0001765380-20-000037.txt : 20200416 0001765380-20-000037.hdr.sgml : 20200416 20200416101529 ACCESSION NUMBER: 0001765380-20-000037 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200416 DATE AS OF CHANGE: 20200416 EFFECTIVENESS DATE: 20200416 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MA Private Wealth CENTRAL INDEX KEY: 0001767474 IRS NUMBER: 824185676 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19069 FILM NUMBER: 20795408 BUSINESS ADDRESS: STREET 1: 1355 A SAN CARLOS AVENUE CITY: SAN CARLOS STATE: CA ZIP: 94070 BUSINESS PHONE: 650-232-2021 MAIL ADDRESS: STREET 1: 1355 A SAN CARLOS AVENUE CITY: SAN CARLOS STATE: CA ZIP: 94070 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001767474 XXXXXXXX 03-31-2020 03-31-2020 MA Private Wealth

1355 A SAN CARLOS AVENUE SAN CARLOS CA 94070

13F HOLDINGS REPORT 028-19069 N Madeline Hedges 5138325467 Madeline Hedges Cincinnati OH 04-16-2020 0 83 340286 false INFORMATION TABLE 2 20201QMAPW13F.xml ISHARES TR NATIONAL MUN ETF 464288414 452 4004 SH SOLE 0 0 4004 SPDR SER TR PORTFLI HIGH YLD 78468R606 691 30621 SH SOLE 0 0 30621 SPDR S&P 500 ETF TR TR UNIT 78462F103 453 1758 SH SOLE 0 0 1758 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 9063 271828 SH SOLE 0 0 271828 SPDR SER TR BLOOMBERG BRCLYS 78468R622 225 2371 SH SOLE 0 0 2371 ISHARES INC US INTL HGH YLD 464286178 459 10847 SH SOLE 0 0 10847 APPLE INC COM 037833100 3965 15592 SH SOLE 0 0 15592 ISHARES TR CUR HD EURZN ETF 46434V639 1025 43401 SH SOLE 0 0 43401 ISHARES TR INTL SEL DIV ETF 464288448 953 42177 SH SOLE 0 0 42177 ORACLE CORP COM 68389X105 661 13681 SH SOLE 0 0 13681 VANGUARD INDEX FDS GROWTH ETF 922908736 9476 60478 SH SOLE 0 0 60478 BOEING CO COM 097023105 205 1375 SH SOLE 0 0 1375 SPDR SER TR PORTFLI INTRMDIT 78464A672 3438 103760 SH SOLE 0 0 103760 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 284 5241 SH SOLE 0 0 5241 INTEL CORP COM 458140100 707 13065 SH SOLE 0 0 13065 ISHARES TR JPMORGAN USD EMG 464288281 791 8186 SH SOLE 0 0 8186 ISHARES TR CORE S&P SCP ETF 464287804 446 7949 SH SOLE 0 0 7949 BRISTOL-MYERS SQUIBB CO COM 110122108 218 3910 SH SOLE 0 0 3910 ISHARES TR US TREAS BD ETF 46429B267 42954 1533512 SH SOLE 0 0 1533512 CISCO SYS INC COM 17275R102 433 11022 SH SOLE 0 0 11022 EXXON MOBIL CORP COM 30231G102 168 4412 SH SOLE 0 0 4412 ISHARES TR 1 3 YR TREAS BD 464287457 4615 53254 SH SOLE 0 0 53254 JPMORGAN CHASE & CO COM 46625H100 300 3331 SH SOLE 0 0 3331 ABBVIE INC COM 00287Y109 260 3407 SH SOLE 0 0 3407 ISHARES TR BARCLAYS 7 10 YR 464287440 1307 10756 SH SOLE 0 0 10756 VANGUARD INDEX FDS VALUE ETF 922908744 6690 75122 SH SOLE 0 0 75122 ISHARES INC CORE MSCI EMKT 46434G103 11302 279258 SH SOLE 0 0 279258 ISHARES TR FLTG RATE NT ETF 46429B655 238 4874 SH SOLE 0 0 4874 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1125 27418 SH SOLE 0 0 27418 CHEVRON CORP NEW COM 166764100 257 3541 SH SOLE 0 0 3541 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2750 26600 SH SOLE 0 0 26600 ISHARES TR RUS 1000 VAL ETF 464287598 248 2498 SH SOLE 0 0 2498 ISHARES TR IBOXX INV CP ETF 464287242 9694 78485 SH SOLE 0 0 78485 ISHARES TR 3 7 YR TREAS BD 464288661 4696 35218 SH SOLE 0 0 35218 FACEBOOK INC CL A 30303M102 202 1211 SH SOLE 0 0 1211 ISHARES TR