0001712533-21-000004.txt : 20210426 0001712533-21-000004.hdr.sgml : 20210426 20210426134248 ACCESSION NUMBER: 0001712533-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210426 DATE AS OF CHANGE: 20210426 EFFECTIVENESS DATE: 20210426 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Brickley Wealth Management CENTRAL INDEX KEY: 0001712533 IRS NUMBER: 821096907 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18201 FILM NUMBER: 21853162 BUSINESS ADDRESS: STREET 1: 1900 O'FARRELL STREET SUITE 330 CITY: SAN MATEO STATE: CA ZIP: 94403 BUSINESS PHONE: 650-638-0111 MAIL ADDRESS: STREET 1: 1900 O'FARRELL STREET SUITE 330 CITY: SAN MATEO STATE: CA ZIP: 94403 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001712533 XXXXXXXX 03-31-2021 03-31-2021 Brickley Wealth Management
1900 O'FARRELL STREET SUITE 330 SAN MATEO CA 94403
13F HOLDINGS REPORT 028-18201 N
Lisa M Marsden LISA M MARSDEN 9548259890 Lisa M Marsden Coral Springs X1 04-26-2021 0 41 373544 false
INFORMATION TABLE 2 Q1_2021_13F.xml ISHARES TR RUS 1000 GRW ETF 464287614 19055 78404 SH SOLE 0 0 0 78404 ISHARES TR RUSSELL 3000 ETF 464287689 363 1532 SH SOLE 0 0 0 1532 SPDR S&P 500 ETF TR TR UNIT 78462F103 10526 26558 SH SOLE 0 0 0 26558 AMAZON COM INC COM 023135106 309 100 SH SOLE 0 0 0 100 INVESCO QQQ TR UNIT SER 1 46090E103 2007 6290 SH SOLE 0 0 0 6290 INTEL CORP COM 458140100 325 5073 SH SOLE 0 0 0 5073 DISNEY WALT CO COM 254687106 211 1145 SH SOLE 0 0 0 1145 JOHNSON & JOHNSON COM 478160104 278 1689 SH SOLE 0 0 0 1689 ISHARES TR MSCI EAFE ETF 464287465 10918 143898 SH SOLE 0 0 0 143898 MICROSOFT CORP COM 594918104 576 2445 SH SOLE 0 0 0 2445 ISHARES TR RUS MD CP GR ETF 464287481 1346 13192 SH SOLE 0 0 0 13192 HOME DEPOT INC COM 437076102 240 787 SH SOLE 0 0 0 787 APPLE INC COM 037833100 49534 405519 SH SOLE 0 0 0 405519 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3053 58651 SH SOLE 0 0 0 58651 ISHARES TR CORE US AGGBD ET 464287226 261 2296 SH SOLE 0 0 0 2296 ILLUMINA INC COM 452327109 2452 6385 SH SOLE 0 0 0 6385 VANGUARD INDEX FDS VALUE ETF 922908744 58741 446835 SH SOLE 0 0 0 446835 VANGUARD INDEX FDS SM CP VAL ETF 922908611 12304 74296 SH SOLE 0 0 0 74296 VANGUARD INDEX FDS SMALL CP ETF 922908751 2890 13499 SH SOLE 0 0 0 13499 VANGUARD INDEX FDS GROWTH ETF 922908736 19893 77393 SH SOLE 0 0 0 77393 VANGUARD INDEX FDS SML CP GRW ETF 922908595 14310 52103 SH SOLE 0 0 0 52103 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6830 50639 SH SOLE 0 0 0 50639 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 35377 430433 SH SOLE 0 0 0 430433 VANGUARD BD INDEX FDS INTERMED TERM 921937819 5851 65943 SH SOLE 0 0 0 65943 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 265 2065 SH SOLE 0 0 0 2065 ISHARES TR EAFE SML CP ETF 464288273 18831 262121 SH SOLE 0 0 0 262121 ISHARES TR MSCI ACWI EX US 464288240 239 4329 SH SOLE 0 0 0 4329 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 327 3358 SH SOLE 0 0 0 3358 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 5110 95752 SH SOLE 0 0 0 95752 TESLA INC COM 88160R101 520 779 SH SOLE 0 0 0 779 ISHARES TR MSCI USA MIN VOL 46429B697 9161 132397 SH SOLE 0 0 0 132397 ISHARES TR MSCI EAFE MIN VL 46429B689 2657 36403 SH SOLE 0 0 0 36403 FACEBOOK INC CL A 30303M102 295 1000 SH SOLE 0 0 0 1000 ISHARES TR CORE MSCI EAFE 46432F842 24679 342522 SH SOLE 0 0 0 342522 ISHARES TR MSCI USA MMENTM 46432F396 5192 32276 SH SOLE 0 0 0 32276 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 40531 709573 SH SOLE 0 0 0 709573 ISHARES TR MSCI INTL MOMENT 46434V449 1632 43409 SH SOLE 0 0 0 43409 ISHARES TR MSCI USA SMCP MN 46435G433 5181 140588 SH SOLE 0 0 0 140588 VANGUARD WORLD FD ESG US STK ETF 921910733 930 12616 SH SOLE 0 0 0 12616 VANGUARD WORLD FD ESG INTL STK ETF 921910725 344 5606 SH SOLE 0 0 0 5606