISHARES MSCI EAFE VALUE INDEX ETF ETF 464288877 1,605 36,990 SH SOLE 36,990 0 0
ENERGY TRANSFER L P COM UT LTD PTN Stock 29273V100 319 32,000 SH SOLE 32,000 0 0
ELECTRONICS ARTS Stock 285512109 242 1,993 SH SOLE 1,993 0 0
VISA INC Stock 92826C839 1,301 6,606 SH SOLE 6,605 0 0
ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD ETF 46429B689 15,271 241,215 SH SOLE 241,215 0 0
HILLMAN SOLUTIONS CORP COM Stock 431636109 410 47,500 SH SOLE 47,500 0 0
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 57,539 819,533 SH SOLE 819,532 0 0
ALLISON TRANSMISSION HLDGS INC COM Stock 01973R101 217 5,645 SH SOLE 5,645 0 0
VANGUARD GROWTH ETF ETF 922908736 426 1,911 SH SOLE 1,911 0 0
INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF ETF 46138E230 1,304 47,240 SH SOLE 47,240 0 0
PHILLIPS 66 Stock 718546104 378 4,606 SH SOLE 4,605 0 0
AMERICAN TOWER CORP REIT 03027X100 249 974 SH SOLE 974 0 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 61,141 729,775 SH SOLE 729,775 0 0
META PLATFORMS INC CL A Stock 30303M102 672 4,169 SH SOLE 4,169 0 0
ASML HOLDING N V N Y REGISTRY SHS ADR N07059210 268 563 SH SOLE 563 0 0
INGREDION INC COM Stock 457187102 308 3,488 SH SOLE 3,488 0 0
WARNER BROS DISCOVERY INC COM SER A Stock 934423104 136 10,133 SH SOLE 10,133 0 0
BCE INC COM NEW Stock 05534B760 234 4,752 SH SOLE 4,751 0 0
FIRST FINL BANCORP OH COM Stock 320209109 219 11,292 SH SOLE 11,292 0 0
MONDELEZ INTL INC CL A Stock 609207105 277 4,467 SH SOLE 4,467 0 0
AVAGO TECHNOLOGIES LTD Stock 11135F101 398 819 SH SOLE 819 0 0
DEUTSCHE BANK A G NAMEN AKT Stock D18190898 180 20,545 SH SOLE 20,545 0 0
HSBC HOLDINGS PLC SPONS ADR ADR 404280406 212 6,478 SH SOLE 6,477 0 0
ING GROEP NV ADR ADR 456837103 162 16,334 SH SOLE 16,334 0 0
MITSUBISHI UFJ FINL GROUP INC SPONSORED ADR 606822104 81 15,256 SH SOLE 15,256 0 0
NOVARTIS AG ADR ADR 66987V109 655 7,755 SH SOLE 7,754 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842 14,365 244,089 SH SOLE 244,089 0 0
ROYAL BANK OF CANADA Stock 780087102 249 2,572 SH SOLE 2,572 0 0
TOTAL SA ADR ADR 89151E109 368 6,995 SH SOLE 6,995 0 0
ACCENTURE LTD BERMUDA CL A Stock G1151C101 581 2,091 SH SOLE 2,091 0 0
OMNICOM GROUP INC COM Stock 681919106 314 4,941 SH SOLE 4,941 0 0
GOODYEAR TIRE & RUBR CO COM Stock 382550101 164 15,327 SH SOLE 15,327 0 0
KROGER CO COM Stock 501044101 367 7,753 SH SOLE 7,753 0 0
ENBRIDGE INC COM Stock 29250N105 278 6,585 SH SOLE 6,585 0 0
NVIDIA CORP Stock 67066G104 893 5,889 SH SOLE 5,888 0 0
EOG RESOURCES INC Stock 26875P101 214 1,940 SH SOLE 1,940 0 0
ABBVIE INC COM Stock 00287Y109 739 4,825 SH SOLE 4,824 0 0
S&P GLOBAL INC COM Stock 78409V104 231 685 SH SOLE 685 0 0
CABOT OIL & GAS CP COM Stock 127097103 268 10,390 SH SOLE 10,390 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR 874039100 392 4,792 SH SOLE 4,791 0 0
