0001697024-21-000002.txt : 20210514
0001697024-21-000002.hdr.sgml : 20210514
20210514130811
ACCESSION NUMBER: 0001697024-21-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210514
DATE AS OF CHANGE: 20210514
EFFECTIVENESS DATE: 20210514
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SJA Financial Advisory, LLC
CENTRAL INDEX KEY: 0001697024
IRS NUMBER: 473857922
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18465
FILM NUMBER: 21923326
BUSINESS ADDRESS:
STREET 1: 10401 W. INNOVATION DRIVE
STREET 2: SUITE 100
CITY: WAUWATOSA
STATE: WI
ZIP: 53226
BUSINESS PHONE: 4143901492
MAIL ADDRESS:
STREET 1: 10401 W. INNOVATION DRIVE
STREET 2: SUITE 100
CITY: WAUWATOSA
STATE: WI
ZIP: 53226
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001697024
XXXXXXXX
03-31-2021
03-31-2021
SJA Financial Advisory, LLC
10401 W. INNOVATION DRIVE
SUITE 100
WAUWATOSA
WI
53226
13F HOLDINGS REPORT
028-18465
N
Angela L. Pingel
General Counsel and CCO
414.390.1496
/s/ Angela L. Pingel
Wauwatosa
WI
05-14-2021
0
44
128726
false
INFORMATION TABLE
2
Form13FQ121.xml
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF
ETF
78468R739
1217
24552
SH
SOLE
0
0
0
24551
VANGUARD REIT INDEX ETF
ETF
922908553
4013
43688
SH
SOLE
0
2327
0
41360
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD
ETF
464288158
253
2348
SH
SOLE
0
0
0
2348
SPDR S&P 500 ETF
ETF
78462F103
221
556
SH
SOLE
0
0
0
556
ISHARES TR S&P/CITIGROUP INTL TREASURY BD ETF
ETF
464288117
963
18546
SH
SOLE
0
567
0
17978
ISHARES RUSSELL 2000 VALUE
ETF
464287630
540
3383
SH
SOLE
0
479
0
2903
SCHWAB U.S. SMALL-CAP ETF
ETF
808524607
245
2455
SH
SOLE
0
0
0
2454
ISHARES RUSSELL 1000 GROWTH ETF
ETF
464287614
1508
6206
SH
SOLE
0
0
0
6206
SCHWAB U.S. BROAD MARKET ETF
ETF
808524102
232
2398
SH
SOLE
0
0
0
2398
SCHWAB INTERNATIONAL EQUITY ETF
ETF
808524805
637
16943
SH
SOLE
0
0
0
16942
SCHWAB U.S. LARGE-CAP ETF
ETF
808524201
2763
28774
SH
SOLE
0
0
0
28774
ISHARES US REAL ESTATE ETF
ETF
464287739
1549
16846
SH
SOLE
0
2936
0
13909
SCHWAB U.S. LARGE-CAP GROWTH ETF
ETF
808524300
2768
21331
SH
SOLE
0
0
0
21331
ISHARES S&P SMALLCAP 600 ETF
ETF
464287804
1008
9292
SH
SOLE
0
0
0
9291
SCHWAB EMERGING MARKETS EQUITY ETF
ETF
808524706
392
12341
SH
SOLE
0
0
0
12341
SCHWAB U.S. LARGE-CAP VALUE ETF
ETF
808524409
2399
36745
SH
SOLE
0
0
0
36745
SPDR S&P MIDCAP 400 ETF
ETF
78467Y107
645
1354
SH
SOLE
0
0
0
1354
SPDR S&P 400 MID CAP GROWTH ETF
ETF
78464A821
1344
17890
SH
SOLE
0
0
0
17889
SPDR S&P 400 MID CAP VALUE ETF
ETF
78464A839
611
9341
SH
SOLE
0
0
0
9340
ISHARES RUSSELL MIDCAP VALUE INDEX
ETF
464287473
1351
12363
SH
SOLE
0
1188
0
11174
ISHARES RUSSELL 2000 ETF
ETF
464287655
1024
4636
SH
SOLE
0
0
0
4636
SCHWAB US AGGREGATE BOND ETF
ETF
808524839
298
5532
SH
SOLE
0
0
0
5531
ISHARES TRUST CORE MSCI TOTAL INTL STK ETF
ETF
46432F834
1423
20244
SH
SOLE
0
5956
0
14287
ISHARES CORE MSCI EAFE
ETF
46432F842
20396
283084
SH
SOLE
0
8477
0
274607
ISHARES CORE MSCI EMERGING MKTS
ETF
46434G103
8441
131146
SH
SOLE
0
7019
0
124126
ISHARES TRUST CORE SHORT-TERM US BD ETF
ETF
46432F859
251
4890
SH
SOLE
0
0
0
4890
VANGUARD TOTAL INTERNATIONAL BOND ETF
ETF
92203J407
450
7881
SH
SOLE
0
0
0
7881
ISHARES TR RUSSELL MIDCAP INDEX FD
ETF
464287499
579
7831
SH
SOLE
0
0
0
7830
ISHARES S&P SMALL-CAP 600 GROWTH ETF
ETF
464287887
2721
21220
SH
SOLE
0
1340
0
19879
FIDELITY MSCI MATERIALS INDEX ETF
ETF
316092881
686
15499
SH
SOLE
0
0
0
15498
ISHARES S&P 500 VALUE ETF
ETF
464287408
9124
64596
SH
SOLE
0
6362
0
58233
ISHARES S&P 500 GROWTH ETF
ETF
464287309
7673
117846
SH
SOLE
0
1423
0
116421
ISHARES S&P 500 INDEX
ETF
464287200
13748
34558
SH
SOLE
0
2028
0
32528
SPDR PORTFOLIO EMERGING MARKETS ETF
ETF
78463X509
1073
24511
SH
SOLE
0
1482
0
23028
VANGUARD FTSE DEVELOPED MARKETS ETF
ETF
921943858
5752
117119
SH
SOLE
0
3482
0
113636
ISHARES AGGREGATE BOND ETF
ETF
464287226
1087
9551
SH
SOLE
0
606
0
8944
ISHARES S&P SMALLCAP 600 VALUE ETF
ETF
464287879
4223
41922
SH
SOLE
0
1637
0
40284
ISHARES S&P MID-CAP 400 GROWTH ETF
ETF
464287606
9036
115305
SH
SOLE
0
8827
0
106478
ISHARES S&P MIDCAP 400 VALUE ETF
ETF
464287705
4892
47998
SH
SOLE
0
3321
0
44677
MFS INVT GRADE MUN TR SH BEN INT
CEF
59318B108
313
31911
SH
SOLE
0
0
0
31910
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF
ETF
464288281
2516
23107
SH
SOLE
0
3238
0
19868
ISHARES CORE S&P MID CAP ETF
ETF
464287507
2562
9842
SH
SOLE
0
883
0
8958
ISHARES RUSSELL 1000 ETF
ETF
464287622
1665
7437
SH
SOLE
0
0
0
7437
ISHARES RUSSELL 1000 VALUE ETF
ETF
464287598
4134
27280
SH
SOLE
0
796
0
26483