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Form 13F-HR Merriman Wealth Manageme For: Dec 31

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February 10, 2021 2:27 PM EST

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: 12-31-2020
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: Merriman Wealth Management, LLC
Address: 800 FIFTH AVENUE SUITE 2900
SEATTLE , WA98104
Form 13F File Number: 028-15458

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: Jacob Wham
Title: Director of Operations
Phone: 8004234893
Signature, Place, and Date of Signing:
Jacob Wham Seattle , WA 02-10-2021
[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: 198
Form 13F Information Table Value Total: 931,820
(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
3M CO COM 88579Y101 302 1,724 SH SOLE 1,724 0 0
ABBVIE INC COM 00287Y109 411 3,830 SH SOLE 3,830 0 0
ABERDEEN ASIA-PACIFIC INCOME COM 003009107 356 79,943 SH SOLE 79,943 0 0
ABERDEEN STD PLATINUM ETF TR PHYSCL PLATM SHS 003260106 202 2,000 SH SOLE 2,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3,947 15,108 SH SOLE 15,108 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 421 840 SH SOLE 840 0 0
ALCOA CORP COM 013872106 8,076 350,327 SH SOLE 350,327 0 0
ALPHABET INC CAP STK CL A 02079K305 950 542 SH SOLE 542 0 0
ALPHABET INC CAP STK CL C 02079K107 1,267 724 SH SOLE 724 0 0
AMAZON COM INC COM 023135106 11,643 3,575 SH SOLE 3,575 0 0
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 309 4,995 SH SOLE 4,995 0 0
AMERICAN CENTY ETF TR INTL EQT ETF 025072703 1,917 33,518 SH SOLE 33,518 0 0
AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 931 16,295 SH SOLE 16,295 0 0
AMERICAN CENTY ETF TR US SML CP VALU 025072877 56,117 987,275 SH SOLE 987,275 0 0
AMERICAN CENTY ETF TR US EQT ETF 025072885 229 3,634 SH SOLE 3,634 0 0
AMGEN INC COM 031162100 392 1,705 SH SOLE 1,705 0 0
APPLE INC COM 037833100 10,210 76,940 SH SOLE 76,940 0 0
ARES CAPITAL CORP COM 04010L103 465 27,527 SH SOLE 27,527 0 0
AT&T INC COM 00206R102 589 20,477 SH SOLE 20,477 0 0
AVALARA INC COM 05338G106 621 3,766 SH SOLE 3,766 0 0
BANNER CORP COM NEW 06652V208 1,707 36,623 SH SOLE 36,623 0 0
BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778 2,219 101,317 SH SOLE 101,317 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670207 1,481 6,386 SH SOLE 6,386 0 0
BLACKROCK ENERGY & RES TR COM 09250U101 531 74,683 SH SOLE 74,683 0 0
BOEING CO COM 097023105 2,890 13,499 SH SOLE 13,499 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 281 4,524 SH SOLE 4,524 0 0
CATERPILLAR INC COM 149123101 209 1,145 SH SOLE 1,145 0 0
CHEVRON CORP NEW COM 166764100 427 5,048 SH SOLE 5,048 0 0
CISCO SYS INC COM 17275R102 347 7,742 SH SOLE 7,742 0 0
CLEARPOINT NEURO INC COM 18507C103 168 10,560 SH SOLE 10,560 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 30,833 2,117,605 SH SOLE 2,117,605 0 0
COLGATE PALMOLIVE CO COM 194162103 561 6,553 SH SOLE 6,553 0 0
COLUMBIA BKG SYS INC COM 197236102 206 5,711 SH SOLE 5,711 0 0
COMCAST CORP NEW CL A 20030N101 274 5,213 SH SOLE 5,213 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,770 4,696 SH SOLE 4,696 0 0
DISNEY WALT CO COM DISNEY 254687106 649 3,580 SH SOLE 3,580 0 0
EXPEDIA GROUP INC COM NEW 30212P303 301 2,271 SH SOLE 2,271 0 0
EXPEDITORS INTL WASH INC COM 302130109 456 4,794 SH SOLE 4,794 0 0
EXTRA SPACE STORAGE INC COM 30225T102 568 4,900 SH SOLE 4,900 0 0
EXXON MOBIL CORP COM 30231G102 797 19,333 SH SOLE 15,544 0 3,789
FACEBOOK INC CL A 30303M102 1,638 5,996 SH SOLE 5,996 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 816 19,996 SH SOLE 19,996 0 0
FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 1,460 21,216 SH SOLE 21,216 0 0
FIRST TR EXCHANGE-TRADED FD GBL WND ENRG ETF 33736G106 932 40,000 SH SOLE 40,000 0 0
