# EDGAR Filing Document

**Accession Number:** 0001841766
**File Stem:** 0001725547-23-000055
**Filing Date:** 2023-2
**Character Count:** 17820
**Document Hash:** c05b7274e140e8dcf547d4c7e44c6ad4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001725547-23-000055.hdr.sgml**: 20230210

**ACCESSION NUMBER**: 0001725547-23-000055

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230210

**DATE AS OF CHANGE**: 20230210

**EFFECTIVENESS DATE**: 20230210

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** KAVAR CAPITAL PARTNERS GROUP, LLC
- **CENTRAL INDEX KEY:** 0001841766
- **IRS NUMBER:** 853721708
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20576
- **FILM NUMBER:** 23611685

**BUSINESS ADDRESS:**
- **STREET 1:** 11460 TOMAHAWK CREEK PARKWAY
- **STREET 2:** SUITE 420
- **CITY:** LEAWOOD
- **STATE:** KS
- **ZIP:** 66211
- **BUSINESS PHONE:** 913-428-3300

**MAIL ADDRESS:**
- **STREET 1:** 11460 TOMAHAWK CREEK PARKWAY
- **STREET 2:** SUITE 420
- **CITY:** LEAWOOD
- **STATE:** KS
- **ZIP:** 66211

### 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:** KAVAR CAPITAL PARTNERS GROUP LLC<br>**Address:** 11460 TOMAHAWK CREEK PARKWAY<br>SUITE 420<br>LEAWOOD, KS 66211

**Form 13F File Number:** 028-20576

**CRD Number (if applicable):** 000311744

**SEC File Number (if applicable):** 801-119947

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:** Stefanie C. Callahan<br>**Title:** Chief Compliance Officer<br>**Phone:** 913-428-3300

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

Stefanie C. Callahan  Leawood, KS  02-10-2023<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:** 0

**Form 13F Information Table Entry Total:** 145

**Form 13F Information Table Value Total:** $433993942

      (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.]

