0001600944-23-000001.txt : 20230119
0001600944-23-000001.hdr.sgml : 20230119
20230118173859
ACCESSION NUMBER: 0001600944-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230119
DATE AS OF CHANGE: 20230118
EFFECTIVENESS DATE: 20230119
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: 23535346
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
X0202
13F-HR
LIVE
false
true
false
0001600944
XXXXXXXX
12-31-2022
12-31-2022
SAM Advisors, LLC
PO BOX 2389
OAKHURST
CA
93644
13F HOLDINGS REPORT
028-21373
N
WILL BOYER
CLIENT SERVICE SPECIALIST
559-658-5193
WILL BOYER
OAKHURST
CA
01-18-2023
0
35
227012
false
INFORMATION TABLE
2
SAMAdvisorsQ4.xml
VANGUARD INDEX FDS TOTAL STK MKT
ETF
922908769
65148
340748
SH
SOLE
340748
0
0
VANGUARD STAR FDS VG TL INTL STK
ETF
921909768
35986
695794
SH
SOLE
695794
0
0
SDPR HIGH YIELD BOND
ETF
78468R606
16033
717700
SH
SOLE
717700
0
0
INVESCO QQQ TR UNIT
ETF
46090E103
13207
49596
SH
SOLE
49596
0
0
VANGUARD TOTAL BOND MARKET
ETF
921937835
12942
180153
SH
SOLE
180153
0
0
VANGUARD INDEX FDS SMALL CP
ETF
922908751
12862
70075
SH
SOLE
70075
0
0
JPMRG DIV RTN EM EQT
ETF
46641Q308
8547
173417
SH
SOLE
173417
0
0
BERSHIRE HATHAWAY INC DEL
CL B
084670702
7144
23126
SH
SOLE
23126
0
0
ISHARES US FINANCIAL SER
ETF
464287770
6512
41340
SH
SOLE
41340
0
0
INVESCO SENIOR LOAN
ETF
46138G508
5504
268081
SH
SOLE
268081
0
0
PGIM ULTRA SHORT BOND
ETF
69344A107
4575
93180
SH
SOLE
93180
0
0
MICROSOFT CORP
COM
594918104
3563
14858
SH
SOLE
14858
0
0
EATON VANCE TAX-MANAGED GLOB
COM
27829C105
3403
450681
SH
SOLE
450681
0
0
APPLE INC
COM
037833100
3162
24337
SH
SOLE
24337
0
0
JOHNSON & JOHNSON
COM
478160104
2972
16825
SH
SOLE
16825
0
0
BOEING CO
COM
097023105
2944
15456
SH
SOLE
15456
0
0
SIMON PPTY GROUP INC
REIT
828806109
2725
23198
SH
SOLE
23198
0
0
UNION PAC CORP
COM
907818108
2687
12975
SH
SOLE
12975
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
2608
10918
SH
SOLE
10918
0
0
CROWN CASTLE INTL CORP
COM
22822V101
2518
18563
SH
SOLE
18563
0
0
AMAZON INC
COM
023135106
2428
28900
SH
SOLE
28900
0
0
UBER TECHNOLOGIES INC
COM
90353T100
2279
92141
SH
SOLE
92141
0
0
INVESCO CURRENCYSHARES
CDN DLR SHS
46138T104
2246
31075
SH
SOLE
31075
0
0
CHEVRON CORP
COM
166764100
1056
5883
SH
SOLE
5883
0
0
ALPHABET INC
CL C
02079K107
584
6580
SH
SOLE
6580
0
0
SDPR GOLD SHARES
ETF
78463V107
432
2548
SH
SOLE
2548
0
0
VANGUARD SHORT-TERM BOND
ETF
921937827
403
5360
SH
SOLE
5360
0
0
WESTAMERICA BANCORP
COM
957090103
401
6794
SH
SOLE
6794
0
0
CATERPILLAR INC
COM
149123101
369
1540
SH
SOLE
1540
0
0
THE COCA-COLA CO
COM
191216100
348
5474
SH
SOLE
5474
0
0
VANGUARD SCOTTSDALE SHRT TRM
ETF
92206C409
335
4451
SH
SOLE
4451
0
0
HANCOCK JOHN PFD INCOME
ETF
41012W108
334
20817
SH
SOLE
20817
0
0
CALAMOS CONVERTIBLE OPPO
ETF
128117108
275
26209
SH
SOLE
26209
0
0
ALPHABET INC
CL A
02079K305
274
3100
SH
SOLE
3100
0
0
CVB FINL CORP
COM
126600105
206
8000
SH
SOLE
8000
0
0