FLEXSHARES TR M STAR DEV MKT 33939L803 255 3,859 SH SOLE 3,859 0 0
FOCUS FINL PARTNERS INC COM CL A 34417P100 1,144 26,279 SH SOLE 26,279 0 0
GENERAL ELECTRIC CO COM 369604103 2,289 211,899 SH SOLE 211,899 0 0
GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 929 15,000 SH SOLE 15,000 0 0
GLOBAL X FDS MSCI CHINA CNSMR 37950E408 819 23,000 SH SOLE 23,000 0 0
GOLD TRUST ISHARES 464285105 1,163 64,108 SH SOLE 64,108 0 0
GOLDEN NUGGET ONLINE GAMIN COM CL A 38113L107 463 23,500 SH SOLE 23,500 0 0
GOLDMAN SACHS MLP ENERGY REN COM 38148G206 1,918 251,676 SH SOLE 251,676 0 0
GRAINGER W W INC COM 384802104 442 1,080 SH SOLE 1,080 0 0
HNI CORP COM 404251100 5,173 150,100 SH SOLE 150,100 0 0
HOME DEPOT INC COM 437076102 296 1,111 SH SOLE 1,111 0 0
HONEYWELL INTL INC COM 438516106 244 1,145 SH SOLE 1,145 0 0
HOWMET AEROSPACE INC COM 443201108 2,923 102,383 SH SOLE 102,383 0 0
INTEL CORP COM 458140100 795 15,955 SH SOLE 15,955 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 290 2,302 SH SOLE 2,302 0 0
INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 4,970 117,088 SH SOLE 117,088 0 0
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 6,231 110,804 SH SOLE 0 0 110,804
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 925 9,000 SH SOLE 9,000 0 0
INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 7,606 227,041 SH SOLE 227,041 0 0
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 13,331 88,318 SH SOLE 0 0 88,318
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 457 3,581 SH SOLE 0 0 3,581
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 6,227 147,868 SH SOLE 0 0 147,868
INVESCO EXCHANGE TRADED FD T DYNMC SOFTWARE 46137V639 309 2,009 SH SOLE 2,009 0 0
INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 4,241 69,000 SH SOLE 69,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 2,362 7,527 SH SOLE 7,527 0 0
ISHARES INC CORE MSCI EMKT 46434G103 3,287 52,969 SH SOLE 0 0 52,969
ISHARES INC EM MKT SM-CP ETF 464286475 674 12,748 SH SOLE 12,748 0 0
ISHARES INC MSCI EMERG MRKT 464286533 2,409 39,439 SH SOLE 39,439 0 0
ISHARES INC MSCI EURZONE ETF 464286608 1,587 36,000 SH SOLE 36,000 0 0
ISHARES INC MSCI GERMANY ETF 464286806 2,383 75,000 SH SOLE 75,000 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 3,105 45,951 SH SOLE 45,951 0 0
ISHARES INC MSCI STH KOR ETF 464286772 861 10,000 SH SOLE 10,000 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 860 16,186 SH SOLE 16,186 0 0
ISHARES TR CONV BD ETF 46435G102 1,469 15,212 SH SOLE 0 0 15,212
ISHARES TR CORE HIGH DV ETF 46429B663 265 3,017 SH SOLE 0 0 3,017
ISHARES TR CORE MSCI EAFE 46432F842 3,734 54,039 SH SOLE 0 0 54,039
ISHARES TR CORE S&P MCP ETF 464287507 367 1,593 SH SOLE 1,593 0 0
ISHARES TR CORE S&P TTL STK 464287150 1,019 11,811 SH SOLE 11,811 0 0
ISHARES TR CORE S&P500 ETF 464287200 10,048 26,765 SH SOLE 26,765 0 0
ISHARES TR EAFE GRWTH ETF 464288885 3,088 30,594 SH SOLE 30,594 0 0
ISHARES TR EAFE SML CP ETF 464288273 12,556 183,688 SH SOLE 183,688 0 0
ISHARES TR EAFE VALUE ETF 464288877 1,238 26,217 SH SOLE 26,217 0 0
ISHARES TR ESG AW MSCI EAFE 46435G516 4,105 56,200 SH SOLE 46,200 0 10,000
ISHARES TR ESG AWR MSCI USA 46435G425 3,485 40,500 SH SOLE 24,500 0 16,000
ISHARES TR GLOBAL REIT ETF 46434V647 989 41,298 SH SOLE 0 0 41,298
ISHARES TR IBOXX HI YD ETF 464288513 7,928 90,812 SH SOLE 90,812 0 0
ISHARES TR MRGSTR MD CP GRW 464288307 1,409 3,682 SH SOLE 3,682 0 0
ISHARES TR MSCI CHINA ETF 46429B671 2,268 28,000 SH SOLE 4,000 0 24,000
ISHARES TR MSCI EAFE ETF 464287465 5,063 69,382 SH SOLE 69,382 0 0
ISHARES TR MSCI EAFE MIN VL 46429B689 1,123 15,295 SH SOLE 15,295 0 0
ISHARES TR MSCI INTL QUALTY 46434V456 365 10,210 SH SOLE 10,210 0 0
ISHARES TR MSCI INTL VLU FT 46435G409 19,316 848,297 SH SOLE 2,589 0 845,708
