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