# EDGAR Filing Document

**Accession Number:** 0001908167
**File Stem:** 0001908167-23-000001
**Filing Date:** 2023-2
**Character Count:** 11716
**Document Hash:** f8f0ac1f4af4e266aa9f1d70b6ce36c5
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001908167-23-000001.hdr.sgml**: 20230209

**ACCESSION NUMBER**: 0001908167-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230209

**DATE AS OF CHANGE**: 20230209

**EFFECTIVENESS DATE**: 20230209

**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:** 23607133

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**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:** UNIONVIEW LLC<br>**Address:** 1500 WESTLAKE AVE NORTH<br>SUITE 124<br>SEATTLE, WA 98109

**Form 13F File Number:** 028-21766

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:** M. KATHERINE PIEPER<br>**Title:** MANAGING PARTNER<br>**Phone:** (206) 708-1048

**Signature, Place, and Date of Signing:**

M. KATHERINE PIEPER  SEATTLE, WA  02-09-2023<br>[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 are reported 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:** 3

**Form 13F Information Table Entry Total:** 76

**Form 13F Information Table Value Total:** $100028016

      (round to nearest dollar)

**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.   | Name                | Form 13F File Number   |
|:---|:---|:---|
|  | Federated Investors |  |
|  | Parametric          |  |
|  | Franklin Templeton  |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | ETF | 33734H106 |  | 13382209 | 335310 | SH |  | SOLE |  | 0 | 0 | 335310 |
| ISHARES 1-3 YEAR TREASURY BOND ETF | ETF | 464287457 |  | 8991561 | 110774 | SH |  | SOLE |  | 0 | 0 | 110774 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 7831400 | 32655 | SH |  | DFND | 23 | 0 | 802 | 31853 |
| SPDR S MIDCAP 400 ETF TRUST | ETF | 78467Y107 |  | 6120119 | 13822 | SH |  | SOLE |  | 0 | 0 | 13822 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 |  | 4535403 | 21170 | SH |  | SOLE |  | 0 | 0 | 21170 |
| ISHARES RUSSELL 2000 ETF | ETF | 464287655 |  | 4047093 | 23211 | SH |  | SOLE |  | 0 | 0 | 23211 |
| ISHARES CORE S MID-CAP ETF | ETF | 464287507 |  | 3674774 | 15192 | SH |  | SOLE |  | 0 | 0 | 15192 |
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | ETF | 33738R605 |  | 3459742 | 74323 | SH |  | SOLE |  | 0 | 0 | 74323 |
| SPDR S 500 ETF TRUST | ETF | 78462F103 |  | 3448170 | 9016 | SH |  | SOLE |  | 0 | 0 | 9016 |
| ISHARES CORE S SMALL CAP ETF | ETF | 464287804 |  | 3196169 | 33772 | SH |  | SOLE |  | 0 | 0 | 33772 |
| APPLE INC COM | Stock | 037833100 |  | 2876478 | 22139 | SH |  | DFND | 2 | 0 | 643 | 21496 |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | ETF | 464288158 |  | 2060870 | 19765 | SH |  | SOLE |  | 0 | 0 | 19765 |
| ISHARES MSCI EAFE ETF | ETF | 464287465 |  | 1916420 | 29196 | SH |  | SOLE |  | 0 | 0 | 29196 |
| ISHARES MSCI EMERGING MARKETS ETF | ETF | 464287234 |  | 1859681 | 49068 | SH |  | SOLE |  | 0 | 0 | 49068 |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | 464287598 |  | 1546985 | 10201 | SH |  | SOLE |  | 0 | 0 | 10201 |