ISHARES TR MSCI USA QLT FCT 46432F339 76,434 657,718 SH SOLE 47,050 0 610,668
ISHARES TR MSCI USA VALUE 46432F388 25,195 289,887 SH SOLE 95,364 0 194,523
ISHARES TR NATIONAL MUN ETF 464288414 427 3,641 SH SOLE 3,641 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 6,393 26,511 SH SOLE 26,511 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 370 2,701 SH SOLE 2,701 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 13,961 71,206 SH SOLE 71,206 0 0
ISHARES TR S&P 100 ETF 464287101 6,750 39,325 SH SOLE 39,325 0 0
ISHARES TR S&P MC 400VL ETF 464287705 12,785 148,135 SH SOLE 148,135 0 0
ISHARES TR TIPS BD ETF 464287176 7,336 57,464 SH SOLE 57,464 0 0
ISHARES TR CORE S&P SCP ETF 464287804 254 2,761 SH SOLE 2,761 0 0
ISHARES TR SP SMCP600VL ETF 464287879 4,150 51,030 SH SOLE 51,030 0 0
ISHARES TR INTL DEV RE ETF 464288489 5,026 184,949 SH SOLE 184,949 0 0
ISHARES TR GLOBAL ENERG ETF 464287341 1,746 85,950 SH SOLE 85,950 0 0
ISHARES TR MSCI USA MMENTM 46432F396 5,955 36,915 SH SOLE 36,915 0 0
JOHNSON & JOHNSON COM 478160104 977 6,207 SH SOLE 6,207 0 0
JPMORGAN CHASE & CO COM 46625H100 634 4,987 SH SOLE 1,012 0 3,975
KAYNE ANDERSON NEXTGEN ENRGY COM 48661E108 1,630 283,424 SH SOLE 283,424 0 0
KRANESHARES TR MSCI ALL CHINA 500767835 858 21,970 SH SOLE 21,970 0 0
KROGER CO COM 501044101 257 8,088 SH SOLE 8,088 0 0
MANKIND CORP COM NEW 56400P706 45 14,200 SH SOLE 14,200 0 0
MCDONALDS CORP COM 580135101 505 2,350 SH SOLE 2,350 0 0
MERCK & CO. INC COM 58933Y105 256 3,128 SH SOLE 3,128 0 0
MICROSOFT CORP COM 594918104 102,447 460,598 SH SOLE 460,598 0 0
MIMEDX GROUP INC COM 602496101 600 66,000 SH SOLE 66,000 0 0
NATERA INC COM 632307104 249 2,500 SH SOLE 2,500 0 0
NETFLIX INC COM 64110L106 301 556 SH SOLE 382 0 174
NIKE INC CL B 654106103 1,150 8,125 SH SOLE 8,125 0 0
PAYCOM SOFTWARE INC COM 70432V102 1,393 3,078 SH SOLE 3,078 0 0
PEPSICO INC COM 713448108 216 1,450 SH SOLE 1,450 0 0
PFIZER INC COM 717081103 566 15,367 SH SOLE 15,367 0 0
PIMCO ETF TR ACTIVE BD ETF 72201R775 7,459 65,943 SH SOLE 65,943 0 0
PROCTER AND GAMBLE CO COM 742718109 566 4,067 SH SOLE 4,067 0 0
PUBLIC STORAGE COM 74460D109 592 2,561 SH SOLE 2,561 0 0
ROCKWELL AUTOMATION INC COM 773903109 202 802 SH SOLE 802 0 0
SALESFORCE COM INC COM 79466L302 9,955 44,734 SH SOLE 44,734 0 0
SALIENT MIDSTREAM & MLP FD SH BEN INT 79471V105 505 118,182 SH SOLE 118,182 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1,870 51,914 SH SOLE 51,914 0 0
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 758 20,127 SH SOLE 20,127 0 0
SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 1,115 38,058 SH SOLE 38,058 0 0
SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 32,461 933,312 SH SOLE 933,312 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 714 7,841 SH SOLE 7,841 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1,098 18,442 SH SOLE 18,442 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3,221 35,409 SH SOLE 35,409 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 2,839 39,206 SH SOLE 39,206 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 1,565 41,268 SH SOLE 41,268 0 0
SPDR GOLD TR GOLD SHS 78463V107 302 1,691 SH SOLE 0 0 1,691
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 14,202 420,795 SH SOLE 0 0 420,795
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 10,918 258,956 SH SOLE 0 0 258,956
SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 1,337 10,265 SH SOLE 0 0 10,265
SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 2,744 53,130 SH SOLE 967 0 52,163
SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 5,482 154,797 SH SOLE 0 0 154,797
SPDR S&P 500 ETF TR TR UNIT 78462F103 5,277 14,114 SH SOLE 0 0 14,114
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2,532 6,029 SH SOLE 0 0 6,029