**NONE**

### 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 |
| ABBOTT LABS | COM | 002824100 |  | 5388054 | 49076 | SH |  | SOLE |  | 0 | 0 | 49075 |
| ABBVIE INC | COM | 00287Y109 |  | 7400447 | 45792 | SH |  | SOLE |  | 0 | 0 | 45792 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 |  | 3255142 | 22346 | SH |  | SOLE |  | 0 | 0 | 22346 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 464590 | 5236 | SH |  | SOLE |  | 0 | 0 | 5236 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 9659420 | 109480 | SH |  | SOLE |  | 0 | 0 | 109480 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 1631691 | 35697 | SH |  | SOLE |  | 0 | 0 | 35696 |
| AMAZON COM INC | COM | 023135106 |  | 2101596 | 25019 | SH |  | SOLE |  | 0 | 0 | 25019 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 6957812 | 137915 | SH |  | SOLE |  | 0 | 0 | 137915 |
| APPLE INC | COM | 037833100 |  | 21091560 | 162330 | SH |  | SOLE |  | 0 | 0 | 162330 |
| ARES CAPITAL CORP | COM | 04010L103 |  | 3203224 | 173428 | SH |  | SOLE |  | 0 | 0 | 173428 |
| ARISTA NETWORKS INC | COM | 040413106 |  | 2247402 | 18520 | SH |  | SOLE |  | 0 | 0 | 18520 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 2299170 | 9626 | SH |  | SOLE |  | 0 | 0 | 9625 |
| BCE INC | COM NEW | 05534B760 |  | 754226 | 17161 | SH |  | SOLE |  | 0 | 0 | 17161 |
| BP PLC | SPONSORED ADR | 055622104 |  | 1724564 | 49372 | SH |  | SOLE |  | 0 | 0 | 49372 |
| BANK AMERICA CORP | COM | 060505104 |  | 544053 | 16427 | SH |  | SOLE |  | 0 | 0 | 16426 |
| BANK NOVA SCOTIA HALIFAX | COM | 064149107 |  | 281635 | 5750 | SH |  | SOLE |  | 0 | 0 | 5750 |
| BAXTER INTL INC | COM | 071813109 |  | 281609 | 5525 | SH |  | SOLE |  | 0 | 0 | 5525 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 8185154 | 32187 | SH |  | SOLE |  | 0 | 0 | 32187 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 468711 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 10311209 | 33698 | SH |  | SOLE |  | 0 | 0 | 33698 |
| BLACKSTONE INC | COM | 09260D107 |  | 2769058 | 37324 | SH |  | SOLE |  | 0 | 0 | 37323 |
| BLACKROCK HEALTH SCIENCS TR | COM SHS | 09260E105 |  | 960368 | 62240 | SH |  | SOLE |  | 0 | 0 | 62240 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 |  | 221689 | 5545 | SH |  | SOLE |  | 0 | 0 | 5545 |
| CBIZ INC | COM | 124805102 |  | 261657 | 5585 | SH |  | SOLE |  | 0 | 0 | 5585 |
| CATERPILLAR INC | COM | 149123101 |  | 3206031 | 13383 | SH |  | SOLE |  | 0 | 0 | 13383 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 528909 | 3527 | SH |  | SOLE |  | 0 | 0 | 3527 |
| CHEVRON CORP NEW | COM | 166764100 |  | 869922 | 4847 | SH |  | SOLE |  | 0 | 0 | 4846 |
| CISCO SYS INC | COM | 17275R102 |  | 215393 | 4521 | SH |  | SOLE |  | 0 | 0 | 4521 |
| COCA COLA CO | COM | 191216100 |  | 2317901 | 36439 | SH |  | SOLE |  | 0 | 0 | 36439 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 260165 | 3302 | SH |  | SOLE |  | 0 | 0 | 3302 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 621222 | 5265 | SH |  | SOLE |  | 0 | 0 | 5264 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 3837780 | 16560 | SH |  | SOLE |  | 0 | 0 | 16560 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 444175 | 973 | SH |  | SOLE |  | 0 | 0 | 973 |
| CROSSFIRST BANKSHARES INC | COM | 22766M109 |  | 1529408 | 123240 | SH |  | SOLE |  | 0 | 0 | 123240 |
| DTE ENERGY CO | COM | 233331107 |  | 549570 | 4676 | SH |  | SOLE |  | 0 | 0 | 4676 |
| DANAHER CORPORATION | COM | 235851102 |  | 12110070 | 45626 | SH |  | SOLE |  | 0 | 0 | 45626 |
| DEERE  CO | COM | 244199105 |  | 404321 | 943 | SH |  | SOLE |  | 0 | 0 | 943 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 |  | 6492046 | 36433 | SH |  | SOLE |  | 0 | 0 | 36433 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 25434V401 |  | 1271413 | 30555 | SH |  | SOLE |  | 0 | 0 | 30555 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 465802 | 9107 | SH |  | SOLE |  | 0 | 0 | 9106 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 381524 | 8681 | SH |  | SOLE |  | 0 | 0 | 8680 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 1193462 | 35647 | SH |  | SOLE |  | 0 | 0 | 35647 |
| DISNEY WALT CO | COM | 254687106 |  | 3113504 | 35837 | SH |  | SOLE |  | 0 | 0 | 35836 |
| DOW INC | COM | 260557103 |  | 1470636 | 29185 | SH |  | SOLE |  | 0 | 0 | 29185 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 793597 | 7706 | SH |  | SOLE |  | 0 | 0 | 7705 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 1722073 | 23081 | SH |  | SOLE |  | 0 | 0 | 23081 |
| EMERSON ELEC CO | COM | 291011104 |  | 3356270 | 34939 | SH |  | SOLE |  | 0 | 0 | 34939 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 208912 | 17600 | SH |  | SOLE |  | 0 | 0 | 17600 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 368433 | 15275 | SH |  | SOLE |  | 0 | 0 | 15275 |