| ISHARES SELECT DIVIDEND ETF | ETF | 464287168 |  | 1502820 | 12461 | SH |  | SOLE |  | 0 | 0 | 12461 |
| STARBUCKS CORP COM | Stock | 855244109 |  | 1498739 | 15108 | SH |  | DFND | 3 | 0 | 60 | 15048 |
| AMAZON COM INC COM | Stock | 023135106 |  | 1325077 | 15775 | SH |  | DFND | 23 | 0 | 825 | 14950 |
| PROCTER AND GAMBLE CO COM | Stock | 742718109 |  | 1186260 | 7827 | SH |  | DFND | 2 | 0 | 249 | 7578 |
| COSTCO WHSL CORP NEW COM | Stock | 22160K105 |  | 1060581 | 2323 | SH |  | SOLE |  | 0 | 0 | 2323 |
| ISHARES MSCI INTL QUALITY FACTOR ETF | ETF | 46434V456 |  | 1059853 | 32722 | SH |  | SOLE |  | 0 | 0 | 32722 |
| ISHARES MSCI USA ESG SELECT ETF | ETF | 464288802 |  | 805330 | 9783 | SH |  | SOLE |  | 0 | 0 | 9783 |
| BANK AMERICA CORP COM | Stock | 060505104 |  | 802741 | 24237 | SH |  | DFND | 23 | 0 | 1605 | 22632 |
| LILLY ELI  CO COM | Stock | 532457108 |  | 757367 | 2070 | SH |  | SOLE |  | 0 | 0 | 2070 |
| ISHARES U.S. REAL ESTATE ETF | ETF | 464287739 |  | 723958 | 8599 | SH |  | SOLE |  | 0 | 0 | 8599 |
| EXXON MOBIL CORP COM | Stock | 30231G102 |  | 715075 | 6483 | SH |  | SOLE |  | 0 | 0 | 6483 |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 |  | 676407 | 17353 | SH |  | SOLE |  | 0 | 0 | 17353 |
| HOME DEPOT INC COM | Stock | 437076102 |  | 671564 | 2126 | SH |  | DFND | 23 | 0 | 148 | 1978 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 649365 | 3676 | SH |  | DFND | 2 | 0 | 357 | 3319 |
| BOEING CO COM | Stock | 097023105 |  | 648618 | 3405 | SH |  | SOLE |  | 0 | 0 | 3405 |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 |  | 613639 | 3210 | SH |  | SOLE |  | 0 | 0 | 3210 |
| ISHARES MSCI EAFE SMALL-CAP ETF | ETF | 464288273 |  | 609306 | 10788 | SH |  | SOLE |  | 0 | 0 | 10788 |
| ISHARES S SMALL-CAP 600 VALUE ETF | ETF | 464287879 |  | 598906 | 6559 | SH |  | SOLE |  | 0 | 0 | 6559 |
| MERCK  CO INC COM | Stock | 58933Y105 |  | 578230 | 5212 | SH |  | DFND | 12 | 0 | 490 | 4722 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 |  | 561991 | 1060 | SH |  | DFND | 2 | 0 | 249 | 811 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 539339 | 1746 | SH |  | SOLE |  | 0 | 0 | 1746 |
| INTEL CORP COM | Stock | 458140100 |  | 524751 | 19854 | SH |  | DFND | 2 | 0 | 188 | 19666 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 |  | 514634 | 5800 | SH |  | DFND | 3 | 0 | 240 | 5560 |
| ISHARES U.S. BASIC MATERIALS ETF | ETF | 464287838 |  | 509441 | 4083 | SH |  | SOLE |  | 0 | 0 | 4083 |
| VISA INC COM CL A | Stock | 92826C839 |  | 507350 | 2442 | SH |  | DFND | 23 | 0 | 457 | 1985 |
| JPMORGAN CHASE  CO COM | Stock | 46625H100 |  | 476457 | 3553 | SH |  | DFND | 123 | 0 | 551 | 3002 |
| WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | ETF | 97717W604 |  | 476283 | 16747 | SH |  | SOLE |  | 0 | 0 | 16747 |
| ISHARES CORE S 500 ETF | ETF | 464287200 |  | 452568 | 1178 | SH |  | SOLE |  | 0 | 0 | 1178 |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | ETF | 464288281 |  | 426893 | 5047 | SH |  | SOLE |  | 0 | 0 | 5047 |
| SPDR S DIVIDEND ETF | ETF | 78464A763 |  | 426463 | 3409 | SH |  | SOLE |  | 0 | 0 | 3409 |
