0001478179-22-000003.txt : 20220729
0001478179-22-000003.hdr.sgml : 20220729
20220729115011
ACCESSION NUMBER: 0001478179-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220729
DATE AS OF CHANGE: 20220729
EFFECTIVENESS DATE: 20220729
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: 221118696
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
06-30-2022
06-30-2022
Daniels&Tansey,LLP
1013 CENTRE ROAD
SUITE 220
WILMINGTON
DE
19805
13F HOLDINGS REPORT
028-14068
N
Jordan Daniels
Chief Compliance Officer
302-442-6208
Jordan Daniels
Wilmington
DE
07-29-2022
0
30
257217
false
INFORMATION TABLE
2
q22022.xml
AMAZON COM INC COM
Stock
023135106
227
2140
SH
SOLE
2140
0
0
VANGUARD TOTAL STOCK MARKET INDEX FUND
ETF
922908769
215
1145
SH
SOLE
1145
0
0
SPDR S&P 500 ETF
ETF
78462F103
33453
88676
SH
SOLE
88499
0
0
AUTOMATIC DATA PROCESSING INC COM
Stock
053015103
316
1506
SH
SOLE
1506
0
0
ISHARES S&P SMALL-CAP FUND
ETF
464287804
17894
193643
SH
SOLE
193510
0
0
MICROSOFT CORP COM
Stock
594918104
377
1470
SH
SOLE
1470
0
0
FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF
ETF
33740F888
2795
114094
SH
SOLE
114094
0
0
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
ETF
46641Q654
762
15062
SH
SOLE
14962
0
0
VANGUARD S&P 500 ETF
ETF
922908363
58243
167908
SH
SOLE
167879
0
0
JPMORGAN CORE PLUS BOND ETF
ETF
46641Q670
3344
69627
SH
SOLE
69627
0
0
VANGUARD VALUE INDEX FUND
ETF
922908744
11749
89092
SH
SOLE
89029
0
0
VANGUARD GROWTH INDEX FUND
ETF
922908736
10420
46753
SH
SOLE
46723
0
0
ISHARES CORE MSCI EAFE ETF
ETF
46432F842
21299
361926
SH
SOLE
361674
0
0
ISHARES CORE MSCI EMERGING MARKETS ETF
ETF
46434G103
15539
316740
SH
SOLE
316527
0
0
VANGUARD TOTAL BOND MARKET INDEX FUND
ETF
921937835
29494
391901
SH
SOLE
390835
0
0
CISCO SYS INC COM
Stock
17275R102
513
12051
SH
SOLE
12051
0
0
ISHARES RUSSELL MID-CAP ETF
ETF
464287499
6239
96494
SH
SOLE
96494
0
0
ISHARES CORE S&P 500 ETF
ETF
464287200
6611
17437
SH
SOLE
17437
0
0
VMWARE INC CL A COM
Stock
928563402
341
3000
SH
SOLE
3000
0
0
VANGUARD FTSE DEVELOPED MARKETS ETF
ETF
921943858
3027
74208
SH
SOLE
74208
0
0
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
ETF
78464A805
1524
32797
SH
SOLE
32797
0
0
VANGUARD FTSE EMERGING MARKETS ETF
ETF
922042858
893
21463
SH
SOLE
21463
0
0
ZENDESK INC COM
Stock
98936J101
281
3800
SH
SOLE
3800
0
0
SPDR BLOOMBERG HIGH YIELD BOND ETF
ETF
78468R622
476
5255
SH
SOLE
5255
0
0
ISHARES S&P MIDCAP FUND
ETF
464287507
20598
91050
SH
SOLE
90968
0
0
ISHARES MSCI EAFE ETF
ETF
464287465
879
14081
SH
SOLE
14081
0
0
APPLE INC COM
Stock
037833100
498
3646
SH
SOLE
3646
0
0
ABBOTT LABS COM
Stock
002824100
235
2164
SH
SOLE
2164
0
0
ISHARES RUSSELL 1000 ETF
ETF
464287622
8975
43202
SH
SOLE
43202
0
0