0001725394-21-000001.txt : 20210202 0001725394-21-000001.hdr.sgml : 20210202 20210202151353 ACCESSION NUMBER: 0001725394-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210202 DATE AS OF CHANGE: 20210202 EFFECTIVENESS DATE: 20210202 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Spectrum Planning & Advisory Services Inc. CENTRAL INDEX KEY: 0001725394 IRS NUMBER: 464452353 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20527 FILM NUMBER: 21580886 BUSINESS ADDRESS: STREET 1: 3131 CAMINO DEL RIO NORTH STREET 2: SUITE 1000 CITY: SAN DIEGO STATE: CA ZIP: 92108 BUSINESS PHONE: 6192899670 MAIL ADDRESS: STREET 1: 3131 CAMINO DEL RIO NORTH STREET 2: SUITE 1000 CITY: SAN DIEGO STATE: CA ZIP: 92108 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001725394 XXXXXXXX 12-31-2020 12-31-2020 Spectrum Planning & Advisory Services Inc.

3131 CAMINO DEL RIO NORTH SUITE 1000 SAN DIEGO CA 92108

13F HOLDINGS REPORT 028-20527 N Jeremy Martinson (619) 289-9670 Jeremy Martinson SAN DIEGO CA 02-02-2021 0 42 93031 false INFORMATION TABLE 2 13F_Bamboo_Q42020.xml ALNYLAM PHARMACEUTICALS INC COM 02043Q107 472 3635 SH SOLE 0 0 3635 AMAZON COM INC COM 023135106 1713 526 SH SOLE 0 0 526 APPLE INC COM 037833100 479 3607 SH SOLE 0 0 3607 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 437 1885 SH SOLE 0 0 1885 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 700 4575 SH SOLE 0 0 4575 EDITAS MEDICINE INC COM 28106W103 1228 17522 SH SOLE 0 0 17522 FIDELITY COVINFRON MSCI INFO TECH I 316092808 1443 13806 SH SOLE 0 0 13806 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 221 4108 SH SOLE 0 0 4108 INTELLIA THERAPEUTICS INC COM 45826J105 997 18321 SH SOLE 0 0 18321 ISHARES TR BROAD USD HIGH 46435U853 220 5332 SH SOLE 0 0 5332 ISHARES TR ESG AWRE USD ETF 46435G193 223 7861 SH SOLE 0 0 7861 ISHARES TR BLACKROCK ULTRA 46434V878 242 4794 SH SOLE 0 0 4794 ISHARES TR BARCLAYS 7 10 YR 464287440 276 2298 SH SOLE 0 0 2298 ISHARES TR ESG ADV TTL USD 46436E619 301 5946 SH SOLE 0 0 5946 ISHARES US ETF TR BLACKROCK ST MAT 46431W507 308 6137 SH SOLE 0 0 6137 ISHARES TR 3 7 YR TREAS BD 464288661 457 3436 SH SOLE 0 0 3436 ISHARES TR MSCI USA SZE FT 46432F370 811 7299 SH SOLE 0 0 7299 ISHARES TR MSCI USA MIN VOL 46429B697 1106 16286 SH SOLE 0 0 16286 ISHARES TR U.S. MED DVC ETF 464288810 1273 3889 SH SOLE 0 0 3889 ISHARES TR MBS ETF 464288588 2365 21470 SH SOLE 0 0 21470 ISHARES TR MSCI USA VALUE 46432F388 2392 27527 SH SOLE 0 0 27527 ISHARES TR 0-5YR HI YL CP 46434V407 2555 56230 SH SOLE 0 0 56230 ISHARES TR EAFE GRWTH ETF 464288885 3045 30177 SH SOLE 0 0 30177 ISHARES TR ISHS 1-5YR INVS 464288646 3933 71286 SH SOLE 0 0 71286 ISHARES TR US TREAS BD ETF 46429B267 6866 252067 SH SOLE 0 0 252067 ISHARES TR ESG AWR MSCI USA 46435G425 9398 109241 SH SOLE 0 0 109241 LATTICE STRATEGIES TR HARTFORD MLT ETF 518416102 1233 43563 SH SOLE 0 0 43563 MICROSOFT CORP COM 594918104 884 3974 SH SOLE 0 0 3974 PROSHARES TR SHORT S&P 500 NE 74347B425 3937 219093 SH SOLE 0 0 219093 SPDR SER TR PORTFOLIO LN TSR 78464A664 495 10962 SH SOLE 0 0 10962 SPDR SER TR PORTFOLI S&P1500 78464A805 1582 34317 SH SOLE 0 0 34317 SPDR SER TR PORTFOLIO LN COR 78464A367 3328 100546 SH SOLE 0 0 100546 SPDR SER TR PORTFOLIO INTRMD 78464A375 3835 103139 SH SOLE 0 0 103139 SPDR SER TR PORTFOLIO S&P500 78464A854 4668 106181 SH SOLE 0 0 106181 SPDR SER TR PORTFOLIO SH TSR 78468R101 7027 228817 SH SOLE 0 0 228817 SPDR SER TR SPDR BLOOMBERG 78468R663 7649 83579 SH SOLE 0 0 83579 TELADOC HEALTH INC COM 87918A105 223 1113 SH SOLE 0 0 1113 TESLA INC COM 88160R101 819 1160 SH SOLE 0 0 1160 VANGUARD WORLD FDS INF TECH ETF 92204A702 246 694 SH SOLE 0 0 694 WOODWARD INC COM 980745103 1198 9858 SH SOLE 0 0 9858 WISDOMTREE TR EM EX ST-OWNED 97717X578 3528 88922 SH SOLE 0 0 88922 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 8918 144769 SH SOLE 0 0 144769