RUS MDCP VAL ETF 464287473 294 4588 SH SOLE 0 0 4588 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 1104 20250 SH SOLE 0 0 20250 ISHARES TR USA SIZE FACTOR 46432F370 7430 104095 SH SOLE 0 0 104095 INVESCO BD FD COM 46132L107 394 22267 SH SOLE 0 0 22267 MAXIM INTEGRATED PRODS INC COM 57772K101 348 7150 SH SOLE 0 0 7150 VANGUARD INDEX FDS SMALL CP ETF 922908751 313 2711 SH SOLE 0 0 2711 ISHARES TR CORE S&P TTL STK 464287150 24447 427318 SH SOLE 0 0 427318 HOME DEPOT INC COM 437076102 210 1127 SH SOLE 0 0 1127 ISHARES TR CORE US AGGBD ET 464287226 1139 9872 SH SOLE 0 0 9872 ISHARES TR USD INV GRDE ETF 464288620 598 10673 SH SOLE 0 0 10673 ISHARES TR IBOXX HI YD ETF 464288513 323 4196 SH SOLE 0 0 4196 INTERNATIONAL BUSINESS MACHS COM 459200101 232 2088 SH SOLE 0 0 2088 ISHARES TR S&P 500 GRWT ETF 464287309 1347 8163 SH SOLE 0 0 8163 ISHARES TR INTRM TR CRP ETF 464288638 13621 248021 SH SOLE 0 0 248021 VERIZON COMMUNICATIONS INC COM 92343V104 231 4300 SH SOLE 0 0 4300 ISHARES INC MIN VOL EMRG MKT 464286533 1594 33966 SH SOLE 0 0 33966 AMGEN INC COM 031162100 468 2311 SH SOLE 0 0 2311 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1562 22082 SH SOLE 0 0 22082 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 43301 182842 SH SOLE 0 0 182842 ISHARES TR S&P MC 400GR ETF 464287606 244 1366 SH SOLE 0 0 1366 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 8288 104781 SH SOLE 0 0 104781 INVESCO EXCHANGE-TRADED FD T EMRNG MKT SVRG 46138E784 1958 81888 SH SOLE 0 0 81888 MICROSOFT CORP COM 594918104 1250 7929 SH SOLE 0 0 7929 ISHARES TR RUS 1000 GRW ETF 464287614 830 5508 SH SOLE 0 0 5508 ISHARES TR CORE MSCI EAFE 46432F842 7824 156822 SH SOLE 0 0 156822 ISHARES TR CORE S&P MCP ETF 464287507 2784 19350 SH SOLE 0 0 19350 ISHARES TR RUS MID CAP ETF 464287499 256 5925 SH SOLE 0 0 5925 VARIAN MED SYS INC COM 92220P105 249 2423 SH SOLE 0 0 2423 ISHARES TR MSCI EMG MKT ETF 464287234 1398 40953 SH SOLE 0 0 40953 ISHARES TR S&P MC 400VL ETF 464287705 444 4042 SH SOLE 0 0 4042 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1080 37953 SH SOLE 0 0 37953 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 12239 252396 SH SOLE 0 0 252396 ALPHABET INC CAP STK CL A 02079K305 342 294 SH SOLE 0 0 294 ISHARES TR EAFE VALUE ETF 464288877 1143 32027 SH SOLE 0 0 32027 ALPHABET INC CAP STK CL C 02079K107 270 232 SH SOLE 0 0 232 ISHARES TR RUS MD CP GR ETF 464287481 719 5912 SH SOLE 0 0 5912 ISHARES TR 20 YR TR BD ETF 464287432 1151 6978 SH SOLE 0 0 6978 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6190 184512 SH SOLE 0 0 184512 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 684 9693 SH SOLE 0 0 9693 ISHARES TR CORE S&P500 ETF 464287200 25567 98943 SH SOLE 0 0 98943 UNITED PARCEL SERVICE INC CL B 911312106 386 4134 SH SOLE 0 0 4134 ISHARES TR EAFE GRWTH ETF 464288885 3049 42872 SH SOLE 0 0 42872 ISHARES TR SHORT TREAS BD 464288679 6461 58200 SH SOLE 0 0 58200 FORD MTR CO DEL COM 345370860 84 17402 SH SOLE 0 0 17402 ISHARES TR GLOBAL TECH ETF 464287291 17547 96222 SH SOLE 0 0 96222 ISHARES TR USA QUALITY FCTR 46432F339 17373 214376 SH SOLE 0 0 214376 INVESCO EXCHANGE-TRADED FD T S&P500 LOW VOL 46138E354 263 5598 SH SOLE 0 0 5598 JOHNSON & JOHNSON COM 478160104 506 3856 SH SOLE 0 0 3856