0001085146-20-001253.txt : 20200429 0001085146-20-001253.hdr.sgml : 20200429 20200429150422 ACCESSION NUMBER: 0001085146-20-001253 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200429 DATE AS OF CHANGE: 20200429 EFFECTIVENESS DATE: 20200429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Blue Zone Wealth Advisors, LLC CENTRAL INDEX KEY: 0001803106 IRS NUMBER: 842785431 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19953 FILM NUMBER: 20829605 BUSINESS ADDRESS: STREET 1: 11812 SAN VICENTE BLVD STREET 2: #250 CITY: LOS ANGELES STATE: CA ZIP: 90049 BUSINESS PHONE: (305) 360-6388 MAIL ADDRESS: STREET 1: 11812 SAN VICENTE BLVD STREET 2: #250 CITY: LOS ANGELES STATE: CA ZIP: 90049 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001803106 XXXXXXXX 03-31-2020 03-31-2020 false Blue Zone Wealth Advisors, LLC

11812 SAN VICENTE BLVD #250 LOS ANGELES CA 90049

13F HOLDINGS REPORT 028-19953 N Misha Ferkelman 310-275-5059 /s/ Misha Ferkelman Beverly Hills CA 04-29-2020 0 45 106661 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ADOBE INC COM 00724F101 407 1280 SH SOLE 1280 0 0 ALPHABET INC CAP STK CL C 02079K107 219 188 SH SOLE 188 0 0 ALPHABET INC CAP STK CL A 02079K305 521 448 SH SOLE 448 0 0 AMAZON COM INC COM 023135106 1987 1019 SH SOLE 1019 0 0 AMGEN INC COM 031162100 249 1228 SH SOLE 1228 0 0 APPLE INC COM 037833100 2749 10809 SH SOLE 10809 0 0 CHEVRON CORP NEW COM 166764100 2052 28322 SH SOLE 28322 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 546 834 SH SOLE 834 0 0 CIMPRESS PLC SHS EURO G2143T103 287 5395 SH SOLE 5395 0 0 DISNEY WALT CO COM DISNEY 254687106 219 2267 SH SOLE 2267 0 0 EXXON MOBIL CORP COM 30231G102 299 7873 SH SOLE 7873 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 2114 41452 SH SOLE 41452 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 11409 59921 SH SOLE 59921 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 7167 43425 SH SOLE 43425 0 0 ISHARES TR S&P 500 VAL ETF 464287408 9684 100614 SH SOLE 100614 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 12890 106112 SH SOLE 106112 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 380 3828 SH SOLE 3828 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 437 2903 SH SOLE 2903 0 0 ISHARES TR NEW YORK MUN ETF 464288323 370 6555 SH SOLE 6555 0 0 ISHARES TR CALIF MUN BD ETF 464288356 6617 109340 SH SOLE 109340 0 0 ISHARES TR NATIONAL MUN ETF 464288414 725 6412 SH SOLE 6412 0 0 ISHARES TR SHORT TREAS BD 464288679 10333 93070 SH SOLE 93070 0 0 ISHARES TR CORE MSCI EAFE 46432F842 805 16141 SH SOLE 16141 0 0 JOHNSON & JOHNSON COM 478160104 317 2416 SH SOLE 2416 0 0 JPMORGAN CHASE & CO COM 46625H100 367 4073 SH SOLE 4073 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 293 1626 SH SOLE 1626 0 0 MESOBLAST LTD SPONS ADR 590717104 44 10000 SH SOLE 10000 0 0 MICROSOFT CORP COM 594918104 1971 12500 SH SOLE 12500 0 0 NETFLIX INC COM 64110L106 315 840 SH SOLE 840 0 0 PEPSICO INC COM 713448108 593 4935 SH SOLE 4935 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 900 8475 SH SOLE 8475 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1038 10483 SH SOLE 10483 0 0 PROCTER & GAMBLE CO COM 742718109 450 4094 SH SOLE 4094 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3463 39094 SH SOLE 39094 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 427 20513 SH SOLE 20513 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1768 22000 SH SOLE 22000 0 0 SNAP INC CL A 83304A106 376 31647 SH SOLE 31647 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 404 1568 SH SOLE 1568 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 9987 208232 SH SOLE 208232 0 0 UNION PAC CORP COM 907818108 2541 18015 SH SOLE 18015 0 0 UNITEDHEALTH GROUP INC COM 91324P102 703 2820 SH SOLE 2820 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 371 4351 SH SOLE 4351 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 816 5208 SH SOLE 5208 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 476 5343 SH SOLE 5343 0 0 WISDOMTREE TR YIELD ENHANCD US 97717X511 6575 127303 SH SOLE 127303 0 0