SPDR SER TR BLOOMBERG BRCLYS 78468R622 7,977 73,222 SH SOLE 0 0 73,222
SPDR SER TR NUVEEN BRC MUNIC 78468R721 589 11,208 SH SOLE 11,208 0 0
SPDR SER TR S&P 400 MDCP VAL 78464A839 12,891 232,267 SH SOLE 232,267 0 0
SPDR SER TR S&P HOMEBUILD 78464A888 2,398 41,600 SH SOLE 8,000 0 33,600
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 1,376 71,080 SH SOLE 71,080 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 187 20,000 SH SOLE 20,000 0 0
STARBUCKS CORP COM 855244109 2,626 24,546 SH SOLE 24,546 0 0
TCW STRATEGIC INCOME FD INC COM 872340104 292 51,213 SH SOLE 51,213 0 0
TESLA INC COM 88160R101 1,814 2,570 SH SOLE 2,570 0 0
T-MOBILE US INC COM 872590104 288 2,131 SH SOLE 2,131 0 0
TORTOISE ENERGY INFRA CORP COM 89147L886 633 31,445 SH SOLE 31,445 0 0
UNITED PARCEL SERVICE INC CL B 911312106 20,514 121,814 SH SOLE 121,814 0 0
US BANCORP DEL COM NEW 902973304 281 6,015 SH SOLE 6,015 0 0
VALMONT INDS INC COM 920253101 5,253 30,025 SH SOLE 30,025 0 0
VANECK VECTORS ETF TR JP MORGAN MKTS 92189H300 241 7,220 SH SOLE 7,220 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 1,197 33,212 SH SOLE 33,212 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 272 5,000 SH SOLE 5,000 0 0
VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 843 6,000 SH SOLE 6,000 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819 7,395 79,637 SH SOLE 79,637 0 0
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 7,480 45,419 SH SOLE 45,419 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 3,221 12,714 SH SOLE 12,714 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637 374 2,123 SH SOLE 2,123 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6,691 78,782 SH SOLE 78,782 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,964 5,713 SH SOLE 5,713 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 89,240 627,522 SH SOLE 627,522 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 6,673 34,275 SH SOLE 34,275 0 0
VANGUARD INDEX FDS SML CP GRW ETF 922908595 5,697 21,282 SH SOLE 21,282 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 4,468 22,954 SH SOLE 22,954 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 1,192 10,020 SH SOLE 10,020 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1,728 29,599 SH SOLE 29,599 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4,528 90,348 SH SOLE 90,348 0 0
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 1,568 19,700 SH SOLE 19,700 0 0
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1,661 13,631 SH SOLE 13,631 0 0
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 296 5,439 SH SOLE 5,439 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 513 10,020 SH SOLE 10,020 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2,353 42,621 SH SOLE 42,621 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 247 4,000 SH SOLE 4,000 0 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 385 5,533 SH SOLE 5,533 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 433 3,067 SH SOLE 3,067 0 0
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1,666 35,282 SH SOLE 35,282 0 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 5,508 90,621 SH SOLE 90,621 0 0
VANGUARD WORLD FD ESG INTL STK ETF 921910725 6,248 105,409 SH SOLE 105,409 0 0
VANGUARD WORLD FD ESG US STK ETF 921910733 7,439 106,000 SH SOLE 106,000 0 0
VANGUARD WORLD FD MEGA CAP INDEX 921910873 234 1,747 SH SOLE 1,747 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 1,829 25,100 SH SOLE 25,100 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 967 16,453 SH SOLE 13,518 0 2,935
WALMART INC COM 931142103 384 2,664 SH SOLE 2,664 0 0
WISDOMTREE TR CHINADIV EX FI 97717X719 560 8,500 SH SOLE 8,500 0 0
WORLD GOLD TR SPDR GLD MINIS 98149E204 947 50,000 SH SOLE 50,000 0 0

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