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