0001606587-21-000127.txt : 20210129 0001606587-21-000127.hdr.sgml : 20210129 20210129141114 ACCESSION NUMBER: 0001606587-21-000127 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210129 DATE AS OF CHANGE: 20210129 EFFECTIVENESS DATE: 20210129 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: 21570307 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 12-31-2020 12-31-2020 false C-J Advisory, Inc.

2060 The Alameda San Jose CA 95126-1135

13F HOLDINGS REPORT 028-19479 N Kurt Murphy 248-593-5323 Kurt Murphy San Jose CA 01-28-2021 0 31 160407 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 550 4150 SH SOLE NONE 4150 0 0 AUTODESK INC COM 052769106 11259 36876 SH SOLE NONE 36876 0 0 CISCO SYS INC COM 17275R102 1371 30646 SH SOLE NONE 30646 0 0 FACEBOOK INC CL A CL A 30303M102 1855 6794 SH SOLE NONE 6794 0 0 FLEXSHARES TRUST M STAR DEV MKT ETF M STAR DEV MKT 33939L803 11574 175377 SH SOLE NONE 175377 0 0 FLEXSHARES TRUST MORNSTAR USMKT ETF MORNSTAR USMKT 33939L100 29505 203850 SH SOLE NONE 203850 0 0 ISHARES AMT-FREE MUNI BOND ETF NATIONAL MUN ETF 464288414 1482 12646 SH SOLE NONE 12646 0 0 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 8049 116503 SH SOLE NONE 116503 0 0 ISHARES CORE MSCI EMERGING MKTS CORE MSCI EMKT 46434G103 4495 72460 SH SOLE NONE 72460 0 0 ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 11179 94586 SH SOLE NONE 94586 0 0 ISHARES ESG AWARE USD CORPORATE BOND ETF ESG AWRE USD ETF 46435G193 1241 43803 SH SOLE NONE 43803 0 0 ISHARES MSCI EAFE ESG SELECT ETF ESG AW MSCI EAFE 46435G516 4872 66708 SH SOLE NONE 66708 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 317 4351 SH SOLE NONE 4351 0 0 ISHARES MSCI EM ESG SELECT ETF ESG AWR MSCI EM 46434G863 1847 44003 SH SOLE NONE 44003 0 0 ISHARES MSCI USA ESG SELECT ETF MSCI USA ESG SLC 464288802 5115 62121 SH SOLE NONE 62121 0 0 ISHARES RUSSELL TOP 200 ETF RUS TOP 200 ETF 464289446 11860 131355 SH SOLE NONE 131355 0 0 ISHARES S&P AGGRESSIVE ALLOCATION FUND AGGRES ALLOC ETF 464289859 299 4658 SH SOLE NONE 4658 0 0 ISHARES S&P MIDCAP 400 GROWTH INDEX S&P MC 400GR ETF 464287606 634 8789 SH SOLE NONE 8789 0 0 ISHARES TR KLD 400 SOCIAL INDEX FD MSCI KLD400 SOC 464288570 7219 100921 SH SOLE NONE 100921 0 0 ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD SHRT NAT MUN ETF 464288158 4317 39936 SH SOLE NONE 39936 0 0 LAM RESEARCH CORP COM COM 512807108 274 582 SH SOLE NONE 582 0 0 LCI INDS COM COM 50189K103 269 2077 SH SOLE NONE 2077 0 0 NUVEEN ESG SMALL-CAP ETF NUVEEN ESG SMLCP 67092P607 3744 97677 SH SOLE NONE 97677 0 0 NUVEEN ESG U.S. AGGREGATE BOND ETF NUVEEN ESG US 67092P870 1739 64912 SH SOLE NONE 64912 0 0 SPDR MUNICIPAL BOND ETF NUVEEN BRC MUNIC 78468R721 708 13500 SH SOLE NONE 13500 0 0 SPDR S&P 500 ETF TR UNIT 78462F103 2157 5769 SH SOLE NONE 5769 0 0 VANGUARD INTERMEDIATE-TERM BOND INTERMED TERM 921937819 3570 38452 SH SOLE NONE 38452 0 0 VANGUARD LARGE-CAP INDEX FUND LARGE CAP ETF 922908637 13629 77553 SH SOLE NONE 77553 0 0 VANGUARD REIT INDEX ETF REAL ESTATE ETF 922908553 3846 45291 SH SOLE NONE 45291 0 0 VANGUARD SHORT TERM BOND SHORT TRM BOND 921937827 8396 101289 SH SOLE NONE 101289 0 0 VANGUARD SMALL CAP ETF SMALL CP ETF 922908751 3035 15593 SH SOLE NONE 15593 0 0