0001600944-22-000004.txt : 20220712
0001600944-22-000004.hdr.sgml : 20220712
20220711174836
ACCESSION NUMBER: 0001600944-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220712
DATE AS OF CHANGE: 20220711
EFFECTIVENESS DATE: 20220712
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: 221077816
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
false
0001600944
XXXXXXXX
06-30-2022
06-30-2022
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
07-11-2022
0
35
199604
false
INFORMATION TABLE
2
Form13FInformationTableQ2.xml
VANGUARD INDEX FDS TOTAL STK MKT
ETF
922908769
60717
320418
SH
SOLE
320418
0
0
VANGUARD STAR FDS VG TL INTL STK
ETF
921909768
33659
652744
SH
SOLE
652744
0
0
INVESCO QQQ TR UNIT
SER 1
46090E103
12337
43695
SH
SOLE
43695
0
0
VANGUARD INDEX FDS SMALL CP
ETF
922908751
11941
67441
SH
SOLE
67441
0
0
J P MORGAN HIGH YIELD RESRCH
ETF
46641Q878
14943
342495
SH
SOLE
342495
0
0
BERSHIRE HATHAWAY INC DEL
CL B
084670702
6270
22912
SH
SOLE
22912
0
0
SCHWAB STRATEGIC TR EMRG MKT
ETF
808524706
8295
326558
SH
SOLE
326558
0
0
VANGUARD SHRT INF PROT SEC
ETF
922020805
3562
70941
SH
SOLE
70941
0
0
PGIM ULTRA SHORT BOND
ETF
69344A107
4506
91829
SH
SOLE
91829
0
0
MICROSOFT CORP
COM
594918104
3613
13982
SH
SOLE
13982
0
0
APPLE INC
COM
037833100
3379
24539
SH
SOLE
24539
0
0
SELECT SECTOR SPDR TR SBI
CONS STPLS
81369Y308
3271
45257
SH
SOLE
45257
0
0
EATON VANCE TAX-MANAGED GLOB
COM
27829C105
2900
372274
SH
SOLE
372274
0
0
UNION PAC CORP
COM
907818108
2643
12441
SH
SOLE
12441
0
0
JOHNSON & JOHNSON
COM
478160104
3104
17433
SH
SOLE
17433
0
0
SPDR SER TR S&P
HOMEBUILD
78464A888
2634
47864
SH
SOLE
47864
0
0
CROWN CASTLE INTL CORP
COM
22822V101
2590
15248
SH
SOLE
15248
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
2752
11777
SH
SOLE
11777
0
0
BOEING CO
COM
097023105
2178
15938
SH
SOLE
15938
0
0
UBER TECHNOLOGIES INC
COM
90353T100
1793
86615
SH
SOLE
86615
0
0
SIMON PPTY GROUP INC
REIT
828806109
1968
20562
SH
SOLE
20562
0
0
INVESCO CURRENCYSHARES
CDN DLR SHS
46138T104
2362
31075
SH
SOLE
31075
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
2762
13030
SH
SOLE
13030
0
0
CHEVRON CORP
COM
166764100
851
5872
SH
SOLE
5872
0
0
J P MORGAN ULTRA SHT MUNCPL
ETF
46641Q654
839
16747
SH
SOLE
16747
0
0
ALPHABET INC
CL C
02079K107
725
329
SH
SOLE
329
0
0
VANGUARD SCOTTSDALE
SHRT TRM CORP BD
92206C409
625
8182
SH
SOLE
8182
0
0
ALPHABET INC
CL A
02079K305
341
155
SH
SOLE
155
0
0
ISHARES TIPS BOND
ETF
464287176
320
2797
SH
SOLE
2797
0
0
WESTAMERICA BANCORP
COM
957090103
381
6794
SH
SOLE
6794
0
0
THE COCA-COLA CO
COM
191216100
345
5474
SH
SOLE
5474
0
0
CATERPILLAR INC
COM
149123101
276
1540
SH
SOLE
1540
0
0
HANCOCK JOHN PFD INCOME
SH BEN INT
41012W108
322
18284
SH
SOLE
18284
0
0
WEYERHAEUSER CO
REIT
962166954
200
6000
SH
SOLE
6000
0
0
CVB FINL CORP
COM
126600105
200
8000
SH
SOLE
8000
0
0