| EURONET WORLDWIDE INC | COM | 298736109 |  | 2983446 | 31611 | SH |  | SOLE |  | 0 | 0 | 31611 |
| EVERGY INC | COM | 30034W106 |  | 226737 | 3603 | SH |  | SOLE |  | 0 | 0 | 3603 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2032450 | 18427 | SH |  | SOLE |  | 0 | 0 | 18426 |
| META PLATFORMS INC | CL A | 30303M102 |  | 321067 | 2668 | SH |  | SOLE |  | 0 | 0 | 2668 |
| FEDEX CORP | COM | 31428X106 |  | 2666587 | 15396 | SH |  | SOLE |  | 0 | 0 | 15396 |
| FOCUS FINL PARTNERS INC | COM CL A | 34417P100 |  | 1488377 | 39935 | SH |  | SOLE |  | 0 | 0 | 39935 |
| FORD MTR CO DEL | COM | 345370860 |  | 131663 | 11321 | SH |  | SOLE |  | 0 | 0 | 11321 |
| GSK PLC | SPONSORED ADR | 37733W204 |  | 1926551 | 54825 | SH |  | SOLE |  | 0 | 0 | 54825 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 3255929 | 9482 | SH |  | SOLE |  | 0 | 0 | 9482 |
| GOODRX HLDGS INC | COM CL A | 38246G108 |  | 191736 | 41145 | SH |  | SOLE |  | 0 | 0 | 41145 |
| GRIFFON CORP | COM | 398433102 |  | 2636614 | 73669 | SH |  | SOLE |  | 0 | 0 | 73669 |
| HOME DEPOT INC | COM | 437076102 |  | 4769439 | 15100 | SH |  | SOLE |  | 0 | 0 | 15099 |
| HONEYWELL INTL INC | COM | 438516106 |  | 434172 | 2026 | SH |  | SOLE |  | 0 | 0 | 2026 |
| INTEL CORP | COM | 458140100 |  | 212035 | 8023 | SH |  | SOLE |  | 0 | 0 | 8022 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 3947306 | 28017 | SH |  | SOLE |  | 0 | 0 | 28016 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 231062 | 868 | SH |  | SOLE |  | 0 | 0 | 867 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 253409 | 955 | SH |  | SOLE |  | 0 | 0 | 955 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 10861316 | 76894 | SH |  | SOLE |  | 0 | 0 | 76894 |
| IRON MTN INC DEL | COM | 46284V101 |  | 1332889 | 26738 | SH |  | SOLE |  | 0 | 0 | 26738 |
| ISHARES TR | CORE S ETF | 464287200 |  | 793778 | 2066 | SH |  | SOLE |  | 0 | 0 | 2066 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 317763 | 4841 | SH |  | SOLE |  | 0 | 0 | 4841 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 300962 | 4462 | SH |  | SOLE |  | 0 | 0 | 4462 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1064074 | 4399 | SH |  | SOLE |  | 0 | 0 | 4399 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 446048 | 2082 | SH |  | SOLE |  | 0 | 0 | 2082 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 560194 | 2661 | SH |  | SOLE |  | 0 | 0 | 2661 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 1530009 | 8775 | SH |  | SOLE |  | 0 | 0 | 8775 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 317431 | 5620 | SH |  | SOLE |  | 0 | 0 | 5620 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 5130790 | 38261 | SH |  | SOLE |  | 0 | 0 | 38260 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 7360688 | 41668 | SH |  | SOLE |  | 0 | 0 | 41668 |
| KKR  CO INC | COM | 48251W104 |  | 208710 | 4496 | SH |  | SOLE |  | 0 | 0 | 4496 |
| LILLY ELI  CO | COM | 532457108 |  | 263405 | 720 | SH |  | SOLE |  | 0 | 0 | 720 |
| LOWES COS INC | COM | 548661107 |  | 207409 | 1041 | SH |  | SOLE |  | 0 | 0 | 1041 |
| MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 559080106 |  | 263603 | 5250 | SH |  | SOLE |  | 0 | 0 | 5250 |
| MARATHON PETE CORP | COM | 56585A102 |  | 465560 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| MCDONALDS CORP | COM | 580135101 |  | 2819989 | 10701 | SH |  | SOLE |  | 0 | 0 | 10700 |
| MERCK  CO INC | COM | 58933Y105 |  | 1685812 | 15194 | SH |  | SOLE |  | 0 | 0 | 15194 |
| MICROSOFT CORP | COM | 594918104 |  | 9383632 | 39128 | SH |  | SOLE |  | 0 | 0 | 39127 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 1285684 | 25724 | SH |  | SOLE |  | 0 | 0 | 25723 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 4189819 | 62863 | SH |  | SOLE |  | 0 | 0 | 62863 |
| NETFLIX INC | COM | 64110L106 |  | 229274 | 778 | SH |  | SOLE |  | 0 | 0 | 777 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 525844 | 6290 | SH |  | SOLE |  | 0 | 0 | 6290 |
| NIKE INC | CL B | 654106103 |  | 5563123 | 47544 | SH |  | SOLE |  | 0 | 0 | 47544 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 4577740 | 33824 | SH |  | SOLE |  | 0 | 0 | 33824 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 5849546 | 40027 | SH |  | SOLE |  | 0 | 0 | 40027 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 5341866 | 6329 | SH |  | SOLE |  | 0 | 0 | 6329 |
| PPL CORP | COM | 69351T106 |  | 336030 | 11500 | SH |  | SOLE |  | 0 | 0 | 11500 |
| PEABODY ENERGY CORP | COM | 704551100 |  | 454424 | 17200 | SH |  | SOLE |  | 0 | 0 | 17200 |
| PEPSICO INC | COM | 713448108 |  | 3037437 | 16813 | SH |  | SOLE |  | 0 | 0 | 16813 |