QUALCOMM INC COM Stock 747525103 467 3,657 SH SOLE 3,656 0 0
T-MOBILE US INC COM Stock 872590104 219 1,625 SH SOLE 1,625 0 0
GENERAL DYNAMICS CORP COM Stock 369550108 895 4,043 SH SOLE 4,043 0 0
CULLEN FROST BANKERS INC COM Stock 229899109 456 3,913 SH SOLE 3,913 0 0
MCDONALDS CORP COM Stock 580135101 960 3,889 SH SOLE 3,888 0 0
QUEST DIAGNOSTICS INC Stock 74834L100 483 3,633 SH SOLE 3,633 0 0
DOVER CORP COM Stock 260003108 392 3,228 SH SOLE 3,228 0 0
CISCO SYS INC Stock 17275R102 871 20,423 SH SOLE 20,422 0 0
ISHARES TR RUSSELL MIDCAP INDEX FD ETF 464287499 663 10,252 SH SOLE 10,252 0 0
AUTODESK INC Stock 052769106 298 1,730 SH SOLE 1,730 0 0
AT&T INC COM Stock 00206R102 773 36,863 SH SOLE 36,863 0 0
GENERAL ELECTRIC CO COM NEW Stock 369604301 237 3,718 SH SOLE 3,718 0 0
NOKIA CORP ADR ADR 654902204 52 11,333 SH SOLE 11,333 0 0
MOTOROLA SOLUTIONS INC COM NEW Stock 620076307 538 2,567 SH SOLE 2,567 0 0
ISHARES DJ US TECHNOLOGY ETF 464287721 219 2,741 SH SOLE 2,741 0 0
SKYWORKS SOLUTIONS INC COM Stock 83088M102 353 3,810 SH SOLE 3,810 0 0
ISHARES S&P 500 INDEX ETF 464287200 2,820 7,438 SH SOLE 7,438 0 0
CIGNA CORP NEW COM Stock 125523100 232 882 SH SOLE 882 0 0
WELLS FARGO CO NEW COM Stock 949746101 244 6,240 SH SOLE 6,240 0 0
UNION PAC CORP COM Stock 907818108 559 2,621 SH SOLE 2,621 0 0
CINTAS CORP Stock 172908105 943 2,524 SH SOLE 2,523 0 0
SALESFORCE COM Stock 79466L302 449 2,721 SH SOLE 2,721 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102 278 582 SH SOLE 581 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102 499 919 SH SOLE 919 0 0
LOCKHEED MARTIN CORP Stock 539830109 777 1,807 SH SOLE 1,807 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 3,982 35,361 SH SOLE 35,361 0 0
CHEVRON CORP NEW COM Stock 166764100 1,171 8,086 SH SOLE 8,086 0 0
ISHARES AMT-FREE MUNI BOND ETF ETF 464288414 1,040 9,774 SH SOLE 9,774 0 0
CONOCOPHILLIPS COM Stock 20825C104 328 3,652 SH SOLE 3,651 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 263 6,454 SH SOLE 6,454 0 0
CINCINNATI FINL CORP COM Stock 172062101 202 1,699 SH SOLE 1,699 0 0
DANAHER CORP Stock 235851102 372 1,466 SH SOLE 1,466 0 0
M & T BK CORP COM Stock 55261F104 353 2,212 SH SOLE 2,212 0 0
TJX COS INC NEW COM Stock 872540109 242 4,340 SH SOLE 4,340 0 0
BK OF AMERICA CORP COM Stock 060505104 650 20,873 SH SOLE 20,873 0 0
WALMART INC COM Stock 931142103 588 4,833 SH SOLE 4,833 0 0
INTL BUSINESS MACHINES Stock 459200101 919 6,508 SH SOLE 6,507 0 0
ORACLE CORPORATION Stock 68389X105 814 11,657 SH SOLE 11,657 0 0
RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 965 10,036 SH SOLE 10,036 0 0
TEXAS INSTRS INC COM Stock 882508104 977 6,361 SH SOLE 6,360 0 0
PFIZER INC COM Stock 717081103 1,829 34,883 SH SOLE 34,882 0 0
MORGAN STANLEY Stock 617446448 313 4,122 SH SOLE 4,121 0 0
