0001478179-21-000002.txt : 20210506
0001478179-21-000002.hdr.sgml : 20210506
20210506110139
ACCESSION NUMBER: 0001478179-21-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210506
DATE AS OF CHANGE: 20210506
EFFECTIVENESS DATE: 20210506
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Daniels&Tansey,LLP
CENTRAL INDEX KEY: 0001478179
IRS NUMBER: 510413976
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14068
FILM NUMBER: 21896462
BUSINESS ADDRESS:
STREET 1: 1013 CENTRE ROAD
STREET 2: SUITE 220
CITY: WILMINGTON
STATE: DE
ZIP: 19805
BUSINESS PHONE: 302-594-1070
MAIL ADDRESS:
STREET 1: 1013 CENTRE ROAD
STREET 2: SUITE 220
CITY: WILMINGTON
STATE: DE
ZIP: 19805
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001478179
XXXXXXXX
03-31-2021
03-31-2021
Daniels&Tansey,LLP
1013 CENTRE ROAD
SUITE 220
WILMINGTON
DE
19805
13F HOLDINGS REPORT
028-14068
N
T. Jordan Daniels
Chief Compliance Officer
302-442-6208
T. Jordan Daniels
Wilmington
DE
05-06-2021
0
30
253060
false
INFORMATION TABLE
2
2021q1dt.xml
AMAZON COM INC COM
Stock
023135106
275
89
SH
SOLE
0
0
89
INVESCO QQQ TRUST
ETF
46090E103
551
1728
SH
SOLE
0
0
1728
VANGUARD TOTAL STOCK MARKET INDEX FUND
ETF
922908769
734
3555
SH
SOLE
0
0
3555
SPDR S&P 500 ETF
ETF
78462F103
40648
102563
SH
SOLE
0
0
102563
ISHARES S&P 100 ETF
ETF
464287101
249
1386
SH
SOLE
0
0
1386
AUTOMATIC DATA PROCESSING INC COM
Stock
053015103
405
2149
SH
SOLE
0
0
2149
ISHARES S&P SMALL-CAP FUND
ETF
464287804
17779
163820
SH
SOLE
0
0
163820
MICROSOFT CORP COM
Stock
594918104
301
1277
SH
SOLE
0
0
1277
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
ETF
46641Q654
2240
43903
SH
SOLE
0
0
43707
VANGUARD S&P 500 ETF
ETF
922908363
51502
141373
SH
SOLE
0
0
141373
JPMORGAN CORE PLUS BOND ETF
ETF
46641Q670
3558
66036
SH
SOLE
0
0
66036
VANGUARD VALUE INDEX FUND
ETF
922908744
10619
80778
SH
SOLE
0
0
80778
VANGUARD GROWTH INDEX FUND
ETF
922908736
11349
44156
SH
SOLE
0
0
44156
ISHARES CORE MSCI EAFE ETF
ETF
46432F842
17320
240397
SH
SOLE
0
0
240397
ISHARES CORE MSCI EMERGING MARKETS ETF
ETF
46434G103
15557
241729
SH
SOLE
0
0
241729
VANGUARD TOTAL BOND MARKET INDEX FUND
ETF
921937835
23828
281256
SH
SOLE
0
0
281256
INVESCO S&P SMALLCAP LOW VOLATILITY ETF
ETF
46138G102
252
5505
SH
SOLE
0
0
5505
ISHARES RUSSELL MID-CAP ETF
ETF
464287499
7983
107990
SH
SOLE
0
0
107990
ISHARES CORE S&P 500 ETF
ETF
464287200
6654
16727
SH
SOLE
0
0
16727
JPMORGAN CHASE & CO COM
Stock
46625H100
208
1367
SH
SOLE
0
0
1367
VANGUARD FTSE DEVELOPED MARKETS ETF
ETF
921943858
6091
124030
SH
SOLE
0
0
124030
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
ETF
78464A805
1739
35360
SH
SOLE
0
0
35360
AMGEN INC COM
Stock
031162100
214
862
SH
SOLE
0
0
862
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF
ETF
78468R622
779
7165
SH
SOLE
0
0
7165
ISHARES S&P MIDCAP FUND
ETF
464287507
19812
76119
SH
SOLE
0
0
76119
ISHARES MSCI EAFE ETF
ETF
464287465
1068
14081
SH
SOLE
0
0
14081
APPLE INC COM
Stock
037833100
433
3548
SH
SOLE
0
0
3548
ABBOTT LABS COM
Stock
002824100
275
2298
SH
SOLE
0
0
2298
ISHARES RUSSELL 1000 ETF
ETF
464287622
10637
47525
SH
SOLE
0
0
47525