| PFIZER INC COM | Stock | 717081103 |  | 414942 | 8098 | SH |  | DFND | 12 | 0 | 1363 | 6735 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 |  | 405858 | 4600 | SH |  | DFND | 3 | 0 | 240 | 4360 |
| ISHARES FLOATING RATE BOND ETF | ETF | 46429B655 |  | 390004 | 7749 | SH |  | SOLE |  | 0 | 0 | 7749 |
| VANGUARD MID-CAP ETF | ETF | 922908629 |  | 388141 | 1904 | SH |  | SOLE |  | 0 | 0 | 1904 |
| ISHARES ESG AWARE MSCI EM ETF | ETF | 46434G863 |  | 375325 | 12482 | SH |  | SOLE |  | 0 | 0 | 12482 |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | ETF | 46138J783 |  | 372927 | 19633 | SH |  | SOLE |  | 0 | 0 | 19633 |
| VANGUARD SMALL-CAP ETF | ETF | 922908751 |  | 364250 | 1985 | SH |  | SOLE |  | 0 | 0 | 1985 |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | ETF | 922042775 |  | 360302 | 7186 | SH |  | SOLE |  | 0 | 0 | 7186 |
| CHEVRON CORP NEW COM | Stock | 166764100 |  | 355998 | 1983 | SH |  | SOLE |  | 0 | 0 | 1983 |
| VANGUARD LARGE-CAP ETF | ETF | 922908637 |  | 344274 | 1976 | SH |  | SOLE |  | 0 | 0 | 1976 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 |  | 331556 | 7900 | SH |  | SOLE |  | 0 | 0 | 7900 |
| PEPSICO INC COM | Stock | 713448108 |  | 326577 | 1808 | SH |  | SOLE |  | 0 | 0 | 1808 |
| KIMBERLY-CLARK CORP COM | Stock | 494368103 |  | 309510 | 2280 | SH |  | DFND | 1 | 0 | 180 | 2100 |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 78467X109 |  | 299436 | 904 | SH |  | SOLE |  | 0 | 0 | 904 |
| WISDOMTREE U.S. MIDCAP FUND | ETF | 97717W570 |  | 297599 | 6121 | SH |  | SOLE |  | 0 | 0 | 6121 |
| AMGEN INC COM | Stock | 031162100 |  | 289955 | 1104 | SH |  | DFND | 1 | 0 | 48 | 1056 |
| WELLS FARGO CO NEW COM | Stock | 949746101 |  | 273959 | 6635 | SH |  | DFND | 2 | 0 | 570 | 6065 |
| ISHARES ESG AWARE MSCI EAFE ETF | ETF | 46435G516 |  | 268653 | 4087 | SH |  | SOLE |  | 0 | 0 | 4087 |
| CISCO SYS INC COM | Stock | 17275R102 |  | 267594 | 5617 | SH |  | DFND | 123 | 0 | 1243 | 4374 |
| ORACLE CORP COM | Stock | 68389X105 |  | 267126 | 3268 | SH |  | DFND | 23 | 0 | 603 | 2665 |
| COMCAST CORP NEW CL A | Stock | 20030N101 |  | 257484 | 7363 | SH |  | DFND | 23 | 0 | 2023 | 5340 |
| VANGUARD REAL ESTATE ETF | ETF | 922908553 |  | 251956 | 3055 | SH |  | SOLE |  | 0 | 0 | 3055 |
| NIKE INC CL B | Stock | 654106103 |  | 251209 | 2147 | SH |  | DFND | 2 | 0 | 166 | 1981 |
| VERIZON COMMUNICATIONS INC COM | Stock | 92343V104 |  | 239985 | 6091 | SH |  | DFND | 23 | 0 | 1338 | 4753 |
| ISHARES S 500 VALUE ETF | ETF | 464287408 |  | 232288 | 1601 | SH |  | SOLE |  | 0 | 0 | 1601 |
| VANGUARD FTSE EUROPE ETF | ETF | 922042874 |  | 229931 | 4147 | SH |  | SOLE |  | 0 | 0 | 4147 |
| ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF | ETF | 464288182 |  | 229504 | 3542 | SH |  | SOLE |  | 0 | 0 | 3542 |
| MONSTER BEVERAGE CORP NEW COM | Stock | 61174X109 |  | 225194 | 2218 | SH |  | DFND | 23 | 0 | 296 | 1922 |
| WP CAREY INC COM | REIT | 92936U109 |  | 222962 | 2853 | SH |  | DFND | 3 | 0 | 8 | 2845 |
| ISHARES RUSSELL MIDCAP ETF | ETF | 464287499 |  | 222723 | 3302 | SH |  | SOLE |  | 0 | 0 | 3302 |
| ALLIANCEBERNSTEIN GLOBAL HIGH COM | CEF | 01879R106 |  | 113714 | 12333 | SH |  | SOLE |  | 0 | 0 | 12333 |

---