GILEAD SCIENCES INC Stock 375558103 534 8,645 SH SOLE 8,645 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 1,698 776 SH SOLE 776 0 0
AMGEN INC Stock 031162100 958 3,937 SH SOLE 3,937 0 0
APPLIED MATLS INC COM Stock 038222105 353 3,876 SH SOLE 3,875 0 0
ANALOG DEVICES INC COM Stock 032654105 320 2,189 SH SOLE 2,189 0 0
ISHARES CORE S&P U.S. GROWTH ETF ETF 464287671 398 4,756 SH SOLE 4,756 0 0
VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844 332 2,317 SH SOLE 2,317 0 0
ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 253 4,642 SH SOLE 4,642 0 0
ISHARES AGGREGATE BOND ETF ETF 464287226 30,538 300,336 SH SOLE 300,336 0 0
ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 45,196 948,692 SH SOLE 948,691 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS ADR 01609W102 277 2,433 SH SOLE 2,433 0 0
CITIZENS FINL GROUP INC COM Stock 174610105 335 9,386 SH SOLE 9,386 0 0
C H ROBINSON WORLDWIDE INC COM NEW Stock 12541W209 395 3,897 SH SOLE 3,897 0 0
CRANE HLDGS CO COM Stock 224441105 417 4,768 SH SOLE 4,768 0 0
HELMERICH & PAYNE INC COM Stock 423452101 263 6,097 SH SOLE 6,097 0 0
KIMBALL ELECTRONICS INC COM Stock 49428J109 295 14,696 SH SOLE 14,696 0 0
PHILIP MORRIS INTL INC Stock 718172109 447 4,526 SH SOLE 4,525 0 0
ROBERT HALF INTL INC COM Stock 770323103 243 3,240 SH SOLE 3,240 0 0
SYNOPSYS INC COM Stock 871607107 282 929 SH SOLE 929 0 0
PNC FINL SVCS GROUP INC COM Stock 693475105 2,468 15,641 SH SOLE 15,640 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108 470 6,099 SH SOLE 6,099 0 0
ISHARES RUSSELL 3000 ETF ETF 464287689 1,574 7,240 SH SOLE 7,240 0 0
DOMINION RESOURCES INC Stock 25746U109 509 6,383 SH SOLE 6,383 0 0
EXXON MOBIL CORP COM Stock 30231G102 1,903 22,224 SH SOLE 22,223 0 0
UNITEDHEALTH GROUP Stock 91324P102 1,881 3,661 SH SOLE 3,661 0 0
LOWES COS INC COM Stock 548661107 349 1,999 SH SOLE 1,998 0 0
DEERE & CO COM Stock 244199105 243 812 SH SOLE 811 0 0
NOVO-NORDISK A/S ADR ADR CMN ADR 670100205 426 3,820 SH SOLE 3,819 0 0
PAYPAL HLDGS INC COM Stock 70450Y103 202 2,887 SH SOLE 2,887 0 0
ACTIVISION INC Stock 00507V109 232 2,975 SH SOLE 2,975 0 0
CROWN CASTLE INTL CORP REIT 22822V101 225 1,336 SH SOLE 1,336 0 0
BLACKROCK INC Stock 09247X101 259 425 SH SOLE 425 0 0
ISHARES CORE S&P MID CAP ETF ETF 464287507 783 3,462 SH SOLE 3,462 0 0
WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717W844 10,056 317,322 SH SOLE 317,322 0 0
APPLE INC Stock 037833100 8,086 59,145 SH SOLE 59,145 0 0
ABBOTT LABS COM Stock 002824100 506 4,656 SH SOLE 4,656 0 0
DISNEY WALT CO COM Stock 254687106 456 4,830 SH SOLE 4,830 0 0
RAYMOND JAMES FINL INC Stock 754730109 227 2,541 SH SOLE 2,541 0 0
MARSH & MCLENNAN COS INC COM Stock 571748102 209 1,345 SH SOLE 1,345 0 0

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