0001606587-20-000773.txt : 20200803 0001606587-20-000773.hdr.sgml : 20200803 20200803113424 ACCESSION NUMBER: 0001606587-20-000773 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200803 DATE AS OF CHANGE: 20200803 EFFECTIVENESS DATE: 20200803 FILER: COMPANY DATA: COMPANY CONFORMED NAME: C-J Advisory, Inc. CENTRAL INDEX KEY: 0001773030 IRS NUMBER: 770416750 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19479 FILM NUMBER: 201068385 BUSINESS ADDRESS: STREET 1: 2060 THE ALAMEDA CITY: SAN JOSE STATE: CA ZIP: 95126 BUSINESS PHONE: 408-345-2890 MAIL ADDRESS: STREET 1: 2060 THE ALAMEDA CITY: SAN JOSE STATE: CA ZIP: 95126 FORMER COMPANY: FORMER CONFORMED NAME: C-J Advisory, Inc DATE OF NAME CHANGE: 20190405 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001773030 XXXXXXXX 06-30-2020 06-30-2020 false C-J Advisory, Inc.

2060 The Alameda San Jose CA 95126

13F HOLDINGS REPORT 028-19479 N Kurt Murphy 248-593-5323 Kurt Murphy San Jose CA 07-17-2020 0 31 132451 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 376 1034 SH SOLE NONE 1034 0 0 AUTODESK INC COM 052769106 8895 36876 SH SOLE NONE 36876 0 0 CISCO SYS INC COM 17275R102 1408 30584 SH SOLE NONE 30584 0 0 FACEBOOK INC CL A CL A 30303M102 1613 6794 SH SOLE NONE 6794 0 0 FLEXSHARES TRUST M STAR DEV MKT ETF M STAR DEV MKT 33939L803 9005 168416 SH SOLE NONE 168416 0 0 FLEXSHARES TRUST MORNSTAR USMKT ETF MORNSTAR USMKT 33939L100 22549 198850 SH SOLE NONE 198850 0 0 ISHARES AMT-FREE MUNI BOND ETF NATIONAL MUN ETF 464288414 1401 12162 SH SOLE NONE 12162 0 0 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 6475 112754 SH SOLE NONE 112754 0 0 ISHARES CORE MSCI EMERGING MKTS CORE MSCI EMKT 46434G103 3459 71737 SH SOLE NONE 71737 0 0 ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 10582 89641 SH SOLE NONE 89641 0 0 ISHARES ESG USD CORPORATE BOND ETF ESG AWRE USD ETF 46435G193 1163 42072 SH SOLE NONE 42072 0 0 ISHARES MSCI EAFE ESG SELECT ETF ESG MSCI EAFE 46435G516 3905 64082 SH SOLE NONE 64082 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 263 4313 SH SOLE NONE 4313 0 0 ISHARES MSCI EM ESG SELECT ETF ESG MSCI EM ETF 46434G863 1375 42314 SH SOLE NONE 42314 0 0 ISHARES MSCI USA ESG SELECT ETF MSCI USA ESG SLC 464288802 4067 30295 SH SOLE NONE 30295 0 0 ISHARES RUSSELL TOP 200 ETF RUS TOP 200 ETF 464289446 9881 132499 SH SOLE NONE 132499 0 0 ISHARES S&P AGGRESSIVE ALLOCATION FUND AGGRES ALLOC ETF 464289859 225 4103 SH SOLE NONE 4103 0 0 ISHARES S&P MIDCAP 400 GROWTH INDEX S&P MC 400GR ETF 464287606 506 2261 SH SOLE NONE 2261 0 0 ISHARES TR KLD 400 SOCIAL INDEX FD MSCI KLD400 SOC 464288570 5928 49912 SH SOLE NONE 49912 0 0 ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD SHRT NAT MUN ETF 464288158 4151 38552 SH SOLE NONE 38552 0 0 LAM RESEARCH CORP COM COM 512807108 359 1131 SH SOLE NONE 1131 0 0 LCI INDS COM COM 50189K103 238 2077 SH SOLE NONE 2077 0 0 NUVEEN ESG SMALL-CAP ETF NUVEEN ESG SMLCP 67092P607 2611 95463 SH SOLE NONE 95463 0 0 NUVEEN ESG U.S. AGGREGATE BOND ETF NUVEEN ESG US 67092P870 1604 59377 SH SOLE NONE 59377 0 0 SPDR MUNICIPAL BOND ETF NUVEEN BRC MUNIC 78468R721 704 13651 SH SOLE NONE 13651 0 0 SPDR S&P 500 ETF TR UNIT 78462F103 1865 6007 SH SOLE NONE 6007 0 0 VANGUARD INTERMEDIATE-TERM BOND INTERMED TERM 921937819 3347 35964 SH SOLE NONE 35964 0 0 VANGUARD LARGE-CAP INDEX FUND LARGE CAP ETF 922908637 10994 76295 SH SOLE NONE 76295 0 0 VANGUARD REIT INDEX ETF REAL ESTATE ETF 922908553 3437 42783 SH SOLE NONE 42783 0 0 VANGUARD SHORT TERM BOND SHORT TRM BOND 921937827 7786 93790 SH SOLE NONE 93790 0 0 VANGUARD SMALL CAP ETF SMALL CP ETF 922908751 2279 15695 SH SOLE NONE 15695 0 0