0001085146-15-001245.txt : 20150515 0001085146-15-001245.hdr.sgml : 20150515 20150515075151 ACCESSION NUMBER: 0001085146-15-001245 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150515 DATE AS OF CHANGE: 20150515 EFFECTIVENESS DATE: 20150515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Xulu, Inc. CENTRAL INDEX KEY: 0001556846 IRS NUMBER: 900655808 STATE OF INCORPORATION: DE FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16584 FILM NUMBER: 15865508 BUSINESS ADDRESS: STREET 1: 580 MARKET ST STREET 2: SUITE 500 CITY: SAN FRANCISCO STATE: CA ZIP: 94115 BUSINESS PHONE: 415-757-6212 MAIL ADDRESS: STREET 1: 580 MARKET ST STREET 2: SUITE 500 CITY: SAN FRANCISCO STATE: CA ZIP: 94115 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001556846 XXXXXXXX 03-31-2015 03-31-2015 Xulu, Inc.

580 MARKET ST SUITE 500 SAN FRANCISCO CA 94115

13F HOLDINGS REPORT 028-16584 Y XULU INC DOES BUSINESS AS FUTUREADVISOR Harmeet Bindra 415-757-6212 /s/ Harmeet Bindra San Francisco CA 05-14-2015 0 57 422189 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INCCOM037833100183014786SHSOLE 0014786BERKSHIRE HATHAWAY INC DELCL B NEW0846707024353030SHSOLE 003030COUNTY BANCORP INCCOM22190710830715620SHSOLE 0015620EXXON MOBIL CORPCOM30231G1023754415SHSOLE 004415FACEBOOK INCCL A30303M1022903582SHSOLE 003582GENERAL ELECTRIC COCOM36960410328811751SHSOLE 0011751IMRIS INCCOM45322N1051010000SHSOLE 0010000INTERNATIONAL BUSINESS MACHSCOM4592001012351471SHSOLE 001471ISHARESEAFE SML CP ETF46428827313395271759SHSOLE 00271759ISHARESEAFE VALUE ETF46428887723005431677SHSOLE 00431677ISHARESINTL TREA BD ETF46428811714027154106SHSOLE 00154106ISHARES INCCORE MSCI EMKT46434G10337904785323SHSOLE 00785323ISHARES TR0-5 YR TIPS ETF46429B74728509287686SHSOLE 00287686ISHARES TRCORE MSCI EAFE46432F84215991273628SHSOLE 00273628ISHARES TRCORE S&P SCP ETF46428780416137136675SHSOLE 00136675ISHARES TRCORE S&P TTL STK4642871502602770SHSOLE 002770ISHARES TRCORE S&P500 ETF4642872001957194552SHSOLE 0094552ISHARES TRCORE US AGGBD ET46428722628693258216SHSOLE 00258216ISHARES TRIBOXX INV CP ETF4642872429788027SHSOLE 008027ISHARES TRMSCI EAFE ETF4642874652624110SHSOLE 004110ISHARES TRRUS 1000 GRW ETF4642876143063083SHSOLE 003083ISHARES TRRUS 1000 VAL ETF4642875989959619SHSOLE 009619ISHARES TRRUSSELL 2000 ETF4642876553092492SHSOLE 002492ISHARES TRS&P 500 VAL ETF46428740825938281274SHSOLE 00281274ISHARES TRTIPS BD ETF464287176533947109SHSOLE 0047109MICROSOFT CORPCOM59491810457814271SHSOLE 0014271PIMCO ETF TR1-5 US TIP IDX72201R2056070116785SHSOLE 00116785POLYMET MINING CORPCOM7319161021914803SHSOLE 0014803POWERSHARES QQQ TRUSTUNIT SER 173935A1043843657SHSOLE 003657SCHWAB STRATEGIC TREMRG MKTEQ ETF80852470613362548438SHSOLE 00548438SCHWAB STRATEGIC TRINTL EQTY ETF8085248054248140613SHSOLE 00140613SCHWAB STRATEGIC TRINTL SCEQT ETF808524888292296866SHSOLE 0096866SCHWAB STRATEGIC TRSCHWB FDT INT LG8085247559840370238SHSOLE 00370238SCHWAB STRATEGIC TRUS AGGREGATE B808524839316559885SHSOLE 0059885SCHWAB STRATEGIC TRUS BRD MKT ETF8085241026024119451SHSOLE 00119451SCHWAB STRATEGIC TRUS LCAP VA ETF8085244098889205370SHSOLE 00205370SCHWAB STRATEGIC TRUS REIT ETF8085248474765117506SHSOLE 00117506SCHWAB STRATEGIC TRUS SML CAP ETF808524607201735061SHSOLE 0035061SCHWAB STRATEGIC TRUS TIPS ETF8085248703476329SHSOLE 006329SPDR GOLD TRUSTGOLD SHS78463V1072051792SHSOLE 001792SPDR INDEX SHS FDSDJ INTL RL ETF78463X8634601106307SHSOLE 00106307SPDR S&P 500 ETF TRTR UNIT78462F10313106356SHSOLE 006356SPDR SERIES TRUSTBRCLYS INTL ETF78464A516308058490SHSOLE 0058490SPDR SERIES TRUSTNUVN BRCLY MUNI78464A45835714759SHSOLE 0014759VANGUARD BD INDEX FD INCTOTAL BND MRKT9219378356878361SHSOLE 008361VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J40711116205541SHSOLE 00205541VANGUARD INDEX FDSREIT ETF92290855322738269315SHSOLE 00269315VANGUARD INDEX FDSS&P 500 ETF SHS9229083638554507SHSOLE 004507VANGUARD INDEX FDSSMALL CP ETF922908751493440418SHSOLE 0040418VANGUARD INDEX FDSTOTAL STK MKT922908769827377113SHSOLE 0077113VANGUARD INDEX FDSVALUE ETF9229087449304111175SHSOLE 00111175VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF92204285816264398490SHSOLE 00398490VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF922042718285929190SHSOLE 0029190VANGUARD INTL EQUITY INDEX FGLB EX US ETF92204267620113356837SHSOLE 00356837VANGUARD MALVERN FDSSTRM INFPROIDX92202080510788222630SHSOLE 00222630VANGUARD SPECIALIZED PORTFOLDIV APP ETF9219088442222812SHSOLE 002812VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF9219438586464162320SHSOLE 00162320