| PFIZER INC | COM | 717081103 |  | 1772396 | 34590 | SH |  | SOLE |  | 0 | 0 | 34590 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1855547 | 18334 | SH |  | SOLE |  | 0 | 0 | 18333 |
| PIONEER NAT RES CO | COM | 723787107 |  | 2170619 | 9504 | SH |  | SOLE |  | 0 | 0 | 9504 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 9574336 | 63172 | SH |  | SOLE |  | 0 | 0 | 63171 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 |  | 2931529 | 18739 | SH |  | SOLE |  | 0 | 0 | 18739 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 221318 | 2193 | SH |  | SOLE |  | 0 | 0 | 2193 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 937111 | 2450 | SH |  | SOLE |  | 0 | 0 | 2450 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 350104 | 11792 | SH |  | SOLE |  | 0 | 0 | 11792 |
| SPDR SER TR | PORTFOLIO S | 78464A847 |  | 337620 | 7944 | SH |  | SOLE |  | 0 | 0 | 7944 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 1048709 | 23315 | SH |  | SOLE |  | 0 | 0 | 23315 |
| SALESFORCE INC | COM | 79466L302 |  | 277511 | 2093 | SH |  | SOLE |  | 0 | 0 | 2093 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 5629958 | 67619 | SH |  | SOLE |  | 0 | 0 | 67619 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 20946552 | 463933 | SH |  | SOLE |  | 0 | 0 | 463932 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 5351699 | 81568 | SH |  | SOLE |  | 0 | 0 | 81568 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 5447188 | 134465 | SH |  | SOLE |  | 0 | 0 | 134465 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 201053 | 8494 | SH |  | SOLE |  | 0 | 0 | 8494 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT SC | 808524748 |  | 375120 | 12000 | SH |  | SOLE |  | 0 | 0 | 12000 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 808524755 |  | 4761056 | 163779 | SH |  | SOLE |  | 0 | 0 | 163779 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 808524771 |  | 19740285 | 369392 | SH |  | SOLE |  | 0 | 0 | 369391 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1024283 | 13559 | SH |  | SOLE |  | 0 | 0 | 13559 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 19998156 | 620868 | SH |  | SOLE |  | 0 | 0 | 620867 |
| SELECTQUOTE INC | COM | 816307300 |  | 22038 | 32800 | SH |  | SOLE |  | 0 | 0 | 32800 |
| SOUTHERN CO | COM | 842587107 |  | 2148640 | 30089 | SH |  | SOLE |  | 0 | 0 | 30088 |
| SPIRE INC | COM | 84857L101 |  | 1237799 | 17976 | SH |  | SOLE |  | 0 | 0 | 17975 |
| STARBUCKS CORP | COM | 855244109 |  | 6167142 | 62169 | SH |  | SOLE |  | 0 | 0 | 62168 |
| SYSCO CORP | COM | 871829107 |  | 2307439 | 30182 | SH |  | SOLE |  | 0 | 0 | 30182 |
| TESLA INC | COM | 88160R101 |  | 544456 | 4420 | SH |  | SOLE |  | 0 | 0 | 4420 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 15871994 | 28822 | SH |  | SOLE |  | 0 | 0 | 28822 |
| 3M CO | COM | 88579Y101 |  | 250393 | 2088 | SH |  | SOLE |  | 0 | 0 | 2088 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 3784435 | 87949 | SH |  | SOLE |  | 0 | 0 | 87948 |
| UMB FINL CORP | COM | 902788108 |  | 593159 | 7102 | SH |  | SOLE |  | 0 | 0 | 7102 |
| US BANCORP DEL | COM NEW | 902973304 |  | 451364 | 10350 | SH |  | SOLE |  | 0 | 0 | 10350 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 6022364 | 119610 | SH |  | SOLE |  | 0 | 0 | 119610 |
| UNION PAC CORP | COM | 907818108 |  | 227777 | 1100 | SH |  | SOLE |  | 0 | 0 | 1100 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 451183 | 851 | SH |  | SOLE |  | 0 | 0 | 851 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 7063512 | 46516 | SH |  | SOLE |  | 0 | 0 | 46516 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 205611 | 4899 | SH |  | SOLE |  | 0 | 0 | 4899 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 13450472 | 84701 | SH |  | SOLE |  | 0 | 0 | 84700 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 2026463 | 9509 | SH |  | SOLE |  | 0 | 0 | 9509 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 2242411 | 15975 | SH |  | SOLE |  | 0 | 0 | 15975 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 325600 | 1774 | SH |  | SOLE |  | 0 | 0 | 1774 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1254401 | 6561 | SH |  | SOLE |  | 0 | 0 | 6561 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 3483139 | 88405 | SH |  | SOLE |  | 0 | 0 | 88404 |
| VISA INC | COM CL A | 92826C839 |  | 4909369 | 23630 | SH |  | SOLE |  | 0 | 0 | 23630 |
| WALMART INC | COM | 931142103 |  | 3979627 | 28067 | SH |  | SOLE |  | 0 | 0 | 28067 |
| YETI HLDGS INC | COM | 98585X104 |  | 233402 | 5650 | SH |  | SOLE |  | 0 | 0 | 5650 |
| STERIS PLC | SHS USD | G8473T100 |  | 4970008 | 26910 | SH |  | SOLE |  | 0 | 0 | 26910 |
| CHUBB LIMITED | COM | H1467J104 |  | 207585 | 941 | SH |  | SOLE |  | 0 | 0 | 941 |

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