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