0001600944-22-000002.txt : 20220405
0001600944-22-000002.hdr.sgml : 20220405
20220404182625
ACCESSION NUMBER: 0001600944-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220405
DATE AS OF CHANGE: 20220404
EFFECTIVENESS DATE: 20220405
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SAM Advisors, LLC
CENTRAL INDEX KEY: 0001600944
IRS NUMBER: 202295233
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21373
FILM NUMBER: 22804413
BUSINESS ADDRESS:
STREET 1: 40312 JUNCTION DRIVE
CITY: OAKHURST
STATE: CA
ZIP: 93644
BUSINESS PHONE: 8776585193
MAIL ADDRESS:
STREET 1: PO BOX 2389
CITY: OAKHURST
STATE: CA
ZIP: 93644
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
true
0001600944
XXXXXXXX
03-31-2022
03-31-2022
SAM Advisors, LLC
PO BOX 2389
OAKHURST
CA
93644
13F HOLDINGS REPORT
028-21373
N
Will Boyer
Analyst
559-658-5193
Will Boyer
Oakhurst
CA
04-04-2022
0
37
231161
true
INFORMATION TABLE
2
Form13FInformationTable.xml
VANGUARD INDEX FDS TOTAL STK MKT
ETF
922908769
71317
313247
SH
SOLE
313247
0
0
VANGUARD STAR FDS VG TL INTL STK
ETF
921909768
38048
636899
SH
SOLE
636899
0
0
INVESCO QQQ TR UNIT
SER 1
46090E103
15058
41535
SH
SOLE
41535
0
0
VANGUARD INDEX FDS SMALL CP
ETF
922908751
14015
65949
SH
SOLE
65949
0
0
J P MORGAN HIGH YIELD RESRCH
ETF
46641Q878
13984
285918
SH
SOLE
285918
0
0
BERSHIRE HATHAWAY INC DEL
CL B
084670702
8997
25493
SH
SOLE
25493
0
0
SCHWAB STRATEGIC TR EMRG MKT
ETF
808524706
8468
311657
SH
SOLE
311657
0
0
VANGUARD SHRT INF PROT SEC
ETF
922020805
5936
115924
SH
SOLE
115924
0
0
PGIM ULTRA SHORT BOND
ETF
69344A107
5108
103793
SH
SOLE
103793
0
0
MICROSOFT CORP
COM
594918104
4196
13611
SH
SOLE
13611
0
0
APPLE INC
COM
037833100
4149
23762
SH
SOLE
23762
0
0
SELECT SECTOR SPDR TR SBI
CONS STPLS
81369Y308
3638
47939
SH
SOLE
47939
0
0
EATON VANCE TAX-MANAGED GLOB
COM
27829C105
3586
369263
SH
SOLE
369263
0
0
UNION PAC CORP
COM
907818108
3386
12395
SH
SOLE
12395
0
0
JOHNSON & JOHNSON
COM
478160104
3215
18141
SH
SOLE
18141
0
0
SPDR SER TR S&P
HOMEBUILD
78464A888
2952
46705
SH
SOLE
46705
0
0
CROWN CASTLE INTL CORP
COM
22822V101
2828
15322
SH
SOLE
15322
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
2797
12144
SH
SOLE
12144
0
0
BOEING CO
COM
097023105
2750
14361
SH
SOLE
14361
0
0
UBER TECHNOLOGIES INC
COM
90353T100
2725
76375
SH
SOLE
76375
0
0
SIMON PPTY GROUP INC
REIT
828806109
2541
19311
SH
SOLE
19311
0
0
INVESCO CURRENCYSHARES
CDN DLR SHS
46138T104
2432
31075
SH
SOLE
31075
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
2296
13168
SH
SOLE
13168
0
0
CHEVRON CORP
COM
166764100
965
5924
SH
SOLE
5924
0
0
J P MORGAN ULTRA SHT MUNCPL
ETF
46641Q654
943
18750
SH
SOLE
18750
0
0
ALPHABET INC
CL C
02079K107
919
329
SH
SOLE
329
0
0
VANGUARD SCOTTSDALE
SHRT TRM CORP BD
92206C409
670
8581
SH
SOLE
8581
0
0
ALPHABET INC
CL A
02079K305
431
155
SH
SOLE
155
0
0
ISHARES TIPS BOND
ETF
464287176
412
3310
SH
SOLE
3310
0
0
WESTAMERICA BANCORP
COM
957090103
411
6794
SH
SOLE
6794
0
0
THE COCA-COLA CO
COM
191216100
371
5989
SH
SOLE
5989
0
0
CATERPILLAR INC
COM
149123101
343
1540
SH
SOLE
1540
0
0
HANCOCK JOHN PFD INCOME
SH BEN INT
41012W108
333
17209
SH
SOLE
17209
0
0
CALAMOS CONV OPPORTUNITIES
SH BEN INT
128117108
288
21814
SH
SOLE
21814
0
0
WEYERHAEUSER CO
REIT
962166954
227
6000
SH
SOLE
6000
0
0
SPDR BLACKSTONE SENIOR LOAN
COM
78467V608
215
4772
SH
SOLE
4772
0
0
META PLATFORMS INC
CL A
30303M102
211
948
SH
SOLE
948
0
0