0001757706-21-000004.txt : 20210120 0001757706-21-000004.hdr.sgml : 20210120 20210120152523 ACCESSION NUMBER: 0001757706-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210120 DATE AS OF CHANGE: 20210120 EFFECTIVENESS DATE: 20210120 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: 21538641 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 12-31-2020 12-31-2020 Brickley Wealth Management
1900 O'FARRELL STREET SUITE 330 SAN MATEO CA 94403
13F HOLDINGS REPORT 028-18201 N
Lisa M Marsden President/Founder 9548259890 Lisa M Marsden Coral Springs X1 01-20-2021 0 39 363559 false
INFORMATION TABLE 2 BWM13F4q2020.xml ISHARES TR RUS 1000 GRW ETF 464287614 20000 82940 SH SOLE 0 0 82940 ISHARES TR RUSSELL 3000 ETF 464287689 343 1532 SH SOLE 0 0 1532 SPDR S&P 500 ETF TR TR UNIT 78462F103 9929 26558 SH SOLE 0 0 26558 AMAZON COM INC COM 023135106 326 100 SH SOLE 0 0 100 INVESCO QQQ TR UNIT SER 1 46090E103 1973 6290 SH SOLE 0 0 6290 INTEL CORP COM 458140100 253 5073 SH SOLE 0 0 5073 DISNEY WALT CO COM 254687106 210 1159 SH SOLE 0 0 1159 JOHNSON & JOHNSON COM 478160104 273 1734 SH SOLE 0 0 1734 ISHARES TR MSCI EAFE ETF 464287465 10536 144408 SH SOLE 0 0 144408 MICROSOFT CORP COM 594918104 567 2547 SH SOLE 0 0 2547 ISHARES TR RUS MD CP GR ETF 464287481 1450 14122 SH SOLE 0 0 14122 HOME DEPOT INC COM 437076102 211 794 SH SOLE 0 0 794 APPLE INC COM 037833100 53830 405684 SH SOLE 0 0 405684 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2944 58746 SH SOLE 0 0 58746 ISHARES TR CORE US AGGBD ET 464287226 268 2266 SH SOLE 0 0 2266 ILLUMINA INC COM 452327109 2362 6385 SH SOLE 0 0 6385 VANGUARD INDEX FDS VALUE ETF 922908744 52129 438203 SH SOLE 0 0 438203 VANGUARD INDEX FDS SM CP VAL ETF 922908611 10616 74648 SH SOLE 0 0 74648 VANGUARD INDEX FDS SMALL CP ETF 922908751 2725 13996 SH SOLE 0 0 13996 VANGUARD INDEX FDS GROWTH ETF 922908736 19410 76615 SH SOLE 0 0 76615 VANGUARD INDEX FDS SML CP GRW ETF 922908595 13999 52300 SH SOLE 0 0 52300 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6086 51162 SH SOLE 0 0 51162 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 35284 425619 SH SOLE 0 0 425619 VANGUARD BD INDEX FDS INTERMED TERM 921937819 5986 64467 SH SOLE 0 0 64467 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 254 2085 SH SOLE 0 0 2085 ISHARES TR EAFE SML CP ETF 464288273 17740 259547 SH SOLE 0 0 259547 ISHARES TR MSCI ACWI EX US 464288240 250 4722 SH SOLE 0 0 4722 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 5045 93314 SH SOLE 0 0 93314 ISHARES TR MSCI USA MIN VOL 46429B697 8979 132282 SH SOLE 0 0 132282 ISHARES TR MSCI EAFE MIN VL 46429B689 2669 36360 SH SOLE 0 0 36360 FACEBOOK INC CL A 30303M102 273 1000 SH SOLE 0 0 1000 ISHARES TR CORE MSCI EAFE 46432F842 23219 336070 SH SOLE 0 0 336070 ISHARES TR MSCI USA MMENTM 46432F396 5200 32239 SH SOLE 0 0 32239 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 40893 698432 SH SOLE 0 0 698432 ISHARES TR MSCI INTL MOMENT 46434V449 1632 43357 SH SOLE 0 0 43357 ISHARES TR MSCI USA SMCP MN 46435G433 4762 140528 SH SOLE 0 0 140528 VANGUARD WORLD FD ESG US STK ETF 921910733 680 9690 SH SOLE 0 0 9690 VANGUARD WORLD FD ESG INTL STK ETF 921910725 253 4261 SH SOLE 0 0 4261